How to Create Instamojo Payment Link for Systeme.io Form Submission & Send on WhatsApp

Learn how to automate payment collection using Pabbly Connect to create Instamojo payment links from Systeme.io form submissions and send them via WhatsApp. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automate the payment collection process, you need to access Pabbly Connect. Start by creating a free account on Pabbly Connect, which can be done in just two minutes. Once logged in, you can easily create workflows that connect various applications.

After logging into Pabbly Connect, navigate to the dashboard. Click on the blue button labeled ‘Create Workflow’. Enter a name for your workflow, such as ‘Automate Payment Collection Process’, and select the folder where you want to save it. Click the ‘Create’ button to proceed.

2. Configuring Trigger with Systeme.io Form Submission

In this step, you will set up the trigger for your workflow using Systeme.io. The trigger you need is ‘Contact Subscribed to a Form’. This means that every time a new form submission occurs, it will activate the workflow in Pabbly Connect.

• Select ‘Systeme.io’ as the trigger application.
• Choose the trigger event as ‘Contact Subscribed to a Form’.
• Copy the provided webhook URL for later use.

Next, go to your Systeme.io dashboard, navigate to Automation, and create a new rule. Set the trigger to activate when a contact subscribes through the selected form. Paste the webhook URL you copied from Pabbly Connect to complete the integration.

3. Creating Payment Link with Instamojo

After setting up the trigger, the next step is to create a payment link using Instamojo. In Pabbly Connect, select Instamojo as the action application and choose the event ‘Create a Payment Link’. This action will generate a payment link whenever a form submission is detected.

For the connection, you will need to enter your Instamojo API key and OAuth token. Once connected, fill in the required fields, including the payment link title and amount. Make sure to format the amount correctly, as specified in the instructions. Click on ‘Save and Send Test Request’ to generate the payment link.

4. Sending Payment Link via WhatsApp

Now that you have created the payment link, the final step is to send it via WhatsApp. In Pabbly Connect, choose the WhatsApp application (e.g., Wati) and select the action event as ‘Send Template Message’. This will allow you to automatically send the generated payment link to the form submitter.

• Connect your WhatsApp application by entering the API endpoint and access token.
• Map the WhatsApp number field to the phone number collected from the form submission.
• Select the message template you created earlier for sending the payment link.

Once you have configured the WhatsApp action, click on ‘Save and Send Test Request’ to send the message. If everything is correctly set up, the payment link will be sent to the user’s WhatsApp number automatically.

5. Conclusion

In this tutorial, you learned how to automate the process of creating an Instamojo payment link from a Systeme.io form submission and sending it via WhatsApp using Pabbly Connect. This integration streamlines payment collection, saving you time and effort.

By following these steps, you can easily set up similar workflows to enhance your business processes and improve customer experience.