How to Send Payment Links on WhatsApp for Due Payments Using Pabbly Connect

Learn how to automate sending payment links on WhatsApp for due payments using Pabbly Connect, Google Sheets, and Instamojo in this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Payment Links

To start sending payment links on WhatsApp for due payments, you first need to access Pabbly Connect. This platform allows you to automate the integration between Google Sheets, Instamojo, and WhatsApp Cloud API. Begin by visiting the Pabbly Connect website and signing up for a free account if you don’t have one.

Once logged in, you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send Payment Links on WhatsApp for Due Payments.’ Select the folder where you want to save this workflow, then proceed to set up the trigger and actions.

2. Configuring Google Sheets as the Trigger

The first step in your workflow is to configure Google Sheets as the trigger application. Select Google Sheets and choose the trigger event as ‘New or Updated Spreadsheet Row.’ This event will initiate the workflow whenever a new customer with a due payment is added. using Pabbly Connect

• Select the Google Sheets application in Pabbly Connect.
• Choose the trigger event ‘New or Updated Spreadsheet Row.’
• Connect your Google Sheets account using the provided VAB URL.

After setting up the trigger, you will need to copy the VAB URL and paste it into the Google Sheets extension for Pabbly Connect. This allows Google Sheets to communicate with Pabbly Connect effectively.

3. Creating a Payment Link with Instamojo

After Google Sheets is set up as the trigger, the next step is to create a payment link using Instamojo. In Pabbly Connect, add an action step and select Instamojo as your action application. Choose the action event as ‘Create Payment Link.’ This will enable you to generate a payment link based on the data received from Google Sheets.

To connect Instamojo with Pabbly Connect, you will need your private API key and authorization token from your Instamojo account. Copy these details and paste them into the respective fields in Pabbly Connect.

• Select the action application as Instamojo.
• Choose the action event ‘Create Payment Link.’
• Fill in the required details such as payment link title and amount.

Once all details are filled, click on ‘Save and Send Test’ to generate the payment link. This link will be used in the WhatsApp message sent to the customer.

4. Sending WhatsApp Messages with the Payment Link

After creating the payment link, the final step is to send a WhatsApp message to the customer using the WhatsApp Cloud API. In Pabbly Connect, add another action step and select WhatsApp Cloud API as your action application. Choose the action event as ‘Send Template Message.’ This will allow you to send a predefined message along with the payment link.

To connect WhatsApp Cloud API with Pabbly Connect, you will need to input your token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API account. Fill these in and save the connection.

Select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Map the WhatsApp number, customer name, due amount, and payment link in the message body.

Once you have mapped all the necessary fields, click ‘Save and Send Test’ to send the message. Your customer will receive a WhatsApp message containing the payment link.

5. Conclusion: Automate Payment Reminders with Pabbly Connect

In this tutorial, we’ve explored how to automate sending payment links on WhatsApp for due payments using Pabbly Connect. By integrating Google Sheets, Instamojo, and WhatsApp Cloud API, you can streamline your payment reminder process efficiently. This setup ensures that every time a new customer is added to your Google Sheets, they receive a timely reminder with their payment link.

Utilizing Pabbly Connect not only saves time but also enhances your customer communication, making payment reminders seamless and automated. Start using this powerful integration to improve your business operations today!