How to Send 80G Receipts over WhatsApp for NGO Donations via Razorpay Using Pabbly Connect

Learn how to automate sending 80G receipts over WhatsApp for NGO donations received via Razorpay using Pabbly Connect in this detailed tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for NGO Donations

To automate sending 80G receipts over WhatsApp for NGO donations, we will use Pabbly Connect. Begin by accessing the Pabbly Connect website. If you are a new user, click on the ‘Sign Up Free’ button to create your account. Existing users can simply click ‘Sign In’ to access their dashboard.

Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect. Click on ‘Access Now’ to reach the dashboard where you can create workflows. Click on ‘Create Workflow’ to begin setting up your automation for sending receipts.

2. Creating the Workflow in Pabbly Connect

In this step, we will create a workflow that triggers when a donation is received via Razorpay. Name your workflow appropriately, such as ‘Send 80G Receipts via WhatsApp for Donations’. After naming, select the folder where you want to save this workflow. using Pabbly Connect

• Choose Razorpay as the trigger application.
• Select ‘Payment Captured’ as the trigger event.
• Copy the provided webhook URL.

Now, head over to your Razorpay account to set up the webhook. In Razorpay, navigate to ‘Account & Settings’ > ‘Webhooks’ and click on ‘Add New Webhook’. Paste the webhook URL here and select the event ‘Payment Captured’ to ensure that the workflow is triggered whenever a payment is made.

3. Testing the Razorpay Connection

After setting up the webhook, it’s essential to test the connection between Razorpay and Pabbly Connect. Go back to Razorpay and make a test donation through the payment page you created. Fill in the required details and complete the payment.

Once the payment is successful, return to Pabbly Connect. You should see the webhook response indicating that the payment details have been captured. This confirms that Razorpay is correctly sending data to Pabbly Connect.

4. Creating the 80G Receipt in Google Docs

With the Razorpay connection tested, the next step involves creating the 80G receipt using Google Docs. In your workflow, add an action step and select Google Docs as the application. Choose the action event ‘Create Document from Template’. using Pabbly Connect

• Select the template document you created for the 80G receipt.
• Map the donor’s details such as name, amount, and date from the Razorpay response.
• Save the document in Google Drive.

Once the document is created, check Google Docs to ensure that all the details are correctly filled in the receipt template. This automated process allows you to generate personalized receipts for each donor without manual input.

5. Sending the Receipt via WhatsApp

The final step is to send the generated 80G receipt to the donor via WhatsApp. Add another action step in your workflow and select WhatsApp Cloud API. Choose the action event ‘Send Template Message’. using Pabbly Connect

Fill in the required fields, including the recipient’s phone number and the template message. Make sure to map the link to the generated receipt from Google Docs. This way, each donor receives their personalized receipt link via WhatsApp immediately after their donation is processed.

Conclusion

In this tutorial, you learned how to automate the process of sending 80G receipts over WhatsApp for NGO donations received via Razorpay using Pabbly Connect. This integration streamlines your workflow, ensuring timely communication with donors while maintaining a personalized touch.