Automate WhatsApp Messages for Refunds Using Pabbly Connect and Sam Card

Learn how to automate WhatsApp messages for refunds using Pabbly Connect and Sam Card in this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages for refunds, you need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly. First, log into your Pabbly Connect account or create a free account if you haven’t already.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the blue button labeled ‘Create Workflow’ and enter a name for your automation, such as ‘Automatic WhatsApp Message for Every Refund in Sam Card’. After naming your workflow, click on ‘Create’ to proceed.

2. Setting Up the Trigger with Sam Card in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect to initiate the automation when a refund occurs in Sam Card. Select Sam Card as the trigger application and choose the event ‘New Refund’. This means that every time a refund is initiated in Sam Card, it will trigger the workflow you’ve set up in Pabbly Connect.

• Select ‘New Refund’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Sam Card application and navigate to Settings > Integrations.
• Create a new integration and paste the webhook URL into the notification URL field.

After saving the integration, return to Pabbly Connect to test the connection. It will wait for a response from Sam Card, confirming that the integration is successful. This setup ensures that whenever a refund is processed, Pabbly Connect captures the details automatically.

3. Sending WhatsApp Messages Using Pabbly Connect

Now that the trigger is set up, the next step is to configure the action to send WhatsApp messages. For this, select the Interact application in Pabbly Connect and choose the action event ‘Send WhatsApp Message Template’. This will allow you to send a customized message to customers once their refund is processed.

In the action setup, you will need to provide several details:

• Enter the country code and phone number of the customer.
• Map the customer’s name and refund amount to the message body.
• Use the template code for the message you created in Interact.

After filling in these details, click on save. This integration through Pabbly Connect ensures that each refund triggers an automatic WhatsApp message to the customer, confirming their refund details.

4. Testing the Integration with Pabbly Connect

Once the action is set up, it’s crucial to test the integration to ensure everything works smoothly. Go back to your Sam Card application and initiate a test refund. This action will send a test response back to Pabbly Connect.

After performing the test refund, return to Pabbly Connect to check if the response has been received. You should see the details of the refund captured in the response, confirming that the integration is functioning correctly.

Make sure to validate the information received, such as the customer’s name, refund amount, and product name. This verification ensures that the automation is set up correctly and that customers will receive accurate WhatsApp messages regarding their refunds.

5. Finalizing the Automation in Pabbly Connect

With the test successful, your automation is now ready to go live. You can finalize the workflow in Pabbly Connect by ensuring all settings are correctly configured. Make sure to check the mapping of variables in the WhatsApp message to reflect accurate customer details.

Once everything is set, you can sit back and relax, as Pabbly Connect will handle the automation of sending WhatsApp messages for every refund processed in Sam Card. This integration not only saves time but also enhances customer communication.

Whenever a refund is processed, the customer will automatically receive a WhatsApp message confirming their refund details, thanks to the seamless integration facilitated by Pabbly Connect. This is an efficient way to manage customer relations and improve service quality.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages for refunds using Pabbly Connect and Sam Card. By following the steps outlined, you can enhance your customer communication and streamline your refund process effectively.