Learn how to automate sending PDF files on WhatsApp after receiving payments through Razorpay using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Payment Automation

In this tutorial, we will explore how to use Pabbly Connect to send PDF files on WhatsApp after a successful payment in Razorpay. This automation streamlines the process of sending confirmation messages along with files to customers, enhancing customer experience.

By integrating Razorpay with WhatsApp through Pabbly Connect, you can eliminate manual messaging and ensure timely delivery of important documents. This is particularly useful for businesses that need to send receipts or files after payment confirmation.

2. Setting Up Pabbly Connect for Razorpay Integration

To begin, log in to your Pabbly Connect account. If you don’t have one, you can easily create an account for free. Once logged in, navigate to the dashboard and select the option to create a new workflow.

Follow these steps to set up the Razorpay integration:

  • Click on ‘Create Workflow’ and name it appropriately, such as ‘Razorpay to WhatsApp’.
  • Choose Razorpay as the trigger app and select the trigger event as ‘Payment Captured’.
  • Copy the webhook URL provided by Pabbly Connect and paste it into your Razorpay settings under webhooks.

This setup allows Pabbly Connect to capture payment details from Razorpay, triggering subsequent actions in the workflow.

3. Capturing Payment Data in Pabbly Connect

Once the webhook is configured, any payment made through Razorpay will send data to Pabbly Connect. This data includes customer details, payment amounts, and transaction status. To verify the integration, make a test payment using Razorpay.

After the payment, return to Pabbly Connect to check if the data is captured correctly. You should see details like the customer’s name and email address in the captured data. This verification step is crucial to ensure that your automation workflow is functioning as intended.

4. Sending Messages via WhatsApp Using WATI

With the payment data captured, the next step is to send a message via WhatsApp. For this, we will use WATI as the messaging platform integrated through Pabbly Connect. Select WATI as the action app in your workflow.

Configure the action by following these steps:

  • Choose ‘Send Template Message’ as the action event.
  • Connect your WATI account by entering the API endpoint and access token.
  • Map the customer’s WhatsApp number and the PDF file to be sent in the message body.

This setup enables Pabbly Connect to automatically send a confirmation message along with the PDF file to the customer via WhatsApp after a successful payment.

5. Testing the Complete Workflow

After setting up the entire workflow, it’s time to test it. Make another test payment through Razorpay to see if the message is sent to WhatsApp as intended. Check your WhatsApp to confirm that the message includes the correct customer name and the PDF file.

If the message is successfully delivered, your integration is complete! You can now automate sending PDF files to customers after payment confirmations without any manual effort, thanks to Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect for automating the process of sending PDF files on WhatsApp after successful payments in Razorpay. This integration enhances efficiency and improves customer satisfaction.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.