Automate Payment Confirmation and Reminder Messages with Pabbly Connect

Learn how to automate payment confirmations and reminders using Pabbly Connect, Razorpay, and WhatsApp Cloud API in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Razorpay and WhatsApp Cloud API, access Pabbly Connect by visiting its website. You can either sign in if you are an existing user or click on the sign-up button to create a new account. New users receive 100 free tasks monthly, enabling them to explore the platform’s capabilities.

Once logged in, navigate to the dashboard where you can create workflows. Click on the ‘Create Workflow’ option, and name your workflow, such as ‘Send Payment Confirmation and Reminder Messages for Mess Booking on WhatsApp.’ Select the appropriate folder for organization before proceeding.

2. Setting Up Razorpay as the Trigger Application

In this step, we will set Razorpay as the trigger application in Pabbly Connect. The trigger event will be set to ‘Payment Captured,’ which means that the workflow will activate when a payment is successfully made. Select Razorpay from the trigger application options.

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

Next, go to your Razorpay account, navigate to the account settings, and add a new webhook using the copied URL. Set the active event to ‘Payment Captured’ to ensure that the connection is established correctly between Razorpay and Pabbly Connect.

3. Formatting Payment Amount Using Number Formatter

After setting up Razorpay, the next step in Pabbly Connect involves using the Number Formatter to handle payment amounts correctly. Razorpay sends payment amounts with extra zeros, so we will format the amount by dividing it by 100.

• Select ‘Number Formatter’ as the action application.
• Choose the operation to perform as ‘Math Operation.’
• Map the payment amount received from Razorpay.

By doing this, every time a new payment is captured, the amount will be adjusted automatically. This ensures that your workflow remains efficient and accurate, facilitating seamless integration through Pabbly Connect.

4. Sending WhatsApp Messages for Payment Confirmation

Now that we have formatted the payment amount, we can set up WhatsApp Cloud API to send confirmation messages. Select WhatsApp Cloud API as the action application in Pabbly Connect and choose the ‘Send Template Message’ action event.

Connect to WhatsApp Cloud API by entering the required credentials. Select the template you have created for payment confirmation. Map the recipient’s phone number and any variables in the message.

Once configured, click on ‘Save and Send Test Request’. Upon successful execution, the customer will receive a personalized confirmation message via WhatsApp, enhancing customer engagement and satisfaction.

5. Setting Up Payment Reminders for Customers

In the final step, we will set up a reminder message to be sent to customers before their subscription ends. This involves using the delay feature in Pabbly Connect to wait for 28 days after the payment confirmation.

To do this, add a new action step and select the ‘Delay’ application. Specify the delay period as 28 days, ensuring that the reminder message is sent just before the subscription renewal date. After the delay, configure another WhatsApp Cloud API action to send the reminder message.

Map the necessary variables, including the payment link, to ensure that customers can easily make their next payment. Once everything is set up, you can save the workflow, and it will run automatically for each new payment received, ensuring continuous customer communication.

Conclusion

This tutorial demonstrated how to automate payment confirmations and reminders using Pabbly Connect, Razorpay, and WhatsApp Cloud API. By following these steps, you can enhance customer engagement and streamline your payment processes effectively.