Automate Payment Notifications with Pabbly Connect: Integrating Instamojo and Microsoft Teams

Learn how to automate payment notifications by integrating Instamojo with Microsoft Teams using Pabbly Connect. Step-by-step tutorial for seamless notifications. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating notifications for failed payments, access Pabbly Connect by visiting its homepage. Here, you can sign up for a free account or log in if you are an existing user. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create your first workflow.

After signing in, you will see options to create workflows. Click on the ‘Create Workflow’ button located at the top right corner. This initiates the process of setting up your integration between Instamojo and Microsoft Teams through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, you need to name your workflow. For this integration, name it ‘Notify Team on Microsoft Teams for Failed Instamojo Payment.’ Select a folder to organize your workflows, such as ‘Automations’.

• Name the workflow appropriately for easy identification.
• Choose an existing folder or create a new one for better organization.

Once you have named your workflow, click on the ‘Create’ button. This will set up the workflow where you can define the trigger and action. The trigger will be the event that starts the workflow, while the action is what happens in response to that trigger, all managed through Pabbly Connect.

3. Setting Up the Trigger with Instamojo

To set up the trigger, select Instamojo as your trigger application in Pabbly Connect. Choose the trigger event as ‘Failed Payment.’ This means that whenever a payment fails on your Instamojo payment page, the workflow will be triggered automatically.

After selecting the trigger event, you will receive a webhook URL from Pabbly Connect. Copy this URL, as you will need it to connect your Instamojo account. Log into your Instamojo account, navigate to the payment page settings, and paste the webhook URL in the designated field.

• Navigate to the payment page settings in Instamojo.
• Paste the copied webhook URL into the appropriate field.
• Select the information you want to send when a payment fails.

After saving the settings in Instamojo, return to Pabbly Connect to test the trigger. This will ensure that your automation is set up correctly and ready to send notifications.

4. Configuring the Action with Microsoft Teams

Next, you will set up the action that occurs when a payment fails. Select Microsoft Teams as your action application in Pabbly Connect. Choose the action event as ‘Send Message in a Channel.’ This allows you to notify your team whenever a payment fails.

To connect Microsoft Teams, click on the ‘Connect’ button. If you haven’t connected your Microsoft Teams account yet, you will need to authorize Pabbly Connect to access your Teams account. Once connected, select the team and channel where you want to send the notifications.

Select the specific team and channel for the notifications. Compose a message that includes details about the failed payment. Map the relevant data from the trigger step into the message.

After composing your message, click on the ‘Save and Send Test Request’ button. This will send a test message to your selected Microsoft Teams channel, confirming that the integration works as intended through Pabbly Connect.

5. Testing the Integration

To ensure that your integration is functioning correctly, you need to test it. Go back to your Instamojo payment page and create a failed payment scenario. Enter dummy data and proceed to make a payment using incorrect information.

After attempting the failed payment, check your Microsoft Teams channel for the notification. You should see the alert message you configured, indicating that the integration is working successfully. This confirms that Pabbly Connect is effectively linking Instamojo and Microsoft Teams for seamless notifications.

With this, you have successfully set up a complete automation from failed payments on Instamojo to notifications on Microsoft Teams, all managed through Pabbly Connect. You can now handle payment issues promptly, improving customer satisfaction and team efficiency.

Conclusion

In this tutorial, you learned how to integrate Instamojo with Microsoft Teams using Pabbly Connect. This automation allows for instant notifications of failed payments, streamlining communication and enhancing operational efficiency.