Automate WhatsApp Messages with Pabbly Connect and Instamojo Payments

Learn how to automate WhatsApp messages for successful Instamojo payments using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages for successful Instamojo payments, first, access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free and receive 100 tasks monthly.

Once logged in, navigate to the dashboard. You will see all your applications. Click on the Pabbly Connect icon to open the integration platform and start creating your workflow.

2. Creating a Workflow in Pabbly Connect

To create an automation workflow in Pabbly Connect, click on the top right corner button labeled “Create Workflow”. A dialog box will appear asking for a workflow name and folder selection. Name your workflow something like ‘Send Automated WhatsApp Message on Successful Instamojo Payment’.

• Select the appropriate folder to save your workflow.
• Click the create button to finalize the workflow setup.

After creating the workflow, you will see two windows: one for the trigger and another for the action. The trigger is the event that starts the automation, while the action is what happens as a result. This setup is crucial for your automation process.

3. Setting Up the Trigger with Instamojo

In this step, you will set up the trigger in Pabbly Connect to capture successful payments from Instamojo. Select ‘Instamojo V1’ as the trigger application. Choose the trigger event as ‘New Sale’. This allows Pabbly Connect to capture responses whenever a new payment is made.

After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL to connect your Instamojo account. Now, go to your Instamojo account, navigate to the page settings of the course you are selling, and find the option for webhooks.

• Toggle the webhook option on.
• Paste the copied webhook URL and select ‘Successful Payments’ as the information to be sent.

Save the changes and return to your Pabbly Connect workflow. You should see a message indicating that it is waiting for a webhook response.

4. Testing the Integration

Now that the trigger is set up, it’s time to test the integration. Create a test payment using the Instamojo page linked to your Pabbly Connect workflow. Fill in the required details and complete the payment process.

Once the payment is successful, return to your Pabbly Connect workflow. You should see that the webhook has captured the payment response, including details like payment amount, course name, and student information.

This confirms that your Instamojo account is successfully connected to Pabbly Connect. You can now proceed to set up the action step to send WhatsApp messages.

5. Sending WhatsApp Messages Using AI Sensei

The final step is to configure the action in Pabbly Connect to send WhatsApp messages. Select ‘AI Sensei’ as the action application and choose ‘Send Template Message’ as the action event. This will allow you to send a predefined message to students after their payment is confirmed.

To connect AI Sensei with Pabbly Connect, you will need an API key from your AI Sensei account. Go to the manage option in AI Sensei, find the API key section, and copy the key. Paste it into Pabbly Connect to establish the connection.

Create a campaign for your message template in AI Sensei. Map the necessary data fields such as student name and course name from the previous payment response.

Once everything is set up, send a test request to verify that the WhatsApp message is being sent correctly. Check your WhatsApp to confirm receipt of the message.

Conclusion

By following these steps, you can successfully automate WhatsApp messages for successful Instamojo payments using Pabbly Connect. This integration enhances communication with students and streamlines your enrollment process, ensuring timely notifications and improved customer service.