Automate WhatsApp Notifications for NGO Donations Using Pabbly Connect

Learn how to automate WhatsApp notifications for NGO donations using Pabbly Connect, integrating Cashfree, Google Docs, and AI Sensei for seamless communication. 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 notifications for donations, first access Pabbly Connect. Go to the Pabbly Connect homepage by typing the URL in your browser. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account, which includes 100 free tasks every month. Existing users can simply log in to access their dashboard. Once signed in, navigate to the Pabbly Connect dashboard to create a new workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ option. A dialog box will appear prompting you to name your workflow. Name it something relevant, like ‘Automatically Generate ATG Receipts via Cashfree and Share on WhatsApp’.

• Select the folder where you want to save your workflow.
• Click on ‘Create Now’ to proceed.
• You will see two windows: one for triggers and one for actions.

In this workflow, the trigger will be set to Cashfree, and the action will be linked to Google Docs. This setup ensures that every time a donation is received, an ATG certificate is automatically generated and sent via WhatsApp.

3. Setting Up the Trigger with Cashfree

To set up the trigger in Pabbly Connect, select Cashfree as the trigger application. Then, choose the trigger event that corresponds to payment receipt. This event will initiate the workflow whenever a donation is made.

Once the trigger is selected, Pabbly Connect will provide a webhook URL. Copy this URL and navigate to your Cashfree account. Under the developers section, click on ‘Add Webhook Endpoint’ and paste the copied URL. Select the event for which you want to receive notifications, typically the success payment event.

4. Creating the ATG Certificate in Google Docs

After setting up the Cashfree trigger, the next step in Pabbly Connect is to create the ATG certificate using Google Docs. Add a new action step in your workflow and select Google Docs as the action application. Choose ‘Create Document from Template’ as the action event.

• Select the template document you created for the ATG certificate.
• Map the donor’s details from the Cashfree response to the relevant fields in the document.
• Save and send a test request to ensure the document is generated correctly.

Once the document is created, it will automatically contain the donor’s information, thus streamlining the process of generating certificates for each donation.

5. Sending the WhatsApp Message via AI Sensei

The final step in this automation involves sending the generated ATG certificate to the donor via WhatsApp using AI Sensei. In Pabbly Connect, add another action step and select AI Sensei as the application.

Set up the connection by providing your API key from AI Sensei. Then, enter the details for the message template, including the campaign name and the message body that will be sent alongside the PDF link of the ATG certificate. Map the donor’s phone number and any other necessary variables to personalize the message.

After completing these steps, send a test request to verify that the message is sent successfully. Once confirmed, every time a donation is received, the donor will automatically receive a WhatsApp message with their ATG certificate attached.

Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to automate WhatsApp notifications for NGO donations. By integrating Cashfree, Google Docs, and AI Sensei, you can streamline communication and enhance donor engagement effortlessly.