Automate WhatsApp Notifications for Refunds in Pabbly Subscription Billing

Learn how to automate WhatsApp notifications for refunds created in Pabbly Subscription Billing using a simple step-by-step guide. Learn how leading businesses accelerate growth with optimized subscription management and flexible billing options that enhance customer experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Subscription Billing for Integration

Pabbly Subscription Billing is essential for automating WhatsApp messages when refunds are created. To start, access Pabbly Subscription Billing by navigating to its website and signing in or creating a new account. Once logged in, you will have access to various features that facilitate the integration process. using Pabbly Connect

After logging in, go to the dashboard where you can manage your subscriptions. This platform allows you to create webhooks that will send refund notifications automatically. The integration with WhatsApp will be established through Pabbly Connect, ensuring that all refund details are communicated effectively to customers.

2. Creating a Webhook in Pabbly Subscription Billing

To automate WhatsApp notifications for refunds, you will need to create a webhook in Pabbly Subscription Billing. This webhook acts as a bridge between Pabbly Subscription Billing and Pabbly Connect. Start by navigating to the settings section of your Pabbly Subscription Billing account. using Pabbly Connect

• Select the ‘Webhooks’ option from the left sidebar.
• Click on the ‘Add Webhook’ button to create a new webhook.
• Provide a name for the webhook, such as ‘Refund Notification’.
• Paste the webhook URL provided by Pabbly Connect into the designated field.
• Select the ‘Payment Refund’ event as the trigger for the webhook.

After saving the webhook, it will capture refund details whenever a refund is initiated in Pabbly Subscription Billing, allowing for seamless communication through WhatsApp.

3. Configuring Pabbly Connect for WhatsApp Notifications

Once the webhook is set up, the next step involves configuring Pabbly Connect to send WhatsApp notifications. In Pabbly Connect, create a new workflow that will be triggered by the webhook you just created in Pabbly Subscription Billing. using Pabbly Connect

Select Pabbly Subscription Billing as the trigger application and set the event to ‘Payment Refund’. This setup will ensure that every time a refund is processed, Pabbly Connect will activate and send a WhatsApp message. You will then need to connect to WhatsApp using a service like WATI.

• Choose WATI as the action application for sending WhatsApp messages.
• Select the action event as ‘Send Template Message’.
• Connect your WATI account by providing the necessary API endpoint and access token.

With this configuration, you are setting up the automation that will send WhatsApp notifications to customers whenever a refund occurs, thus enhancing customer communication.

4. Testing the Integration for Refund Notifications

After configuring Pabbly Connect, it is crucial to test the integration to ensure everything is working correctly. To do this, initiate a test refund in Pabbly Subscription Billing. This will trigger the webhook and allow you to see if the WhatsApp message is sent as expected. using Pabbly Connect

Once you create a refund for a product, Pabbly Connect should capture the webhook response. Check the response data to ensure it includes all relevant details, such as customer name, product, and refund reason. If the response is captured correctly, you can proceed to verify the WhatsApp message.

Make sure the WhatsApp message template includes variables for dynamic content. Check if the message is received in the designated WhatsApp account.

Successful testing confirms that the integration is functioning as intended, allowing for automated notifications to be sent for each refund processed through Pabbly Subscription Billing.

5. Finalizing the Automation Workflow

With the integration tested and confirmed, the final step is to finalize the automation workflow in Pabbly Connect. Ensure all configurations are saved correctly, and the workflow is active. This means that any future refunds processed through Pabbly Subscription Billing will automatically trigger the WhatsApp notifications. using Pabbly Connect

This setup not only saves time but also improves customer satisfaction by providing immediate updates regarding their refunds. You can further customize the WhatsApp messages by adjusting the template used in WATI to fit your branding and communication style.

In conclusion, by using Pabbly Subscription Billing in conjunction with Pabbly Connect and WATI, you can create a seamless automation process that enhances customer communication. This integration ensures that customers are promptly informed about their refunds, streamlining the entire process.

Conclusion

In this tutorial, we explored how to automate WhatsApp notifications for refunds created in Pabbly Subscription Billing. By setting up webhooks and connecting to Pabbly Connect, you can enhance your customer communication effectively.