Automate WhatsApp Receipts for NGO Donations Using Pabbly Connect

Learn how to automate sending WhatsApp receipts for NGO donations using Pabbly Connect and Instamojo in this detailed tutorial. 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 Automation

To begin automating the process of sending WhatsApp receipts for NGO donations, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website at Pabbly.com/connect.

Here, you can either sign in if you are an existing user or click on the sign-up button to create a new account. Signing up is quick and provides you with 100 free tasks each month to explore the software’s capabilities.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will appear asking for a workflow name. Enter ‘Send ATG Receipts on WhatsApp for Donations Received via Instamojo’ and select a folder for organization.

• Click on ‘Create’ to finalize the workflow setup.
• You will see two windows: one for the trigger and another for the action.
• Triggers are events that start the workflow, while actions are what happens as a result.

In this case, the trigger will be a successful payment via Instamojo, which will initiate the creation of an ATG certificate in Google Docs.

3. Setting Up the Trigger with Instamojo

In Pabbly Connect, select Instamojo as your trigger application and choose the event ‘Successful Payment’. This means every time a payment is made, the workflow will trigger automatically.

After selecting the trigger, you will receive a webhook URL. Copy this URL as it will connect Instamojo to Pabbly Connect. Next, go to your Instamojo dashboard and find the smart page you created for your NGO donations.

• Edit the page and find the option to add a webhook.
• Paste the copied webhook URL and save the changes.
• Ensure only successful payment information is sent to Pabbly Connect.

This connection will ensure that every successful donation triggers the workflow in Pabbly Connect.

4. Creating the ATG Certificate in Google Docs

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

Connect your Google account to Pabbly Connect and select the ATG certificate template you previously created. Map the necessary fields such as donor name, donation amount, and date of donation to ensure the certificate is personalized for each donor.

Map the name of the donor from the previous response. Ensure all relevant details are included in the certificate. Click ‘Save and Send Test Request’ to create the document.

This step will generate a personalized ATG certificate each time a donation is made through Instamojo.

5. Sending the ATG Certificate via WhatsApp

To send the certificate to the donor via WhatsApp, add another action step in Pabbly Connect and select WhatsApp by Aisnc. Choose the action event ‘Send Template Message’.

Connect your Aisnc account and enter the necessary details, including the campaign name and the template you created for sending messages. Map the donor’s phone number and include the PDF link of the ATG certificate in the message.

Customize your message with donor-specific details. Test the message to ensure it sends correctly. Verify that the donor receives the message along with the certificate.

Once this step is complete, your workflow will automatically send a thank you message and the ATG certificate to each donor after their payment is processed.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending WhatsApp receipts for NGO donations. This integration not only saves time but also enhances donor engagement by providing instant acknowledgments and personalized certificates.