Automate Zoom Registrations and WhatsApp Reminders with Pabbly Connect

Learn how to automate Zoom registrations and WhatsApp reminders using Pabbly Connect and Instamojo payments in this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

In this section, we will learn how to set up Pabbly Connect to automate the integration between Instamojo and Zoom. Start by creating a free account on Pabbly Connect, which will allow you to access its automation features. Once logged in, navigate to the dashboard where you will create a new workflow.

Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Automatically Add Zoom Registrants and Send WhatsApp Reminders on Instamojo Payments.’ After naming your workflow, select the appropriate folder in your Pabbly Connect account. This will help you keep your automations organized.

2. Connecting Instamojo as the Trigger Application

The next step involves setting up Instamojo as the trigger application in Pabbly Connect. This is crucial because we want to initiate the workflow whenever a payment is received. In the trigger step, search for ‘Instamojo’ and select it. Choose the trigger event as ‘Successful Payment’ from the dropdown menu.

• Select Instamojo from the app list.
• Set the trigger event to Successful Payment.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Instamojo account and paste it into the webhook settings of your payment page. Ensure that you select ‘Payment Successful’ as the information to be sent. Once this is done, save your changes. Now, whenever a payment is made, the details will be sent to Pabbly Connect.

3. Adding Zoom Registrants Using Pabbly Connect

Once we have captured the payment details in Pabbly Connect, the next step is to add the customer as a registrant in Zoom. In the action step, search for ‘Zoom’ and select it. Choose the action event as ‘Add Meeting Registrant’. You will then need to connect your Zoom account to Pabbly Connect.

After connecting your Zoom account, you will need to select the meeting for which you want to add the registrant. Map the email address, first name, and last name fields using the data received from the Instamojo trigger. To split the full name into first and last names, use the Text Formatter feature in Pabbly Connect.

• Map the email address from the Instamojo response.
• Use the Text Formatter to split the full name into first and last names.
• Map the phone number and city as needed.

Once all the necessary details are mapped, save the action step. This ensures that the customer is now registered for your Zoom meeting.

4. Recording Customer Data in Google Sheets

In the next step, we will record the registrant’s details in a Google Sheet using Pabbly Connect. For this, add another action step and select ‘Google Sheets’ from the list of applications. Choose the action event as ‘Add New Row’ and connect your Google Sheets account.

After connecting, select the spreadsheet where you want to record the data. Map the fields such as name, email, mobile number, payment ID, and Zoom registrant ID from the previous steps. Make sure to review the data mapping to ensure accuracy.

Select the correct spreadsheet and sheet from your Google Sheets account. Map the relevant fields from the Instamojo and Zoom responses. Save the action step to record the data.

After saving, the customer details will be recorded in your Google Sheet, providing you with a complete overview of your workshop participants.

5. Sending WhatsApp Reminders via Pabbly Connect

The final step in this automation involves sending WhatsApp reminders to the registrants using Pabbly Connect. First, set up an action step for ‘AI WhatsApp’ and select the action event as ‘Send Template Message’. Connect your AI WhatsApp account using the API key provided in your account settings.

After connecting, create a WhatsApp message template for payment confirmation and reminders. Map the necessary parameters such as the recipient’s name, meeting date, and joining link. You can send the first reminder immediately after the payment confirmation and schedule subsequent reminders one day and two hours before the workshop.

Create WhatsApp message templates in your AI WhatsApp account. Map the parameters for personalization in the messages. Test the messages to ensure they are sent correctly.

After setting up the reminders, your automation will ensure that participants receive timely notifications about your workshop, enhancing their experience.

Conclusion

This tutorial demonstrates how to utilize Pabbly Connect to automate Zoom registrations and send WhatsApp reminders seamlessly. By integrating Instamojo with Zoom and Google Sheets, you can streamline your workshop management and enhance participant engagement.