How to Auto Send SMS on ThriveCart Purchase Using Pabbly Connect and Twilio

Learn how to automate SMS sending on ThriveCart purchases using Pabbly Connect and Twilio. Follow our 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 SMS Automation

To begin automating SMS sending on ThriveCart purchases, you need to access Pabbly Connect. This platform allows you to create workflows that connect ThriveCart and Twilio seamlessly. Start by visiting the Pabbly Connect homepage and signing in or signing up for a new account.

Once logged in, you will see the dashboard where all your applications are listed. To set up the automation, click on the ‘Create Workflow’ button located at the top right corner. This initiates the process of linking your ThriveCart with Twilio through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow something descriptive like ‘Auto Send SMS on ThriveCart Purchase’. This helps you easily identify your automation later. You can also choose a folder to organize your workflows, which is a useful feature of Pabbly Connect.

• Click ‘Create’ after naming your workflow.
• Select ‘ThriveCart’ as your trigger application.
• Choose ‘Product Purchase’ as the trigger event.

After selecting the trigger, click on ‘Connect’ to establish a connection between ThriveCart and Pabbly Connect. Follow the prompts to add a new connection using your ThriveCart API key, which you can find in the API and Webhook section of your ThriveCart account settings.

3. Configuring ThriveCart Integration

Once you have connected ThriveCart to Pabbly Connect, select the product you want to automate SMS for. This is where you can specify the product status as well. If you are testing, select the test mode to ensure everything works correctly.

After setting up the product, click on ‘Save and Send Test Request’ to check if the integration is functioning. You will need to make a test purchase to trigger the automation. Fill in the purchase details, including a dummy name, email, and phone number to simulate a real transaction.

• Enter a dummy card number and valid billing details.
• Click ‘Complete Order’ to finalize the test purchase.

After the test purchase, return to Pabbly Connect to see if the response has been captured correctly. You should see all the purchase details, including order ID and customer information.

4. Setting Up Twilio SMS Action

Next, you will set up Twilio as your action application in Pabbly Connect. Select Twilio and the action event as ‘Send SMS Message’. Click on ‘Connect’ to establish a connection with your Twilio account.

For the connection, you will need your Twilio Account SID and Authorization Token. These can be found in your Twilio dashboard. Enter these credentials into Pabbly Connect to establish the integration.

Input the SMS body, which can be a custom message for your customers. Specify the sender number, which must be an approved Twilio number. Map the recipient’s phone number from the ThriveCart response.

After filling in all the required fields, click ‘Save and Send Test Request’. If everything is set up correctly, you should receive a confirmation SMS on the specified number, indicating that the integration is working.

5. Testing and Finalizing the Integration

To ensure your automation works as intended, perform another test purchase in ThriveCart. Use a different set of dummy data to simulate a new customer. This step is crucial to verify that the SMS is sent correctly upon purchase.

After completing the test purchase, check your phone for the SMS sent from Twilio. The message should match the body you set up in the Twilio action step. This confirms that Pabbly Connect has successfully automated the SMS sending process.

Once tested, you can finalize your workflow in Pabbly Connect. This integration will now automatically send SMS notifications for every purchase made through your ThriveCart account, enhancing customer engagement and satisfaction.

Conclusion

This tutorial demonstrated how to automate SMS sending on ThriveCart purchases using Pabbly Connect and Twilio. By following these steps, you can easily set up a seamless integration that enhances your customer communication.