How to Create Instamojo Payment Link for Systeme.io Form Submission & Send on WhatsApp Using Pabbly Connect

Learn how to automate payment link creation for Systeme.io form submissions and send them via WhatsApp using Pabbly Connect in this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Creating a Workflow in Pabbly Connect

To automate the process of generating an Instamojo payment link for Systeme.io form submissions, start by accessing Pabbly Connect. Once logged in, click on the ‘Create Workflow’ button to begin.

Provide a name for your workflow, such as ‘Automate Payment Collection Process’. After naming, select the folder where you want to save this workflow and click on the ‘Create’ button. You will now see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens next.

2. Setting Up the Trigger with Systeme.io

In this step, you will configure the trigger in Pabbly Connect. Search for and select Systeme.io as your application. Choose the trigger event as ‘Contact Subscribed to a Form’. This means that whenever a new form submission occurs, it will trigger the workflow.

• Select the form you created in Systeme.io.
• Copy the provided webhook URL from Pabbly Connect.
• Go to Systeme.io, navigate to Automation, and create a new rule using the webhook URL.

After saving the rule in Systeme.io, make a test submission on your form. This will send the form data to Pabbly Connect, confirming that the trigger setup works correctly. You should see the details of your submission in the Pabbly Connect dashboard.

3. Creating a Payment Link with Instamojo

With the trigger set, the next step is to create a payment link using Instamojo through Pabbly Connect. Select Instamojo as the action application and choose the event ‘Create a Payment Link’. You will need to connect your Instamojo account by providing the API key and O token from your Instamojo account.

Fill in the required fields for the payment link, including the title and amount. For instance, you might set the title as ‘Payment Link for Webinar Registration’ and the amount as ‘99.00’. Make sure to set the payment option to allow only a single payment.

4. Sending the Payment Link via WhatsApp

Now that the payment link is created, the final step is to send it via WhatsApp. In Pabbly Connect, select the Wati application to send WhatsApp messages. Choose the action event ‘Send Template Message’ and connect your Wati account by providing the API endpoint and access token.

• Map the WhatsApp number from the form submission data.
• Select the message template you created for sending payment links.
• Fill in the variables for the message, such as the name and the payment link.

After configuring the message, send a test request. You should see the WhatsApp message delivered to the specified number, containing the payment link for the form submitter.

5. Conclusion

By following this tutorial, you have successfully automated the process of creating an Instamojo payment link for Systeme.io form submissions and sending it via WhatsApp using Pabbly Connect. This integration allows for efficient payment collection without manual intervention.

With Pabbly Connect, you can streamline your workflows and enhance your business automation. Enjoy the benefits of automated payment processing and communication!