Learn how to automate file delivery on WhatsApp for successful payments using Pabbly Connect. Step-by-step guide to integrate WhatsApp, Razorpay, and Google Drive. 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 Integration

To start automating file delivery on WhatsApp for successful payments, first access Pabbly Connect. This platform acts as the central hub for integrating various applications, including WhatsApp and Razorpay.

Once you log into Pabbly Connect, create a new workflow. Name your workflow appropriately, such as ‘WhatsApp File Delivery’. This will help you keep your integrations organized.


2. Integrating Razorpay with Pabbly Connect

Next, you need to set up Razorpay as a trigger in your Pabbly Connect workflow. Select Razorpay from the list of applications. Choose the trigger event, which is typically ‘Payment Captured’.

  • Log into your Razorpay account.
  • Click on ‘Settings’ and then ‘Webhook’.
  • Add the webhook URL provided by Pabbly Connect.

After setting up the webhook, ensure that the Razorpay account is successfully connected. This allows Pabbly Connect to receive payment notifications in real time.


3. Delivering Files via WhatsApp Using Pabbly Connect

Now, let’s set up the file delivery process. Within the same workflow in Pabbly Connect, add a new action step. Choose WhatsApp as the application for this action.

In the action event, select ‘Send Message’. You will need to configure the fields to include the WhatsApp number of the customer and the file link from Google Drive. Ensure you have the file uploaded to Google Drive beforehand.

  • Select the WhatsApp number field and map it to the Razorpay payment data.
  • Enter the message template that will accompany the file.
  • Attach the Google Drive file link in the message.

After configuring these fields, test the action to ensure that the file is delivered successfully upon payment completion.


4. Finalizing Your Pabbly Connect Integration

Once your workflow is set up, it’s essential to finalize the integration in Pabbly Connect. Review all steps to ensure that the Razorpay trigger and WhatsApp action are correctly configured.

Make sure to turn on the workflow. This is crucial as it allows the automation to run whenever a payment is successfully captured. You can also monitor the workflow for any errors or adjustments needed over time.


5. Testing the Integration for Success

Finally, it’s time to test your integration. Perform a test payment through Razorpay to check if the file is delivered correctly via WhatsApp. Monitor the response in Pabbly Connect to confirm successful execution.

If the file is delivered as expected, your integration is complete. If there are issues, revisit the workflow settings in Pabbly Connect to troubleshoot any problems.

Testing ensures that your automation runs smoothly and efficiently, providing a seamless experience for your customers.


Conclusion

In this tutorial, we explored how to deliver files on WhatsApp for successful payments using Pabbly Connect. With the right setup, you can automate this process efficiently. Enjoy streamlined communication with your customers!

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.