How to Send 80G Certificate over WhatsApp for NGO Donations Received via Cashfree

Learn how to automate sending 80G certificates via WhatsApp for NGO donations using Pabbly Connect and Cashfree. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for NGO Donations

To send an 80G certificate over WhatsApp for NGO donations received via Cashfree, you need to set up Pabbly Connect. Start by accessing the Pabbly Connect dashboard after signing in. If you’re a new user, sign up for free to get started.

Once on the dashboard, click on the ‘Create Workflow’ button. Name your workflow as ‘Send 80G Certificate over WhatsApp for NGO Donations Received via Cashfree’ and select the folder for organization. This setup is crucial for automating the process of generating and sending certificates.

2. Setting Up Trigger with Cashfree in Pabbly Connect

In this step, you will configure the trigger application in Pabbly Connect. Select Cashfree as your trigger application and choose the trigger event as ‘Payment via Form’. This action initiates the workflow when a donation is made through your Cashfree payment form.

• Select Cashfree as the trigger application.
• Choose the trigger event: Payment via Form.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Cashfree account and add the webhook URL to your payment form settings. This connection allows Cashfree to send payment data directly to Pabbly Connect, enabling the automation of certificate generation.

3. Generating the 80G Certificate Using Google Docs

After setting up the trigger, the next step is to generate the 80G certificate. In Pabbly Connect, select Google Docs as the action application and choose the action event as ‘Create Document from Template’. This allows you to create a new document based on your pre-designed certificate template.

Ensure you have a Google Docs template ready for the 80G certificate. In the action settings, map the donor’s details received from Cashfree to the respective fields in your Google Docs template. This mapping process ensures that each certificate is personalized with the correct donor information.

• Select the Google Docs template for the 80G certificate.
• Map the donor’s name, email, and donation details to the certificate fields.
• Save and test the document creation to ensure it works correctly.

Once the document is created, you can view it in your Google Drive. This document serves as the certificate that will be sent to the donor via WhatsApp.

4. Sharing the Certificate via Google Drive

To send the generated certificate to the donor, you need to make it accessible. In Pabbly Connect, add another action step and select Google Drive as the application. Choose the action event ‘Share a File with Anyone’. This step ensures that the generated certificate link can be shared with the donor.

In this action, you will map the file ID of the generated certificate from the previous step. This mapping is essential for ensuring that the correct document is shared. After setting this up, you can test the sharing process to confirm that the document is now accessible to anyone with the link.

5. Sending the Certificate via WhatsApp Cloud API

Finally, to send the 80G certificate to the donor, you will integrate the WhatsApp Cloud API using Pabbly Connect. Add a new action step and select WhatsApp Cloud API as the application. Choose the action event ‘Send Template Message’. This allows you to send a pre-defined message along with the certificate link to the donor.

In this step, you will need to provide your WhatsApp Cloud API credentials, including the token and phone number ID. Map the donor’s phone number and the certificate link into the message template. This ensures that the donor receives a personalized message with their certificate link.

Connect to WhatsApp Cloud API using your credentials. Map the donor’s phone number and certificate link in the message template. Test the WhatsApp message sending to confirm successful delivery.

After testing, the donor will receive a message on WhatsApp containing their 80G certificate link, completing the automation process.

Conclusion

In conclusion, using Pabbly Connect to send 80G certificates over WhatsApp for NGO donations received via Cashfree streamlines the entire donation process. This automation ensures quick and efficient certificate generation and delivery, enhancing donor experience.