How to Send 80G Receipts on WhatsApp for Donations Using Pabbly Connect

Learn how to automate sending 80G receipts on WhatsApp for donations received via Instamojo using Pabbly Connect in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate sending 80G receipts on WhatsApp for donations, you first need to access Pabbly Connect. Go to the Pabbly Connect homepage by entering the URL in your browser.

If you are an existing user, simply click on the ‘Sign In’ button. For new users, click on ‘Sign Up for Free’ to create a new account. Once signed up, you will receive 100 free tasks each month to explore the automation features.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see your dashboard. To create a new workflow, click on the ‘Create Workflow’ button. A dialog box will appear asking for a name for your workflow.

• Name the workflow: ‘Send 80G Receipts on WhatsApp for Donations Received via Instamojo’.
• Select the folder to save the workflow, such as ‘NGO Donation Receipts’.
• Click on ‘Create’ to finalize the setup.

Now, you will see two windows: one for the trigger and one for the action. The trigger is what starts the workflow, while the action is what happens as a result.

3. Setting Up the Trigger with Instamojo

In this step, you will set the trigger application to Pabbly Connect. Select ‘Instamojo V2’ as your trigger application. The trigger event should be set to ‘Successful Payment’ to initiate the workflow when a donation is received.

After setting the trigger, you will receive a webhook URL. Copy this URL, as it will connect Instamojo to Pabbly Connect. Next, go to your Instamojo account and navigate to your smart page where donations are collected.

• Click on the three dots next to your page and select ‘Edit Page’.
• Enable the ‘Add Webhook’ option and paste the copied URL.
• Ensure you only select ‘Successful Payments’ to receive necessary information.

Save the changes, and your Instamojo page is now connected to Pabbly Connect.

4. Creating ATG Certificates Using Google Docs

Once the webhook is set up, you need to create an ATG certificate for the donor. For this, select ‘Google Docs’ as your action application in Pabbly Connect. Choose the action event ‘Create Document from Template’.

Connect your Google Docs account if prompted. Select the template document you created for the ATG certificate. Map the required fields like donor name, amount, and payment date from the previous response data received from Instamojo.

Map the donor’s name and payment amount dynamically. Ensure the date format is correct for the certificate. Save the document once all fields are mapped correctly.

This step ensures that each donor receives a personalized ATG certificate automatically.

5. Sending the ATG Certificate via WhatsApp

To send the ATG certificate to the donor, set up another action step in Pabbly Connect using ‘WhatsApp by AiSensy’. Select the action event ‘Send Template Message’.

Connect your AiSensy account by entering the API key. Once connected, fill in the required fields, including the campaign name and the message template that you created earlier.

Map the donor’s phone number and the PDF link of the ATG certificate. Include personalized messages using mapped variables for the donor’s name and donation amount. Test the setup to ensure the message is sent correctly.

After completing this step, the donor will receive a WhatsApp message containing the ATG certificate PDF link, confirming their donation.

Conclusion

This tutorial demonstrated how to automate sending 80G receipts on WhatsApp for donations received via Instamojo using Pabbly Connect. By following these steps, you can efficiently manage donations and improve communication with your supporters.