How to Send Payment Link on WhatsApp for Due Payments Using Pabbly Connect

Learn how to automate sending payment links on WhatsApp for due payments using Pabbly Connect, Razorpay, and Google Sheets in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Payment Links

To send payment links on WhatsApp for due payments, the first step is to set up Pabbly Connect. This platform will automate the process of creating payment links using Razorpay and sending them via WhatsApp.

Start by navigating to the Pabbly Connect website. If you don’t have an account, you can sign up for free, which allows you to execute 100 tasks every month. Once logged in, you will be directed to the dashboard, where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect that connects Google Sheets, Razorpay, and WhatsApp Cloud API. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send Payment Link on WhatsApp for Due Payments.’ Select the folder where you want to save this workflow.

• Name your workflow appropriately.
• Choose the correct folder for organization.
• Set up triggers and actions as described.

Once your workflow is created, you will see two boxes: Trigger and Action. Set Google Sheets as the trigger application and select the event as ‘New or Updated Spreadsheet Row.’ This will initiate the workflow when a new row is added to your Google Sheet.

3. Connecting Google Sheets to Pabbly Connect

For Pabbly Connect to communicate with Google Sheets, you need to configure a webhook URL. In your Google Sheet, navigate to Extensions, select Pabbly Connect Webhooks, and choose Initial Setup. Here, paste the webhook URL provided by Pabbly Connect.

Set the trigger column to the final data column (e.g., column E). This means that whenever data is entered in this column, the entire row will be sent to Pabbly Connect. Test the connection to ensure it is working correctly.

• Paste the webhook URL into the Initial Setup.
• Set the trigger column to the correct column in your Google Sheet.
• Test the connection to confirm it works.

After completing this setup, you will start receiving data from Google Sheets into Pabbly Connect whenever a new row is added.

4. Creating a Payment Link Using Razorpay

Next, we will set up Razorpay as the action application in Pabbly Connect. Select Razorpay and choose the action event ‘Create Payment Link.’ Connect your Razorpay account by entering the API Key ID and Secret.

Once connected, fill in the required details for the payment link. Map the due amount from your Google Sheets response, ensuring to convert it to the smallest currency unit (e.g., for 1,000 rupees, enter 100000). Also, set the currency to INR and provide a description for the payment link.

Select Razorpay as the action application. Map the due amount correctly. Set the currency and description for clarity.

After filling in these details, save and send the test to verify that the payment link is created successfully.

5. Sending the Payment Link via WhatsApp

In the final step, we will use WhatsApp Cloud API to send the created payment link to the customer. In Pabbly Connect, select WhatsApp Cloud API as the action application and choose the action event ‘Send Template Message.’ Connect your WhatsApp Cloud API account using the necessary credentials.

Map the recipient’s phone number, customer name, due amount, and payment link into the message template you created in your WhatsApp Cloud API account. Ensure that the template is approved by Meta before using it.

Map the required fields from Google Sheets and Razorpay responses. Ensure the message template is approved by Meta. Send the message and verify that it is received correctly.

Once everything is set up, the payment link will be sent automatically to the customer via WhatsApp whenever a new row is added to Google Sheets.

Conclusion

In this tutorial, we explored how to automate sending payment links on WhatsApp for due payments using Pabbly Connect, Razorpay, and Google Sheets. By implementing this workflow, you can streamline your payment collection process and enhance customer communication effectively.