Learn how to automate sending payment links on WhatsApp for due payments using Pabbly Connect, Razorpay, and Google Sheets. Step-by-step tutorial included. 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 WhatsApp Payment Links

To send payment links for due payments via WhatsApp, the first step involves setting up Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect website and signing up for a free account if you haven’t already.

Once logged in, navigate to the dashboard where you can create your first workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send Payment Link on WhatsApp for Due Payments’. Select an appropriate folder to organize your workflows effectively.

2. Configuring Google Sheets as the Trigger Application

In this section, you’ll configure Google Sheets as the trigger application within Pabbly Connect. This setup will allow you to capture customer details automatically. Select Google Sheets from the trigger options and choose the event ‘New or Updated Spreadsheet Row’.

  • Choose your Google Sheets account to connect.
  • Select the specific spreadsheet that contains your customer data.
  • Identify the trigger column that will detect new entries.

After setting this up, click on ‘Save’. This action will ensure that every time you add a new row in Google Sheets, Pabbly Connect will capture the data and trigger the next action in the workflow.

Next, you’ll create a payment link using Razorpay through Pabbly Connect. This step involves setting Razorpay as the action application. Choose the action event ‘Create Payment Link’ to initiate the payment link creation process.

Connect your Razorpay account by providing your API key and secret. You can find these details in your Razorpay account settings under API keys. Once connected, you’ll need to fill out the necessary fields for the payment link, including the amount, currency, and customer details.

  • Map the due payment amount from Google Sheets.
  • Specify the currency as INR for Indian Rupees.
  • Provide a description for the payment link.

After filling in all required details, click on ‘Save’ to generate the payment link. Pabbly Connect will handle the integration and create a unique link for your customer.

4. Sending WhatsApp Messages Using Cloud API

In the final step, you will set up the WhatsApp Cloud API within Pabbly Connect to send an automated message containing the payment link. Select WhatsApp Cloud API as the action application and choose the event ‘Send Template Message’.

Connect your WhatsApp Cloud API by entering your access token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API account. After connecting, you need to select the template message you created for sending payment reminders.

Map the customer’s phone number from Google Sheets. Insert the payment link generated by Razorpay. Include any other necessary variables in the message.

Once your message is configured, click on ‘Send Test’ to ensure everything is set up correctly. If successful, your customer will receive a WhatsApp message with the payment link, demonstrating how Pabbly Connect automates this entire process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending payment links via WhatsApp for due payments. By integrating Google Sheets, Razorpay, and WhatsApp Cloud API, you can streamline your payment reminders efficiently. This automation not only saves time but ensures your customers receive timely notifications about their outstanding payments.

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