How to Send Payment Links on WhatsApp for Due Payment Using Pabbly Connect

Learn how to automate sending payment links on WhatsApp for due payments using Pabbly Connect, Google Sheets, and Instamojo. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Payment Links

To send payment links on WhatsApp for due payments, we will utilize Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you don’t have an account, you can sign up for free, allowing you to use 100 tasks each month.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. You will need to name your workflow, such as ‘Send Payment Links on WhatsApp for Due Payments’, and select a folder to save it in.

2. Triggering Automation with Google Sheets

In this step, we will set up Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets as your trigger app and choose the event ‘New or Updated Spreadsheet Row’. This will capture any new customer details added to your Google Sheet.

• Open your Google Sheet containing customer data.
• Copy the VB URL provided by Pabbly Connect.
• Install the Pabbly Connect V Books extension from Google Workspace Marketplace if not already installed.

After installing, go to the Pabbly Connect V Books extension in Google Sheets, paste the copied VB URL, and set your trigger column (e.g., Column F). This column will send the data to Pabbly Connect whenever a new entry is made.

3. Creating Payment Links with Instamojo

Next, we will integrate Instamojo to create payment links for the due amounts using Pabbly Connect. In the Action step, select Instamojo and choose the action event ‘Create Payment Link’. This action will utilize the customer data captured from Google Sheets.

To connect Instamojo, you will need to enter your private API key and authorization token from your Instamojo account. After entering these details, click ‘Save’ to establish the connection. You will now need to fill in required fields like payment link title and amount.

• Map the payment link title using the product name from the Google Sheets response.
• Set the due amount from the Google Sheets response as well.
• Leave the Webhook URL blank if not needed.

After filling these details, click on ‘Save and Send Test’ to create the payment link. You should receive a success response along with the generated payment link.

4. Sending WhatsApp Messages via Cloud API

Now, we will set up WhatsApp Cloud API to send the generated payment link to the customer using Pabbly Connect. Choose WhatsApp Cloud API as the action application and select the event ‘Send Template Message’. This step will allow you to notify customers about their due payments.

To connect to WhatsApp Cloud API, you will need your temporary access token, phone number ID, and WhatsApp business account ID. After entering these details, click ‘Save’ to connect successfully. You will also need to select the message template that you created for sending payment reminders.

Map the recipient’s WhatsApp number from the Google Sheets response. Fill in the body fields with customer name, due amount, and payment link. Click ‘Save and Send Test’ to send the message.

Once the test is successful, you will see a confirmation that the message has been sent, and your customer will receive the WhatsApp message with the payment link.

5. Finalizing Your Automation Workflow

With all steps configured, your automation is now complete! Each time you add a new customer with due payments into your Google Sheet, Pabbly Connect will automatically create a payment link using Instamojo and send it via WhatsApp Cloud API.

To test the entire workflow, add a new row in your Google Sheet with customer details. Watch as the automation triggers the creation of a payment link and sends a WhatsApp message seamlessly. This saves you time and ensures timely reminders for due payments.

Remember to monitor your Pabbly Connect dashboard for any errors or adjustments needed. This integration not only streamlines your payment collection process but also enhances customer communication.

Conclusion

In this tutorial, we explored how to send payment links on WhatsApp for due payments using Pabbly Connect. By integrating Google Sheets and Instamojo, you can automate payment reminders effectively. This process enhances efficiency and improves customer engagement in your payment collection efforts.