How to Send SMS When Refund is Created in Pabbly Subscription Billing

Learn how to send automated SMS notifications when a refund is created in Pabbly Subscription Billing using Pabbly Subscription Billing and Twilio. Learn how leading businesses accelerate growth with optimized subscription management and flexible billing options that enhance customer experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Subscription Billing for SMS Integration

To send SMS notifications when a refund is created in Pabbly Subscription Billing, you first need to access the platform. Start by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can sign up for free, which only takes a couple of minutes.

Once logged in, navigate to the Pabbly Subscription Billing section. This platform allows you to manage subscriptions and refunds efficiently, and it will serve as the trigger point for sending SMS notifications. The integration with Twilio will be set up using Pabbly Subscription Billing to ensure that SMS messages are sent automatically whenever a refund is processed.

2. Creating a New Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Subscription Billing using Pabbly Connect. Click on the ‘Create Workflow’ button to start the process. You will be prompted to name your workflow; name it something descriptive like ‘Send SMS When Refund is Created’.

• Select a folder for your workflow.
• Click on ‘Create’ to proceed to the workflow setup.

In the workflow setup, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger will be set to Pabbly Subscription Billing, and the action will be set to Twilio. This structure allows you to specify that when a refund is created in Pabbly Subscription Billing, an SMS should be sent via Twilio.

3. Setting Up the Trigger in Pabbly Subscription Billing

To set up the trigger, select Pabbly Subscription Billing as your trigger application. Choose the event type as ‘Payment Refund’. This means that every time a refund is initiated, it will trigger the workflow.

Next, you will need to connect your Pabbly Subscription Billing account with Pabbly Connect. For this, you will copy the provided webhook URL and paste it into the webhook settings of your Pabbly Subscription Billing account. Follow these steps:

• Go to the settings in Pabbly Subscription Billing.
• Click on ‘Add Webhook’ and name it appropriately.
• Paste the copied webhook URL and select the relevant products and plans.

After saving the webhook, you can return to Pabbly Connect and capture the webhook response. This step is crucial as it confirms that your integration is working correctly.

4. Sending SMS with Twilio Integration

After setting up the trigger, the next step is to configure the action to send SMS using Twilio. Select Twilio as the action application in Pabbly Subscription Billing. Choose the action event ‘Send SMS Message’. This action will be executed whenever a refund is initiated.

To connect Twilio with Pabbly Connect, you will need your Twilio Account SID and Authorization Token. Copy these details from your Twilio dashboard and paste them into the respective fields in Pabbly Connect. After entering these credentials, click on ‘Save’.

Prepare the SMS body by mapping the user’s name and refund amount from the webhook response. Ensure you include the sender number from Twilio and the recipient’s phone number from the refund details.

Finally, save the action and test the workflow to ensure that the SMS is sent successfully whenever a refund is processed in Pabbly Subscription Billing.

5. Testing and Verifying the Integration

To verify that your integration works correctly, initiate a refund in Pabbly Subscription Billing. After processing the refund, check the SMS notifications sent to the user. The message should confirm the refund details as set in your workflow.

Once you receive the SMS, review the content to ensure it matches what you configured. This step is essential to confirm that the integration between Pabbly Subscription Billing and Twilio is functioning as intended. If everything works correctly, your setup is complete!

By following these steps, you have successfully set up an automated SMS notification system that alerts users whenever a refund is initiated in Pabbly Subscription Billing, enhancing customer communication and satisfaction.

Conclusion

In this tutorial, we demonstrated how to send SMS notifications when a refund is created in Pabbly Subscription Billing using Pabbly Connect and Twilio. This integration streamlines communication with customers, ensuring they are informed about their refunds promptly.