How to Send WhatsApp Messages for CopeCart Payment Using Pabbly Connect

Learn how to send WhatsApp messages for CopeCart payments using Pabbly Connect. Follow this detailed tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages for CopeCart payments, the first step is accessing Pabbly Connect. You can do this by typing Pabbly.com/connect in your browser. Once on the homepage, you have options to sign in or sign up for free.

If you’re an existing user, simply sign in. New users can register to receive 100 tasks for free each month. After signing in, navigate to the applications page and click on Pabbly Connect to access your dashboard.

2. Creating a Workflow in Pabbly Connect

Once you’re on your dashboard, it’s time to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the upper right corner. A dialog box will appear for you to name your workflow.

• Name your workflow, for example, ‘Send WhatsApp Messages for CopeCart Payment’.
• Select a folder to save your workflow, such as ‘CopeCart to WhatsApp Automation’.

After naming and saving your workflow, you will arrive at the trigger and action setup window. This is crucial as it determines how your automation will function.

3. Setting Up Trigger and Action in Pabbly Connect

In the trigger window, search for ‘CopeCart’ as your trigger application. The trigger event you need is ‘Instant Payment Notification’. This event will activate whenever a payment is received in CopeCart.

Next, move to the action window and select ‘WhatsApp Cloud API’ as your action application. The action event should be set to ‘Send Template Message’. This setup allows Pabbly Connect to send WhatsApp messages based on the payment notifications received from CopeCart.

4. Connecting CopeCart and Pabbly Connect

To establish a connection between CopeCart and Pabbly Connect, a webhook URL is provided. This URL acts as a bridge for integration. Copy the webhook URL from Pabbly Connect and navigate to your CopeCart account.

• Go to Settings in CopeCart and select IP and Connections.
• Choose the ‘New Integration’ option and select ‘Generic’ as the integration type.
• Paste the webhook URL and save the integration.

After saving, make sure to edit your product in CopeCart to link it with the newly created integration for it to function properly.

5. Sending WhatsApp Messages via Pabbly Connect

Once the connection is established, you can send WhatsApp messages. Go back to Pabbly Connect and set up your WhatsApp Cloud API connection by entering the necessary credentials, including the token and phone number ID.

After successfully connecting, select the template you want to use for the WhatsApp message. You can create a template in the WhatsApp Manager, such as an order confirmation template. Ensure that the template is set up to include dynamic variables to personalize each message.

Finally, map the required fields with the data received from CopeCart, such as customer name and order details. Once everything is set up, click on ‘Save and Send Test Request’ to see if the WhatsApp message is sent successfully to the customer.

Conclusion

This tutorial has demonstrated how to use Pabbly Connect to send WhatsApp messages for CopeCart payments. By following these steps, you can automate your order confirmations efficiently, enhancing customer communication and satisfaction.