Learn how to automate sending WhatsApp messages for CopeCart payments using Pabbly Connect. Follow our step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To send WhatsApp messages for CopeCart payments, you need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser. You’ll find options to sign in or sign up for free, where new users can receive 100 tasks monthly.
After logging in, go to the applications page and click on Pabbly Connect to access your dashboard. Here, you can create a new workflow to automate sending WhatsApp messages when a payment is made through CopeCart.
2. Creating a Workflow in Pabbly Connect
In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow as ‘Send WhatsApp Messages for CopeCart Payment’ and save it in the designated folder. This step is crucial as it organizes your automations. using Pabbly Connect
- Click on the ‘Create Workflow’ button.
- Name your workflow appropriately.
- Select the folder for better organization.
After saving, you will see the trigger and action setup. The trigger application will be CopeCart, and the action application will be WhatsApp via the WhatsApp Cloud API. This setup is essential for automating the message sending process.
3. Setting Up Trigger and Action in Pabbly Connect
In the trigger window, search for CopeCart and select it. The trigger event should be set to ‘Instant Payment Notification’. This event will activate the workflow whenever a payment is received. using Pabbly Connect
Next, in the action window, select WhatsApp Cloud API. The action event will be ‘Send Template Message’. This configuration ensures that a WhatsApp message is sent to the customer after a successful payment.
- Select CopeCart as the trigger application.
- Set the trigger event to ‘Instant Payment Notification’.
- Choose WhatsApp Cloud API for the action application.
Once both applications are configured, a webhook URL will be generated in Pabbly Connect. This URL is crucial as it links your CopeCart account with Pabbly Connect for real-time updates.
4. Connecting CopeCart with Pabbly Connect
To establish the connection, go to your CopeCart account settings and navigate to ‘IP & Connections’. Here, select the ‘New Integration’ option and choose ‘Generic’ as the integration type.
In the integration setup, provide a name for the connection, such as ‘Pabbly Connect’, and paste the webhook URL from Pabbly Connect into the notification URL field. This step connects CopeCart with Pabbly Connect for payment notifications.
Navigate to ‘IP & Connections’ in CopeCart settings. Select ‘New Integration’ and choose ‘Generic’. Paste the webhook URL from Pabbly Connect.
After saving the integration, return to Pabbly Connect. You will see that it is waiting for a webhook response, indicating that the connection is successfully established.
5. Sending WhatsApp Messages Using Pabbly Connect
To send WhatsApp messages, return to the Pabbly Connect dashboard and set up the WhatsApp Cloud API connection. You will need to input your access token, phone number ID, and WhatsApp business account ID. using Pabbly Connect
Once connected, select the template you want to use for the WhatsApp message. The template should include variables for customer name, email, product name, and price. This ensures that each message is personalized with the correct details.
Input your WhatsApp Cloud API credentials in Pabbly Connect. Choose the appropriate message template. Map the variables to personalize the message.
After mapping the details, click on ‘Save and Send Test Request’. A WhatsApp message will be sent to the customer confirming their order. This automation streamlines the communication process, ensuring customers receive timely updates about their purchases.
Conclusion
In this tutorial, we demonstrated how to send WhatsApp messages for CopeCart payments using Pabbly Connect. By following these steps, you can automate order confirmations and enhance customer communication effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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