Learn how to automate sending WhatsApp messages on successful Razorpay payments and logging details in Google Sheets with Pabbly Connect. Step-by-step guide 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
Access Pabbly Connect for Integration
To send WhatsApp messages on successful Razorpay payments, you first need to access Pabbly Connect. This platform serves as the integration hub for connecting Razorpay with WhatsApp and Google Sheets. Start by visiting the Pabbly website and signing in or signing up for free if you are a new user.
After logging in, locate the option to access Pabbly Connect. This will lead you to your dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to initiate the setup process for connecting Razorpay, WhatsApp, and Google Sheets.
Create a Workflow in Pabbly Connect
In this step, you will create a workflow to automate the process of sending WhatsApp messages and logging payment details in Google Sheets using Pabbly Connect. Name your workflow something like ‘Send WhatsApp Message on Successful Razorpay Payment’ and save it in your preferred folder.
Once your workflow is created, you will see the trigger and action configuration. The trigger will be set to Razorpay, specifically selecting the ‘Payment Captured’ event. This event will initiate the workflow whenever a new payment is made. To connect your Razorpay account, you will receive a webhook URL from Pabbly Connect that you will need to copy and paste into your Razorpay account settings.
Set Up Webhook in Razorpay
To ensure that Razorpay sends payment details to Pabbly Connect, you need to set up a webhook. Log into your Razorpay account and navigate to the ‘Developers’ section, then select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the copied URL from Pabbly Connect.
- Select the event as ‘Payment Captured’.
- Leave the secret and alert email fields blank.
- Click on ‘Create Webhook’ to save your settings.
Once the webhook is created, you can conduct a test payment to confirm that Razorpay is successfully sending data to Pabbly Connect. This will allow you to check if the workflow is triggered correctly upon receiving payment information.
Add Payment Details to Google Sheets
With the webhook set up, the next step is to log payment details into Google Sheets using Pabbly Connect. In your workflow, add a new action and select Google Sheets as the application. Choose the action event as ‘Add New Row’. Connect your Google Sheets account by selecting an existing connection or creating a new one.
Once connected, specify the spreadsheet and sheet name where you want to store the payment details. You will then map the incoming data from Razorpay to the respective columns in your Google Sheets. This mapping ensures that every new payment will automatically fill in the correct information in the designated fields.
- Map fields such as first name, last name, email, phone number, product name, and amount.
- Make sure to format the amount correctly, dividing by 100 if necessary.
- Click ‘Save and Send Test Request’ to check if the details are added successfully.
After verifying that the details are recorded in Google Sheets, you can proceed to set up the WhatsApp notification.
Send WhatsApp Message Using Pabbly Connect
For the final step, you will use Pabbly Connect to send a WhatsApp message to the customer confirming their payment. Add another action in your workflow and select WhatsApp Cloud API. Choose the action event as ‘Send Template Message’. Connect your WhatsApp account by entering the required API credentials.
Once connected, select the message template you want to use for the confirmation message. You can personalize the message by mapping the customer’s name, product, and amount into the template fields. This ensures that each customer receives a tailored message based on their transaction.
Map the recipient’s mobile number from the payment details. Include dynamic fields for personalization, like customer name and amount. Click ‘Save and Send Test Request’ to ensure the message is sent successfully.
Once you confirm that the WhatsApp message has been sent, your automation is complete. Every successful payment will now trigger a WhatsApp message and log the details in Google Sheets through Pabbly Connect.
Conclusion
This tutorial has guided you through the process of using Pabbly Connect to send WhatsApp messages on successful Razorpay payments and log these details in Google Sheets. By following these steps, you can automate your payment notifications efficiently. Enjoy seamless integration and enhanced customer communication!
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