Learn how to automate sending WhatsApp messages when a Razorpay refund is processed using Pabbly Connect. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin integrating Razorpay with WhatsApp, first, access Pabbly Connect by visiting the official website. Here, you can either sign in if you are an existing user or sign up if you are new. This platform will facilitate the entire automation process for sending WhatsApp messages when a Razorpay refund is processed.

Once signed in, navigate to the dashboard where you can see various applications. Click on Pabbly Connect to proceed. From the dashboard, select the ‘Create Workflow’ button. This initiates the setup for your integration.


2. Creating a New Workflow in Pabbly Connect

When you click on ‘Create Workflow’, a dialog box will appear prompting you to name your workflow. Name it something descriptive, such as ‘Send WhatsApp Messages When Razorpay Refund is Processed’. This name will help you identify the workflow later on.

After naming the workflow, you’ll have to set up the trigger and action applications. Select Razorpay as the trigger application and choose the event ‘Refund Processed’. This is crucial as it will activate the workflow whenever a refund is issued.

  • Select Razorpay as the trigger application.
  • Choose the event ‘Refund Processed’.
  • Copy the generated webhook URL for future use.

After setting this up, you will see a webhook URL. This URL acts as a bridge between Razorpay and Pabbly Connect, allowing it to collect data when a refund is processed.


3. Configuring the Webhook in Razorpay

Next, you need to configure the webhook in Razorpay. Go to your Razorpay account settings and navigate to the Webhooks section. Here, you will add a new webhook by pasting the URL you copied from Pabbly Connect. This step is essential for enabling communication between the two platforms.

In the webhook settings, set the event to ‘Refund Processed’. Once you save the webhook, Razorpay will send data to Pabbly Connect every time a refund is processed. You will be prompted to perform a test submission to ensure everything is set up correctly.

  • Access Razorpay account settings.
  • Navigate to Webhooks and add a new webhook.
  • Paste the webhook URL from Pabbly Connect.

Once the webhook is saved, you can proceed to test the integration by processing a refund in Razorpay. This will confirm that the data is being sent to Pabbly Connect.


4. Sending WhatsApp Messages Using Pabbly Connect

After confirming that the webhook is working, you can set up the action to send WhatsApp messages. In Pabbly Connect, add a new action step and select the application that will send WhatsApp messages. This is typically done through a service like Interact.

Connect your Interact account by entering the necessary credentials, including a secret key. Once connected, you will configure the message details. This includes mapping the recipient’s phone number, the template code for the message, and any dynamic variables like refund amount and product name.

Select Interact as the action application. Map the recipient’s phone number and message template. Include dynamic variables for personalized messages.

After filling in all required fields, send a test message to confirm that the integration is functioning as expected. This test will show you if the WhatsApp message is successfully delivered to the recipient upon a refund.


5. Testing the Integration for Success

To ensure everything is set up correctly, you should conduct a live test of the integration. Go back to Razorpay and issue a refund. This will trigger the webhook you configured in Pabbly Connect, which should then send a WhatsApp message to the user notifying them of the refund.

Monitor the response in Pabbly Connect to verify that the message was sent successfully. You should see the details of the refund and the confirmation that the WhatsApp message was delivered. This step is crucial to ensure that your automation works seamlessly.

If the message is received, your integration is complete, and you can now automate sending WhatsApp messages for every refund processed through Razorpay. This integration saves time and enhances customer communication.


Conclusion

In this tutorial, we explored how to send WhatsApp messages when a Razorpay refund is processed using Pabbly Connect. By following the steps outlined, you can automate customer notifications effectively, improving your service delivery and customer satisfaction.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.