Instantly Add UPI Payment Details in Google Sheets via SMS Notifications on iPhone

Learn how to instantly add UPI payment details in Google Sheets using Pabbly Connect and SMS notifications on iPhone. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Automation on iPhone for UPI Payment Notifications

To instantly add UPI payment details in Google Sheets via SMS notifications, we first need to set up automation on our iPhone. This automation will send SMS notifications related to UPI transactions to Pabbly Connect.

Open the Shortcuts app on your iPhone and navigate to the automation section. Click on the new automation button, select ‘Message’ from the dropdown, and set a trigger for when you receive a message containing the word ‘UPI’. This ensures that only relevant SMS messages are forwarded to Pabbly Connect. Choose to run this automation immediately.

2. Creating a Workflow in Pabbly Connect

Next, we will create a workflow in Pabbly Connect to handle the incoming SMS data. Start by visiting the Pabbly Connect dashboard and creating a new workflow named ‘UPI Payment SMS from iPhone’.

In the trigger step, choose ‘Webhook’ as the app and select ‘Catch Webhook’ as the trigger event. This will generate a webhook URL that you need to copy and paste into your iPhone automation. This URL will allow your iPhone to send SMS data directly to Pabbly Connect.

• Login to your Pabbly Connect account.
• Create a new workflow and name it appropriately.
• Select ‘Webhook’ and copy the generated URL.

After setting this up, your workflow in Pabbly Connect is ready to receive SMS notifications from your iPhone.

3. Extracting Payment Details Using OpenAI in Pabbly Connect

With Pabbly Connect set up, the next step is to extract payment details from the SMS using OpenAI. In the action step of your workflow, search for ‘OpenAI’ and select it.

Choose the action event as ‘ChatGPT’ and connect your OpenAI account by entering your API key. After connecting, select the AI model you want to use, such as GPT-4, and set up your prompt to extract details from the SMS. The prompt should instruct OpenAI to return the extracted details in JSON format.

• Select the appropriate AI model (e.g., GPT-4).
• Input your extraction prompt with specified JSON format.
• Map the incoming SMS message to the prompt.

This will allow Pabbly Connect to process the SMS and extract relevant payment details like the amount, date, and UPI ID.

4. Adding UPI Payment Details to Google Sheets

After extracting the payment details, we will add these details to Google Sheets using Pabbly Connect. In the next action step, search for ‘Google Sheets’ and select it.

Choose ‘Add New Row’ as the action event and connect your Google Sheets account. Select the spreadsheet where you want to store the UPI payment details. Map the fields from the OpenAI response to the corresponding columns in Google Sheets, such as date, payment type, customer account, and amount.

Connect your Google Sheets account to Pabbly Connect. Select the appropriate spreadsheet and sheet. Map the extracted details to the corresponding fields in Google Sheets.

This integration allows you to maintain a live record of all UPI payments directly in your Google Sheets, facilitated by Pabbly Connect.

5. Testing the Integration for UPI Payments

Finally, it’s time to test the integration. Make a UPI payment and check if the SMS notification is received on your iPhone. The automation you set up should trigger and send the SMS details to Pabbly Connect.

Verify that the payment details appear in your Google Sheets as expected. If everything is set up correctly, you should see the transaction details logged in your spreadsheet, confirming that the integration works seamlessly.

Make a UPI payment to trigger the SMS notification. Check your Google Sheets for the new entry. Ensure that all details are accurately reflected.

By following these steps, you can efficiently manage UPI payment records using Pabbly Connect and Google Sheets.

Conclusion

This tutorial demonstrated how to instantly add UPI payment details in Google Sheets using Pabbly Connect and SMS notifications on iPhone. With this setup, you can streamline your payment tracking effortlessly.