Integrate WhatsApp with Pabbly Connect for Razorpay Payments

Learn how to use Pabbly Connect to automate WhatsApp messages for Razorpay payments. Step-by-step guide for seamless integration. 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. Access Pabbly Connect for Integration

To start using Pabbly Connect, simply visit the official website and log in to your account. If you’re new, you can sign up for free and enjoy 100 tasks monthly. After logging in, click on ‘Access Now’ for Pabbly Connect.

Once you’re in, click on the ‘Create Workflow’ button. Name your workflow based on your requirements, such as ‘Send WhatsApp Message on Razorpay Payment’. This naming will help you identify the workflow later.

2. Setting Up the Trigger for Razorpay Payments

The first step in your workflow is to set up a trigger using Pabbly Connect. Select Razorpay as the trigger application and choose ‘Payment Captured’ as the trigger event. This setup ensures that the workflow activates upon receiving a new payment.

• Select Razorpay as the trigger application.
• Choose the trigger event ‘Payment Captured’.
• Copy the provided webhook URL for later use.

After copying the webhook URL, log into your Razorpay account. Navigate to the Developers section and select Webhooks. Here, create a new webhook by pasting the copied URL and selecting ‘Payment Captured’ as the active event. Save the webhook to establish a connection between Razorpay and Pabbly Connect.

3. Testing the Webhook Connection

To ensure that the webhook connection is successful, perform a test payment. Open your Razorpay payment page and select a course to purchase. Fill in the required details and complete the payment process.

Once the payment is successful, return to Pabbly Connect and check if the webhook has captured the response. You should see the payment details, including the customer’s information, confirming that the connection is working.

4. Adding a Filter to the Workflow

Next, add a filter condition in your workflow using Pabbly Connect. This filter will ensure that the automation runs only for specific courses. Search for the filter option and set it to check the payment amount.

• Select the filter to check the payment amount.
• Set the condition to ‘equals’ and input the course price.
• Save the filter to proceed with the workflow.

With the filter set, only payments that meet the specified criteria will trigger the next actions in Pabbly Connect. This targeted approach helps streamline your automation process.

5. Creating a ConvertKit Subscriber and Sending WhatsApp Message

Now, you will create a new subscriber in ConvertKit using Pabbly Connect. Select ConvertKit as the action application and choose ‘Add Subscriber’ as the action event. Connect your ConvertKit account by providing the API key and secret.

Map the subscriber’s details from the Razorpay payment response to ensure that the correct information is captured. After saving this action, proceed to set up another action to send a WhatsApp message using Vati.

Select Vati as the action application for sending WhatsApp messages. Choose ‘Send Template Message’ as the action event. Map the customer’s phone number and customize the message template.

After configuring the WhatsApp message, test the entire workflow to ensure that a subscriber is created in ConvertKit and that the WhatsApp message is sent successfully. This integration allows you to automate your customer engagement effectively.

Conclusion

Using Pabbly Connect to integrate WhatsApp with Razorpay payments streamlines your customer engagement process. With this setup, you can automatically create subscribers and send personalized messages, enhancing your customer experience.