Integrating Clavio with Instam Mojo Using Pabbly Connect

Learn how to integrate Clavio with Instam Mojo using Pabbly Connect to automate failed payment recovery. Step-by-step tutorial 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

1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by searching for it in your browser. Once on the landing page, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’ to access their dashboard.

After signing in, you will be directed to the dashboard where you can find various applications offered by Pabbly Connect. Click on the ‘Access Now’ button to open your Pabbly Connect account. This step is crucial as it sets the foundation for automating failed payment recovery from Instam Mojo.

2. Creating a Workflow in Pabbly Connect

Once you are in your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. This action will prompt you to name your workflow and select a folder for saving it. Name your workflow something descriptive, like ‘Clavio Subscriber on Failed Instam Mojo Payment’ and choose a folder named ‘Automations’.

• Click on ‘Create’ to proceed to the workflow setup.
• Define your trigger application as Instam Mojo.
• Select the trigger event as ‘Failed Payment’.

After defining the trigger, Pabbly Connect will generate a webhook URL. This URL is essential for linking your Instam Mojo account with the workflow. Copy this URL as you will need to paste it into your Instam Mojo settings to establish the connection.

3. Configuring Instam Mojo with Pabbly Connect

Log into your Instam Mojo account to create the necessary configuration. Navigate to the page settings of the product for which you want to automate payment recovery. Click on the three dots next to your product, select ‘Edit Page’, and then go to ‘Page Settings’.

• Enable the webhook by switching it on.
• Paste the copied webhook URL from Pabbly Connect.
• Select ‘Failed Payments’ as the information to be sent.

Save these settings and return to your Pabbly Connect workflow. The connection between Instam Mojo and Pabbly Connect is now established, and you will see a message indicating that it is waiting for a webhook response.

4. Testing the Webhook Response

To test the webhook response, you need to simulate a failed payment in Instam Mojo. Go to the product page and initiate a payment using dummy card details that will fail. For instance, enter a dummy card number, expiry date, and CVV.

Once the payment fails, check your Pabbly Connect workflow to see if it has captured the response. You should find the payment status indicating failure along with the details you entered during the test. This confirms that your webhook is working correctly and that the integration is functional.

5. Creating a Clavio Subscriber from Failed Payments

Now that the webhook is successfully capturing failed payment details, the next step is to create a subscriber in Clavio. In your Pabbly Connect workflow, select Clavio as the action application and choose the action event as ‘Create Profile’.

Connect your Clavio account to Pabbly Connect by selecting ‘Add a New Connection’ and granting the necessary permissions. Map the fields from the webhook response to the corresponding fields in Clavio, such as email, first name, and last name. This mapping ensures that the subscriber’s information is dynamically updated with each new failed payment.

Finally, add another action step to add the created profile to a specific list in Clavio. Select the list for failed Instam Mojo payments and map the profile ID. This completes the workflow, allowing you to automatically create and manage subscribers from failed payments.

Conclusion

This tutorial demonstrated how to integrate Clavio with Instam Mojo using Pabbly Connect to automate the recovery of failed payments. By following these steps, you can efficiently create targeted email marketing campaigns to re-engage customers and reduce lost sales opportunities.