Integrating Insta Mojo with ConvertKit and Google Sheets Using Pabbly Connect

Learn how to integrate Insta Mojo with ConvertKit and Google Sheets using Pabbly Connect to automate failed payment notifications and data management. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start integrating Insta Mojo with ConvertKit and Google Sheets, you first need to access Pabbly Connect. This platform allows you to automate processes without coding. Sign up for a free account to explore its features and capabilities.

After signing in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate your integration setup. Here, you can name your workflow, which will help you identify it later. Once named, click on the ‘Create’ button to proceed to the workflow page.

2. Defining the Trigger Event in Pabbly Connect

In this step, you will define the trigger event that initiates the workflow. For this integration, select Insta Mojo as your trigger application. The trigger event you will choose is ‘New Sale’, which activates whenever a payment is either successful or fails. using Pabbly Connect

• Choose ‘Insta Mojo’ as the trigger application.
• Select ‘New Sale’ as the trigger event.
• Copy the provided webhook URL for use in Insta Mojo.

After setting up the trigger, you will need to add the webhook URL into the Insta Mojo product settings. This URL ensures that payment data is sent to your Pabbly Connect workflow whenever a transaction occurs.

3. Configuring Insta Mojo to Send Payment Data

Next, navigate to your Insta Mojo dashboard and access the product section. Here, you can create a new payment link. Select the payment link option and enter necessary details such as product name and pricing. This will allow you to track payments effectively. using Pabbly Connect

Within the payment link settings, you will find an option to add a webhook. Paste the copied webhook URL from Pabbly Connect into this field. This setup enables Insta Mojo to send payment status updates back to your workflow in Pabbly Connect.

4. Adding Actions to the Pabbly Connect Workflow

After configuring Insta Mojo, return to your Pabbly Connect workflow to add actions that will occur after the trigger event. You will first need to fetch payment details using the ‘Get Payment Details’ action from Insta Mojo. Connect this action by entering your API key and auth token from your Insta Mojo account. using Pabbly Connect

• Select ‘Get Payment Details’ as the action event.
• Map the payment ID received from the trigger step.
• Click ‘Save and Send Test Request’ to verify the connection.

This will allow you to retrieve full details of the failed payment, which can then be used for further processing in your workflow.

5. Finalizing Integration with ConvertKit and Google Sheets

Now that you have the payment details, you can proceed to add the customer information to ConvertKit. Select ConvertKit as the next action application and choose ‘Add Subscriber to Sequence’ as the action event. Enter your API key and secret from ConvertKit to establish the connection. using Pabbly Connect

After connecting, map the necessary fields such as the customer’s email and name. This allows you to send automated emails to customers whose payments have failed. Finally, add another action for Google Sheets to log the payment details. Choose ‘Add New Row’ and connect your Google account to access the relevant spreadsheet.

Map the fields from the previous steps to the respective columns in your Google Sheets. This ensures that every failed payment is recorded accurately. Test the connection to confirm everything is working smoothly.

Conclusion

In this tutorial, we demonstrated how to integrate Insta Mojo with ConvertKit and Google Sheets using Pabbly Connect. By automating the process of handling failed payments, you can enhance customer communication and streamline payment tracking effectively.