Integrating Razorpay and WhatsApp Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to integrate Razorpay and WhatsApp using Pabbly Connect to automate invoice notifications. This step-by-step guide covers all necessary actions and settings. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, first access Pabbly Connect by visiting the official website. If you’re a new user, you can sign up for a free account to explore the features.

Once you are logged in, navigate to the dashboard. Here, you will find the option to create a new workflow, which is essential for connecting Razorpay and WhatsApp seamlessly.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to automate sending invoice details via email and WhatsApp. Click on the ‘Create Workflow’ button at the top right corner of the dashboard.

• Name your workflow, for instance, ‘Send Razorpay Invoice Details to Customer on Email and WhatsApp’.
• Select a folder for organization, such as ‘Automations’.
• Click on the ‘Create’ button to finalize the setup.

This will set up the initial framework for your automation process using Pabbly Connect. Ensure that your workflow is saved correctly to avoid losing any configurations.

3. Setting Up the Trigger with Razorpay

Next, you need to set up a trigger in your workflow. Select Razorpay as your trigger application and choose the event ‘Invoice Paid’. This will initiate the automation whenever a new invoice is paid.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect Razorpay with your Pabbly account.

• Log in to your Razorpay account and navigate to the ‘Webhook’ settings.
• Paste the copied webhook URL and select the event ‘Invoice Paid’.
• Save the webhook settings to establish the connection.

This setup ensures that every time an invoice is paid, Razorpay will send the details to Pabbly Connect, triggering the next steps in your workflow.

4. Testing the Integration

After setting up the trigger, it’s essential to test the integration to ensure everything works correctly. Create a test invoice in your Razorpay account and proceed to make a test payment.

Once the payment is successful, return to your Pabbly Connect workflow. You should see that it has received a webhook response with the invoice details. This step is crucial as it verifies that the connection between Razorpay and Pabbly Connect is functioning as intended.

5. Sending Notifications via Email and WhatsApp

Now that the integration is tested and confirmed, you can set up actions to send notifications. First, select Gmail as the action application to send an email. Input the recipient’s email address and customize the email content with invoice details.

Next, add another action step using WhatsApp via AI Sensei to send a WhatsApp message. Choose the ‘Send Template Message’ option and map the required parameters such as customer name, invoice number, and amount.

Ensure that the WhatsApp message template is set up in your AI Sensei account. Map the variables correctly to personalize the message for each customer.

With these actions in place, Pabbly Connect will automatically send an email and a WhatsApp message to your customers whenever an invoice is paid, ensuring timely communication.

Conclusion

In this tutorial, we explored how to integrate Razorpay and WhatsApp using Pabbly Connect. We set up a workflow that automatically sends invoice notifications via email and WhatsApp, enhancing customer communication and satisfaction.

This integration not only streamlines the payment process but also ensures that customers receive their invoice details promptly, reinforcing trust and reliability in your business operations.