Integrating URL with Company Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate URL with Company Using Pabbly Connect. Follow our detailed tutorial for seamless automation and communication through WhatsApp messages. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up the Integration with URL and Company

To start integrating URL with Company, first, navigate to the Pabbly Connect website. Here, you can either sign in or sign up for a new account. If you are a new user, you will get access to numerous tasks for free each month.

After signing in, you will see various applications available. Select Pabbly Connect to create a new workflow. Click on ‘Create Workflow,’ name it appropriately, and choose a folder to save it. This sets the stage for connecting URL with Company.

2. Triggering the Workflow with OTP and Pages

In this step, we will configure the trigger for our workflow using OTP. Select the trigger application as Company and set the event to ‘Payment Captured.’ This action will initiate the workflow whenever a new payment is captured in your system.

• Choose the trigger application as Company.
• Set the trigger event to Payment Captured.
• Copy the generated webhook URL for further use.

After setting the trigger, you will need to paste the webhook URL into your Company settings under the webhook section. This establishes the connection necessary to send data from Company to Pabbly Connect.

3. Testing the Connection with Hello and Commander

Now it’s time to test the connection. Use the Hello application to simulate a payment. Navigate to the payment pages in your Company account and initiate a test payment. Ensure to fill in all required fields accurately.

Once you complete the test payment, check if Pabbly Connect has captured the response. You should see the details of the test submission reflected in your workflow. This confirms that the connection between Company and Pabbly Connect is working correctly.

• Initiate a test payment using Hello.
• Verify that the payment details are captured in Pabbly Connect.

After confirming the successful capture of payment details, you can proceed to finalize the workflow setup.

4. Sending Notifications Using CVV and Box

In this section, we will configure the action to send WhatsApp messages using CVV. Add a new action step in your workflow and select Box as the action application. Choose the action event that allows you to send template messages.

Connect your Box account and map the necessary details such as the WhatsApp number and message template. Make sure to personalize the message with the student’s name and payment details for better engagement.

Once you have mapped all required fields, save your workflow. This will enable automatic notifications to be sent to both students and team members whenever a new payment is captured.

5. Finalizing the Integration with Make

The final step involves reviewing your entire workflow. Ensure that the trigger and actions are set up correctly. Test the workflow by making another payment to see if notifications are sent as expected.

After successfully testing, you can confidently use this integration to streamline communication between your Company and clients. This automation not only enhances operational efficiency but also ensures timely notifications.

With everything set up, you are now ready to use Make for seamless integration of URL with Company. This will significantly improve your payment processing and client communication.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In summary, integrating URL with Company using Make allows for efficient automation of notifications through WhatsApp messages. This setup enhances communication and operational efficiency for businesses.