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

Learn how to seamlessly integrate WhatsApp and Razorpay using Pabbly Connect. This step-by-step tutorial guides you through the process of automating invoice notifications. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect by visiting the official website. You can sign up for free or log in if you already have an account. This platform is crucial for connecting different applications seamlessly.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. Name your workflow, for instance, ‘Send Razorpay Invoice Details to Customer on Email and WhatsApp’ to reflect its purpose.

2. Creating a Trigger in Pabbly Connect with Razorpay

In the next step, you need to set up a trigger in Pabbly Connect. This will allow the workflow to activate when a specific event occurs. For this integration, select Razorpay as your trigger application and choose the event as ‘Invoice Paid’. This ensures that whenever a payment is made, the workflow is triggered.

• Access your Razorpay account settings.
• Navigate to Webhooks under Account Settings.
• Add a new webhook using the URL provided by Pabbly Connect.

After setting the webhook, save the changes in Razorpay. This establishes the connection between Razorpay and Pabbly Connect, enabling the workflow to function correctly.

3. Testing the Trigger in Pabbly Connect

Now that you’ve set up the trigger, it’s time to test it. Generate a test invoice in Razorpay to see if Pabbly Connect captures the webhook response correctly. Ensure that the invoice is marked as paid to trigger the workflow.

Once the invoice is created and paid, return to Pabbly Connect. You should see the webhook response displayed, confirming that the integration is working as expected. This response contains important details about the transaction.

4. Setting Up Actions in Pabbly Connect

After successfully testing the trigger, you need to set up actions that will take place once the trigger is activated. Start with sending an email through Gmail. Choose Gmail as your action application and select ‘Send Email’ as the action event. using Pabbly Connect

• Map the recipient’s email address from the Razorpay webhook response.
• Fill in the email content with variables from the trigger.
• Set a subject line for the email, such as ‘Your Payment is Successful’.

Once the email setup is complete, proceed to set another action to send a WhatsApp message using WhatsApp by AI Sensei. Select the action event ‘Send Template Message’ and map the necessary variables for personalization.

5. Finalizing the Integration in Pabbly Connect

With both actions set up, finalize the integration by testing the entire workflow. Make sure that when a payment is made, the email and WhatsApp message are sent as expected. This confirms that Pabbly Connect successfully automates the process.

Check your email and WhatsApp to verify that the messages were received accurately. This step is crucial to ensure that customers receive timely updates about their transactions, enhancing their experience with your service.

Conclusion

This tutorial illustrates how to effectively use Pabbly Connect to integrate WhatsApp and Razorpay for automated invoice notifications. By following these steps, you can streamline your communication process and enhance customer satisfaction.