Integrating WhatsApp with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp with Pabbly Connect using Razorpay and ConvertKit to automate notifications and subscriber management. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

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. Here, you can either sign in if you already have an account or sign up for free if you are a new user. Signing up provides you with 100 tasks free every month, which is perfect for testing your integrations.

Once you log in, navigate to the dashboard and select the option to create a new workflow. This step is crucial as it sets the foundation for connecting your applications like WhatsApp, Razorpay, and ConvertKit through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect account, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For instance, you can name it ‘Send WhatsApp Message on Razorpay Payment’ and save it in the ‘Automations’ folder.

• Name your workflow appropriately for easy identification.
• Select a folder in which to save your workflow.

Once you create the workflow, you will see a window where you can set up the trigger and actions. The trigger is what initiates the workflow, so you will select Razorpay as your trigger application, specifically setting the trigger event to ‘Payment Captured’. This is the event that will start the automation process in Pabbly Connect.

3. Connecting Razorpay with Pabbly Connect

To connect Razorpay with Pabbly Connect, you will need to copy the webhook URL generated by Pabbly Connect. This URL will be used to create a webhook in your Razorpay account, allowing it to send payment data to Pabbly Connect.

Log into your Razorpay account, navigate to the ‘Developers’ section, and select ‘Webhooks’. Here, click on ‘Add New Webhook’ and paste the copied webhook URL. You will also need to select the event ‘Payment Captured’ to ensure Razorpay sends the necessary data to Pabbly Connect.

4. Filtering Payments in Pabbly Connect

After setting up Razorpay, the next step in Pabbly Connect is to add a filter to ensure that only specific payments trigger the next actions. For example, you might want to filter payments so that only purchases of a particular course, like ‘Mastering Marketing’, proceed to the next steps.

• Select the filter option in Pabbly Connect.
• Set the filter to check if the payment amount equals the price of the specific course.

This ensures that only relevant transactions are processed further, maintaining the workflow’s efficiency. Once the filter is set, proceed to the next steps of adding subscribers to ConvertKit and sending WhatsApp messages.

5. Adding Subscribers and Sending WhatsApp Messages

With the filter established, the next action in Pabbly Connect involves adding new subscribers to ConvertKit based on the payment data received. Choose ConvertKit as your action application and select the action event ‘Add Subscriber to Sequence’. Connect your ConvertKit account by entering the API key and secret.

Next, map the subscriber details from the Razorpay payment data to the fields in ConvertKit. This includes mapping the email, first name, and last name. After mapping, you can proceed to set up the WhatsApp messaging feature using a service like Vati.

Select Vati as your action application for sending WhatsApp messages. Map the WhatsApp number and message template to personalize the messages.

Once everything is set up, test the workflow to ensure that new subscribers are added to ConvertKit and that they receive an automated WhatsApp message upon payment confirmation. This completes the integration process using Pabbly Connect.

Conclusion

This tutorial demonstrated how to integrate WhatsApp with various applications using Pabbly Connect, specifically focusing on Razorpay and ConvertKit. By following these steps, you can automate notifications and manage subscribers efficiently, enhancing your customer engagement and support throughout their learning journey.