Send WhatsApp Messages for Payments in Pabbly Subscription Billing

Learn how to send automated WhatsApp messages for payments using Pabbly Subscription Billing and Pabbly Subscription Billing. Step-by-step tutorial included. Discover how to streamline your subscription management while maintaining complete flexibility over billing cycles, trial periods, and payment processing.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Subscription Billing for WhatsApp Notifications

To send WhatsApp messages for payments, you first need to access Pabbly Subscription Billing. This platform allows you to manage your subscriptions and payments effectively. Start by signing into your Pabbly account, or sign up for free if you don’t have an account yet.

Once logged in, navigate to the dashboard where you can see all your applications. Click on the Pabbly Subscription Billing option to begin setting up your payment notifications.

2. Creating a New Workflow in Pabbly Connect

To automate WhatsApp messages, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow as ‘Send WhatsApp Message for Payments in Pabbly Subscription Billing’. This name reflects your objective clearly.

• Select a folder to save your workflow.
• Choose ‘Pabbly Subscription Billing’ as your trigger application.
• Set the trigger event to ‘Successful Payment’.

After setting up the trigger, you will need to connect Pabbly Subscription Billing to Pabbly Connect using the webhook URL provided by Pabbly Connect. This URL acts as a bridge between the two applications.

3. Configuring the Webhook in Pabbly Subscription Billing

Next, you will configure the webhook in Pabbly Subscription Billing. Go to the settings section and find the webhook settings. Here, click on the ‘Add Webhook’ button.

• Name your webhook (e.g., ‘Testing’).
• Select ‘All Products’ for the product option.
• Paste the copied webhook URL from Pabbly Connect.
• Choose ‘Successful Payment’ under payment options.

Once you have filled in these details, click on ‘Save’. This completes the webhook configuration, allowing Pabbly Subscription Billing to communicate with Pabbly Connect when a payment is successful.

4. Sending WhatsApp Messages Using Pabbly Connect

After setting up the webhook, you will need to configure the action step in Pabbly Connect. Select ‘Vati’ as your action application and choose the ‘Send Template Message’ action event.

Connect Vati by providing the API endpoint and access token. Map the customer’s WhatsApp number from the previous step. Select the appropriate template for your message.

This setup will ensure that every time a successful payment is made in Pabbly Subscription Billing, an automated WhatsApp message is sent to the customer, confirming their payment and order details.

5. Testing and Verifying the Integration

Once everything is set up, it’s important to test the integration. Go to your checkout page and make a dummy payment to trigger the webhook. After the payment is successful, return to Pabbly Connect to see if you received the webhook response.

If successful, you should see the message sent to the customer’s WhatsApp confirming the payment. This verifies that your integration between Pabbly Subscription Billing and Vati is functioning correctly, allowing you to automate customer notifications.

Conclusion

In this tutorial, we explored how to send WhatsApp messages for payments using Pabbly Subscription Billing and Pabbly Connect. By following these steps, you can automate your payment notifications efficiently, enhancing customer communication.