Top 10 Instamojo Automation: A Complete Guide with Pabbly Connect

Learn how to automate Instamojo payments with Pabbly Connect. This guide covers step-by-step integrations with WhatsApp, MS Excel, and more. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Overview of Instamojo Automation with Pabbly Connect

In this section, we will explore how Pabbly Connect simplifies the process of automating payments made through Instamojo. This integration allows users to streamline their workflow by connecting various applications seamlessly. By automating these processes, businesses can save time and enhance efficiency.

With Pabbly Connect, you can set up multiple automations, such as sending payment confirmations via WhatsApp or updating your CRM with new customer details. The possibilities are vast, and this guide will walk you through the essential steps.

2. Setting Up Pabbly Connect for Instamojo

To begin using Pabbly Connect for your Instamojo automation, first, sign in to your Pabbly account. If you are new, create an account on the Pabbly website. Once logged in, navigate to the Pabbly Connect dashboard.

Follow these steps to create a new workflow:

• Click on the ‘Create Workflow’ button.
• Name your workflow (e.g., ‘Instamojo to WhatsApp Automation’).
• Select Instamojo as the trigger application and choose the ‘New Sale’ event.

After setting up the trigger, you will receive a webhook URL, which you will use in your Instamojo account.

3. Connecting Instamojo to Pabbly Connect

Now that you have the webhook URL from Pabbly Connect, log into your Instamojo account. Navigate to the product for which you want to set up the automation. Click on the ‘Advanced’ settings and paste the webhook URL into the designated field.

Make sure to save the settings. After saving, go back to Pabbly Connect and click on ‘Capture Webhook Response’ to test if the integration is successful. You should see a success message indicating that the connection is established.

4. Automating Payment Notifications with Pabbly Connect

Once your webhook is set up, you can utilize Pabbly Connect to automate tasks like sending WhatsApp messages to customers upon payment confirmation. To do this, add an action step in your workflow to connect to WhatsApp or any other messaging service.

For example, you can set it up as follows:

• Choose WhatsApp as the action application.
• Select ‘Send Message’ as the action event.
• Map the customer’s details from the Instamojo payment response.

This setup will ensure that every time a payment is made, a confirmation message is sent to the customer automatically.

5. Tracking Payments in MS Excel with Pabbly Connect

In addition to messaging, you can also use Pabbly Connect to log payment details directly into an MS Excel spreadsheet. After setting up your webhook, add another action step to connect to MS Excel.

Follow these steps:

Select MS Excel as the action application. Choose ‘Add Row’ as the action event. Map the payment details from the Instamojo response to the corresponding columns in Excel.

By doing this, you can keep track of all your payments in one place, making it easier to manage your finances.

Conclusion

In conclusion, using Pabbly Connect for automating Instamojo payments significantly streamlines your workflow. By integrating applications like WhatsApp and MS Excel, you can enhance customer communication and maintain accurate records effortlessly. This guide has provided the necessary steps to set up these automations effectively.