How to Automatically Send Notes to Students on WhatsApp Using Pabbly Connect

Learn how to integrate Razorpay with WhatsApp using Pabbly Connect to automatically send notes to students upon successful payment. Follow this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect to Integrate Razorpay and WhatsApp

To start sending notes to students automatically on WhatsApp upon successful payment, you first need to set up Pabbly Connect. This platform allows you to create automated workflows without any coding skills. Begin by visiting the Pabbly website and signing up for an account.

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Razorpay to WhatsApp Notes’. This will help you identify the workflow later.

2. Connecting Razorpay to Pabbly Connect Using Webhooks

The next step involves connecting Razorpay to Pabbly Connect using a webhook URL. In Pabbly Connect, select Razorpay as your application and choose the trigger event as ‘Payment Captured’. This event will notify Pabbly Connect whenever a payment is completed.

Once you select the trigger, Pabbly Connect will generate a webhook URL. Copy this URL and head over to your Razorpay dashboard. In the settings, find the ‘Webhooks’ section and add a new webhook. Paste the copied URL into the webhook URL field and ensure the event is set to ‘Payment Captured’ before saving.

3. Collecting Payment Data from Razorpay in Pabbly Connect

Now that Razorpay is connected to Pabbly Connect, it’s time to collect the payment data. To do this, make a test payment using your Razorpay payment page. After the payment is successful, return to Pabbly Connect where you should see that it is waiting for a webhook response.

Upon completion of the test payment, Pabbly Connect will capture the data from Razorpay, including details like the payer’s name, email, and payment amount. This data will be essential for sending the notes to students via WhatsApp.

• Ensure the payment is successful to capture the data properly.
• Verify that the captured data includes the correct fields, such as name and amount.

Once the data is captured, you can proceed to the next step, which involves formatting the payment amount for accurate processing.

4. Formatting Payment Data and Applying Filters in Pabbly Connect

The next phase is to format the payment data within Pabbly Connect. This involves using the Number Formatter tool to correct the payment amount format captured from Razorpay. Select the Number Formatter application and set up a formula to divide the captured amount by 100 to get the correct value.

After formatting the amount, you need to set up a filter to ensure that only the correct payment amount triggers the WhatsApp message. Use the filter feature in Pabbly Connect to specify that only when the payment amount equals 500 (the price of the notes) will the workflow proceed to send the WhatsApp message.

• Select the payment amount field in the filter settings.
• Set the condition to ‘equals’ and enter the correct amount.

This step ensures that only valid payments result in notes being sent to students, streamlining the process and avoiding errors.

5. Sending Notes to Students on WhatsApp Using Pabbly Connect

Finally, the last step involves sending the WhatsApp message through Pabbly Connect. For this, you will need to connect to the Wati application, which is integrated with WhatsApp’s chat API. In Pabbly Connect, select Wati and choose the action event as ‘Send Template Message’. using Pabbly Connect

Configure the connection by entering your Wati API endpoint and access token. After connecting, map the WhatsApp number of the student and select the appropriate message template that you created in Wati. Remember to include dynamic fields such as the student’s name and the file name of the notes.

Ensure your message template is approved by WhatsApp. Test the workflow by sending a message to verify it works as intended.

Once everything is set up, you can save and test the workflow. If successful, students will receive their notes automatically on WhatsApp after making a payment, simplifying your process significantly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending notes to students via WhatsApp upon successful payment through Razorpay. By following these steps, you can streamline your communication and ensure that students receive their materials promptly and efficiently.