Save Payment Details in Google Sheets & Inform on WhatsApp Using Pabbly Connect

Learn how to save payment details in Google Sheets and send WhatsApp confirmations seamlessly using Pabbly Connect in this detailed tutorial. 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. Accessing Pabbly Connect for Integration

To save payment details in Google Sheets and send WhatsApp confirmations, you first need to access Pabbly Connect. Head over to your browser and type in ‘Pabbly.com/connect’ to reach the Pabbly Connect dashboard.

Once there, you can either sign up for a new account or log in if you already have one. After logging in, click on ‘Create Workflow’ and name your workflow, for example, ‘Instamojo to Google Sheets to WhatsApp’. This sets the stage for your automation.

2. Setting Up Trigger with Instamojo in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect to capture new payment details from Instamojo. Select ‘Instamojo’ as the app in the trigger window and choose ‘New Sale’ as the trigger event.

• Select ‘Instamojo’ from the app list.
• Choose ‘New Sale’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, go to your Instamojo account and create a new payment link. Paste the webhook URL in the appropriate field to connect your payment page with Pabbly Connect. This allows payment details to be sent automatically whenever a sale is made.

3. Retrieving Customer Payment Details

After setting up the trigger, the next step is to retrieve customer payment details using Pabbly Connect. In the action window, again select ‘Instamojo’ and choose ‘Get Payment Details’ as the action event.

Connect your Instamojo account again using the API key and authentication token. Map the payment ID received from the trigger to fetch the customer’s details. This ensures you have all necessary information about the transaction.

• Select ‘Get Payment Details’ as the action event.
• Map the payment ID from the trigger step.
• Click on ‘Save and Send Test Request’ to retrieve the details.

Once you have the response, you will see customer details such as name, email, phone number, and payment amount. This data will be used in the next steps.

4. Saving Payment Details to Google Sheets

Now that you have the customer payment details, the next action is to save these details to Google Sheets using Pabbly Connect. In the action step, search for ‘Google Sheets’ and select ‘Add New Row’ as the action event.

Connect your Google Sheets account and select the spreadsheet where you want to save the payment details. Map the fields such as customer name, email, phone number, amount, and payment ID to the corresponding columns in your Google Sheet.

Select your Google Sheets account. Choose the correct spreadsheet and sheet name. Map the customer details to the respective columns.

After mapping, click on ‘Save and Send Test Request’. Check your Google Sheet to confirm that the payment details have been added correctly.

5. Sending WhatsApp Confirmation Using WhatsApp Cloud API

The final step is to send a confirmation message to the customer via WhatsApp using Pabbly Connect. In the action step, choose ‘WhatsApp Cloud API’ and select ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud API account and select the message template you created earlier. Map the recipient’s mobile number and include dynamic fields for the customer’s name and payment amount.

Select ‘Send Template Message’ as the action event. Map the recipient’s mobile number and dynamic fields. Click on ‘Save and Send Test Request’ to send the message.

Once the request is sent, check the customer’s WhatsApp to confirm that they received the payment confirmation message.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to save payment details in Google Sheets and send confirmations via WhatsApp. This integration streamlines your payment processing and enhances customer communication with automated notifications.