How to Create 80G Receipts Once Payment is Received Through Instamojo Smart Pages Using Pabbly Connect

Learn how to automate the creation of 80G receipts after payment through Instamojo Smart Pages using Pabbly Connect. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating the creation of 80G receipts, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect.

Once there, you can either sign in if you’re an existing user or sign up for a free account. Pabbly Connect offers 100 free tasks every month, which is perfect for testing your workflows.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. This is where you will set up the automation process for generating 80G receipts.

In the dialog box that appears, name your workflow, for example, ‘Create ATG Receipts for Instamojo Smart Pages’. Then, click on ‘Create’ to proceed.

• Click on ‘Access Now’ to enter the integration setup.
• Select ‘Instamojo’ as the application for your trigger event.
• Choose ‘New Sales’ as the trigger event.

This setup allows Pabbly Connect to monitor your Instamojo account for new donations automatically.

3. Setting Up Instamojo for Webhook Integration

To link Instamojo with Pabbly Connect, you need to add a webhook URL to your Instamojo Smart Page. Go to your Instamojo dashboard, find your Smart Page, and click on the three dots to edit it.

In the settings, locate the ‘Add Webhook’ option. Paste the webhook URL from Pabbly Connect into the designated field and save your changes. This step is crucial for capturing payment data accurately.

• Ensure the webhook is active for it to send data to Pabbly Connect.
• Save and update your Smart Page settings.

Once the webhook is set up, return to Pabbly Connect and click on ‘Re-capture Webhook Response’ to test the integration.

4. Creating the ATG Receipt Template in Google Docs

Next, you need to create a template for the 80G receipt in Google Docs. This template should include placeholders for variables such as the donor’s name, donation amount, and date. Use double curly braces to denote these variables.

After creating your template, return to Pabbly Connect and select ‘Google Docs’ as your next application. Choose the action event ‘Create Document from Template’. Connect your Google Docs account and specify the template you created earlier.

Map the required fields from the webhook response to your template. Ensure the document is named appropriately using donor details.

This allows Pabbly Connect to generate a personalized receipt each time a payment is received.

5. Sharing the Receipt via WhatsApp

Finally, you’ll want to share the generated receipt via WhatsApp. In Pabbly Connect, add another action step and select ‘WhatsApp Cloud API’. Choose ‘Send Template Message’ as the action event.

Connect your WhatsApp account and fill in the required fields, including the recipient’s mobile number and the message template. Make sure to format the mobile number correctly by removing any plus signs.

Use the PDF link of the generated receipt in your message. Send a test message to ensure everything is functioning correctly.

This integration allows donors to receive their 80G receipts instantly via WhatsApp, streamlining your donation process using Pabbly Connect.

Conclusion

In conclusion, using Pabbly Connect to automate the creation and sharing of 80G receipts after payments through Instamojo Smart Pages simplifies the donation process significantly. By following the steps outlined above, you can ensure timely communication with your donors while saving time and effort.