Automate WhatsApp Messages for Instamojo Payments Using Pabbly Connect and Pabbly Chatflow

Learn how to automate WhatsApp messages for Instamojo payments using Pabbly Connect and Pabbly Connect with this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages using Pabbly Connect, first, open your web browser and navigate to the Pabbly Connect website. Here, you will find options to either sign in or sign up for a free account.

As an existing user, click on the ‘Sign In’ button. Once logged in, you will be directed to the Pabbly dashboard where you can access all Pabbly applications including Pabbly Chatflow and Pabbly Connect. Click on Pabbly Connect to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For this tutorial, name your workflow as ‘Send WhatsApp Messages on Instamojo Payment’ and save it in the automations folder.

• Name your workflow appropriately.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

Once created, you will see the workflow window, which is crucial as it allows you to set up the trigger and action for your automation. The trigger will be set to Instamojo, indicating when a payment is made, while the action will involve sending a WhatsApp message through Pabbly Chatflow.

3. Setting Up the Trigger with Instamojo

In this section, you will set up the trigger by selecting Instamojo as the application. Search for Instamojo in the trigger application section and select it. Choose the trigger event as ‘New Sale’ to initiate the workflow whenever a payment is made.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL as you will need to configure it in your Instamojo account. This URL will allow Instamojo to send payment data to your Pabbly Connect workflow.

• Select ‘New Sale’ as the trigger event.
• Copy the generated webhook URL for later use.
• Ensure the workflow is set to wait for a response.

Next, log into your Instamojo account, navigate to the product settings, and paste the copied webhook URL into the appropriate section for webhooks. Save these settings to establish the connection between Instamojo and Pabbly Connect.

4. Sending WhatsApp Messages via Pabbly Chatflow

With the webhook configured, the next step is to set up the action to send WhatsApp messages through Pabbly Chatflow. In your Pabbly Connect workflow, choose Pabbly Chatflow as the action application. Select the action event as ‘Send Message’ to enable the sending of WhatsApp messages.

To connect Pabbly Chatflow with Pabbly Connect, you will need to enter your API token from your Chatflow account. This token can be found in your Chatflow settings. Paste the token in the designated field and save the connection to proceed.

Select ‘Send Message’ as the action event. Paste your Chatflow API token to establish the connection. Map the necessary fields for the WhatsApp message.

During this setup, ensure that you map the customer’s phone number and the message body correctly. You can use variables to personalize the message, such as including the customer’s name. This personalization enhances the customer experience and makes communication more effective.

5. Testing Your Workflow

Once you have configured both the trigger and action, it’s time to test your workflow. Perform a test transaction on Instamojo to simulate a payment. After completing the payment, Pabbly Connect should receive the webhook response and trigger the action to send a WhatsApp message through Pabbly Chatflow.

Check your Pabbly Chatflow inbox to confirm that the message was sent successfully. If everything is set up correctly, you will see the automated message reflecting the details of the payment confirmation sent to the customer.

Complete a test payment on Instamojo. Verify that the WhatsApp message is received in your Chatflow inbox. Ensure all details in the message are accurate and personalized.

With successful testing, your automation is fully functional. From now on, whenever a payment is made through Instamojo, a personalized WhatsApp message will be sent automatically, keeping your customers informed and engaged.

Conclusion

In this tutorial, you learned how to automate WhatsApp messages for Instamojo payments using Pabbly Connect and Pabbly Chatflow. This integration allows for seamless communication with customers, enhancing their experience and streamlining your business operations. By following these steps, you can set up automated messaging that saves time and improves customer engagement.