How to Send Custom SMS After Payment Success via Razorpay Using Pabbly Connect

Learn how to automate sending custom SMS after payment success via Razorpay using Pabbly Connect. Follow our detailed tutorial for step-by-step guidance. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay Integration

To send custom SMS after payment success via Razorpay, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘pabyt.com/connect’ in your browser. This platform enables seamless integration between Razorpay and other applications.

After reaching the Pabbly Connect homepage, you need to sign in or create a new account. Click on the ‘Sign In’ button if you are an existing user, or ‘Sign Up for Free’ to create a new account. Signing up grants you 100 tasks monthly, allowing you to automate tasks effectively.

2. Creating a Workflow in Pabbly Connect

Once signed in, navigate to the Pabbly Connect dashboard. Here, you will see options to create a new workflow. Click on the ‘Create Workflow’ button to initiate the process. You will be prompted to choose between the new beta workflow builder or the classic version; select the new beta for a modern experience. using Pabbly Connect

• Name your workflow as ‘Send Custom SMS After Payment Success via Razorpay’.
• Select a folder for organization, such as ‘Razorpay Automations’.
• Click on ‘Create’ to finalize the workflow setup.

Upon creating the workflow, you will see a prompt to add a trigger. In this automation, the trigger will be a new payment captured in Razorpay, which will activate the SMS sending process.

3. Setting Up the Trigger with Razorpay

In the workflow builder, click on the ‘+’ icon to add a trigger application. Select Razorpay as your trigger application and choose ‘Payment Captured’ as the trigger event. This configuration ensures that every time a payment is made, the workflow will be triggered.

Next, you will need to connect Pabbly Connect with your Razorpay account. A webhook URL will be provided, which acts as a bridge between Razorpay and Pabbly Connect. Copy this URL and proceed to your Razorpay dashboard.

• In Razorpay, navigate to the ‘Developers’ section and select ‘Webhooks’.
• Click on ‘Add New Webhook’ and paste the copied URL.
• Set the active event as ‘Payment Captured’ and click ‘Create Webhook’.

After saving the webhook, return to Pabbly Connect, where it will show that it is waiting for a webhook response. This indicates that the connection has been established successfully.

4. Testing the Integration

To test the integration, you need to make a payment through Razorpay. Open the payment page link, fill in the required details, and complete the payment process. Once the payment is successful, Razorpay will send the payment details to Pabbly Connect.

After making the payment, return to the Pabbly Connect dashboard. You should see the captured payment details, including the name, phone number, and amount. This confirms that the trigger is working correctly and that Pabbly Connect is receiving the data from Razorpay.

Ensure you have the correct details in the captured response. Check the connection status to verify it is active. Prepare to send an SMS using the captured information.

With the successful test, you are ready to set up the action step to send an SMS using Twilio.

5. Sending SMS via Twilio Using Pabbly Connect

Now that you have captured the payment details, the next step is to send a custom SMS using Twilio. Click on ‘Add New Action Step’ in your workflow and select Twilio as the action application. Choose ‘Send SMS Message’ as the action event.

To connect Twilio with Pabbly Connect, you will need your Twilio Account SID and Auth Token. These can be found in your Twilio account dashboard. Enter these details in Pabbly Connect to establish the connection.

Input the body of the SMS, including a personalized message. Map the recipient’s phone number and other details from the Razorpay response. Ensure the sender number is your Twilio number.

Once all details are entered, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation message indicating that the SMS has been sent. This completes your workflow, enabling automated SMS notifications after payment success via Razorpay.

Conclusion

In this tutorial, we demonstrated how to automate sending custom SMS after payment success via Razorpay using Pabbly Connect. By following the steps outlined, you can easily set up this integration to enhance customer communication and streamline your payment processes. Automating such tasks not only saves time but also improves customer satisfaction.