How to Send Custom SMS After Payment via Instamojo Using Pabbly Connect

Learn how to automate sending custom SMS after payment via Instamojo using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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. Access Pabbly Connect for SMS Automation

To send custom SMS after payment via Instamojo, the first step is to access Pabbly Connect. You can do this by searching for ‘Pabbly Connect’ in your browser. Once on the homepage, you will find options to either sign in or sign up for a free account.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can see all the applications available, including Pabbly Connect. To set up the integration, click on the ‘Access Now’ button associated with Pabbly Connect.

2. Create a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This will open a dialog box asking you to name your workflow. using Pabbly Connect

• Enter a name like ‘Send Custom SMS After Payment via Instamojo’.
• Select a folder to save your workflow, or create a new one if necessary.

After naming your workflow and selecting the appropriate folder, click the ‘Create’ button. This will take you to the workflow builder where you can set up the trigger and action steps for your automation.

3. Set Up Trigger for New Payments in Instamojo

In this step, you will set up the trigger for your workflow. Click on the ‘Add Trigger’ button and select ‘Instamojo’ as your trigger application. Then, choose ‘New Sale’ as your event. This means that every time a new payment is received, this trigger will activate.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your Instamojo account. In your Instamojo dashboard, navigate to the payment page settings where you can add the webhook URL.

• Open your payment page and click on the three dots to edit the page.
• Scroll down to ‘Page Settings’ and find the ‘Add Webhook’ option.
• Paste the copied webhook URL and save your changes.

Once you have saved the webhook settings, go back to Pabbly Connect and test the trigger to ensure it is working correctly. This will confirm that your Instamojo account is successfully connected to Pabbly Connect.

4. Set Up Action to Send SMS via Twilio

Now that the trigger is set up, it’s time to configure the action that sends the SMS. Click on the ‘Add Action’ button and select ‘Twilio’ as your action application. Choose ‘Send SMS’ as the event. This will allow you to send an SMS to your customers automatically. using Pabbly Connect

In the action setup, you will need to enter your Twilio account details such as Account SID, Auth Token, and the phone number from which the SMS will be sent. After entering these details, click on the ‘Save’ button.

Map the customer’s phone number from the Instamojo payment details to the recipient phone number field. Compose the SMS body, including variables such as customer name for personalization.

Once all the fields are filled out, click on ‘Save and Send Test Request’ to send a test SMS. If everything is set up correctly, you should receive a confirmation SMS on your phone.

5. Finalize Your Integration and Test

After successfully sending a test SMS, the last step is to finalize your integration. Ensure that your workflow is enabled in Pabbly Connect. This will allow it to run automatically whenever a new payment is received through Instamojo.

To test the entire process, make a small test payment through your Instamojo payment page. Once the payment is completed, check if the SMS is sent to the customer as expected. This confirms that the integration is working properly.

Review all settings in Pabbly Connect to ensure accuracy. Monitor the SMS delivery status in Twilio for any issues.

With these steps, you have successfully automated the process of sending custom SMS after payment via Instamojo using Pabbly Connect.

Conclusion

In this tutorial, we explored how to send custom SMS after payment via Instamojo using Pabbly Connect. By following the outlined steps, you can enhance customer communication and automate your payment confirmation process effortlessly.