How to Send Thank You Emails After Order via Instamojo Using SendGrid with Pabbly Connect

Learn how to automate sending thank you emails after orders via Instamojo using SendGrid with Pabbly Connect in this 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. Access Pabbly Connect for Integration

To send thank you emails after an order via Instamojo using SendGrid, first, access Pabbly Connect. Open your browser and search for Pabbly.com to reach the homepage of Pabbly Connect.

Once on the homepage, you can either sign up for free or log in if you are an existing user. New users can explore the platform with 100 free tasks every month. After logging in, you will see the dashboard where you can manage your integrations.

2. Create a New Workflow in Pabbly Connect

To automate sending thank you emails, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the pop-up, give your workflow a name like ‘Send Thank You Emails After Order via Instamojo Using SendGrid’.

• Select a folder to save your workflow, such as ‘Automations’.
• Choose between the New Beta or Classic workflow builder.

After naming your workflow, proceed to set up the trigger by selecting ‘Insta Mojo’ as the application. This setup allows you to initiate the automation whenever a new payment is received through your Instamojo account.

3. Set Up Trigger for New Payments in Instamojo

In this step, you will configure the trigger in Pabbly Connect to listen for new payments. Click on the ‘Add Trigger’ button and select ‘Insta Mojo’ as the application. Choose the event labeled ‘New Sale’ which activates when a new payment status is received.

Once selected, click on the ‘Connect’ button to establish the connection. You will receive a webhook URL that needs to be copied and added to your Instamojo account. Log into your Instamojo account, navigate to the payment page settings, and enable the webhook feature by pasting the URL.

4. Configure SendGrid to Send Thank You Emails

After setting up the trigger, the next step in Pabbly Connect is to configure the action that sends the thank you emails via SendGrid. Click on ‘Add Action’ and select ‘SendGrid’ as the application. Choose the action event ‘Send Email’.

• Input your SendGrid API key to connect your SendGrid account.
• Map the customer email, subject, and content of the email using the data received from the trigger.

For the email content, you can personalize the message by including the customer’s name and thanking them for their purchase. After mapping all necessary fields, save the action to finalize the configuration.

5. Test the Integration and Confirm Functionality

The final step is to test your integration in Pabbly Connect. To do this, make a test purchase through your Instamojo account. This will trigger the workflow you set up, allowing you to verify that the thank you email is sent successfully.

Once the test is complete, check the email inbox of the customer to confirm receipt of the thank you email. If everything works as intended, your automation is successfully set up to send thank you emails after orders via Instamojo using SendGrid.

Conclusion

In conclusion, using Pabbly Connect to send thank you emails after orders via Instamojo is a straightforward process. By following the steps outlined in this tutorial, you can enhance customer experience and build trust through automated communication. Start automating your workflows today!