Learn how to automate sending payment links on WhatsApp for failed Instamojo transactions using Pabbly Connect. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Introduction to Pabbly Connect for Payment Automation

Pabbly Connect is an essential automation tool that allows you to integrate different applications seamlessly. In this tutorial, we will explore how to send a payment link on WhatsApp for failed Instamojo transactions using Pabbly Connect. This integration ensures that your customers receive immediate notifications if their payment fails.

By utilizing Pabbly Connect, you can automate the process of sending a retry payment link to your customers via WhatsApp. This not only enhances customer experience but also helps in recovering lost sales due to payment failures.


2. Accessing Pabbly Connect and Creating a Workflow

To start, navigate to the Pabbly Connect website to create an account or log in. Once logged in, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your automation.

Here are the steps to create your workflow in Pabbly Connect:

  • Click on the ‘Create Workflow’ button.
  • Name your workflow, for example, ‘Send Payment Link on WhatsApp for Failed Instamojo Transactions’.
  • Select the appropriate folder for organization.

After completing these steps, your workflow will be successfully created and ready for further configuration.


3. Setting Up the Trigger with Instamojo

In this section, we will set up the trigger for our workflow using Instamojo. The trigger will activate whenever a payment fails on your Instamojo account. To do this, select Instamojo as your trigger application in Pabbly Connect.

Follow these steps to configure the trigger:

  • Choose ‘Failed Payment’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.
  • Log into your Instamojo account and paste the webhook URL in the settings for the product.

>Once you have set up the webhook in Instamojo, you can proceed to test the connection to ensure everything is working correctly.


4. Connecting WhatsApp Cloud API as the Action Application

After successfully setting up the trigger, it’s time to connect WhatsApp Cloud API as the action application in your Pabbly Connect workflow. This step will allow you to send a template message to the user whenever a payment fails.

Here’s how to set up the action step:

Select WhatsApp Cloud API as your action application. Choose ‘Send Template Message’ as the action event. Connect your WhatsApp account by entering the required credentials, including the Access Token.

>Once the WhatsApp API is connected, you can map the necessary fields to customize the message, including the customer’s name and the payment link.


5. Testing and Finalizing Your Workflow

Finally, after all configurations, it’s crucial to test your workflow to ensure it functions as expected. Initiate a test payment through your Instamojo account to trigger the workflow.

During the test, check if the template message is correctly sent to your WhatsApp. Ensure that the message contains the retry payment link and customer information. If everything works fine, you can finalize the workflow in Pabbly Connect and start using it for real transactions.


Conclusion

In this tutorial, we have demonstrated how to use Pabbly Connect to send payment links on WhatsApp for failed Instamojo transactions. By automating this process, you can enhance customer satisfaction and recover potential sales effectively. Start using Pabbly Connect today to streamline your payment notifications!

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.