Automate Order Confirmation Emails for Instamojo with Pabbly Connect

Learn how to automate order confirmation emails for Instamojo orders using Pabbly Connect. Step-by-step tutorial on setting up the integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Automation

To automate order confirmation emails for Instamojo orders, the first step is accessing Pabbly Connect. You can do this by visiting the official Pabbly website at www.Pabbly.com/connect.

If you already have an account, simply log in. If you are new, you can sign up for free, which includes 100 free tasks. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating tasks. Click on the ‘Create Workflow’ button to begin. You will see options for either the new beta method or the classic method.

• Select the new beta method for a modern workflow experience.
• Rename your workflow to something descriptive, like ‘Send Order Confirmation Emails Automatically for Instamojo Orders.’
• Choose a folder to categorize your workflow if needed.

After configuring these settings, click the ‘Create’ button to establish your workflow. This initial setup is crucial as it lays the foundation for connecting Instamojo to Gmail through Pabbly Connect.

3. Setting Up the Trigger for Instamojo Orders

The next step involves setting up a trigger in Pabbly Connect. Select ‘Instamojo V2’ as your trigger application and choose the event as ‘New Sale’. This configuration ensures that any new order placed through Instamojo triggers the automation.

Click on the ‘Connect’ button to generate a webhook URL. This URL is essential for connecting your Instamojo account to Pabbly Connect. Copy this URL and head over to your Instamojo account. In your smart page settings, find the option to add a webhook and paste the copied URL there.

4. Testing the Trigger and Capturing Data

After setting up the webhook in your Instamojo account, it’s time to test the trigger. Open the sharable link of your smart page and simulate a payment by filling in the required customer details. Once the payment is processed, the trigger in Pabbly Connect should capture the payment data.

Check the workflow in Pabbly Connect to see if the payment response has been captured. You should see details like payment status, payment ID, amount, and customer information. This step is crucial as it confirms that your integration is working correctly.

5. Setting Up the Action to Send Confirmation Emails

Now, let’s configure the action step in Pabbly Connect. Choose ‘Gmail’ as the action application and select ‘Send Email’ as the action event. Click on ‘Connect’ to link your Gmail account.

Fill in the required fields, including the sender’s name (Team Natural Glow Skincare) and the recipient’s email, which you will map from the previous step. Customize the email subject and body to include customer details and order information. After entering all necessary details, click on ‘Save and Send Test Request’ to send a test email.

After testing, check your Gmail account to verify that the confirmation email was sent successfully. This final step completes the automation process, allowing Pabbly Connect to seamlessly send order confirmation emails to customers after payment.

Conclusion

By following this tutorial, you can automate the process of sending order confirmation emails for Instamojo orders using Pabbly Connect. This integration saves time and enhances customer experience by ensuring timely communication after purchases.