How to Schedule WhatsApp Follow-Up After Razorpay Failure Using Pabbly Connect

Learn how to automate WhatsApp follow-ups for Razorpay payment failures using Pabbly Connect with this step-by-step tutorial. 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 Automation

To schedule WhatsApp follow-ups after Razorpay failures, first access Pabbly Connect. Go to pavl.com/connect to reach the Pabbly Connect dashboard. Here, you can either sign in if you are an existing user or click on the ‘sign up free’ button if you are new.

Once logged in, you will see the main dashboard. Click on the ‘Create Workflow’ button to start setting up your automation. In this workflow, you will automate the process of sending WhatsApp messages when a Razorpay payment fails. This integration is crucial for enhancing customer communication.

2. Setting Up Trigger with Razorpay in Pabbly Connect

In this step, you will set the trigger for your workflow using Razorpay. Select Razorpay from the application list and choose the event ‘Payment Failed’ as your trigger. This ensures that every time a payment fails, the workflow will activate.

• Search for Razorpay in the trigger application box.
• Choose ‘Payment Failed’ as the event.
• Connect Razorpay to Pabbly Connect by clicking the connect button.

After connecting, copy the webhook URL provided. You will need this to set up Razorpay to send data back to Pabbly Connect. This setup is essential for capturing payment failure events effectively.

3. Configuring Webhook in Razorpay

Now, navigate to your Razorpay account to configure the webhook. Go to ‘Accounts and Settings’, then ‘Webhooks’, and click on ‘Add New Webhook’. Paste the webhook URL you copied from Pabbly Connect into the designated field.

• Select the ‘Payment Failed’ event for the webhook.
• Click ‘Create Webhook’ to save the configuration.

This step allows Razorpay to communicate with Pabbly Connect whenever a payment fails, enabling the workflow to function seamlessly. Once the webhook is set up, you can proceed to test the integration.

4. Testing the Integration with a Payment

To test the integration, initiate a payment using Razorpay. Fill in the payment details and proceed to complete the transaction. Since you are simulating a failure, ensure that you use a method that will trigger a payment failure, such as using an unsupported card.

After the payment fails, return to Pabbly Connect to see if the webhook response has been captured. You should see all the details related to the failed payment, confirming that the connection is working as intended.

5. Sending WhatsApp Messages Using Pabbly Connect

Now, it’s time to set up the action step to send a WhatsApp message. Select the WhatsApp Cloud API as your action application in Pabbly Connect. Choose the event ‘Send Template Message’ to configure the message that will be sent to customers after a payment failure.

Connect to WhatsApp Cloud API by entering the necessary credentials. Map the receiver’s phone number from the previous Razorpay step. Select the template message you want to send.

After configuring these settings, you can test the action step. If successful, the customer will receive a WhatsApp message automatically, informing them about their failed payment and encouraging them to retry.

Conclusion

In this tutorial, we demonstrated how to schedule WhatsApp follow-ups after Razorpay failures using Pabbly Connect. By automating this process, you enhance customer engagement and streamline communication. This integration is essential for businesses looking to improve their payment processing experience.