How to Send Razorpay Payment Receipt on WhatsApp

Learn how to automate sending Razorpay payment receipts via WhatsApp using Pabbly Connect in this detailed step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of sending Razorpay payment receipts on WhatsApp, you first need to access Pabbly Connect. Simply visit the Pabbly Connect website at www.Pabbly.com/connect. Here, you can either log in if you already have an account or sign up for free to explore the platform.

Once logged in, you will find the dashboard that allows you to create workflows. Click on the ‘Create Workflow’ button to begin setting up your automation for sending payment receipts. This is where Pabbly Connect acts as the central hub for integrating Razorpay with WhatsApp, enabling seamless communication with your customers.

2. Creating the Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a new workflow in Pabbly Connect. Name your workflow, for instance, ‘Send Razorpay Payment Receipt on WhatsApp’, and select the folder where you want to save it. This organization helps in managing multiple workflows efficiently.

In this workflow, you will set a trigger event using the Razorpay integration. Follow these steps:

• Select Razorpay as the trigger application.
• Choose the event type as ‘Payment Success’.
• Connect your Razorpay account to Pabbly Connect.

This setup allows Pabbly Connect to listen for successful payments made through Razorpay, triggering the next steps in your workflow.

3. Integrating Gmail to Capture Payment Receipts

Once the Razorpay integration is set, the next step is to capture the payment receipt via Gmail. For this, you will use the Email Parser feature in Pabbly Connect. This feature allows you to extract specific information from the payment notification emails received in your Gmail account.

Here’s how to set it up:

• Connect your Gmail account to Pabbly Connect.
• Set the trigger event as ‘New Email Received’.
• Map the relevant fields from the email, such as payment details and customer information.

This integration ensures that every time a payment is made through Razorpay, the relevant details are captured automatically, facilitating the process of sending receipts via WhatsApp.

4. Filtering Emails for Relevant Payment Notifications

With the Gmail integration in place, you need to ensure that only relevant payment notifications trigger the next steps in your workflow. This is where filtering comes into play within Pabbly Connect.

To set up filtering:

Add a filter step in your workflow. Specify the condition to check if the email subject contains ‘Payment Successful’. Ensure that the email contains an attachment with the payment receipt.

This filtering step helps in ensuring that only the necessary emails proceed to the next action, making the automation process efficient and accurate.

5. Sending Payment Receipts via WhatsApp

The final step in this automation is sending the payment receipt to the customer via WhatsApp. For this, you will integrate Pabbly Chatflow with Pabbly Connect. This integration allows you to send personalized messages to customers directly on WhatsApp.

To send the message, follow these steps:

Select Pabbly Chatflow as the action application. Choose the event type as ‘Send Template Message’. Map the customer’s phone number and the payment receipt link into the message template.

Once this is set up, every time a payment is made, the customer will receive a WhatsApp message with their payment receipt, showcasing the power of Pabbly Connect in automating business communications.

Conclusion

In this tutorial, we explored how to automate sending Razorpay payment receipts on WhatsApp using Pabbly Connect. By integrating Razorpay, Gmail, and Pabbly Chatflow, you can streamline your payment notification process efficiently. This automation not only saves time but also enhances customer experience.