How to Add Payment Gateway in Pabbly Chatflow

Learn how to integrate payment gateways like PayPal and Stripe in Pabbly Chatflow with this detailed tutorial. Step-by-step instructions included. Learn step-by-step how to create, test, and optimize chatbots that enhance customer experience while reducing support workload.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Chatflow Payment Gateway Integration

In this tutorial, we will explore how to add payment gateways using Pabbly Chatflow. This powerful tool allows businesses to collect payments directly through WhatsApp, enhancing customer experience and streamlining payment processes.

The new WhatsApp payment module in Pabbly Chatflow enables users to create invoices, track order history, and manage payments efficiently. Let’s dive into the setup process.

2. Accessing the WhatsApp Payment Section in Pabbly Chatflow

To start using the payment gateway feature, navigate to the WhatsApp payment section within Pabbly Chatflow. This is where you will configure your payment gateways.

Follow these steps to access the payment configuration:

• Log in to your Pabbly Chatflow account.
• Locate the WhatsApp payment section.
• Click on the ‘Add WhatsApp Payment’ button.

By following these steps, you will be ready to set up your payment gateways using Pabbly Chatflow.

3. Configuring Payment Gateways in Pabbly Chatflow

Once you are in the WhatsApp payment section, the next step is to configure your payment gateways. Click on the ‘Add Payment Method’ button to proceed.

Here’s how to set up your payment configuration:

• Enter a name for your payment configuration, for example, ‘New AI Flow’.
• Select the payment gateway you wish to use; currently, Pabbly Chatflow supports Razorpay.

After entering the necessary details, click on ‘Get Started’ to create your payment configuration. This will sync your settings with Pabbly Chatflow.

4. Setting Up Order and Invoice Prefixes in Pabbly Chatflow

In this step, you will define the order and invoice prefixes. This is crucial for maintaining unique identifiers for each transaction processed through Pabbly Chatflow.

To set up your prefixes:

Choose a custom prefix for order numbers, such as ‘PAB-2025’. Set the starting order number, for instance, ‘1’ for the first order.

These prefixes will help you track your transactions effectively within Pabbly Chatflow. Make sure to maintain unique values to avoid conflicts.

5. Finalizing Your Payment Configuration in Pabbly Chatflow

After setting up your prefixes and entering business details, it’s time to finalize your payment configuration. Click on ‘Add and Next’ to proceed.

Ensure that all information is accurate, as Pabbly Chatflow will use these details for generating invoices and tracking orders. If you need to edit any configuration, you can do so from the main payment settings page.

Once you click ‘Add’, your payment configuration will be saved in Pabbly Chatflow, allowing you to start processing payments through WhatsApp.

Conclusion

In this guide, we have demonstrated how to add payment gateways in Pabbly Chatflow, focusing on the integration process with Razorpay. By following these steps, you can streamline your payment collection directly through WhatsApp, enhancing your business operations.