Author: Nitin Maheshwari

Learn how to integrate Razorpay with WhatsApp using Pabbly Connect for automated payment notifications. Step-by-step guide included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Razorpay WhatsApp Integration

In this tutorial, we will demonstrate how to use Pabbly Connect to send WhatsApp messages upon successful payments made through Razorpay. This integration automates the process of notifying users about their successful transactions.

Pabbly Connect acts as the bridge between Razorpay and WhatsApp, allowing you to streamline your communication with customers. By automating this process, you can save time and ensure that your customers receive timely updates regarding their payments.

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2. Setting Up Pabbly Connect with Razorpay

To begin, log into your Pabbly Connect account. Once logged in, navigate to the dashboard and click on ‘Create Workflow’. You will be prompted to name your workflow, for example, ‘Razorpay to WhatsApp Integration’.

• Log into your Pabbly Connect account.
• Click on ‘Create Workflow’.
• Name your workflow appropriately.

Next, select Razorpay as the trigger app and set the trigger event to ‘Payment Captured’. This will allow Pabbly Connect to capture payment details whenever a transaction is successfully completed on Razorpay.

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3. Integrating Razorpay with Pabbly Connect

After setting up the trigger, you need to configure Razorpay to send data to Pabbly Connect. Go to your Razorpay dashboard, navigate to settings, and select ‘Webhooks’. Here, you will add a new webhook URL provided by Pabbly Connect.

• Access Razorpay dashboard.
• Go to settings and choose ‘Webhooks’.
• Paste the webhook URL from Pabbly Connect.

Once the webhook is created, make a test payment in Razorpay to ensure that the data is being captured correctly by Pabbly Connect. This step is crucial to verify that the integration is working as intended.

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4. Creating a User in Thinkific via Pabbly Connect

With the payment data captured, the next step is to create a user in Thinkific. In Pabbly Connect, add an action step and select Thinkific as the application. Choose the action event ‘Create User’ to enroll the customer into a course.

Fill in the required fields such as first name, last name, email, and phone number. This information will be mapped from the Razorpay payment data captured earlier. After entering all necessary details, click on ‘Save and Send Test Request’ to create the user in Thinkific.

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5. Sending WhatsApp Messages via Pabbly Connect

Finally, to notify the user about their enrollment, we will send a WhatsApp message using Pabbly Connect. Add another action step and select the WhatsApp integration. Choose ‘Send Template Message’ as the action event.

Map the WhatsApp number and the message template parameters required for the message. The message can include the user’s name and course details. Click on ‘Save and Send Test Request’ to send the message. This ensures that the user receives confirmation of their enrollment immediately after payment.

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Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending WhatsApp messages for successful payments made through Razorpay. This integration not only saves time but also enhances customer communication by providing instant notifications.

Learn how to automate sending fitness training videos on WhatsApp when payment is received using Pabbly Connect, Razorpay, and Vati. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To automate sending fitness training videos on WhatsApp when payment is received, you need to access Pabbly Connect. Start by visiting the Pabbly website and logging into your account. If you do not have an account, you can easily create one.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow that connects Razorpay and WhatsApp through Pabbly Connect. This integration will ensure that whenever a payment is made, the corresponding WhatsApp message is sent automatically.

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2. Setting Up Razorpay with Pabbly Connect

To set up Razorpay, you first need to create a payment page within your Razorpay account. This payment page will be used to collect payments for your fitness training videos. After creating the payment page, you will need to connect Razorpay to Pabbly Connect using a webhook URL.

• Log into your Razorpay account and navigate to the settings.
• Select the ‘Webhooks’ option and add a new webhook using the URL provided by Pabbly Connect.
• Set the event to ‘Payment Captured’ to ensure data is sent to Pabbly Connect whenever a payment is made.

This setup allows Razorpay to send payment details directly to Pabbly Connect, enabling the automation process to begin.

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3. Collecting Payment Data in Pabbly Connect

After setting up Razorpay, the next step is to collect the payment data in Pabbly Connect. Once a payment is made, Razorpay will send the payment details to Pabbly Connect via the webhook.

In Pabbly Connect, you will see the data captured from Razorpay, including the customer’s name, email, and payment amount. This information is crucial for sending the appropriate message on WhatsApp.

• Verify that the payment details are correctly captured in Pabbly Connect.
• Use filters to ensure that only payments of the specified amount (e.g., 1500) trigger the WhatsApp message.

By filtering the data, you can control which payments lead to sending messages, ensuring that only valid transactions are processed.

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4. Integrating WhatsApp with Pabbly Connect

The final step involves integrating WhatsApp into your workflow using Pabbly Connect. Since WhatsApp does not allow direct messaging through APIs, you will use a service called Vati to send messages.

In Pabbly Connect, select Vati as the action application and set the action event to ‘Send Template Message’. You will then connect your Vati account to Pabbly Connect by entering the API endpoint and access token from your Vati dashboard.

Map the required fields from Razorpay to the Vati template, including the customer’s WhatsApp number and message content. Ensure that the message template is pre-approved in your Vati account for successful delivery.

Once configured, Pabbly Connect will automatically send a WhatsApp message to the customer with the fitness training videos upon successful payment.

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5. Testing the Integration with Pabbly Connect

After completing the integration, it’s crucial to test the entire workflow to ensure everything functions correctly. Start by making a test payment through your Razorpay payment page. using Pabbly Connect

Once the payment is successful, check your WhatsApp to see if the message has been sent. The message should include a personalized greeting and a link to the fitness training videos.

By following these steps, you can confirm that the integration is working smoothly. If everything is set correctly, Pabbly Connect will handle the automation seamlessly, allowing you to focus on your fitness training business.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending fitness training videos on WhatsApp when a payment is received through Razorpay. By leveraging the power of Pabbly Connect, you can streamline your workflow and enhance customer experience with automated messaging.

Learn how to send WhatsApp alerts for expiring Wi-Fi subscriptions directly from Google Sheets using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Sheets Integration

To start sending WhatsApp alerts for expiring Wi-Fi subscriptions, first log into Pabbly Connect. This platform will act as the central hub for integrating Google Sheets with WhatsApp.

Once logged in, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Google Sheets to WhatsApp Alerts’. This sets the stage for automating the process.

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2. Connecting Google Sheets to Pabbly Connect

Next, you need to connect Google Sheets to Pabbly Connect. In the workflow, select Google Sheets as the trigger application. Choose the trigger event as ‘New Spreadsheet Row’ to monitor for new entries.

• Log in to your Google account when prompted.
• Select the spreadsheet containing your Wi-Fi subscription data.
• Ensure the data range is set correctly to capture customer details.

After setting this up, click on ‘Save and Send Test Request’ to ensure Pabbly Connect can retrieve data from your Google Sheets. This step is crucial as it establishes the connection between your data source and the automation workflow.

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3. Scheduling Alerts for Expiring Subscriptions

Now that Google Sheets is integrated, you need to set up a schedule in Pabbly Connect to send alerts one day prior to subscription expirations. For this, select the ‘Schedule by Pabbly’ app as your next action.

Configure the schedule to run daily at a specific time. For instance, if you want to send alerts at 5 PM IST, remember to convert it to UTC, which would be 11 AM UTC. This ensures that your alerts are sent out at the correct time.

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4. Sending WhatsApp Alerts Using Pabbly Connect

The final step involves sending WhatsApp messages through Pabbly Connect using the Wati app. After setting the schedule, add Wati as your action application and choose ‘Send Template Message’ as the action event.

Fill out the necessary fields like WhatsApp number, template name, and custom parameters. For example, include the customer’s name, service name, expiration date, and a renewal link in the message template. This personalization increases the chances of customer engagement.

• Use the approved template from your Wati account for sending messages.
• Ensure to include a unique broadcast name for tracking.
• Test the message to confirm delivery.

After configuring these settings, click ‘Save and Send Test Request’ to ensure the WhatsApp message is sent correctly. This completes your automation setup!

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5. Conclusion: Automate Your Wi-Fi Subscription Alerts

By following this tutorial, you can effectively automate WhatsApp alerts for expiring Wi-Fi subscriptions using Pabbly Connect. This integration not only saves time but also enhances customer communication, ensuring they are reminded to renew their subscriptions promptly.

Utilizing tools like Pabbly Connect can significantly improve your operational efficiency. Start automating your workflows today for better customer engagement!

Learn how to automate WhatsApp messages for failed Razorpay payments to both admin and users using Pabbly Connect. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect and Razorpay Integration

In this tutorial, we will explore how to use Pabbly Connect to send WhatsApp messages for failed Razorpay payments. This integration helps automate notifications for both users and admins, ensuring timely communication.

When a payment fails on Razorpay, it’s crucial to notify the customer and the admin. By using Pabbly Connect, we can streamline this process, eliminating manual efforts and reducing response time.

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2. Setting Up Pabbly Connect for Razorpay

To begin, log in to your Pabbly Connect account. Navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Razorpay to WhatsApp Notifications’, and click on ‘Create’.

Next, you will see two windows: the trigger window and the action window. In the trigger window, select Razorpay as the application and choose the event ‘Payment Failed’. This setup will allow Pabbly Connect to capture failed payment events.

• Log into your Razorpay account.
• Go to Settings and select Webhooks.
• Copy the Webhook URL from Pabbly Connect and paste it in Razorpay.

After setting up the webhook, any failed payment will trigger Pabbly Connect to capture the relevant data automatically.

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3. Capturing Failed Payment Data in Pabbly Connect

Once the webhook is set up, initiate a test transaction in Razorpay to simulate a payment failure. When the payment fails, Pabbly Connect will capture the transaction details such as customer name, email, and phone number.

To ensure the data is formatted correctly, you can use the Number Formatter feature in Pabbly Connect. This will help adjust any discrepancies in the payment amount, like removing extra zeros.

• Select ‘Number Formatter’ from the action window.
• Use spreadsheet formulas to divide the amount by 100.
• Save and send the test request to see the formatted amount.

With the data captured and formatted, Pabbly Connect is ready to send notifications via WhatsApp.

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4. Sending WhatsApp Messages Using Pabbly Connect

Now that we have the payment failure data, we can set up WhatsApp notifications. In the action window, select the Wati application to send WhatsApp messages. Choose the action event ‘Send Template Message’.

Map the customer’s WhatsApp number and select the appropriate template for the message. The message should inform the customer about the payment failure and include a link to retry the payment. For the admin, set up another action window to send a similar message.

Enter the WhatsApp number without the plus sign. Select the template message for failed payments. Map the necessary parameters like customer name and order ID.

Once you complete these steps, Pabbly Connect will automatically send WhatsApp messages to both the customer and the admin whenever a payment fails.

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5. Testing and Finalizing Your Workflow

After setting up the workflow, it’s essential to test the entire integration. Perform a test payment in Razorpay to ensure that the WhatsApp messages are sent correctly. Check both the customer’s and admin’s WhatsApp accounts for the notifications.

If everything works as expected, your integration is complete! You can now rely on Pabbly Connect to automate WhatsApp notifications for failed payments, enhancing your customer service and operational efficiency.

For further customization, explore additional features in Pabbly Connect to enhance your workflow or integrate with other applications.

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Conclusion

In conclusion, using Pabbly Connect to automate WhatsApp notifications for failed Razorpay payments streamlines communication with customers and administrators. This integration enhances operational efficiency and improves customer service.

Learn how to automate WhatsApp messages for your event planning business using Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Set Up Integration

To begin automating WhatsApp messages for your event planning business, first, access Pabbly Connect. Open your browser and navigate to the Pabbly Connect homepage. You can create a free account by clicking the ‘Sign Up Free’ button, or log in if you already have an account.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button and name your workflow, such as ‘You Can Book Me to WhatsApp Messages’. This workflow will manage the entire process of sending WhatsApp messages when appointments are booked.

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2. Connect You Can Book Me with Pabbly Connect

The next step involves connecting the You Can Book Me scheduling application to Pabbly Connect. Select ‘You Can Book Me’ as the app to trigger the workflow. Choose the trigger event as ‘New Booking’. This allows Pabbly Connect to listen for new appointments made on your scheduling page.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL and navigate to your You Can Book Me dashboard. Edit the settings of your appointment page, go to notifications, and select the webhook option. Paste the copied URL and set the HTTP method to POST.

• Open Pabbly Connect and create a new workflow.
• Select ‘You Can Book Me’ as the trigger app.
• Choose ‘New Booking’ as the trigger event.
• Copy the webhook URL and paste it in You Can Book Me settings.

After saving the changes, Pabbly Connect will be ready to receive data whenever a new appointment is booked.

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3. Collect Appointment Data in Pabbly Connect

With the webhook set up, the next step is to test the integration by booking an appointment through your You Can Book Me page. Fill out the appointment details, including the event name, date, client name, and WhatsApp number. Confirm the booking.

Once the appointment is booked, return to Pabbly Connect. You should see that it has received the data from the appointment form, including all relevant details. This confirms that the connection is working correctly and that data is being collected successfully.

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4. Send WhatsApp Messages Using Vati

The final step is to send the collected appointment data as a WhatsApp message using Vati, a third-party WhatsApp API service. In Pabbly Connect, select Vati as the action app and choose ‘Send Template Message’ as the action event. using Pabbly Connect

Connect your Vati account by providing the API endpoint and access token, which you can find in your Vati dashboard under API docs. After connecting, map the WhatsApp number and select the message template that you have created in your Vati account.

• Select Vati as the action app in Pabbly Connect.
• Choose ‘Send Template Message’ as the action event.
• Map the WhatsApp number and select your message template.

Once everything is set, click ‘Save and Send Test Request’ to send a test message. Check the recipient’s WhatsApp account to confirm that the message has been received successfully.

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Conclusion

In conclusion, using Pabbly Connect allows you to automate WhatsApp messages for your event planning business seamlessly. By following the steps outlined, you can ensure that your clients receive timely appointment confirmations, enhancing your customer service and efficiency.

Learn how to automate order confirmations for your flower shop using Pabbly Connect to integrate Jotform with WhatsApp seamlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start integrating Jotform with WhatsApp, you first need to access Pabbly Connect. This powerful automation platform allows you to create workflows without any coding skills. Simply visit the Pabbly website and log in to your account. If you are a new user, you can sign up for free in just a few minutes.

Once logged in, navigate to the dashboard where you will see options to create a new workflow. Click on ‘Create Workflow’ and give it a name like ‘Jotform to WhatsApp Integration’. This sets the stage for automating order notifications for your flower shop.

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2. Setting Up Jotform with Pabbly Connect

Now, you need to set up your Jotform to work with Pabbly Connect. First, create your order form using Jotform. Make sure to include fields for customer name, email, phone number, and the products they wish to order. Once your form is ready, navigate to the ‘Settings’ tab in Jotform.

• Click on ‘Integrations’ and select ‘Webhooks’.
• Copy the webhook URL provided by Pabbly Connect.
• Paste this URL into the Jotform webhook settings.

This integration allows Jotform to send order data directly to Pabbly Connect whenever a customer submits an order, facilitating seamless communication.

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3. Capturing Order Data in Pabbly Connect

After setting up the webhook, the next step is to capture the data sent from Jotform into Pabbly Connect. To do this, go back to your Pabbly Connect dashboard and create a new workflow. Choose Jotform as the trigger app and select the event ‘New Response’.

Once you have selected the trigger, Pabbly Connect will wait for a response from Jotform. You can test this by submitting a sample order through your Jotform. After submission, check Pabbly Connect to ensure the order details are captured correctly. This is crucial as it confirms the integration is functioning properly.

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4. Sending WhatsApp Messages via Pabbly Connect

Now that you have captured the order details, the next step is to send a WhatsApp message using Pabbly Connect. For this, you will need to connect to a service like Vati, which allows sending WhatsApp messages. In your workflow, add a new action step and select Vati as the app.

• Choose the action event ‘Send Template Message’.
• Connect your Vati account using the API endpoint and access token.
• Map the customer’s phone number and order details to the message template.

Once everything is set up, you can test the workflow. When a new order is placed, Pabbly Connect will automatically send a confirmation message to the customer on WhatsApp, enhancing customer experience significantly.

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5. Testing Your Integration

After completing the setup, it’s essential to test your integration thoroughly. Submit a new order through your Jotform and monitor the workflow in Pabbly Connect. Ensure that the order details are captured and that the WhatsApp message is sent correctly.

Check the WhatsApp account for the confirmation message to ensure that all details, including customer name and order items, are accurately reflected. This testing phase is crucial to confirm that your flower shop can efficiently handle orders and communicate with customers automatically.

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Conclusion

In conclusion, using Pabbly Connect to integrate Jotform with WhatsApp allows your flower shop to automate order confirmations, enhancing operational efficiency and customer satisfaction. By following these steps, you can streamline your order processing and improve communication with your customers.

Learn how to send WhatsApp alerts for expiring TV subscriptions directly from Google Sheets using Pabbly Connect. Follow this detailed tutorial to automate reminders. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin sending WhatsApp alerts for expiring TV subscriptions, you first need to access Pabbly Connect. Start by visiting the Pabbly website and logging in to your account. If you don’t have an account, you can easily create one in just a few minutes.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the integration between Google Sheets and WhatsApp. Follow these steps:

• Click on ‘Create Workflow’ in the top right corner.
• Name your workflow (e.g., ‘Google Sheets to WhatsApp Alerts’).

With your workflow created, you are now ready to set up the integration process. This is the first step in automating your WhatsApp alerts.

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2. Setting Up Google Sheets in Pabbly Connect

Next, you will connect Google Sheets to Pabbly Connect. This is crucial for fetching subscriber data, including names, phone numbers, and subscription expiry dates. In the trigger section, select Google Sheets as your application.

Then, choose the trigger event as ‘New Row’ or ‘Get Row’ based on your needs. This allows you to pull the relevant subscriber information from your Google Sheet. Here’s how to do it:

• Select your Google account and allow Pabbly Connect to access it.
• Choose the specific spreadsheet containing subscriber details.
• Define the range of data you want to fetch (e.g., A2:G14).

After setting up the Google Sheets connection, you can proceed to fetch the data needed for sending WhatsApp alerts.

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3. Configuring WhatsApp Alerts Using Pabbly Connect

With your Google Sheets data now accessible through Pabbly Connect, the next step is to configure the WhatsApp alerts. For this, you will use a messaging service like Vati. In the action section of your workflow, select Vati as the application.

Choose the action event as ‘Send Template Message’. You will need to connect your Vati account and input the necessary API credentials. Follow these steps:

Provide the API endpoint and access token from your Vati account. Map the WhatsApp number and message template parameters. Customize the message with subscriber details fetched from Google Sheets.

By setting up these parameters, you ensure that each subscriber receives a personalized reminder about their expiring subscription.

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4. Testing the Integration and Automation

After configuring the WhatsApp alerts, it’s time to test the integration. This is where Pabbly Connect shines, allowing you to verify that everything works as intended. Click on the ‘Send Test Request’ button to check if the alerts are being sent correctly.

During testing, ensure that the alerts are being sent to the correct WhatsApp numbers and that the messages include the right details. If everything looks good, you can finalize your workflow. Here’s a quick checklist:

Verify that the correct subscriber data is being pulled from Google Sheets. Ensure the WhatsApp message template is formatted correctly. Confirm that the alerts are sent at the scheduled time.

Once you confirm that the integration works seamlessly, you can set it to run automatically at your preferred schedule.

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5. Final Setup for Ongoing Alerts

Now that your integration is tested and functional, you need to configure Pabbly Connect to run this automation regularly. Set a schedule to check the Google Sheets data daily, ensuring that subscribers receive their alerts one day before their subscription expires.

To do this, use the ‘Schedule’ trigger in Pabbly Connect. Specify the time you want the integration to run and select the frequency (e.g., daily). This automation will now run in the background, sending WhatsApp alerts without any manual intervention. Remember to:

Monitor the broadcast history in Vati to track message deliveries. Adjust any parameters in Pabbly Connect as needed based on subscriber feedback.

Your system is now fully automated, ensuring that all subscribers receive timely reminders about their TV subscription expirations.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp alerts for expiring TV subscriptions directly from Google Sheets. By following the steps outlined, you can automate reminders efficiently and ensure subscribers are notified in a timely manner. This integration not only saves time but also enhances customer engagement.

Learn how to automate order taking and send order details via WhatsApp using Pabbly Connect and Jotform in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Using Pabbly Connect to Automate Order Taking

In this section, we will explore how to use Pabbly Connect to automate the process of taking orders through Jotform and sending confirmation messages via WhatsApp. To start, you need to sign up for an account on Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly.

After logging into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow.’ Here, you will name your workflow according to your needs, such as ‘Jotform to WhatsApp.’ This will set the stage for the integration process.

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2. Setting Up Jotform for Orders

Next, we will set up Jotform to collect order details. Jotform is an online form builder that allows you to create custom forms for your business. Start by creating a new form for your cookie orders. Ensure to include fields for customer details like name, email, phone number, and the products they wish to order.

• Create a new form in Jotform.
• Add fields for customer information and product selection.
• Publish the form to make it accessible for customers.

Once your form is ready, make sure to integrate it with Pabbly Connect by using the provided webhook URL. This URL will allow Pabbly Connect to capture the data whenever an order is placed.

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3. Capturing Data with Pabbly Connect

After setting up Jotform, the next step is to capture the order data using Pabbly Connect. When a customer submits their order through the Jotform, the details will be sent to Pabbly Connect via the webhook URL you configured earlier. This is where the magic of automation happens.

To verify that the data is being captured correctly, you can test the integration by placing a sample order. After submitting the form, check the Pabbly Connect dashboard to see if the data appears correctly in the logs. This ensures that your integration is functioning as expected.

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4. Sending WhatsApp Messages Using Pabbly Connect

Now that we have the order details captured in Pabbly Connect, the next step is to send a WhatsApp message to the customer confirming their order. To do this, you will need to integrate a messaging service, such as Wati, with Pabbly Connect.

• Select Wati as the action app in your Pabbly Connect workflow.
• Choose the action event as ‘Send Template Message.’
• Map the customer details and order information to the message template.

Once you have mapped all necessary fields, save your workflow. Now, whenever an order is placed, a WhatsApp message will automatically be sent to the customer with their order details.

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5. Testing the Integration

Finally, it’s essential to test your entire setup to ensure everything works seamlessly. Go back to your Jotform and place another test order. After submission, check your WhatsApp to see if the confirmation message has been sent successfully.

If everything is set up correctly, you should receive a WhatsApp message with the order details, confirming the order placement. This confirms that Pabbly Connect has successfully integrated Jotform and WhatsApp, automating your order processing.

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Conclusion

In this tutorial, we explored how to automate the process of taking orders and sending WhatsApp messages using Pabbly Connect and Jotform. By following the steps outlined, you can streamline your order management process and enhance customer communication effectively. Utilizing Pabbly Connect not only saves time but also ensures that your customers receive timely updates about their orders.

Learn how to seamlessly integrate Jotform with WhatsApp using Pabbly Connect to automate order confirmations. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect to Integrate Jotform and WhatsApp

To take online orders using Jotform and send confirmation messages on WhatsApp, you first need to set up Pabbly Connect. Begin by visiting the Pabbly website and signing up for an account if you haven’t already. Once signed in, navigate to the Pabbly Connect dashboard to create a new workflow.

Click on the ‘Create Workflow’ button and give your workflow a descriptive name like ‘Jotform to WhatsApp Messages’. This will help you easily identify your workflow later. The next step involves selecting Jotform as the trigger application, which will initiate the process whenever a new order is placed.

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2. Connecting Jotform to Pabbly Connect Using Webhooks

In this section, you will connect Jotform to Pabbly Connect using a webhook URL. After selecting Jotform as your trigger app, choose the event as ‘New Response’. Pabbly Connect will generate a webhook URL for you to copy. This URL will be used in your Jotform settings to send data to Pabbly Connect.

Next, go to your Jotform account, open the form settings of your order form, and navigate to the Integrations tab. Here, select the Webhooks option and paste the copied webhook URL. After completing this integration, Jotform will send new order data directly to Pabbly Connect whenever an order is placed.

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3. Fetching Order Data from Jotform in Pabbly Connect

Once the webhook is set up, Pabbly Connect will be ready to receive data. To test this, fill out the Jotform order form as a customer would. After submitting the order, return to Pabbly Connect, where it will show that it is waiting for a response. When the order is submitted, Pabbly Connect will capture the order details such as product name, quantity, and customer information.

Ensure that you toggle the option for simple responses off to capture the data in a more detailed format. This will allow you to retrieve all necessary information for sending a confirmation message. Pabbly Connect will then display the captured data, which can be used in subsequent steps to send a WhatsApp message.

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4. Sending Confirmation Messages via WhatsApp Using Pabbly Connect

To send confirmation messages via WhatsApp, you will need to integrate a third-party API like Wati with Pabbly Connect. Click on the plus button in your workflow to add another action step, and select Wati as the application. Choose the action event as ‘Send Template Message’. You will need to connect your Wati account by providing the API endpoint and access token, which you can find in your Wati dashboard.

Once connected, map the WhatsApp number from the Jotform response to ensure the confirmation message is sent to the correct customer. Next, select the message template you created in Wati for order confirmations. This template should include dynamic fields to personalize the message with the customer’s name, order details, and estimated delivery time.

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5. Testing the Integration and Finalizing the Setup

After setting up the message template in Wati, it’s crucial to test the entire integration process to ensure it works smoothly. Submit another order through your Jotform to trigger the webhook again. Return to Pabbly Connect and check if the confirmation message is sent to the customer’s WhatsApp. You should see a message confirming the order with all the relevant details.

If everything is functioning correctly, your integration is complete! Now, every time an order is placed through Jotform, a confirmation message will automatically be sent to the customer’s WhatsApp, streamlining your order management process significantly.

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Conclusion

Using Pabbly Connect to integrate Jotform with WhatsApp allows businesses to automate their order confirmation process efficiently. This setup not only saves time but also enhances customer satisfaction by providing instant order confirmations. Follow the steps outlined above to implement this integration and improve your online order management.

Learn how to automatically send Facebook page posts to Discord using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for automating the process of sending Facebook page posts to Discord, first, open your browser and navigate to the Pabbly website. After reaching the landing page, click on the ‘Products’ option and select ‘Pabbly Connect’ from the dropdown menu.

Once on the Pabbly Connect page, you can create a free account by clicking on the ‘Sign Up Free’ button. After signing up, log in to your account. You will be directed to the dashboard where you can create your workflow.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to connect your Facebook page to Discord. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Facebook Page Post to Discord Message.’ After naming your workflow, click on the ‘Create’ button to proceed.

Now, you will be presented with two sections: Trigger and Action. The Trigger is what initiates the workflow, and the Action is what happens as a result. For this integration, select ‘Facebook Pages’ as your trigger app and choose ‘New Post’ as the trigger event. Click on the ‘Connect’ button to establish the connection with your Facebook account.

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3. Connecting Your Facebook Page to Pabbly Connect

After clicking on the ‘Connect’ button in Pabbly Connect, a new window will appear prompting you to create a new connection. Select ‘Add New Connection’ and then click on ‘Connect with Facebook Pages.’ This will allow you to authorize Pabbly Connect to access your Facebook page.

Once authorized, you will see a dropdown menu displaying all the pages that you have created on Facebook. Select the page you want to connect, and a Page Access Token will be generated, confirming that your Facebook page is now connected to Pabbly Connect.

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4. Sending Data from Pabbly Connect to Discord

In this step, you will set up the Action in Pabbly Connect to send the collected data to Discord. Click on the Action button and select ‘Discord’ as your application. Choose ‘Send Channel Message’ as the action event. Click on the ‘Connect’ button to link your Discord account.

After connecting to Discord, you will need to provide a Webhook URL. Go to your Discord account, navigate to the channel settings, and click on ‘Integrations.’ From there, create a new webhook, copy the URL, and paste it into the Webhook URL field in Pabbly Connect. Then, compile the message you want to send, including the Facebook post link and any images.

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5. Testing the Integration in Pabbly Connect

Finally, it’s time to test your integration. In Pabbly Connect, click on the ‘Save and Send Test Request’ button. This will send a test message to your Discord channel. Switch to your Discord account and check if the message appears as expected, containing the Facebook post details.

If everything is set up correctly, you will see a new message in your Discord channel with the details of the Facebook post. This confirms that your integration between Facebook and Discord through Pabbly Connect is working seamlessly.

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Conclusion

By following these steps, you can easily automate the process of sending Facebook page posts to Discord using Pabbly Connect. This integration saves time and ensures your audience stays updated with your latest content across platforms. Start using Pabbly Connect today to streamline your social media management!