Author: Rudra Sisodiya

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.

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.

Learn how to automate emails and log website form leads in Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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

1. Accessing Pabbly Connect for Automation

To start automating emails and logging website form leads in Google Sheets, access Pabbly Connect by entering its URL in your browser: Pabbly.com/connect. This is the central platform for integrating various applications.

Upon visiting the site, you will see options to either sign in or sign up. New users can choose to sign up for free, which includes 100 free tasks each month to practice using Pabbly Connect. Existing users can simply sign in to their accounts.

2. Creating Your Workflow in Pabbly Connect

Once you are signed in, click on the ‘Access Now’ button to enter the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the automation to log website form leads into Google Sheets.

• Select the beta workflow builder for a modern experience.
• Name your workflow, e.g., ‘Log Website Form Leads to Google Sheets and Send Email.’
• Choose the appropriate folder for your workflow.

After creating the workflow, you will need to set up a trigger to initiate the automation. In this case, select ‘Webhook by Pabbly’ as your trigger app. This webhook will connect your website form to Pabbly Connect.

3. Setting Up the Webhook Trigger

After selecting ‘Webhook by Pabbly’, choose the event ‘Catch Webhook’ and click the connect button. This will generate a unique webhook URL that acts as a bridge between your website form and Pabbly Connect. Copy this URL to your clipboard.

Next, navigate to your website form code, and replace any existing URL with the copied webhook URL. This step is crucial as it allows the form to send data to Pabbly Connect upon submission.

Once the webhook URL is set up in your code, return to Pabbly Connect and refresh the page. Fill out your website form for testing, and submit it. You should see a successful response in Pabbly Connect, confirming that the integration is working correctly.

4. Logging Data in Google Sheets

With the webhook successfully set up, it’s time to log the data into Google Sheets. In Pabbly Connect, click on ‘Add New Action Step’ and select ‘Google Sheets’ as your action app. Choose the event ‘Add New Row’ to insert the form data into your spreadsheet.

• Connect to your Google Sheets account.
• Select the spreadsheet where you want to log the leads.
• Map the fields from the webhook response to the corresponding columns in Google Sheets.

After mapping the fields, click ‘Save and Send Test Request’. If everything is set up correctly, the data from your website form will be logged into Google Sheets, confirming the action step is functioning as intended.

5. Sending Personalized Emails via Gmail

The final step is to automate sending personalized emails using Gmail. In Pabbly Connect, click ‘Add New Action Step’ and select ‘Gmail’ as your action app. Choose the event ‘Send Email’. This allows you to send an email to the lead as soon as they submit the form.

Connect to your Gmail account and fill in the required fields, including the sender name, email address, recipient’s email (mapped from the webhook response), subject, and content. Personalize the email content by including the lead’s name in the body of the email.

After completing the email setup, click ‘Save and Send Test Request’. Check your Gmail account to ensure the email was sent successfully. This confirms that Pabbly Connect has effectively automated the process of logging leads and sending personalized emails.

Conclusion

Using Pabbly Connect, you can effortlessly automate emails and log website form leads in Google Sheets. This integration not only saves time but also enhances communication with your leads. Start utilizing Pabbly Connect today to streamline your workflows and improve your business efficiency.

Learn how to automate email notifications for Shopify orders using Pabbly Connect and SendGrid in this detailed step-by-step 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

1. Accessing Pabbly Connect for Shopify and SendGrid Integration

To begin automating your email notifications, first access Pabbly Connect. This platform allows seamless integration between Shopify and SendGrid, enabling automatic email sending when a new order is placed.

Visit the Pabbly website by typing Pabbly.com in your browser. If you are an existing user, click on the ‘Sign In’ button located at the top right corner. New users can sign up for free, receiving 100 tasks every month. Once signed in, navigate to the Pabbly Connect dashboard to start creating your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and select the modern workflow builder for a more flexible experience. Name your workflow ‘Shopify Orders to SendGrid Auto-Send Emails in Seconds’ and choose a folder for your workflow.

• Click on the ‘Create’ button to finalize your workflow name.
• Select Shopify as the trigger application.
• Choose ‘New Order’ as the trigger event.

Now, you will need to connect Shopify to Pabbly Connect using a webhook URL. This URL will act as a bridge between the two applications, allowing data transfer when a new order is placed.

3. Setting Up the Shopify Webhook

To set up the webhook, log into your Shopify account. Navigate to the ‘Settings’ tab, then select ‘Notifications’ and click on ‘Create Webhook.’ Here, you will specify the event type and format.

• Select ‘Order Creation’ as the event.
• Choose JSON as the format.
• Paste the webhook URL provided by Pabbly Connect.

Once saved, return to your Pabbly Connect workflow. You will see a message indicating that it is waiting for a webhook response. To test this setup, create a new order in your Shopify store.

4. Testing the Integration with a New Order

To test the integration, go to your Shopify store and place a new order. Fill in the required details, including your email address, name, address, and payment information. After confirming the order, check your mailbox for an email notification.

Once the order is placed, return to your Pabbly Connect workflow. You will see that the details of the order have been captured successfully. This confirms that the connection between Shopify and Pabbly Connect is working as intended.

5. Sending Emails via SendGrid in Pabbly Connect

Now that the Shopify order details are captured, the next step is to send an email using SendGrid. Click on ‘Add New Action Step’ and select SendGrid as your action application. Choose ‘Send Email’ as the action event.

To connect SendGrid to Pabbly Connect, you will need to enter your API key. This can be obtained from your SendGrid account under the ‘API Keys’ section. Create a new API key with full access, copy it, and paste it into the connection field in Pabbly Connect.

Map the recipient email address from the Shopify order details. Set the email subject to ‘Welcome to our store. Your order is being prepared.’ Compose the email body using dynamic mapping for personalization.

After entering all required details, click on ‘Save and Send Test Request’ to check if the email is sent successfully. Verify your inbox to confirm receipt of the email, which should contain the order confirmation message.

Conclusion

In this tutorial, we demonstrated how to automate email notifications for Shopify orders using Pabbly Connect and SendGrid. By following the steps outlined, you can efficiently manage customer communications and enhance your online store’s customer experience.

Learn how to automate receiving real estate leads on Slack using Pabbly Connect. This detailed tutorial covers all steps to streamline your lead management. 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

1. Accessing Pabbly Connect for Automation

To automate the process of receiving real estate leads on Slack, you first need to access Pabbly Connect. Start by visiting pabby.com/connect in your browser. This will take you to the Pabbly Connect homepage.

Once there, you’ll see two options: ‘Sign In’ and ‘Sign Up Free’. If you’re a new user, click on ‘Sign Up Free’ to get 100 free tasks every month. If you already have an account, simply sign in to proceed.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you will be directed to the dashboard. To create a new workflow, click on the ‘Create Workflow’ button. You will be presented with options for a new beta or classic version; select the beta version for a modern experience.

• Click on the ‘Select’ button for the beta version.
• In the ‘Create Workflow’ dialog, name your workflow as ‘Get Real Estate Leads on Slack Instantly’.
• Choose a folder for your workflow, such as ‘Automations’.

After naming your workflow and selecting a folder, click on the ‘Create’ button to finalize your workflow setup.

3. Setting Up Trigger for 99 Acres Leads

In this section, you will set up the trigger for receiving leads. The trigger will be your ’99 Acres’ account, and the event will be ‘New Leads’. Select these options in Pabbly Connect to initiate the process.

After selecting your trigger, click on ‘Connect’. You will be provided with a webhook URL. Copy this URL and send it to your 99 Acres account manager. This URL will allow the integration to be activated, enabling lead capture.

4. Adding Action Step to Send Alerts on Slack

Once the trigger is set up, the next step is to alert your Slack channel of new leads. In Pabbly Connect, add an action step by selecting ‘Slack’ as your action application and ‘Send Channel Message’ as the event.

• Click on ‘Connect’ and choose to add a new connection.
• Select the token type as ‘User’ and grant permissions to Pabbly Connect.
• Choose the channel ID where the message will be sent, for instance, ‘Sales Team’.

Next, compose your alert message. This message should include dynamic fields like name, phone number, and email of the lead, which will be automatically filled using the mapping feature in Pabbly Connect.

5. Testing the Integration

With your action step configured, it’s crucial to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. If everything is set correctly, you should see a confirmation that the message has been sent successfully to your Slack channel.

Check your Slack channel to verify that the alert message appears with the lead details. This confirms that your integration is functioning correctly, allowing you to receive real estate leads instantly without manual checking.

Conclusion

In this tutorial, we explored how to automate receiving real estate leads on Slack using Pabbly Connect. By following the steps outlined, you can streamline your lead management and ensure your team is instantly notified of new inquiries.

Utilizing Pabbly Connect to integrate 99 Acres and Slack not only saves time but also enhances your productivity by eliminating the need for manual checking. Start automating your workflows today!

Learn how to log Stripe payments in Airtable and send confirmation emails using Gmail with Pabbly Connect. This step-by-step tutorial covers everything you need to know!

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To log Stripe payments in Airtable and send confirmation emails using Gmail, start by accessing Pabbly Connect. Open a new tab and search for ‘Pabbly.com/connect’. This will take you to the Pabbly Connect landing page where you can automate tasks between multiple applications.

Here, you will find options to sign up for free or sign in if you are an existing user. If you are new, click on ‘Sign Up for Free’ to get 100 free tasks every month. After signing in, you will land on the Pabbly app page, where you can select Pabbly Connect to proceed with your automation.

2. Create Your Workflow in Pabbly Connect

After selecting Pabbly Connect, you will be redirected to the dashboard where you can create and manage your workflows. Click on the ‘Workflow’ button and select ‘Workflow Builder’. Choose the new beta builder for a more modern experience.

Assign a name to your workflow, such as ‘Log Stripe Payment in Airtable and Send Confirmation Email Using Gmail’. Next, select a folder to store your workflow and click on the ‘Create’ button to set up your automation.

• Select the trigger app as Stripe.
• Choose the event as New Charge.
• Connect your trigger setup to start the automation.

With these steps, you have successfully set up your workflow in Pabbly Connect.

3. Connect Stripe with Pabbly Connect

The next step involves connecting your Stripe account to Pabbly Connect. You will receive a webhook URL that needs to be pasted into your Stripe account. Log in to Stripe, navigate to the ‘Developers’ section, and select ‘Webhooks’.

Here, add a new endpoint by pasting the webhook URL you copied from Pabbly Connect. Set the event to ‘Charge Succeeded’ to receive notifications whenever a payment is successfully processed.

• Click on ‘Add Endpoint’ and enter the webhook URL.
• Select the event type ‘Charge Succeeded’.
• Save your changes to connect the webhook.

After saving, your webhook will be connected, and Pabbly Connect will be ready to receive data from Stripe.

4. Add Payment Data to Airtable Using Pabbly Connect

Once your Stripe account is connected, you can now add the payment details to Airtable through Pabbly Connect. Set up an action step by selecting Airtable as your app and choosing the event ‘Create Record’.

Connect your Airtable account and provide the necessary access. You will then need to select the base name where the payment details will be stored. Create a new base in Airtable called ‘Stripe Payments’ and set up fields for name, email, address, and amount.

Map the fields in Airtable to the corresponding data from Stripe. Ensure all necessary details are filled correctly. Click on ‘Save and Send Test Request’ to confirm the data is correctly added.

After confirming, you will see the payment details automatically populated in your Airtable base, demonstrating the power of Pabbly Connect for seamless data integration.

5. Send Confirmation Email Using Gmail through Pabbly Connect

To complete the automation, you will send a confirmation email using Gmail. Add another action step in Pabbly Connect and select Gmail as your app, choosing the event ‘Send Email’.

Connect your Gmail account and set up the email details. Provide a sender name, recipient email (mapped from the previous step), subject, and content. Make sure to personalize the email by including the customer’s name and order details.

Set the sender name as ‘Pabbly’. Map recipient email from the Stripe payment data. Enter a subject line like ‘Payment Received – Thank You for Your Purchase’.

After filling in the details, click on ‘Save and Send Test Request’. Upon success, a confirmation email will be sent to the customer, showcasing the efficiency of Pabbly Connect in automating your workflow.

Conclusion

In this tutorial, we explored how to log Stripe payments in Airtable and send confirmation emails using Gmail with Pabbly Connect. By following these steps, you can automate your payment logging and email confirmation process seamlessly, enhancing your operational efficiency.