Automate Certificate Creation for Instamojo Payments with Pabbly Connect

Learn how to automate certificate creation for Instamojo payments using Pabbly Connect. Send certificates via WhatsApp, Email, and SMS easily. 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. Setting Up Pabbly Connect for Integration

To start automating certificate creation for Instamojo payments, you need to set up Pabbly Connect. Begin by signing up for a free account at Pabbly Connect and accessing the dashboard. Once you’re logged in, you can create a new workflow that will handle the automation process.

Click on the ‘Create Workflow’ button and give your workflow a relevant name, such as ‘Instamojo Payment Certificate Automation’. This will help you easily identify it later. After naming your workflow, click on the ‘Create’ button to proceed to the workflow page.

2. Setting the Trigger Event with Instamojo

The next step involves setting up the trigger event for your integration in Pabbly Connect. Choose the Instamojo application from the ‘Choose App’ section and select the trigger event as ‘New Sale’. This event will activate the workflow whenever a new payment is made through Instamojo.

• Select Instamojo as the app.
• Choose ‘New Sale’ as the trigger event.
• Copy the webhook URL provided.

After copying the webhook URL, you need to set it up in your Instamojo account. Create a new payment link in Instamojo, and in the smart actions, check the box to add a webhook. Paste the copied URL here and save the settings. This establishes a connection between Instamojo and Pabbly Connect.

3. Capturing Payment Details

Once the webhook is set up, you will need to capture the payment details. This is done by creating an action step in Pabbly Connect. Add another action for Instamojo and select ‘Get Payment Details’ as the action event. This step retrieves detailed information about the payment, including the customer’s name and contact information.

Map the payment ID from the previous step to fetch the relevant customer details. This allows you to access the donor’s name, email address, and WhatsApp number, which will be essential for sending the certificate later in the process.

4. Creating the Certificate Document

Now that you have the payment details, the next step is to create a certificate document using Google Docs through Pabbly Connect. Add a new action step and select Google Docs, then choose ‘Create Document from Template’ as the action event. Connect your Google account to allow Pabbly Connect to create documents.

• Select the template you created for the certificate.
• Map the required fields such as certificate number, date, and donor name.
• Save the document in your preferred Google Drive folder.

This action will generate a new certificate document based on the template and the mapped details, ensuring that each certificate is personalized for the donor.

5. Sending the Certificate via WhatsApp and Email

After creating the certificate, it’s time to send it to the customer. First, you will need to generate a shareable link for the document in Google Drive. Add a new action step, select Google Drive, and choose ‘Share a File with Anyone’. Map the document ID from the previous step to get the shareable link. using Pabbly Connect

Finally, to send the certificate, add another action step for WhatsApp Cloud API. Choose ‘Send Template Message’ and connect your WhatsApp account. Map the recipient’s WhatsApp number and the shareable link of the certificate in the message template. You can also create a similar step for sending an email using Gmail, ensuring that the certificate reaches the donor through multiple channels.

Conclusion

By using Pabbly Connect, you can effortlessly automate the process of creating and sending certificates for Instamojo payments. This integration not only saves time but also enhances customer satisfaction by providing instant confirmation of their donations.