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Automate Failed Payment Recovery on Razorpay Using Pabbly & WhatsApp

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating payment notifications, you first need to access Pabbly Connect. If you don’t have an account yet, visit pabbly.com/connect to create a free account. This allows you to explore Pabbly Connect’s features, including 100 free tasks monthly.

Once logged in, you’ll find yourself on the Pabbly Connect dashboard. Here, you can create and manage your automation workflows. Click on the ‘Create Workflow’ button to begin setting up your integration.

2. Creating a Workflow with Razorpay and WhatsApp

In this section, you will create a workflow that connects Razorpay with WhatsApp using Pabbly Connect. Click on ‘Quick Builder’ to get started. Enter the prompt ‘Connect Razorpay with Pabbly Chatbot’ to initiate the integration process.

Select the Razorpay trigger as ‘Payment Failed’.
Choose the action as ‘Send Text Message’ in Pabbly Chatbot.
Approve the workflow to finalize the setup.

This process will automatically create a workflow ready to send WhatsApp messages when a payment fails in Razorpay.

3. Connecting Razorpay to Pabbly Connect

Now that you have your workflow set up, the next step is to connect Razorpay to Pabbly Connect. Click on the Razorpay application within your workflow and copy the provided webhook URL.

Navigate to your Razorpay dashboard and go to the ‘Accounts and Settings’ section. Here, find the ‘Webhooks’ option and click on ‘Add New Webhook’. Paste the copied URL, select the active event as ‘Payment Failed’, and save your changes.

4. Testing the Webhook Connection

To ensure that the connection between Razorpay and Pabbly Connect is functioning correctly, you need to test the webhook. Create a test payment using a product, such as the ‘Midnight Elegance Black Dress’, and intentionally fail the transaction.

Once the payment fails, check your Pabbly Connect workflow to see if you receive the webhook response with the failed payment details. This confirms that the integration is correctly capturing payment failures.

5. Sending WhatsApp Messages via Pabbly Chatbot

Next, you’ll set up the action to send a WhatsApp message using Pabbly Chatbot. Click on the Pabbly Chatbot application in your workflow. You will need to connect your Pabbly Chatbot account by entering your API token, which you can find in the settings of your Pabbly Chatbot dashboard.

In the WhatsApp message field, craft a personalized message using dynamic mapping for customer details like name, product, and payment status. Ensure you map the customer’s WhatsApp number correctly to send the message successfully.

Conclusion

In this tutorial, we explored how to automate payment notifications using Pabbly Connect by integrating Razorpay and WhatsApp. This setup allows for seamless communication with customers, enhancing their experience after a failed payment.