Automate File Delivery via WhatsApp with Pabbly Connect and Instamojo Payments

Learn how to automate file delivery to customers on WhatsApp after Instamojo payments using Pabbly Connect. Step-by-step guide included! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate file delivery after payments, we will use Pabbly Connect. Start by accessing the Pabbly Connect dashboard. You can do this by visiting Pabbly.com/connect and signing up for a free account if you don’t have one.

Once logged in, click on ‘Create Workflow’. Name your workflow (e.g., ‘Instamojo to WhatsApp’) and click on ‘Create’. This action sets up a trigger and action window where you will configure your automation.

2. Configuring the Instamojo Trigger in Pabbly Connect

In the trigger window, select Instamojo as the app. Set the trigger event to ‘New Sale’. This will allow Pabbly Connect to capture every payment made through your Instamojo account.

• Select ‘New Sale’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Integrate this URL into your Instamojo payment link settings.

After setting up the webhook, whenever a customer makes a payment, the details will be sent to Pabbly Connect, allowing you to automate the next steps.

3. Retrieving Customer Payment Details

Once a payment is made, Pabbly Connect will receive a response containing the payment details. To extract customer information, add an action step in your workflow. using Pabbly Connect

Select Instamojo again and choose the action event ‘Get Payment Details’. Connect using your API key and authentication token from your Instamojo account. Then, map the payment ID received in the trigger to retrieve the customer’s information.

• Enter your API key and authentication token.
• Map the payment ID from the trigger response.
• Test the action to ensure customer details are retrieved correctly.

After successfully retrieving the customer details, you can proceed to send a WhatsApp message with the course file.

4. Sending a WhatsApp Message with the Course File

To send the course file via WhatsApp, add another action step and select ‘WhatsApp Cloud API’. Choose the action event ‘Send Template Message’ to send a pre-approved template message. using Pabbly Connect

Connect your WhatsApp Cloud API account by entering the required details, such as the token and phone number ID. Then, select the template you created earlier for sending the course file.

Select the template name from the dropdown. Map the recipient’s phone number without the plus sign but with the country code. Enter the header document URL for the course file.

Once all details are mapped, test the action to confirm that the WhatsApp message is sent successfully to the customer with the file attached.

5. Adding a Filter to Ensure Successful Payments

To enhance your automation, add a filter step to ensure that messages are only sent for successful payments. This can be done by selecting ‘Filter’ in the action step.

Set the filter condition to check if the payment status equals ‘Successful’. This ensures that only confirmed payments will trigger the WhatsApp message.

Select ‘Status’ from the trigger response. Set the filter type to ‘Equals’ and enter ‘Successful’ as the value. Test the filter to verify it works correctly.

With this filter in place, you can confidently automate the delivery of files to customers who have made successful payments using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate file delivery on WhatsApp after receiving payments through Instamojo using Pabbly Connect. By following these steps, you can streamline your payment processes and enhance customer satisfaction.