Learn how to automate the creation of Instamojo payment links from Jotform submissions and send them via WhatsApp using Pabbly Connect in this detailed tutorial.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To automate the process of creating Instamojo payment links from Jotform submissions, start by accessing Pabbly Connect. Open your web browser and type in the URL: pabby.com/connect. This will take you to the Pabbly Connect dashboard where you can create your automation workflows.
Once on the site, sign up for a free account or log in if you already have one. Upon creating an account, you will receive 100 free tasks to test your automation. Click on the ‘Create Workflow’ button to begin setting up your integration.
2. Creating a Workflow in Pabbly Connect
In your Pabbly Connect dashboard, after clicking on ‘Create Workflow’, give your workflow a name, such as ‘Instamojo to Jotform to WhatsApp’. This name will help you identify the automation later. After naming your workflow, click on the create button to proceed. using Pabbly Connect
- Select Jotform as the trigger application.
- Choose the trigger event as ‘New Response’.
- Copy the webhook URL provided by Pabbly Connect.
Next, you will need to integrate this webhook with your Jotform account. This will allow Pabbly Connect to capture the data from Jotform submissions. Once the webhook is set up in Jotform, you can test the integration by submitting a test form.
3. Integrating Jotform with Pabbly Connect
To integrate Jotform with Pabbly Connect, log into your Jotform account and open the form you wish to connect. Click on the ‘Settings’ tab, then navigate to the ‘Integrations’ section. Here, you will find the option to add a webhook.
- Paste the copied webhook URL from Pabbly Connect.
- Click ‘Add Webhook’ to save your settings.
- Perform a test submission to ensure data is captured by Pabbly Connect.
Once the test submission is completed, check your Pabbly Connect dashboard to see if the data from Jotform has been received successfully. This confirms that your integration is working correctly.
4. Creating an Instamojo Payment Link with Pabbly Connect
Now that Jotform is integrated, the next step is to create an Instamojo payment link. In Pabbly Connect, select Instamojo as the action application and choose the action event as ‘Create Payment Link’. Click on ‘Connect’ and enter your Instamojo API credentials, including the API key and token. using Pabbly Connect
Fill out the required fields for the payment link, such as the payment link title and amount. For example, you might name it ‘Registration Fee’ and set the amount to ‘599.00’. Ensure that you follow the required format for the amount and click on ‘Save and Send Test Request’ to generate the payment link.
5. Sending the Payment Link via WhatsApp
After successfully creating the payment link, the final step is to send it through WhatsApp. In Pabbly Connect, select WhatsApp Cloud API as the next action application. Choose the action event as ‘Send Template Message’. Connect your WhatsApp account by entering the necessary details such as token and phone number ID. using Pabbly Connect
Fill in the message template fields, making sure to include the payment link generated earlier. This ensures that the recipient receives the correct payment link. Once all fields are filled, click on ‘Save and Send Test Request’ to send the message to the user’s WhatsApp number.
Conclusion
In this tutorial, we covered how to automate the creation of Instamojo payment links from Jotform submissions and send them via WhatsApp using Pabbly Connect. By following these steps, you can streamline your payment collection process effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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