Automate Payment Recording in Google Sheets and WhatsApp Confirmation Using Pabbly Connect

Learn how to automate payment recording in Google Sheets and send WhatsApp confirmations using Pabbly Connect. Follow our detailed step-by-step guide. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating the process of recording payment details in Google Sheets and sending confirmations via WhatsApp, you need to set up Pabbly Connect. First, log into your Pabbly Connect account and navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button.

When prompted, name your workflow something descriptive like ‘Record Payment Details in Google Sheets and Send Confirmation on WhatsApp’. After naming your workflow, click the ‘Create’ button to proceed. This initiates the automation process where Pabbly Connect will handle the integration between Instamojo, Google Sheets, and WhatsApp.

2. Configuring Trigger for New Payments in Instamojo

The first step in your workflow involves setting up the trigger. Select Instamojo as your trigger application in Pabbly Connect. The trigger event will be set to ‘New Sale’ which activates whenever a successful payment is made.

• Choose Instamojo from the app list.
• Select the trigger event ‘New Sale’.
• Copy the generated webhook URL for integration.

After copying the webhook URL, you need to go to your Instamojo account and create a payment link. Click on ‘Create New’ and input the necessary product details. Make sure to add the webhook URL in the ‘Smart Actions’ section under ‘Add Webhook’. This will enable Pabbly Connect to capture payment details whenever a transaction occurs.

3. Fetching Payment Details from Instamojo

Once your payment link is set up, it’s time to fetch the payment details. In Pabbly Connect, add an action step to connect to Instamojo again. This time, select the action event ‘Get Payment Details’ to retrieve the complete details of the transaction.

You’ll need to connect to your Instamojo account by entering your private API key and authorization token, which can be found in the API section of your Instamojo dashboard. After connecting, map the payment ID from the previous step to fetch the buyer’s details such as name, email, and contact number.

4. Recording Payment Details in Google Sheets

With the payment details fetched, the next step is to record them in Google Sheets. Use Pabbly Connect to add a new row in your designated Google Sheets spreadsheet. Choose Google Sheets as the application and select the action event ‘Add a New Row’.

• Connect your Google account to Pabbly Connect.
• Select the spreadsheet where you want to record the details.
• Map the fields for name, email, contact, and payment amount.

After mapping the data, click on ‘Save and Send Test Request’ to verify that the details are correctly recorded in your Google Sheets. This ensures that every payment transaction is logged efficiently.

5. Sending Confirmation Messages on WhatsApp

Finally, to send confirmation messages via WhatsApp, add another action step in Pabbly Connect using the 360 Dialog application. This application allows you to send WhatsApp messages by utilizing the WhatsApp API.

Choose the action event ‘Send Template Message’ and connect your 360 Dialog account by providing the API key and domain from your 360 Dialog account. Select the approved message template you want to use and map the necessary fields such as the recipient’s mobile number, payment amount, and customer name.

Once everything is set up, click on ‘Save and Send Test Request’. If successful, the customer will receive a confirmation message on WhatsApp, notifying them of their payment.

Conclusion

In this tutorial, we covered how to use Pabbly Connect to automate the process of recording payment details in Google Sheets and sending confirmation messages on WhatsApp. This integration streamlines your workflow and enhances customer communication efficiently.