Automate Sending Notes to Students on WhatsApp Using Pabbly Connect

Learn how to automatically send notes to students on WhatsApp after successful payments using Pabbly Connect and WhatsApp Cloud API. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of sending notes to students via WhatsApp, the first step is to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect dashboard by searching for ‘Pabbly.com/connect’. If you don’t have an account, click on ‘Sign Up Free’ to create one in just a few minutes.

Once you are logged into Pabbly Connect, click on ‘Create Workflow’ to begin. Name your workflow, for example, ‘Razorpay to WhatsApp’, and click on ‘Create’. This sets up your automation environment where you will define triggers and actions for your integrations.

2. Setting Up the Trigger with Razorpay

The next step involves setting up the trigger application in Pabbly Connect. Select Razorpay as your trigger app and choose the event ‘Payment Captured’. This event will allow you to collect payment details every time a transaction is completed.

• Select Razorpay from the list of applications.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Razorpay dashboard. In the settings, find the option for webhooks and add a new webhook. Paste the URL you copied from Pabbly Connect into the webhook URL field and set the active event to ‘payment.captured’. This integration will ensure that every successful payment triggers an action in Pabbly Connect.

3. Testing the Integration with a Payment

With the webhook set up, it’s time to test the integration. Go back to Razorpay and create a test payment. Fill in the required information such as the course material, student name, email, and mobile number. Once you complete the payment, check the response in Pabbly Connect.

You should see the details of the payment captured, including the student’s name and mobile number. This confirms that Pabbly Connect is successfully receiving data from Razorpay. Ensure the data matches what you entered during the test payment.

4. Filtering Payments for Specific Notes

Next, you need to filter the payments to ensure that notes are only sent to students who have paid for specific courses. In the action window of Pabbly Connect, add a filter. Set the condition to check if the product is ‘NEET Revision Notes for Biology’.

• Select the filter option in the action window.
• Set the condition to check the product name.
• Save the filter and test to ensure it works correctly.

This filter ensures that only students who purchased the specific notes receive the WhatsApp message. If the condition is true, the workflow will continue to the next step where you will set up the WhatsApp Cloud API integration.

5. Sending WhatsApp Messages via WhatsApp Cloud API

The final step is to send the notes via WhatsApp. In Pabbly Connect, add an action step and select WhatsApp Cloud API. Choose ‘Send Template Message’ as the action event. You will need to connect your WhatsApp Cloud API account by entering the required details such as the phone number ID and the access token.

After connecting, select the template message you want to use. This message should be pre-approved in your WhatsApp Cloud API account. Map the recipient’s mobile number from the Razorpay response and include the link to the PDF file of the notes in the header document URL field. Finally, customize the message body with the student’s name and your organization’s name as dynamic variables.

Conclusion

In this tutorial, we demonstrated how to automate sending notes to students via WhatsApp using Pabbly Connect and WhatsApp Cloud API after successful payments. This setup not only saves time but also enhances communication with students. By following these steps, you can streamline your educational services effectively.