Automate WhatsApp Messages for Refunds in Pabbly Subscription Billing

Learn how to send automated WhatsApp messages for refunds created in Pabbly Subscription Billing using Pabbly Subscription Billing. Step-by-step tutorial included. Discover how to streamline your subscription management while maintaining complete flexibility over billing cycles, trial periods, and payment processing.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Subscription Billing for Integration

To automate the process of sending WhatsApp messages for refunds created in Pabbly Subscription Billing, first, access the platform. Go to the Pabbly website and log in to your account using the ‘Sign In’ option. If you are new, click on ‘Sign Up for Free’ to create an account, which gives you 100 free tasks each month.

Once logged in, navigate to the ‘All Apps’ section to find Pabbly Subscription Billing. Click on ‘Access Now’ to enter its dashboard where you can manage subscriptions and refunds. This is where you will set up the integration with WhatsApp.

2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it something relevant, such as ‘Send Message for Pabbly Subscription Billing Refund’. You can also select a folder to save this workflow.

Now, you will see options for selecting a trigger and an action. For the trigger, choose Pabbly Subscription Billing and set the event to ‘Payment Refund’. This event will initiate the workflow whenever a refund is processed.

• Select Pabbly Subscription Billing as the trigger application.
• Choose ‘Payment Refund’ as the trigger event.
• Copy the webhook URL provided for later use.

With the trigger set, you can now proceed to connect this with WhatsApp for sending messages.

3. Setting Up the Webhook in Pabbly Subscription Billing

To connect Pabbly Subscription Billing with Pabbly Connect, you need to set up a webhook. Go to the settings in your Pabbly Subscription Billing account and locate the ‘Webhook’ option. Click on ‘Add Webhook’ to create a new webhook.

Provide a name for the webhook, such as ‘Refund Webhook’, and select the product for which you want to capture refund details. Paste the webhook URL copied earlier into the designated field. Ensure that the event selected matches the trigger you set in Pabbly Connect.

• Name your webhook appropriately.
• Select the product for which refunds will be captured.
• Paste the webhook URL and save the webhook.

After saving, you can test the webhook by triggering a refund in Pabbly Subscription Billing.

4. Testing the Refund Integration

To ensure that the integration works, perform a test refund in Pabbly Subscription Billing. Purchase a product and then navigate to the sales section to create a refund. Make sure to fill in the details correctly.

Once you submit the refund, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This action will capture the refund details sent from Pabbly Subscription Billing and confirm that the webhook is functioning correctly.

Purchase a product in Pabbly Subscription Billing. Create a refund for that product. Recapture the webhook response in Pabbly Connect.

If successful, you will see the refund details captured in Pabbly Connect, confirming the integration is set up correctly.

5. Sending WhatsApp Messages After Refunds

The final step is to set up the WhatsApp messaging action in Pabbly Connect. Choose WhatsApp as your action application and select the action event as ‘Send Template Message’. Connect your WhatsApp account by entering the API endpoint and access token from your WhatsApp provider.

Map the fields to include the customer’s WhatsApp number and the refund details in your message template. Use variables to personalize the message for each customer. Ensure the message includes details like the refund amount and reason.

Select WhatsApp as the action application. Choose ‘Send Template Message’ as the action event. Map customer details and refund information in the message.

After saving the action, test the workflow to ensure the WhatsApp message is sent successfully whenever a refund is processed in Pabbly Subscription Billing.

Conclusion

In this tutorial, we covered how to automate sending WhatsApp messages for refunds created in Pabbly Subscription Billing. By following these steps, you can effectively notify customers about their refunds instantly. This integration enhances customer communication and streamlines your refund process.