Automate WhatsApp Messages with Pabbly Connect and Instamojo

Learn how to automate WhatsApp messages for Instamojo payments using Pabbly Connect. Follow our step-by-step guide to streamline your order confirmations. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages for Instamojo payments, first access Pabbly Connect. You can do this by typing the URL Pabbly.com/connect in your browser. This platform is crucial for integrating various applications, including Instamojo and WhatsApp.

Once on the homepage, you have two options: sign in if you are an existing user or click on ‘Sign up for free’ to create a new account. As a new user, you will receive 100 free tasks each month to explore and test automations with Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name it ‘Send and Get WhatsApp Message on Successful Instamojo Payment’. This naming helps to identify the workflow easily.

Next, select a folder to save your workflow. For this automation, choose the ‘WhatsApp Marketing Automations’ folder. Now, you will see two sections: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens in response.

• Select Instamojo as the trigger application.
• Choose the trigger event for new sales.
• Follow the instructions to set up the webhook URL.

After setting up the trigger, your workflow is ready to capture responses from Instamojo whenever a new sale occurs. This is how Pabbly Connect facilitates the automation process.

3. Setting Up the Webhook in Instamojo

To connect Instamojo with Pabbly Connect, you need to set up a webhook. Copy the webhook URL provided by Pabbly Connect and navigate to your Instamojo account. Here, you will paste the webhook URL in the page settings of the product you are selling.

Within the Instamojo page settings, scroll down to the webhook section and paste the copied URL. Ensure that you select the option to send information only for successful payments. After saving your changes, the connection between Instamojo and Pabbly Connect is established.

Now, Pabbly Connect will wait for a response from Instamojo whenever a payment is made. This step is crucial for automating the order confirmation messages to customers via WhatsApp.

4. Sending WhatsApp Messages Using AI Sensei

Once the webhook is set up, the next step is to send WhatsApp messages using AI Sensei. In the action section of your workflow in Pabbly Connect, select WhatsApp by AI Sensei as the action application. This will allow you to send template messages to customers.

To establish the connection, you will need an API key from your AI Sensei account. After copying the API key, paste it into Pabbly Connect to create the connection. Once connected, you can set up the message template for order confirmations.

• Create a template message in AI Sensei.
• Link the template with a live campaign.
• Map customer details dynamically for personalized messages.

By mapping the customer’s phone number and name, Pabbly Connect ensures that each order confirmation is personalized and sent automatically when a sale is made.

5. Receiving Internal Notifications via WhatsApp

In addition to sending confirmation messages to customers, you can also set up notifications for your internal team using Pabbly Connect. To do this, repeat the action setup by selecting WhatsApp by AI Sensei again.

For this action, create another template specifically for internal notifications. This template should include details like order ID, customer name, and payment amount. Link this new template with a campaign in AI Sensei, just like you did for customer confirmations.

Once the template is set up, map the required parameters in Pabbly Connect to ensure that the internal team receives all necessary information about each order placed. This setup allows your team to stay informed about sales without manual tracking.

Conclusion

Using Pabbly Connect, you can effectively automate WhatsApp messages for Instamojo payments. This integration streamlines order confirmations and internal notifications, enhancing your business efficiency. By following the steps outlined, you can implement this automation seamlessly.