Learn how to use Pabbly Connect to automatically notify customers of failed payments via WhatsApp and email. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Payment Notifications

To automatically notify customers of failed payments, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or create a free account. New users are entitled to 100 free tasks per month, which is perfect for testing out this automation.

Once logged in, access the dashboard of Pabbly Connect and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Failed Payment Notification System’, and select a folder to save it. This organization will help manage your workflows effectively.


2. Configuring Razer Pay as the Trigger Application

Next, you will configure Razer Pay as the trigger application in Pabbly Connect. Click the plus button to add a new application, then search for and select Razer Pay. Choose ‘Payment Failed’ as the trigger event to initiate the workflow when a payment fails.

  • Search for Razer Pay in the application list.
  • Select the ‘Payment Failed’ event.
  • Click the ‘Connect’ button to generate a webhook URL.

Copy the webhook URL and navigate to your Razer Pay account. In the settings, add a new webhook and paste the URL. This step connects Razer Pay to Pabbly Connect and allows it to send payment failure notifications.


3. Testing the Webhook Integration

After setting up the webhook in Razer Pay, you need to test the integration. Go back to your Razer Pay dashboard and attempt a test payment using incorrect card details. This should trigger the webhook, sending a failure response back to Pabbly Connect.

Once the test payment fails, return to Pabbly Connect to check if the webhook response has been captured successfully. You should see the details of the failed payment, confirming that the trigger is functioning as intended.


4. Sending WhatsApp Notifications via Pabbly Chatflow

To notify customers, you will set up a WhatsApp message using Pabbly Chatflow. Click the plus button to add another action application and select Pabbly Chatflow. Choose the ‘Send Text Message’ event to configure the message that will be sent to customers.

  • Select ‘Send Text Message’ as your action event.
  • Connect your Pabbly Chatflow account by entering the API token.
  • Map the customer’s WhatsApp number to send the message.

Compose the message that will be sent to your customers, including details like their name and the reason for the payment failure. This ensures that the notification is personalized and informative.


5. Sending Email Notifications via Gmail

In addition to WhatsApp notifications, you can also set up email alerts using Gmail. Click the plus button again to add Gmail as the action application and select ‘Send Email’ as the event.

Connect your Gmail account to Pabbly Connect by signing in and granting access. Fill in the necessary fields, such as the recipient’s email address and the subject line. You can use the same message content that was sent via WhatsApp for consistency.

After configuring the email details, click the ‘Save and Send Test Request’ button. Check your Gmail account to confirm that the email notification was sent successfully, ensuring that your customers are informed of their payment failure.


Conclusion

By following this detailed tutorial, you can effectively use Pabbly Connect to automatically notify customers of failed payments via WhatsApp and email. This integration streamlines communication and enhances customer experience.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.