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Automatically Send Refund Notifications to Customers on WhatsApp

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Refund Notifications

To automate refund notifications, start by accessing Pabbly Connect. Visit pabbly.com/connect to create an account. If you’re new, signing up is free and provides 100 tasks monthly.

Once logged in, you can create a new workflow to integrate Shopify and WhatsApp. This setup will allow you to send notifications automatically whenever a refund is initiated.

2. Integrating Shopify with Pabbly Connect

For this integration, set Shopify as the trigger in Pabbly Connect. Choose Shopify V2 and select the ‘New Refund’ trigger event. This will capture refund requests from your Shopify store.

Go to Shopify settings.
Navigate to Notifications and select Webhooks.
Add a new webhook with the event set to “Create Refund”.

Copy the Webhook URL provided by Pabbly Connect and paste it into Shopify. This will link your store with the workflow, ensuring every refund updates are captured automatically.

3. Capturing Refund Data from Shopify

After setting up the webhook, initiate a refund in Shopify to capture the data in Pabbly Connect. The platform will display a message indicating it’s waiting for the webhook response.

Process a refund for a specific order, such as one for a necklace. Once the refund is processed, Pabbly Connect will receive the data, including the amount and the reason for the refund.

Order ID
Refund Amount
Customer Name

This data is crucial for sending accurate notifications to your customers via WhatsApp.

4. Sending Notifications via WhatsApp Using Pabbly Chatbot

To send notifications, integrate Pabbly Chatbot with Pabbly Connect. This tool will manage the WhatsApp messages. Open the connection settings in Pabbly Chatbot and input the API token.

Once connected, compose your message. For instance, you might write, “Hello [Customer Name], your refund of [Amount] has been processed.” Use dynamic fields to insert customer-specific data.

Insert customer name dynamically.
Include the refund amount and order details.

This ensures that every customer receives personalized notifications promptly through WhatsApp.

5. Testing the Integration and Finalizing Setup

To finalize your setup, test the integration by processing a refund. Check your WhatsApp for the notification. If the message is received correctly, your Pabbly Connect workflow is successfully set up.

Monitor the workflow for any issues and adjust the message content if necessary. This automation saves time and ensures customers are informed without manual intervention.

In conclusion, using Pabbly Connect to automate refund notifications through WhatsApp enhances customer communication and operational efficiency. Set up your integration today for seamless notifications.