Learn how to collect payments on Jotform submissions through Razorpay payment links via WhatsApp using Pabbly Connect in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To collect payments on Jotform submissions using Razorpay and WhatsApp, you will first need to set up Pabbly Connect. This integration tool allows you to automate the process without any coding skills. Start by logging into your Pabbly Connect account and create a new workflow.

After logging in, click on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘Collect Payments on Form Submission Automatically’. After naming, click on the ‘Create’ button to proceed with your automation setup.

2. Configuring Jotform Integration with Pabbly Connect

In this step, you will connect Jotform to Pabbly Connect as the trigger application. Click on the trigger window and search for Jotform. Select it and choose the trigger event as ‘New Response’. This will trigger the workflow whenever a new submission is received.

  • Select Jotform as the application.
  • Set the trigger event to ‘New Response’.
  • Copy the webhook URL provided by Pabbly Connect.

Next, head to your Jotform dashboard. Navigate to the form you created, click on ‘More’, and select ‘Settings’. In the settings menu, find the ‘Integrations’ section and select ‘Webhooks’. Paste the copied webhook URL from Pabbly Connect and complete the integration. This allows Jotform to send submission data to Pabbly Connect.

Once Jotform is connected, the next step is to create a payment link using Razorpay through Pabbly Connect. In the action step, search for Razorpay and select it as your action application. Choose the action event as ‘Create Payment Link’.

Connect your Razorpay account by entering the API key and secret from your Razorpay dashboard. Specify the amount for the payment link, such as 250 INR for the registration fee. Map the necessary fields from the Jotform submission, including the name, email, and WhatsApp number of the customer.

  • Enter the amount in multiples of 100.
  • Specify the currency as INR.
  • Map customer details from Jotform.

Once all details are mapped, click on ‘Save and Send Test Request’. This will create a payment link which will be used in the next step.

4. Sending Payment Link via WhatsApp

After the payment link is created, the next step is to send this link to the customer via WhatsApp using Pabbly Connect. For this, you will integrate with the 360 Dialog application. Click on the plus icon to add another action step, and search for ‘360 Dialog’. Select it and choose the action event as ‘Send Template Message’.

Connect your 360 Dialog account by entering the API key and domain name. Select the message template you created for sending payment links. Map the WhatsApp number and customize the message with the payment link generated from Razorpay.

Ensure the WhatsApp number is in the correct format. Map the payment link into the message template. Test the message sending functionality.

Finally, click on ‘Save and Send Test Request’ to send the payment link to the customer via WhatsApp. Once confirmed, the automation is complete!

5. Conclusion

In this tutorial, we walked through the process of collecting payments on Jotform submissions through Razorpay payment links sent via WhatsApp using Pabbly Connect. This automation eliminates manual payment collection and enhances customer experience. By following the steps outlined, you can easily set up this workflow for your own forms.

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

Utilizing Pabbly Connect streamlines the entire process, making it efficient and user-friendly. Start automating your payment collection today!