Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Chatflow for Integration

To start integrating payments via WhatsApp, first, access Pabbly Chatflow. Navigate to www.pabbly.com/chatflow in your browser. Once there, sign in to your account.

If you are a new user, you can sign up for free and receive 100 credits monthly. Existing users can simply click on the “Sign In” button at the top right corner. This will take you to the Pabbly Chatflow dashboard where you can begin your integration.

2. Creating Your Flow in Pabbly Chatflow

After signing in, the next step is to create a flow in Pabbly Chatflow. Click on the “Flows” option on the left-hand menu. This will direct you to the flow builder page where you can manage your flows.

  • Click on “Add Flow” to create a new flow.
  • Name your flow (e.g., “WhatsApp Leads to Paid Customers”).
  • Select a trigger event such as “Keyword Regex Match”.

Once you have set up your flow, you can now proceed to configure the specific actions that will take place when users interact with your WhatsApp chatbot.

3. Setting Up Your Chatbot Responses

In this section, you will set up the chatbot responses in Pabbly Chatflow. After defining your trigger, you need to specify what message the chatbot will send when a user interacts with it.

For example, once a user sends a greeting like “Hello”, the chatbot should respond with a welcome message and options for further actions. You can set this up by dragging and dropping the appropriate content types in the flow builder.

  • Add a message content type with a welcome message.
  • Include buttons for options like “WhatsApp Automation” and “AI Chatbot Setup”.
  • Connect these buttons to their respective actions in the flow.

This setup allows users to navigate through the chatbot effectively, enhancing their experience while using WhatsApp for payments.

4. Collecting Payment Information Using Pabbly Chatflow

Now that your chatbot can respond to users, the next step is to collect payment information through Pabbly Chatflow. After the user selects a service, prompt them to fill out their address and contact details.

To do this, you need to ask the user to provide their address. Utilize the “Ask Address” action from the left-hand menu, and connect it to the flow. This will ensure that the information is stored correctly in your custom fields.

  • Drag and drop the “Ask Address” action into your flow.
  • Set the message to prompt users to fill in their address.
  • Ensure the address is saved in the appropriate contact custom field.

This process is crucial as it allows you to gather necessary information for processing payments seamlessly through WhatsApp.

5. Confirming Payment Success with Pabbly Chatflow

After collecting the payment information, it’s essential to confirm the payment status through Pabbly Chatflow. Create another flow that triggers when a payment is captured.

In this flow, you will send a confirmation message to the user once their payment is successful. Use the “Payment Capture” trigger and set up a message that thanks them for their order.

  • Create a new flow for payment confirmation.
  • Set the trigger event to “Payment Capture”.
  • Draft a message to inform the user that their order is being processed.

This final step ensures that users receive timely updates about their transactions, enhancing their overall experience with your WhatsApp payment integration.

Conclusion

Using Pabbly Chatflow, you can easily integrate payment collection through WhatsApp. This tutorial outlined the steps to create a flow, set up responses, collect payment details, and confirm transactions, ensuring a seamless experience for users.