Create a Transportation Booking System with Pabbly Connect: Step-by-Step Automation Tutorial

Learn how to automate your transportation booking system using Pabbly Connect. This guide covers new and cancelled booking processes with detailed steps. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Transportation Booking System

Pabbly Connect is an exceptional automation tool that allows you to integrate various applications seamlessly. In this guide, we will use Pabbly Connect to automate a transportation booking system, handling both new and cancelled bookings efficiently.

To start, you will need to access Pabbly Connect. If you are a new user, sign up for a free account at Pabbly.com/connect. Once logged in, you can create workflows that automate your tasks between applications like Google Sheets, Gmail, and Razorpay.

2. Creating the Workflow in Pabbly Connect

To create your automation workflow, navigate to the dashboard of Pabbly Connect. Click on the blue button labeled ‘Create Workflow’ to begin. Provide a name for your workflow, such as ‘Automate Transportation Booking Process’. This will help you easily identify your automation later.

After naming your workflow, you will see two boxes labeled Trigger and Action. The trigger indicates when the automation will start, while the action specifies what should happen. For our scenario, the trigger will be a new response from JotForm, where customers submit their booking details.

• Click on ‘JotForm’ as the application.
• Select the trigger event ‘New Response.’
• Copy the provided webhook URL.

Once you have set up the trigger, it’s time to connect JotForm to Pabbly Connect by pasting the webhook URL into the JotForm integration settings. This will allow Pabbly Connect to capture booking details automatically when a customer submits the form.

3. Creating Payment Links with Razorpay

After capturing the booking details, the next step is to create a payment link for the customer using Razorpay. In Pabbly Connect, add a new action step and select Razorpay as the application. Choose the action event ‘Create Payment Link’. This will facilitate the payment process for the customer.

To connect Razorpay, you will need to provide your API key and secret. You can find these in your Razorpay account under the API settings. After entering the required credentials, click on ‘Save’ to establish the connection.

• Specify the amount for the payment link (ensure it is in the smallest currency unit).
• Provide a description for the payment link.
• Map the customer’s email and name to personalize the link.

Once the payment link is created successfully, it will be sent to the customer via email using the Gmail integration, which we will set up in the next step using Pabbly Connect.

4. Sending Confirmation Emails via Gmail

With the payment link generated, the next step is to send a confirmation email to the customer. In Pabbly Connect, add another action step and select Gmail as the application. Choose the action event ‘Send Email’ to notify the customer about their booking and payment link.

Connect your Gmail account to Pabbly Connect by following the prompts. You will need to allow access to your Gmail account to enable sending emails. Once connected, fill in the necessary details such as recipient email, sender name, subject, and message content.

Map the recipient’s email from the JotForm submission. Set an appropriate subject line, such as ‘Please Confirm Your Taxi Booking.’ Include the payment link in the email body.

This step ensures that the customer receives their payment link promptly, allowing them to complete the booking process efficiently through Pabbly Connect.

5. Handling Booking Cancellations

The final part of our automation involves handling booking cancellations. When a customer cancels their booking, we need to process a refund and update the spreadsheet accordingly. In Pabbly Connect, create a new workflow for cancellations.

Set the trigger to capture cancellation requests from JotForm. You will need to set conditions to check if the booking is cancelled. If true, initiate a refund through Razorpay by selecting the action event ‘Create Refund’.

Map the payment ID from the cancellation request. Notify the customer via email about the refund. Update the status in Google Sheets to reflect the refund.

By completing this step, you ensure that customers are informed of their cancelled bookings and refunds, all automated through Pabbly Connect. This creates a seamless experience for both you and your customers.

Conclusion

In this tutorial, we explored how to create a transportation booking system and automate both new and cancelled bookings using Pabbly Connect. By integrating applications like JotForm, Razorpay, and Gmail, you can streamline your booking process, enhance customer communication, and manage bookings efficiently. Automating these tasks saves time and improves service quality, allowing you to focus on growing your business.