Creating a Crowdfunding Workflow with Pabbly Connect and Razorpay WhatsApp Integration

Learn how to create a crowdfunding workflow using Pabbly Connect to integrate Razorpay and WhatsApp for automated donation notifications. 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. Accessing Pabbly Connect for Crowdfunding Integration

To create a crowdfunding workflow using Pabbly Connect, you first need to access the platform. Start by visiting the Pabbly Connect website at Pabbly.com/connect. If you’re a new user, click on the ‘Sign Up’ button to create an account, which only takes a couple of minutes.

Once registered, log in to your account. You will be directed to the dashboard, where you can access all applications. Click on ‘Create Workflow’ to begin setting up your crowdfunding integration using Razorpay and WhatsApp.

2. Setting Up Razorpay as the Trigger Application in Pabbly Connect

In this step, you will configure Razorpay as your trigger application in Pabbly Connect. After clicking on ‘Create Workflow’, name your workflow appropriately, such as ‘Razorpay to WhatsApp Integration’. This workflow will send a WhatsApp message every time a donation is made.

Select Razorpay as the trigger application and choose the event ‘Payment Captured’. Once selected, Pabbly Connect will generate a Webhook URL. This URL is crucial as it will connect Razorpay to Pabbly Connect, allowing it to receive data about donations.

• Log into your Razorpay account.
• Navigate to the ‘Settings’ and then select ‘Webhooks’.
• Click on ‘Add New Webhook’ and paste the Webhook URL from Pabbly Connect.
• Set the event to ‘Payment Captured’ and save the webhook.

This setup ensures that every time a payment is captured, Razorpay will send the relevant data to Pabbly Connect, triggering the next steps in your workflow.

3. Testing the Razorpay Integration with Pabbly Connect

After configuring Razorpay, the next step is to test the integration through Pabbly Connect. You need to perform a test payment to ensure that Razorpay is correctly sending information to Pabbly Connect. Use the donation page you created earlier to simulate a donation.

Fill in the necessary details such as name, email, phone number, and donation amount. Once the payment is completed, Pabbly Connect will capture the webhook response, which includes the donor’s details and the amount donated. This data will be used in subsequent steps.

• Fill in the donation form with the test details.
• Complete the payment process.
• Check Pabbly Connect for the captured webhook response.

Once you confirm that the data is received correctly, you can move on to formatting the donation amount for WhatsApp messaging.

4. Formatting Donation Amounts and Filtering Data in Pabbly Connect

To ensure the donation amounts are formatted correctly, utilize the Number Formatter feature in Pabbly Connect. This is essential since Razorpay might send the amount in a format that needs adjustment. Choose the ‘Number Formatter’ action application and select the ‘Perform Math Operation’ event.

Map the donation amount from the previous step and set the operation to divide by 100 to correct any discrepancies. This step ensures that the amount sent to WhatsApp matches the actual donation.

Next, apply a filter in Pabbly Connect to ensure that WhatsApp messages are only sent for specific donations, such as those made for small-scale businesses. Set the condition to check if the name of the donation matches the expected value.

Select the ‘Filter’ application in Pabbly Connect. Set the condition to check the donation name. Ensure the filter condition is met before proceeding to send messages.

This ensures that only relevant messages are sent, maintaining the integrity of your communication.

5. Sending WhatsApp Messages via Pabbly Connect

Finally, to send WhatsApp messages, select the WhatsApp Cloud API as your action application in Pabbly Connect. Choose the action event ‘Send Template Message’. Connect your WhatsApp Cloud API account by providing the required credentials, including the Access Token, Phone Number ID, and Business Account ID.

Map the necessary fields for the WhatsApp message, including the recipient’s mobile number (formatted correctly), the donor’s name, donation amount, and the event name. Once everything is set up, send a test message to ensure the integration is working as intended.

Upon successful testing, you will receive a confirmation message on WhatsApp, indicating that your integration is complete. This automated communication enhances user experience and ensures timely acknowledgments for donations.

Conclusion

In this tutorial, we detailed how to create a crowdfunding workflow using Pabbly Connect to integrate Razorpay and WhatsApp. By following these steps, you can automate donation notifications effectively, improving communication with your donors.