How to Create Wave Customer on Instamojo Sale Using Pabbly Connect

Learn how to create a Wave customer on Instamojo Sale using Pabbly Connect. This tutorial provides step-by-step instructions for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Wave customer on Instamojo Sale, you need to start by accessing Pabbly Connect. This platform allows you to automate the integration process seamlessly.

Begin by navigating to the Pabbly Connect website. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in. Once logged in, you will be directed to the dashboard where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create New Workflow’ button on your dashboard. This will initiate the setup process for your integration.

In this workflow, you will set up the trigger and action applications. The trigger application will be Instamojo, and the action application will be Wave. Follow these steps to set it up:

• Select ‘Instamojo’ as the trigger application.
• Choose ‘New Sale’ as the trigger event.
• Connect your Instamojo account by following the authentication prompts.

Once you complete these steps, your workflow will be ready to capture new sales events from Instamojo.

3. Setting Up the Webhook in Instamojo

To ensure that Pabbly Connect receives data from Instamojo, you need to set up a webhook. This is crucial for the integration to work effectively. In your Pabbly Connect workflow, you will be provided with a webhook URL.

Copy this URL and navigate to your Instamojo account. Here’s how to set it up:

• Go to the settings of your product in Instamojo.
• Locate the option for webhooks and paste the copied URL.
• Save the changes to ensure the webhook is active.

Now, every time a new sale occurs, Instamojo will send the data to Pabbly Connect via the webhook.

4. Creating a Customer in Wave

With the webhook set up, the next step is to create a customer in Wave using the data received from Instamojo. In your workflow, select Wave as the action application.

For the action event, choose ‘Create Customer’. You will need to map the fields from the Instamojo response to the customer fields in Wave. Here’s how you can do it:

Map the customer’s first name, last name, and email address from the Instamojo data. Ensure that all required fields in Wave are filled out. Test the integration to confirm that the customer is created successfully in Wave.

By following these steps, you will successfully create a customer in Wave every time a new sale is made on Instamojo, all facilitated through Pabbly Connect.

5. Testing the Integration

Finally, it’s essential to test the integration to ensure everything is functioning correctly. In your Pabbly Connect dashboard, you can initiate a test to verify that the customer creation workflow works as expected.

Make a dummy payment on Instamojo to trigger the workflow. Check your Wave account to see if the customer has been created successfully. If everything is set up correctly, you will see the new customer reflecting in your Wave account. This confirms that Pabbly Connect is effectively integrating your sales data.

Conclusion

By using Pabbly Connect, you can automate the process of creating a Wave customer whenever a new sale occurs on Instamojo. This integration streamlines your workflow and saves valuable time, enabling you to focus on growing your business.