How to Recover Failed Transactions Automatically (No Manual Follow-Ups)

Learn how to recover failed transactions automatically with Pabbly Connect. This detailed tutorial covers step-by-step integration with Google Sheets and Twilio. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Workflow Automation

To recover failed transactions automatically, the first step is to access Pabbly Connect. Go to the Pabbly Connect website and sign up for a free account or log in if you are an existing user. Once logged in, you will see the dashboard where you can create and manage your workflows.

After logging in, you can create a new workflow by selecting the option to create from the dashboard. This is where you will set up the automation process that will help you recover failed transactions.

2. Creating a Workflow to Recover Failed Transactions

Now that you have accessed Pabbly Connect, it’s time to create a workflow specifically for recovering failed transactions. Click on the ‘Create New Workflow’ button and name it ‘Recover Failed Transactions Automatically.’ This will help you keep track of your automation.

• Select the application as Razer Pay to capture failed payment responses.
• Choose the event as ‘Payment Failed’ to trigger the workflow.

After setting up the trigger, you will receive a Webhook URL from Pabbly Connect. This URL is crucial as it helps connect Razer Pay with Pabbly Connect, allowing data transfer whenever a payment fails.

3. Setting Up the Webhook in Razer Pay

With the Webhook URL provided by Pabbly Connect, you need to set it up in your Razer Pay account. Navigate to the account settings in Razer Pay and find the webhook section. Here, you will add a new webhook and paste the URL you copied from Pabbly Connect.

• Select the event as ‘Payment Failed’ to ensure you capture the right data.
• Click on ‘Create Webhook’ to finalize the setup.

Once the webhook is set up, you can test it by making a failed payment on your Razer Pay demo page. This will allow you to see if the connection between Razer Pay and Pabbly Connect is functioning correctly.

4. Sending SMS Alerts via Twilio

After successfully capturing the failed payment data, the next step involves sending an SMS alert using Twilio. In Pabbly Connect, add a new action step and select Twilio as the application. Choose the event as ‘Send SMS’ to notify the customer about the failed transaction.

Connect your Twilio account by entering your Account SID and Authorization Token. Map the customer’s phone number and message body dynamically from the data received from Razer Pay.

This way, whenever a payment fails, the customer will receive an SMS alert with a retry link, ensuring they are informed without any manual follow-ups.

5. Storing Customer Data in Google Sheets

The final step in this workflow is to store the customer data from failed transactions in Google Sheets. In Pabbly Connect, add another action step and select Google Sheets. Choose the event as ‘Add New Row’ to create a new entry for each failed transaction.

Connect your Google Sheets account to Pabbly Connect. Map the columns such as Full Name, Email Address, Phone Number, Order ID, and Payment Status with the data received from Razer Pay.

Once the mapping is complete, click on ‘Save and Send Test Request’. You should see a new row added to your Google Sheets with all the relevant details of the failed transaction, confirming that your workflow is functioning correctly.

Conclusion

In this tutorial, we explored how to recover failed transactions automatically using Pabbly Connect. By integrating Razer Pay, Twilio, and Google Sheets, you can streamline your customer recovery process without any manual follow-ups. This setup not only saves time but also enhances customer satisfaction by keeping them informed promptly.