How to Send 80G Receipts on WhatsApp for Donations via Razorpay Using Pabbly Connect

Learn how to automate sending 80G receipts on WhatsApp for donations received via Razorpay using Pabbly Connect. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin, access Pabbly Connect by visiting its homepage. This integration platform is essential for automating the process of sending 80G receipts to donors via WhatsApp after receiving donations through Razorpay.

Once on the homepage, you can sign in if you’re an existing user or sign up for free if you’re new. New users will receive 100 free tasks monthly, allowing them to explore the features of Pabbly Connect and test various automations.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you can create a new workflow to automate the donation receipt process. Click on the ‘Create Workflow’ option and provide a name, such as ‘Send 80G Receipts on WhatsApp for Donations Received via Razorpay’.

• Select the folder where you want to save the workflow.
• Click on ‘Create’ to save your workflow.

Now, you will see two windows: one for the trigger and another for the action. The trigger will be Razorpay, which initiates the process when a payment is captured, while the action will involve Google Docs for generating the ATG certificate.

3. Setting Up the Trigger with Razorpay

In this step, you will set Razorpay as the trigger application in Pabbly Connect. Select the trigger event as ‘Payment Captured’ to ensure the workflow starts when a donation is received.

Copy the generated webhook URL provided by Pabbly Connect. Next, navigate to your Razorpay dashboard, and under ‘Accounts and Settings’, find the ‘Webhooks’ section. Here, create a new webhook by pasting the copied URL and selecting ‘Payment Captured’ as the active event.

4. Creating the ATG Certificate in Google Docs

Once the trigger is set, the next step is to create the ATG certificate using Google Docs through Pabbly Connect. Select Google Docs as your action application and choose the action event ‘Create Document from Template’.

Map the necessary fields from the Razorpay response to the Google Docs template. This includes donor name, email, amount, and other relevant details. By using a template, you can ensure that each document is personalized for the donor. The mapped fields will automatically populate the ATG certificate for each new donation.

5. Sending the ATG Certificate via WhatsApp

Finally, to send the generated ATG certificate to the donor, set up WhatsApp integration using Pabbly Connect and AI Sensi. Choose ‘Send Template Message’ as the action event.

Enter the required details such as the campaign name, donor’s phone number, and the PDF URL of the ATG certificate. This ensures that the donor receives a personalized thank you message along with their receipt. The entire process is automated, allowing you to efficiently manage donor communications.

Conclusion

Using Pabbly Connect, you can automate the entire process of sending 80G receipts on WhatsApp for donations received via Razorpay. This not only saves time but also enhances donor engagement through personalized communication.