How to Send Personalized WhatsApp Messages for Every Razorpay Order

Learn how to send personalized WhatsApp messages for every Razorpay order using Pabbly Connect in this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send personalized WhatsApp messages for every Razorpay order, you first need to access Pabbly Connect. Start by visiting Pabbly.com/connect in your web browser. This will take you to the Pabbly Connect homepage where you can sign in or sign up for a new account.

If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks to explore the software. Existing users can simply log in. Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect to proceed to the dashboard.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you need to create a new workflow. Click on the ‘Create New Workflow’ button. You will be prompted to choose between the beta and classic versions; select the beta version for a more modern experience.

• Click on ‘Create Workflow’.
• Name your workflow as ‘Send Personalized WhatsApp Messages for Every Razorpay Order’.
• Select a folder for your workflow, such as ‘Automations’.

After setting up the workflow, click on the ‘Create’ button to finalize it. This is where you will set your trigger and action steps for sending WhatsApp messages.

3. Setting Up the Trigger for Razorpay Payments

The next step involves setting up the trigger for your workflow. You will select Razorpay as your trigger application and the event as ‘Payment Captured’. This is crucial as it tells Pabbly Connect when to initiate the automation.

After selecting Razorpay, click on ‘Connect’ to obtain a webhook URL. This URL will be used to link Razorpay with Pabbly Connect. Copy this webhook URL and head over to your Razorpay account.

• Navigate to the Developer section in Razorpay.
• Select ‘Webhooks’ and click on ‘Add a New Webhook’.
• Paste the copied webhook URL and select ‘Payment Captured’ as the event.

After successfully creating the webhook, you will see a confirmation message indicating that the webhook has been saved. This means your Razorpay account is now connected to Pabbly Connect.

4. Testing the Automation with a Test Order

With the trigger set up, it’s time to test the automation. Go back to your Razorpay payment page and create a test order. Fill in the necessary details and select UPI as the payment method, then proceed to make the payment.

Once the payment is successful, return to Pabbly Connect. You should see that the details of the order, including customer name and order ID, have been captured in the workflow. This confirms that the trigger is working correctly.

Check the captured details to verify accuracy. Ensure that customer information, such as name and email, is displayed correctly.

After confirming that the trigger works, you can proceed to set up the action step to send a WhatsApp message using Pabbly Chatflow.

5. Sending Personalized WhatsApp Messages via Pabbly Chatflow

Now, you will set up the action to send a WhatsApp message through Pabbly Chatflow. In the action step, select Pabbly Chatflow as the application and choose the ‘Send Text Message’ event.

To establish a connection, you will need to input the API token from your Pabbly Chatflow account. Navigate to your Chatflow settings, find the API and Webhooks section, and copy your API token. Paste it back into Pabbly Connect to connect your accounts.

Map the customer’s phone number from the previous step. Craft your personalized message, including the customer’s name and order ID. Click ‘Save and Send Request’ to send the WhatsApp message.

Once you click save, check your WhatsApp to confirm that the message has been sent successfully. This completes the automation process, ensuring that every new Razorpay order triggers a personalized WhatsApp message.

Conclusion

In this tutorial, we explored how to use Pabbly Connect and Pabbly Chatflow to send personalized WhatsApp messages for every Razorpay order. By following the steps outlined, you can automate your customer communication efficiently and effectively.