How to Send SMS When Refund is Created in Pabbly Subscription Billing

Learn how to send automated SMS notifications when a refund is created in Pabbly Subscription Billing using Pabbly Subscription Billing and Twilio. Follow our step-by-step guide!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Subscription Billing for SMS Integration

To send SMS notifications when a refund is created in Pabbly Subscription Billing, first access the platform. Navigate to the Pabbly website and sign in or create a free account if you don’t have one. This will allow you to utilize Pabbly Subscription Billing for automating SMS notifications.

Once logged in, click on the Pabbly Connect option. This section is where you will create workflows to automate tasks. Make sure to familiarize yourself with the dashboard, as it will be essential for setting up your SMS integration.

2. Creating a New Workflow in Pabbly Connect

To create a workflow for sending SMS notifications, click on the Create Workflow button in Pabbly Connect. You will be prompted to name your workflow. For this integration, name it something relevant, like ‘Send SMS When Refund is Created in Pabbly Subscription Billing’.

• Select the folder to save your workflow.
• Click on Create.

This setup will prepare your workflow for the next steps, where you will define the trigger and action for sending SMS notifications when a refund occurs in Pabbly Subscription Billing.

3. Setting Up Trigger in Pabbly Subscription Billing

The first step in your workflow is to set up the trigger. Select Pabbly Subscription Billing as your trigger application. You will then need to choose the trigger event, which in this case is Payment Refund.

After selecting the trigger event, you will need to connect Pabbly Subscription Billing with Pabbly Connect. This requires a webhook URL, which acts as a bridge between the two applications. To get this URL:

• Copy the webhook URL provided in Pabbly Connect.
• Go to Pabbly Subscription Billing, navigate to Settings, then Webhook Settings.
• Click on Add Webhook, name it, and paste the copied URL.

Once you save this webhook, it will allow Pabbly Subscription Billing to send data to Pabbly Connect whenever a refund is initiated.

4. Configuring SMS Sending Action with Twilio

After setting up the trigger, the next step is to configure the action to send an SMS using Twilio. In the actions tab, select Twilio as your action application and choose the action event as Send SMS Message.

To connect Twilio with Pabbly Connect, you will need your Account SID and Authorization Token from your Twilio account. Here’s how to do it:

Open your Twilio account and locate your Account SID and Authorization Token. Paste these credentials into Pabbly Connect to establish the connection.

Now, you can set the body of your SMS message. Use mapping to include the user’s name and refund details dynamically. This ensures that each SMS is personalized for the recipient.

5. Testing the Integration and Sending SMS

To test the integration, initiate a refund in Pabbly Subscription Billing. Go to the sales section, select an order, and click refund. Fill in the necessary details and submit the refund request.

Once the refund is processed, check Pabbly Connect for the webhook response. If successful, it will show the details of the refund, including the user’s information. Now, you can verify that the SMS was sent by checking the recipient’s phone. The message should confirm the refund details.

This entire process demonstrates how Pabbly Subscription Billing seamlessly integrates with Twilio to automate SMS notifications, enhancing customer communication regarding refunds.

Conclusion

In summary, using Pabbly Subscription Billing, you can effectively automate SMS notifications for refunds. This integration not only improves customer service but also streamlines communication. Follow the steps outlined to set up your own automated SMS alerts.