Learn how to send WhatsApp messages for failed payments using Pabbly Connect to integrate Razorpay and WhatsApp Cloud API effectively. 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 Integration

To begin automating the process of sending WhatsApp messages for failed payments, you first need to access Pabbly Connect. Simply type the URL Pabbly.com/connect in your browser, reaching the landing page of the software.

On this page, you will find options to either sign in or sign up. If you are a new user, click on the ‘Sign up for free’ tab to create an account. This will only take a couple of minutes, and you’ll receive 100 free tasks upon account creation. If you already have an account, click on ‘Sign in’ to access your dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. For this integration, name it ‘Send WhatsApp Messages for Failed Razorpay Payments’ and click on ‘Create’ to proceed.

  • Trigger Application: Razorpay
  • Action Application: WhatsApp

You will see two main events: Trigger and Action. The trigger is the event that starts the workflow, while the action is the response to that trigger. Here, select Razorpay as the trigger application and choose the ‘Payment Failed’ event as the trigger.

3. Setting Up the Webhook in Razorpay

After selecting the trigger event, Pabbly Connect will provide a webhook URL. This URL acts as a bridge between Razorpay and Pabbly Connect, allowing data transfer. Copy this webhook URL and log in to your Razorpay account.

In Razorpay, go to Settings and then Webhooks. Click on ‘Add New Webhook’ and paste the copied webhook URL. Set the active event to ‘Payment Failed’ and click ‘Create Webhook’. This step ensures that Razorpay will send data to Pabbly Connect whenever a payment fails.

4. Testing the Integration Setup

Now that the webhook is set up, it’s time to test the integration. Go back to Razorpay and initiate a payment process. For instance, you can select a product, fill in the details, and when prompted for OTP, cancel the payment instead. This action simulates a failed payment.

  • Check for the API response in Pabbly Connect.
  • Ensure the payment status shows as ‘Failed’.

After cancellation, return to Pabbly Connect to see if the API response has captured the failed payment details, including the user’s mobile number and email address.

5. Sending WhatsApp Messages via Pabbly Connect

With the failed payment data captured, it’s time to set up the action to send a WhatsApp message. Select WhatsApp as the action application in Pabbly Connect and choose the action event ‘Send Template Message’. Connect your WhatsApp Cloud API account by entering the required credentials: token, phone number ID, and WhatsApp business account ID.

Once connected, you will need to fill in the message template details. Use the template you created for payment failures, ensuring to map the necessary fields like recipient’s mobile number, product name, and order ID. This mapping allows for dynamic message generation based on the data received from Razorpay.

Conclusion

By following these steps, you can successfully integrate Razorpay with WhatsApp using Pabbly Connect to automate notifications for failed payments. This setup ensures timely communication with customers, enhancing their experience and improving payment recovery efforts. With Pabbly Connect, automating such workflows becomes seamless and efficient.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.