How to Send WhatsApp Messages on Razorpay Payment using Pabbly Chatflow

Learn how to automate WhatsApp messages for Razorpay payments using Pabbly Connect and Pabbly Connect in this comprehensive tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Automate WhatsApp Messages

To start sending WhatsApp messages upon Razorpay payment using Pabbly Connect, first, you need to access the platform. Open your browser and navigate to Pabbly Connect’s website. If you are a new user, click on ‘Sign Up for Free’ to create an account, which gives you access to a limited number of tasks every month.

For existing users, simply click on ‘Sign In’ and log into your account. Once inside, you’ll see a dashboard with various Pabbly applications, including Pabbly Chatflow, which will be used later in this integration. Now, click on ‘Create Workflow’ to begin setting up the automation.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to send WhatsApp messages when a payment is captured in Razorpay. After clicking on ‘Create Workflow’, you will be prompted to name your workflow. Name it something descriptive, like ‘Send WhatsApp Messages on Razorpay Payment’ and choose a folder to save it in.

The workflow window will open, where you can set the trigger and action for your automation. The trigger is what initiates the workflow, while the action is the response to that trigger. Select Razorpay as the trigger application, and then choose ‘Payment Captured’ as the trigger event.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the provided Webhook URL for integration.

Now that the trigger is set, you need to integrate Razorpay with Pabbly Connect by pasting the Webhook URL into your Razorpay account under the Webhooks settings. This establishes the connection necessary for automation.

3. Testing the Integration with Razorpay

To ensure that the integration between Razorpay and Pabbly Connect is successful, you need to perform a test payment. Navigate to your Razorpay account and select the payment page you want to test. Complete a test transaction by entering customer details and making a payment.

After the payment is made, return to your Pabbly Connect workflow. You should see that it has captured the payment details as a response. This includes the order ID, customer name, and other relevant information. If everything is set up correctly, your workflow is now ready to send WhatsApp messages automatically.

• Perform a test payment to trigger the workflow.
• Check Pabbly Connect for captured payment details.
• Ensure the workflow is ready for automation.

With the test payment completed, Pabbly Connect has successfully captured the necessary data, and you are one step closer to sending automated WhatsApp messages.

4. Setting Up Pabbly Chatflow for WhatsApp Messaging

Next, you will configure Pabbly Chatflow to send the WhatsApp messages. First, you need to add a WhatsApp number in your Chatflow account. Click on ‘Add WhatsApp Number’ and enter the required details, including the Access Token and WhatsApp Business Account ID.

After adding the WhatsApp number, create a message template that will be sent to customers. In your Chatflow dashboard, navigate to the template section and click on ‘Add New Template’. Fill in the necessary fields, including the template name and message body. Use placeholders for dynamic data like customer name and order ID.

Add your WhatsApp number in Pabbly Chatflow. Create a new message template for order confirmations. Include variables for personalized messages.

Once your template is created, ensure it is approved in the Chatflow system. This template will be used in your workflow to send automated messages to customers when payments are captured through Razorpay, facilitated by Pabbly Connect.

5. Finalizing the Automation Workflow

To finalize your automation, return to your Pabbly Connect workflow and add an action step for Pabbly Chatflow. Select it as the action application and choose ‘Send WhatsApp Message’ as the action event. Connect your Chatflow account using the API token you obtained earlier.

In the action setup, map the fields from the Razorpay response to the Chatflow message template. This includes mapping the customer’s phone number, name, and order ID. Ensure that the destination phone number includes the country code for successful message delivery.

Add Pabbly Chatflow as the action application in your workflow. Map customer details from Razorpay to the Chatflow message. Test the workflow to ensure messages are sent correctly.

With everything set up, your automation is complete. Now, every time a payment is captured in Razorpay, Pabbly Connect will trigger the workflow and send a WhatsApp message to the customer automatically, streamlining your communication process.

Conclusion

In this tutorial, we explored how to send WhatsApp messages on Razorpay payment using Pabbly Connect and Pabbly Chatflow. By following these steps, you can automate your customer communication effectively, saving time and enhancing customer experience. Automating your WhatsApp messages not only improves efficiency but also ensures timely updates for your customers.