How to Send WhatsApp Messages When Refunds are Created in Stripe Using Pabbly Connect

Learn how to send WhatsApp messages automatically when refunds are created in Stripe using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Stripe WhatsApp Integration

To begin the integration process, first access Pabbly Connect by navigating to the URL Pabbly.com/connect. Here, you will find options to either sign in or sign up for free. New users can quickly create an account and receive 100 free tasks, while existing users can simply log in.

Once logged in, you will be directed to the Pabbly Connect dashboard. Click on the blue tab labeled ‘Create Workflow’ to initiate the integration process. This step is crucial as it sets the foundation for connecting Stripe with WhatsApp through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will need to name your workflow. For this integration, name it ‘Stripe to WhatsApp Integration’. This name will help you easily identify the workflow later.

Next, you will see two categories: Trigger and Action. The trigger application will be Stripe, and the action application will be WhatsApp. Select Stripe as your trigger application and choose the event as ‘New Refund’. This selection will ensure that every time a refund is initiated in Stripe, the subsequent actions in WhatsApp will be triggered automatically.

• Choose ‘New Refund’ as the event for Stripe.
• Copy the generated webhook URL provided by Pabbly Connect.
• Go to your Stripe account and navigate to Webhooks under Developer settings.

After copying the webhook URL, paste it into the Stripe webhook settings. Select the latest API version and add the event ‘Charge Refunded’. This step connects your Stripe account to Pabbly Connect, allowing it to receive real-time data from Stripe whenever a refund is created.

3. Testing the Webhook in Pabbly Connect

Once the webhook is set up, it’s important to test the connection. Go back to your Stripe account and initiate a refund for a recent payment. This action will generate a webhook response that Pabbly Connect will capture.

After processing the refund, return to Pabbly Connect to check if the webhook response has been received. You should see details of the refund, including the object type and amount. This confirmation indicates that your Stripe account is successfully integrated with Pabbly Connect.

• Ensure the refund amount appears correctly in the webhook response.
• Check for any discrepancies, such as missing decimal points in the amount.

If the response is accurate, you can proceed to the next steps of retrieving customer details and sending WhatsApp messages via Pabbly Connect.

4. Retrieving Customer Details from Stripe

To send a WhatsApp message, you need the customer’s mobile number. Therefore, add another action step in Pabbly Connect to retrieve customer details from Stripe. Choose ‘Retrieve Customer by Email’ as the action event.

Connect this action to your existing Stripe account and map the email address field from the previous step. This mapping will allow Pabbly Connect to fetch the necessary customer details, including their mobile number, which is crucial for sending WhatsApp messages.

Select the email address field from the refund data. Save and send the test request to retrieve customer data.

Once you receive the response, confirm that the mobile number is included. This step ensures that you have all the information needed to proceed with sending a WhatsApp message through Pabbly Connect.

5. Sending WhatsApp Message Using Pabbly Connect

Now that you have the necessary customer details, it’s time to send the WhatsApp message. Add a new action step and select WhatsApp Cloud API. Choose the action event as ‘Send Template Message’. This action is where you will configure the message that will be sent to the customer.

When setting up the WhatsApp action, you will need to input your WhatsApp Business account details, including the temporary access token, phone number ID, and business account ID. Ensure these details are correctly entered to establish a connection between Pabbly Connect and WhatsApp.

Map the recipient’s mobile number without the plus sign. Select the appropriate message template you created in the WhatsApp API.

Finally, test the WhatsApp message sending process. If successful, you should receive a WhatsApp message confirming the refund. This integration demonstrates how Pabbly Connect seamlessly facilitates communication between Stripe and WhatsApp, ensuring customers are promptly informed about their refunds.

Conclusion

In this tutorial, we explored how to send WhatsApp messages automatically when refunds are created in Stripe using Pabbly Connect. By following the specific steps outlined, you can ensure seamless communication with your customers, enhancing their experience during refund processes.