Integrate Instamojo with Google Sheets and WhatsApp Using Pabbly Connect

Learn how to automate payment details storage in Google Sheets and send WhatsApp notifications using Pabbly Connect with Instamojo and AiSensy. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Instamojo with Google Sheets and WhatsApp, first, access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. You can create a new account or log in to your existing one.

Once logged in, click on ‘Create Workflow’. Name your workflow, for example, ‘Instamojo to Google Sheets and WhatsApp’. This setup will allow you to automate the process of saving payment details in Google Sheets and sending notifications via WhatsApp.

2. Setting Up the Trigger for Instamojo Payments

In this step, we will configure the trigger in Pabbly Connect to capture new payments from Instamojo. In the trigger window, search for ‘Instamojo’ and select it.

• Choose the trigger event as ‘New Sale’.
• Copy the webhook URL provided by Pabbly Connect.
• Add this webhook URL to your Instamojo payment link.

After setting up the webhook, make a test payment to ensure that the data is being captured correctly in Pabbly Connect. You should see the payment details appear in the trigger window after the test payment is processed.

3. Retrieving Payment Details from Instamojo

After capturing the payment, the next step is to retrieve the complete payment details. In the action step, again select ‘Instamojo’ and choose the action event ‘Get Payment Details’. using Pabbly Connect

To connect your Instamojo account, you will need to provide your API key and authorization token. You can find these in your Instamojo dashboard under the API section. Once connected, map the payment ID received from the trigger to get the specific details of the payment.

• Select the payment ID from the previous step.
• Click on ‘Save’ and send a test request to ensure the details are retrieved correctly.

Once the details are retrieved, you will see the customer’s name, email, phone number, and payment status in the response. This information is crucial for the next steps in the automation.

4. Saving Payment Details to Google Sheets

The next step involves saving the payment details into Google Sheets. In Pabbly Connect, add another action step and select ‘Google Sheets’.

Choose the action event ‘Add New Row’ and connect your Google Sheets account. Once connected, select the spreadsheet where you want to store the payment details. You should map the fields such as Payment ID, Customer Name, Email, and Amount to the respective columns in your Google Sheet.

Select your spreadsheet named ‘Instamojo Payment Data’. Map each field from the Instamojo payment details to the corresponding columns in the sheet.

After mapping, click on ‘Save’ and send a test request. You should see the payment details successfully added to your Google Sheet, confirming that this part of the automation is working.

5. Sending WhatsApp Notifications Using AiSensy

Finally, to notify the customer via WhatsApp, add another action step in Pabbly Connect and choose ‘WhatsApp by AiSensy’. Select the action event ‘Send Template Message’.

Connect your AiSensy account by entering the API key found in your AiSensy dashboard. After successfully connecting, you will need to specify the campaign name and the mobile number of the customer. Make sure to format the number with the country code.

Enter the campaign name you created in AiSensy. Map the customer’s mobile number and name to personalize the message.

After setting up the message template, click on ‘Save’ and send a test request. If successful, the customer will receive a WhatsApp notification confirming their payment, completing the automation process.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of saving payment details from Instamojo into Google Sheets and sending WhatsApp notifications. This integration streamlines your workflow and enhances customer communication effectively.

By following these steps, you can ensure that every payment received is accurately recorded and acknowledged, saving you time and improving customer satisfaction.