Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Razorpay, you need to access Pabbly Connect. Simply visit the Pabbly website by typing pabbly.com in your browser.

Once on the site, sign in to your Pabbly account. You can either log in if you are an existing user or sign up for a free account to access 100 tasks monthly. Click on the Pabbly Connect option to access the dashboard where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow to automate WhatsApp messages for failed payments. Click on the Pabbly Connect dashboard and select the option to create a new workflow.

  • Name your workflow, e.g., “Recover Failed Payments with WhatsApp Automation”.
  • Select the appropriate folder for organization, such as “Razorpay Automations”.
  • Click on the create button to finalize your workflow setup.

Once created, you will be prompted to set up a trigger application. In this case, select Razorpay as the trigger application to initiate the workflow on failed payments.

3. Setting Up the Trigger for Failed Payments

To configure the trigger, you need to select Razorpay as the trigger application and set the trigger event to “Payment Failed”. This means that whenever a payment fails, the workflow will be activated.

Next, you will receive a webhook URL from Pabbly Connect. This URL will serve as a connection point between Razorpay and Pabbly Connect. Log into your Razorpay account and navigate to the settings section to add this webhook URL.

  • Go to the Webhooks section and click on “Add New Webhook”.
  • Paste the webhook URL you copied from Pabbly Connect.
  • Select the event “Payment Failed” and save the webhook.

After saving, return to Pabbly Connect to test the webhook response by simulating a failed payment.

4. Sending WhatsApp Messages on Payment Failure

With the trigger set, you can now configure the action to send WhatsApp messages. Add a new action step and select the WhatsApp Cloud API as your action application.

Choose the action event as “Send Text Message” and connect it using the details from your WhatsApp Business account. You will need to provide the token, phone number ID, and WhatsApp Business Account ID from the Meta for Developers platform.

  • Map the recipient’s phone number dynamically from the Razorpay response.
  • Craft a personalized message to inform the user about the failed payment.
  • Save and test the action step to ensure the message is sent correctly.

After configuring these details, execute the workflow to see if the WhatsApp message is sent successfully when a payment fails.

5. Testing and Finalizing the Integration

To finalize your integration, perform a test by simulating a failed payment in Razorpay. Monitor the workflow in Pabbly Connect to see if it captures the failed payment response.

If successful, you should receive the WhatsApp message as configured. Ensure that all details are correct, including the recipient’s phone number and the message content.

  • Verify that the WhatsApp message reflects the payment failure details accurately.
  • Make any necessary adjustments to the message format or content.
  • Once satisfied, your automation is ready for live use.

This workflow will now automatically send WhatsApp messages for any failed payments processed through Razorpay, enhancing customer communication.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages for failed payments from Razorpay. This integration streamlines communication and enhances customer experience.