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Send Payment Confirmation Messages Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating payment confirmations, you first need to access Pabbly Connect. Open a new tab and navigate to pabbly.com/connect. Here, you can create a free account that allows you to explore its features.

Once you’ve created your account, log in to access the dashboard. From there, click on the “Create Workflow” button on the right side. You will have the option to create a workflow from scratch or use AI assistance. Select the AI option for a quicker setup.

2. Creating a Workflow Using Pabbly Connect

After selecting the AI option in Pabbly Connect, you will be prompted to enter a workflow prompt. Type in “Generate a workflow where every Razer Pay customer gets payment confirmation SMS through Twilio.” This will set up the necessary integrations.

Select “Payment Captured” as the trigger event for Razer Pay.
Choose “Send SMS Message” as the action step using Twilio.
Approve the workflow structure generated by the AI.

This setup allows Pabbly Connect to automatically send SMS notifications whenever a payment is captured through Razer Pay. Make sure to save your workflow structure before proceeding.

3. Integrating Razer Pay with Pabbly Connect

Next, you need to set up the Razer Pay integration in Pabbly Connect. Click on the “Connect” button to generate a webhook URL. Copy this URL as it will be used to link Razer Pay with Pabbly Connect.

Log into your Razer Pay account and go to “Accounts and Settings”.
Select “Add New Webhook” and paste the copied URL.
Set the event to “Payment Captured”.

After setting this up, Pabbly Connect will wait for a webhook response, indicating that the integration is complete. Perform a test payment to ensure everything is functioning correctly.

4. Sending SMS Confirmations via Twilio

With the webhook set up, the next step is to configure SMS sending through Twilio in Pabbly Connect. Click on the Twilio integration and select “Add New Connection”. You will need your Account SID and Auth Token from your Twilio dashboard.

Copy the Account SID and paste it in Pabbly Connect.
Copy the Auth Token and paste it in the corresponding field.
Press the “Save” button to establish the connection.

Once your Twilio connection is established, you can set up the SMS body, including dynamic fields like payment amount and customer details using mapping. This ensures that each SMS sent is personalized and relevant.

5. Testing Your Workflow in Pabbly Connect

After configuring your SMS settings, it’s time to test the entire workflow in Pabbly Connect. Perform a test payment through Razer Pay to trigger the workflow. Check your SMS to confirm that the payment confirmation was received successfully.

If everything is set up correctly, you should receive an SMS containing the payment confirmation details. This automation not only enhances customer experience but also saves time for your business by eliminating manual confirmation processes.

Conclusion

This tutorial outlined how to automate payment confirmations using Pabbly Connect and Razer Pay. By following these steps, you can enhance customer communication and streamline your payment processes effectively.