Send Serial Keys Automatically to Customers on SMS Using Pabbly Connect

Learn how to send serial keys automatically to customers via SMS using Pabbly Connect, Razorpay, and Twilio. Follow our step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Set Up Integration

To begin sending serial keys automatically to customers via SMS, you need to access Pabbly Connect. Open your internet browser and navigate to Pabbly.com. From the homepage, hover over the products icon and select Pabbly Connect.

Once on the Pabbly Connect dashboard, you can create a new workflow. Click on the ‘Create Workflow’ button, and give your workflow a relevant name, such as ‘Send Serial Keys Automatically via SMS on Razorpay Payment’. This setup will enable you to connect Razorpay and Twilio through Pabbly Connect.

2. Connect Razorpay to Pabbly Connect Using Webhook

In this step, you will establish a connection between Razorpay and Pabbly Connect using a webhook. In Pabbly Connect, select Razorpay as the trigger application and choose the ‘Payment Captured’ event. This will generate a webhook URL that you need to copy.

Now, navigate to your Razorpay dashboard. Click on ‘Settings’ and then select the ‘Webhooks’ option. Click on ‘Add New Webhook’ and paste the copied webhook URL in the designated field. Ensure that you select the ‘Payment Captured’ event before clicking on ‘Create Webhook’. This action will allow Pabbly Connect to capture payment data from Razorpay automatically.

3. Capture Purchase Data from Razorpay in Pabbly Connect

After setting up the webhook, it’s time to test the connection by making a demo purchase. Fill in the required customer details such as name, email, and phone number on your payment page, then proceed to make a payment. Once the payment is successful, Pabbly Connect will capture the payment data.

In Pabbly Connect, you will see the captured data, including the payment amount and customer information. This data is crucial for sending the serial key via SMS. Ensure that the payment entity notes include the product name so that you can filter the data later when sending SMS through Twilio.

4. Send Serial Key to Customer via SMS Using Twilio

Now that you have captured the payment data, the next step is to send the serial key to the customer using Twilio. In Pabbly Connect, add a new action step and select Twilio as the application. Choose the ‘Send SMS’ action event.

Connect your Twilio account by entering the required credentials such as Account SID and Authorization Token. After connecting, compose your SMS message. You can include the customer’s name, a thank you note, and the serial key. For the recipient number, map the customer’s phone number captured from Razorpay.

• Compose a message including customer details and serial key.
• Map the sender number from your Twilio account.
• Send the SMS and verify the delivery.

Once you click on ‘Save and Send Test Request’, the SMS will be sent to the customer, confirming the successful delivery of the serial key.

5. Final Steps and Recap

To conclude, you have successfully set up an automated system to send serial keys via SMS using Pabbly Connect. First, you connected Razorpay to Pabbly Connect using a webhook. Then, you captured the purchase data and sent the serial key via Twilio SMS.

This automation not only saves time but also enhances customer satisfaction by providing immediate access to the purchased software. Remember, Pabbly Connect simplifies this entire process, allowing even non-technical users to set up integrations easily.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In this tutorial, we demonstrated how to send serial keys automatically to customers via SMS using Pabbly Connect, Razorpay, and Twilio. This integration enhances efficiency and ensures timely communication with customers.