Have to ever wished to directly send the message from Twilio for every new PayKickstart sale? If yes, then follow the step by step procedure.

Send Twilio Message from New PayKickstart Sale

In this article, we will be going to introduce you to a phenomenal software named Pabbly Connect.

Basically, Pabbly Connect is an integration and automation software that lets you transfer data in real time. It is one of the best software in the market and even a non-programmer can easily design a workflow in a couple of minutes.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect

Not only that, you can connect many premium apps and share data between them. Additionally, this can help you save plenty of time as it is just a one time set up, and workflow will handle the rest.

But before this, let us ascertain a slight overview of both the software. PayKickstart is a billing and affiliate management platform for subscription-based businesses. Whereas, Twilio is a cloud communication service that allow you to receive and make phone calls and messages globally.

As we all know that there is no integration between PayKickstart and Twilio, that’s why we use Pabbly Connect. Once you set up this workflow, whenever a new sale happens in PayKickstart, a message automatically delivered to the customer via Twilio.

Moreover, we’ve attached the template for the same to help you get started straightaway. You can click on the ‘Use Workflow’ button below to get started. Also, you can visit the Marketplace & look for more integrations/apps.

Send Twilio Message from New PayKickstart Sale Workflow

Now, without taking any more of your time, let’s get directly on track & follow the step by step procedure to integrate PayKickstart and Twilio.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process of connecting PayKickstart and Twilio by visiting the Pabbly Connect website. Then, click on the ‘Sign Up Free’ button. Formerly, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After logging into the account, hit the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for PayKickstart to Twilio Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow of your integration by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Workflow for PayKickstart to Twilio

Following that, name the workflow according to the integration. Like, we name it as ‘PayKickstart to Twilio’, then click on the ‘Create’ button.

Step 4: Setting Triggers for PayKickstart to Twilio Integration

Promptly, after naming the workflow, now you will have to select the application you want to integrate.

(a) Select Application you want to Integrate

Select Paykickstart

Now, you have to select the application for integration. Here, we are choosing ‘PayKickstart’ for integration and choose method as ‘Transactional Sales’.

(b) Copy the Webhook URL

Copy the Webhook URL

The next step is to copy the Webhook URL which is appearing on the trigger window.

Step 5: Connecting PayKickstart to Pabbly Connect

Promptly, to connect PayKickstart with Pabbly Connect, you have to paste the copied webhook URL in the software, and for that, you need to log in to your PayKickstart account.

(a) Go to PayKickstart Campaigns

PayKickstart Campaigns

Now, click on the ‘Campaigns’ option available on the left vertical menu in your PayKickstart dashboard.

(b) Select Product

edit_any_product_from_paykickstart_campaigns

After that, a page will open up carrying all your products on PayKickstart. Then, click on the pencil icon to edit any of the created product.

(c) Click on Integration

Click on Integration

Scroll the edit page and then click on ‘Integrations’. Now, click on ‘Enable’ in the IPN URL section and then click on the ‘Add’ button.

(d) Paste the Webhook URL

Paste Webhook URL for PayKickstart to Twilio

Thereafter, in the ‘IPN URL’ paste the copied Webhook URL and select the ‘SET EVENT’ as ‘Transactional Sales’. Then, press the ‘Save’ button to save the changes.

Step 6: Test the Response in Pabbly Connect Dashboard

Consequently, we are done setting up the triggers for PayKickstart and Thanks.io integration. So, to check if the integration is capturing data or not, we have to create a sale in PayKickstart and test its response in Pabbly Connect.

(a) Capture Webhook Response

Capture Webhook Response for PayKickstart to Twilio

To test the trigger settings click on the ‘Capture Webhook Response’ button on your Pabbly Connect window.

(b) Open your PayKickstart Campaigns

PayKickstart Campaigns

Now, go to your PayKickstart campaign window to select a product.

(c) Open any Product Checkout Page

Open Checkout Page for the Linked Product

Thereafter, select the same product on which you paste the Webhook URL and then go to the ‘Show 1 Funnel’ section. Here, click on the Checkout link of that product.

(d) Copy the Funnel URL

Copy Checkout Page URL for the PayKickstart to Twilio

Now, a window will pop-up, copy the Funnel URL and open it in a new tab.

(e) Add Customer Details

Add Customer Info

Subsequently, add customer details by adding name, email, billing info, and at last click on the ‘Next Step’ button to move to next step.

(f) Complete the Test Purchase

Complete Transaction for PayKickstart to Twilio

Carry out the test purchase by following all the steps needed to make a successful payment. At last, click on the ‘Complete Purchase’ button.

(g) Check and Save Trigger Response

Save the Webhook Response

After the product has been successfully purchased. Go back to the Pabbly Connect window and you will see that the response is capture. Now, click on the ‘Save’ button to save the test response.

Step 7: Setting Number Formatter to Change Number Format

In the trigger response, the customer’s phone number is having a gap in between which could create a problem in Twilio so we have to remove that gap.

(a) Select Application to Format Number

Select Number Formatter

To format the phone number click on the plus (+) button and then, select ‘Number Formatter’ in choose app and in the action event select ‘Format Phone Number’.

(b) Connect with Number Formatter

Connect with Number Formatter

After selecting the application, click on the ‘Connect With Number Formatter’ button.

(c) Map the Fields

Map Fields in Number Formatter

Now, you have to map the field to format the phone number. In the Number field, select phone number, then choose ‘To Format’ and lastly enter Country Code.

(d) Save and Sent Test Request

Save Test Request for Number Formatter

After you map all the details, click on the ‘Save and Sent Request’. Later on, you will see API response and the phone number is formatted in a correct format.

Step 8: Setting Action for PayKickstart to Twilio Integration

Now, as we have gathered all the necessary information to send Twilio message from the PayKickstart response. We can now continue to input this information to perform some action.

(a) Select Application you want to Integrate

Select Twilio for PayKickstart to Twilio

To select the application for action, hit the ‘+’ icon, and in the choose app select ‘Twilio’ and set the method as ‘Send SMS Message’.

(b) Connect with Twilio

Click on Connected with Twilio

After choosing the application click on the ‘Connect With Twilio’ button to move to the next step.

Step 9: Connecting Twilio to Pabbly Connect

To connect Twilio to Pabbly Connect, you have to enter the account SID and authorization token of your Twilio account in the Pabbly Connect dashboard. For this, you have to log in to your Twilio account.

(a) Copy Authorization Token

Copy Authorization Token

After log in to your Twilio account, go to settings from the Twilio dashboard. There you see, ‘ACCOUNT SID’ and ‘AUTH TOKEN’ simply copy them.

(b) Add Account SID and Authorization Token

Paste API Token

Now, paste the Account SID and Authorization Token in the given fields and then click on the ‘Save’ button.

(c) Map the Fields 

Map Fields for Action

To build an SMS, we have to map the details in respective fields like Message Body, Sender and Recipient Number.

(d) Save and Send a Test Request

Save Test Request for Action

Once, you are done mapping all the fields click on the ‘Save and Sent Test Request’ button. You will see the API response and the SMS has been sent.  If there is an error in workflow, the API response will show an error. In the end, click the ‘Save’ button to save the overall workflow.

Step 10: Check the Response in Twilio dashboard

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Here, you can see that our integration was successful and the message has been sent from the Twilio account automatically for a new sale in PayKickstart.

Now, whenever there will be any new sale in PayKickstart, a message will be automatically sent from your Twilio account to the recipient.

Conclusion:

Now that you have learned how to send Twilio SMS from the new PayKickstart sale. You can integrate any applications via Pabbly Connect to automate your entire workflow without any coding skills.

Hence, signup for a free account now to experience the best integration. In case of any doubts or suggestions, please leave your comments below.

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