How to Send Twilio Message from New PayKickstart Sale

Step 1: Sign up to Pabbly Connect

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.

Step 2: Access Pabbly 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

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

(b) Name the Workflow

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

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

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

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

(b) Select Product

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

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

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

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

(b) Open your PayKickstart Campaigns

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

(c) Open any Product Checkout Page

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

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

(e) Add Customer Details

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

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

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

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

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

(c) Map the Fields

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

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

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

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

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

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

(c) Map the Fields 

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

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

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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