Send WhatsApp Message with Appointment Scheduling Link on Instamojo Payment Using Pabbly Connect

Learn how to send WhatsApp messages with appointment scheduling links upon Instamojo payments using Pabbly Connect. Follow our detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

Pabbly Connect is an automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will use Pabbly Connect to automate sending WhatsApp messages with appointment scheduling links whenever a payment is made on Instamojo.

To get started, you need to create a free account on Pabbly Connect. Simply visit the Pabbly website, click on ‘Sign Up Free’, and follow the instructions to set up your account. Once you’re logged in, you can access the dashboard to create your workflow.

2. Creating a Workflow in Pabbly Connect

After logging into your Pabbly Connect account, the next step is to create a new workflow. Click on ‘Create Workflow’ and name it something relevant, such as ‘Instamojo to WhatsApp’. This will help you identify the workflow later. using Pabbly Connect

• Click on ‘Create’ to open the workflow.
• In the trigger window, select ‘Instamojo’ as the app.
• Choose ‘New Sale’ as the trigger event.

By selecting these options, you set up Pabbly Connect to listen for new payment events from Instamojo, which will trigger the next steps in your automation.

3. Connecting Instamojo to Pabbly Connect

Once you have set up the trigger, Pabbly Connect will provide you with a webhook URL. You need to copy this URL to connect it with your Instamojo payment page. Go to your Instamojo dashboard, create a new payment link, and paste the webhook URL in the smart action settings.

After saving this configuration, any new payments made through this link will automatically send the payment details to Pabbly Connect. You can test this by making a dummy payment to ensure that the data is captured correctly.

4. Retrieving Payment Details from Instamojo

After a payment is made, the next step is to retrieve the customer’s payment details. In the action window of your Pabbly Connect workflow, select ‘Instamojo’ again and choose ‘Get Payment Details’ as the action event. using Pabbly Connect

Here, you will need to connect your Instamojo account using your API key and authentication token. You can find these details in the API section of your Instamojo account dashboard. Once connected, map the payment ID received from the trigger step to fetch the complete customer details.

5. Sending WhatsApp Messages with Pabbly Connect

Now that you have the customer’s details, it’s time to send them a WhatsApp message with the appointment scheduling link. In the action step, select the WhatsApp Cloud API and choose ‘Send Template Message’ as the action event. using Pabbly Connect

• Connect your WhatsApp Cloud API account using the required credentials.
• Select the message template you created for sending appointment links.
• Map the customer’s phone number and other dynamic fields in the message template.

After configuring these settings, click on ‘Save and Send Test Request’ to send a test message. If everything is set up correctly, the customer will receive a WhatsApp message with their appointment scheduling link.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp messages with appointment scheduling links upon receiving payments through Instamojo. This integration streamlines your workflow and enhances customer communication effectively.