Setting Up Automated Thank You Emails After Purchase Using Pabbly Connect

Learn how to automate thank you emails after purchases using Pabbly Connect, Razorpay, and Gmail in this detailed tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To set up thank you emails after purchase, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in with your credentials. If you’re a new user, you can sign up for free and explore its features.

Once logged in, you will see various tools offered by Pabbly. Click on the option to access Pabbly Connect and navigate to your dashboard. This is where you can create your automation workflow.

2. Creating Your Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button to start your automation. You will be prompted to name your workflow; for this tutorial, name it ‘Thank You Emails After Purchase’ and choose the appropriate folder to save it in.

After naming your workflow, you will enter the workflow window where you can set up triggers and actions. The trigger indicates when the automation should start, while actions define what should happen after the trigger event. Here are the steps to set up your workflow:

• Select Razorpay as your trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Once you have set up your trigger, you can move on to the next steps in your automation process.

3. Connecting Razorpay to Pabbly Connect

To connect Razorpay with Pabbly Connect, log in to your Razorpay account. Navigate to the developers section and find the webhooks option. Here, you will add a new webhook using the URL copied from your workflow.

In the webhook settings, paste the webhook URL and select ‘Payment Captured’ as the active event. Once you save the webhook, Razorpay will send payment details to Pabbly Connect every time a new payment is captured.

4. Setting Up the AI Agent for Email Generation

After configuring Razorpay, the next step involves using an AI agent, such as OpenAI, to generate the thank you email content. In Pabbly Connect, add a new action and select OpenAI as your AI agent.

To connect OpenAI, you’ll need to provide an API key. Go to the OpenAI API key page, create a new secret key, and copy it into Pabbly Connect. After connecting, select the AI model you want to use, such as GPT-4, and enter a prompt for generating the email content.

5. Sending Thank You Emails via Gmail

The final step in this automation is to send the generated thank you email using Gmail. In your Pabbly Connect workflow, add another action and select Gmail as the application. Choose ‘Send Email’ as the action event.

Connect your Gmail account and map the recipient’s email address to the email generated by the AI agent. Fill in the subject and body of the email using the content generated earlier. Once everything is set up, click ‘Save and Send Test Request’ to ensure the email is sent successfully.

Conclusion

In this tutorial, we explored how to automate thank you emails after purchases using Pabbly Connect, Razorpay, and Gmail. By following these steps, you can enhance customer experience and streamline your email communication effectively.