Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start automating WhatsApp follow-ups, access Pabbly Connect by visiting pabbl.com/connect. This platform allows you to integrate multiple applications seamlessly without writing any code.

If you’re new to Pabbly, you can sign up for free and get 100 tasks each month. If you’re an existing user, simply log in. Once logged in, navigate to the Pabbly Connect dashboard by clicking the ‘Access Now’ button.

2. Creating Your Workflow in Pabbly Connect

After accessing the dashboard, click on the ‘Create Workflow’ button. You’ll be prompted to name your workflow; enter a name like “Automating WhatsApp Follow-Ups” to indicate its purpose.

Next, choose to create from scratch. This will allow you to set up the workflow tailored to your specific needs. After naming your workflow, click the ‘Create’ button to proceed.

  • Click on ‘Create Workflow’
  • Name your workflow
  • Select ‘Create from Scratch’

Your workflow is now set up, and you can move on to the next step of defining the trigger for your automation.

3. Setting Up the Trigger in Pabbly Connect

For this automation, the trigger will be when a new payment is captured through Raza Pay. In the trigger application, select Raza Pay and choose the event as ‘Payment Captured’.

Click the ‘Connect’ button to generate a webhook URL. Copy this URL, as you will need it to link Raza Pay with Pabbly Connect. Next, go to your Raza Pay account and set up the webhook by pasting the URL in the designated field.

  • Select Raza Pay as the trigger application
  • Choose ‘Payment Captured’ as the event
  • Copy the generated webhook URL

After setting up the webhook in Raza Pay, you can test the connection by making a test payment. This ensures that your workflow is correctly set up to capture payment events.

4. Using Number Formatter in Pabbly Connect

Next, you will need to use the Number Formatter application in Pabbly Connect to ensure the payment amount is formatted correctly. Add the Number Formatter as the next step in your workflow.

Select the event as ‘Perform Math Operations’. Here, you will divide the captured amount by 100 to get the correct value. Enter the amount from the previous step, and set the operation to divide.

  • Add Number Formatter as the next step
  • Select ‘Perform Math Operations’
  • Set operation to divide

After setting this up, click on ‘Save and Send Test Request’ to verify that the amount is now formatted correctly.

5. Sending a WhatsApp Message Using Pabbly Connect

Now, add the Pabbly Chatflow application to send a WhatsApp message. Select ‘Send Text Message’ as the event. You will need to connect to your Pabbly Chatflow account by entering your API token.

Once connected, map the WhatsApp number field to the contact number received from the previous step. Customize the message to include the user’s name and payment amount by using the mapping feature.

  • Select Pabbly Chatflow as the action application
  • Map the WhatsApp number field
  • Customize the message content

Finally, test the workflow by clicking ‘Save and Send Test Request’. Check your WhatsApp to confirm that the message has been sent successfully. This completes your automation setup using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp follow-ups using Pabbly Connect. By integrating Raza Pay and Pabbly Chatflow, you can enhance your customer communication effortlessly. Start using Pabbly Connect for your automation needs today!