Payment Create Dynamic
The Payment Create Dynamic workflow allows businesses to generate dynamic payment links and send them to customers through WhatsApp.
Unlike static payment links, dynamic payment links generate the payment amount dynamically based on workflow variables, making it suitable for orders with varying prices.
This workflow automatically creates a payment request and sends the payment link to the customer through WhatsApp.
Overview
The Payment Create Dynamic workflow creates a dynamic payment request and sends the payment link to the customer.
The payment amount and order details are dynamically fetched from workflow variables.
Workflow Automation Flow
Workflow Triggered ↓ Customer Details Retrieved ↓ Dynamic Payment Link Generated ↓ WhatsApp Payment Message Sent ↓ Customer Completes Payment
Prerequisites
Before configuring the workflow, ensure the following requirements are met.
Required Access
You must have access to:
OwnChat Account
Flow Builder
Commerce Module
WhatsApp Payment Integration
Payment Gateway Setup
The payment gateway must be connected in the Apps section.
Supported integrations may include:
Razorpay
Stripe
Petpooja
Shopify
Other supported payment providers
Only connected apps can be selected in the workflow configuration.
Creating a New Workflow
Step 1: Open Flow Builder
Log in to OwnChat.
Navigate to Flow Builder.
Click Create New Flow.
Step 2: Enter Workflow Details
In the Create New Flow window:
Enter the workflow name in the Flow Name field.
Example:
Payment Create Dynamic
Click the Create button.
This saves the workflow and opens the workflow builder canvas.
Selecting the Payment Application
After creating the workflow, configure the payment application.
Step 1: Choose Application
Select the application used for payment processing.
Example:
WhatsApp Payment
Configuring Payment Integration
Step 1: Select Connection
Under the Connection section:
Choose the configured payment account.
Example:
Connection: Test
The application must first be connected in the Apps section before it can be used in the workflow.
Selecting the Event
After selecting the connection, choose the required event.
Example event:
payment.create.dynamic
This event generates a dynamic payment link.
Adding Response Variable
Store the response from the payment service in a variable.
Variable Name
response
This variable stores the payment information including:
Payment link
Order details
Customer details
Transaction data
Updating the Trigger Configuration
After configuring the connection and event:
Click:
Update
This saves the trigger configuration.
Workflow Trigger Node
Once configured, the workflow builder displays the trigger node.
Example trigger:
payment.create.dynamic
This indicates the workflow starts when the dynamic payment creation event is executed.
Adding the Next Action
After the trigger is configured:
Click Add Node
Select the required action.
Configuring Dynamic Payment Creation
The next step is to configure the dynamic payment request.
Step 1: Action Name
Enter a descriptive name.
Example:
Create Dynamic Payment Link
Configuring Payment Amount
Unlike static payment creation, the payment amount is dynamically retrieved.
Step 1: Add Variable
Click Add Variable to insert the dynamic amount.
Example variable:
order_amount
This variable fetches the order amount dynamically.
Selecting Currency
Choose the currency for the payment.
Example:
INR
Payment Description
Enter the payment description.
Example:
Order Payment
Adding Customer Information
The system requires customer details to send the payment link.
Customer Contact Number
Enter the customer contact number.
Click Add Variable to insert the dynamic phone number.
Example:
customer_phone
Customer Name
Insert the dynamic customer name variable.
Example:
customer_name
Sending the Payment Link
After generating the dynamic payment link, send the payment request message to the customer.
Action Name
Send Dynamic Payment Link
Message Configuration
Enter the message text in the message field.
Example message:
Hi {{customer_name}}, Please complete your payment using the link below. {{payment_link}} Thank you!
Adding Payment Link Variable
Insert the generated payment link using a variable.
Click Add Variable.
Example:
response.payment_link
This dynamically inserts the generated payment URL.
Saving the Action
After configuring the message:
Click:
Add Action
This saves the workflow action.
Searching Workflow Actions
To quickly locate workflow actions:
Use the Search Bar
Enter the action name
Select the required action from the filtered results.
Verifying the Workflow
Before publishing the workflow, verify the configuration.
The Flow Builder includes three sections:
Summary
Flow Builder
History
These sections help review workflow configuration and activity.
Publishing the Workflow
After completing the configuration:
Click:
Publish
Example workflow status:
Payment Create Dynamic – Published
The workflow will now run automatically when triggered.
Testing the Workflow
Before using the workflow in production, perform a test.
Steps
Trigger the Payment Create Dynamic workflow.
Confirm that the system generates a payment link.
Verify that the WhatsApp message is sent to the customer.
Test the payment link to ensure it redirects correctly to the payment gateway.
Troubleshooting
Payment Link Not Generated
Possible reasons:
Payment gateway not connected
Incorrect event selected
Trigger configuration not saved
WhatsApp Message Not Sent
Check the following:
Customer phone number variable
Message configuration
Workflow publishing status
Best Practices
Use Dynamic Variables
Always use variables such as:
response
to dynamically access payment data.
Verify Payment Integration
Ensure the payment gateway is connected in the Apps section before configuring the workflow.
Test Payment Flow
Perform test payments before enabling the workflow in production.
Summary
The Payment Create Dynamic workflow generates a payment link dynamically and sends it to the customer via WhatsApp.
Automation flow:
Workflow is triggered
Dynamic payment link is generated
Customer receives payment link
Customer completes payment
This workflow enables businesses to collect variable payments efficiently through WhatsApp automation.
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