Payment Create Static

The Payment Create Static workflow allows businesses to generate a static payment link and send it to customers through WhatsApp.

This automation enables businesses to request payments instantly by sending a predefined payment link to customers.

The workflow is triggered from Ownchat Flow Builder, where the system generates a payment link and sends it to the customer via WhatsApp.

Overview

The Payment Create Static workflow creates a payment request and sends a payment link to the customer.

Once the customer receives the link, they can complete the payment through the configured payment gateway.

Workflow Automation Flow

Workflow Triggered ↓ Customer Details Captured ↓ Static Payment Link Generated ↓ WhatsApp Payment Message Sent ↓ Customer Completes Payment

Prerequisites

Before creating the workflow, ensure the following requirements are completed.

Required Access

You must have access to:

  • OwnChat Account

  • Flow Builder

  • Commerce Module

  • WhatsApp Payment Integration

Payment Gateway Setup

Ensure that a payment gateway such as the following is configured:

  • Razorpay

  • Stripe

  • Petpooja

  • Shopify

  • Other supported payment providers

The payment integration must be connected in the Apps Section before it can be used in a workflow.


Creating a New Workflow

Step 1: Open Flow Builder

  1. Log in to OwnChat.

  2. Navigate to Flow Builder.

  3. Click Create New Flow.


Step 2: Enter Workflow Details

In the Create New Flow window:

  1. Enter the workflow name in the Flow Name field.

Example:

Payment Create Static

  1. Click the Create button.

This saves the flow and launches the workflow builder.


Selecting the Application

After creating the workflow, configure the payment application.

Step 1: Choose Application

Click the application used for payment integration.

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 inside workflows.


Selecting the Event

After selecting the connection, choose the required event.

Example event:

payment.create.static

This event creates a static payment link.


Adding Response Variable

Store the response from the payment service in a variable.

Variable Name

response

This variable contains:

  • Payment link

  • Order details

  • Customer information

  • Transaction details


Updating Trigger Configuration

After selecting the connection and event:

Click:

Update

This saves the trigger configuration.


Workflow Trigger Node

Once the configuration is saved, the workflow builder displays the trigger node.

Example trigger:

payment.create.static

This indicates the workflow starts when the payment creation action is executed.


Adding the Next Action

After configuring the trigger:

  1. Click Add Node

  2. Select the required workflow action.


Creating the Static Payment Request

The next step is to configure the payment creation action.

Step 1: Action Name

Enter a descriptive name.

Example:

Create Payment Link


Step 2: Payment Amount

Enter the payment amount.

Example:

500

This defines the payment amount requested from the customer.


Step 3: Currency

Select the currency.

Example:

INR


Step 4: 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 a dynamic value.

Example variable:

customer_phone


Customer Name

Insert the customer name variable.

Example:

customer_name


Sending the Payment Link via WhatsApp

After generating the payment link, send the payment request message.

Action Name

Send Payment Link


Message Configuration

Enter the message text in the message field.

Example:

Hi {{customer_name}}, please complete your payment using the link below. {{payment_link}} Thank you!


Adding Dynamic Payment Link

Click Add Variable to insert the payment link.

Example variable:

response.payment_link

This dynamically inserts the generated payment URL.


Saving the Action

After configuring the message:

Click:

Add Action

This saves the payment message configuration.


Searching for Workflow Actions

To quickly locate workflow nodes:

  1. Use the Search Bar

  2. Enter the action name

  3. Select the required action from the filtered list


Verifying the Workflow

Before publishing the workflow, verify the configuration.

Flow Builder contains three sections:

  • Summary

  • Flow Builder

  • History

Use these sections to review workflow changes.


Publishing the Workflow

After completing the configuration:

Click:

Publish

Example workflow status:

Payment Create Static – Published

The workflow will now run automatically when triggered.


Testing the Workflow

Before deploying the workflow in production, perform a test.

Steps

  1. Trigger the Payment Create Static workflow.

  2. Verify that the system generates a payment link.

  3. Confirm that the WhatsApp message is sent to the customer.

  4. Test the payment link to ensure the payment gateway works correctly.


Troubleshooting

Payment Link Not Generated

Possible reasons:

  • Payment gateway not connected

  • Incorrect event selected

  • Trigger configuration not updated


WhatsApp Message Not Sent

Check the following:

  • Customer phone number variable

  • Message configuration

  • Workflow publishing status


Best Practices

Verify Payment Integration

Ensure the payment gateway is properly connected in the Apps section.


Use Dynamic Variables

Always use variables such as:

response

to dynamically access payment details.


Test Payment Links

Before going live, test payment links to ensure they redirect correctly to the payment gateway.


Summary

The Payment Create Static workflow enables businesses to generate a payment link and send it to customers through WhatsApp.

Automation flow:

  1. Workflow is triggered

  2. Static payment link is generated

  3. Customer receives payment link on WhatsApp

  4. Customer completes payment

This automation helps businesses collect payments quickly and efficiently through WhatsApp.

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