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
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 Static
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:
Click Add Node
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:
Use the Search Bar
Enter the action name
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
Trigger the Payment Create Static workflow.
Verify that the system generates a payment link.
Confirm that the WhatsApp message is sent to the customer.
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:
Workflow is triggered
Static payment link is generated
Customer receives payment link on WhatsApp
Customer completes payment
This automation helps businesses collect payments quickly and efficiently through WhatsApp.
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