# Payment Create Static

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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 &#x20;

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 &#x20;

Workflow Triggered\
&#x20;       ↓\
Customer Details Captured\
&#x20;       ↓\
Static Payment Link Generated\
&#x20;       ↓\
WhatsApp Payment Message Sent\
&#x20;       ↓\
Customer Completes Payment

Prerequisites &#x20;

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

Required Access &#x20;

You must have access to:

* OwnChat Account
* Flow Builder
* Commerce Module
* WhatsApp Payment Integration

Payment Gateway Setup &#x20;

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 &#x20;

Step 1: Open Flow Builder &#x20;

1. Log in to OwnChat.
2. Navigate to Flow Builder.
3. Click Create New Flow.

***

Step 2: Enter Workflow Details &#x20;

In the Create New Flow window:

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

Example:

Payment Create Static

2. Click the Create button.

This saves the flow and launches the workflow builder.

***

Selecting the Application &#x20;

After creating the workflow, configure the payment application.

Step 1: Choose Application &#x20;

Click the application used for payment integration.

Example:

WhatsApp Payment

***

Configuring Payment Integration &#x20;

Step 1: Select Connection &#x20;

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 &#x20;

After selecting the connection, choose the required event.

Example event:

payment.create.static

This event creates a static payment link.

***

Adding Response Variable &#x20;

Store the response from the payment service in a variable.

Variable Name &#x20;

response

This variable contains:

* Payment link
* Order details
* Customer information
* Transaction details

***

Updating Trigger Configuration &#x20;

After selecting the connection and event:

Click:

Update

This saves the trigger configuration.

***

Workflow Trigger Node &#x20;

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 &#x20;

After configuring the trigger:

1. Click Add Node
2. Select the required workflow action.

***

Creating the Static Payment Request &#x20;

The next step is to configure the payment creation action.

Step 1: Action Name &#x20;

Enter a descriptive name.

Example:

Create Payment Link

***

Step 2: Payment Amount &#x20;

Enter the payment amount.

Example:

500

This defines the payment amount requested from the customer.

***

Step 3: Currency &#x20;

Select the currency.

Example:

INR

***

Step 4: Payment Description &#x20;

Enter the payment description.

Example:

Order Payment

***

Adding Customer Information &#x20;

The system requires customer details to send the payment link.

Customer Contact Number &#x20;

Enter the customer contact number.

Click Add Variable to insert a dynamic value.

Example variable:

customer\_phone

***

Customer Name &#x20;

Insert the customer name variable.

Example:

customer\_name

***

Sending the Payment Link via WhatsApp &#x20;

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

Action Name &#x20;

Send Payment Link

***

Message Configuration &#x20;

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 &#x20;

Click Add Variable to insert the payment link.

Example variable:

response.payment\_link

This dynamically inserts the generated payment URL.

***

Saving the Action &#x20;

After configuring the message:

Click:

Add Action

This saves the payment message configuration.

***

Searching for Workflow Actions &#x20;

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 &#x20;

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 &#x20;

After completing the configuration:

Click:

Publish

Example workflow status:

Payment Create Static – Published

The workflow will now run automatically when triggered.

***

Testing the Workflow &#x20;

Before deploying the workflow in production, perform a test.

Steps &#x20;

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 &#x20;

Payment Link Not Generated &#x20;

Possible reasons:

* Payment gateway not connected
* Incorrect event selected
* Trigger configuration not updated

***

WhatsApp Message Not Sent &#x20;

Check the following:

* Customer phone number variable
* Message configuration
* Workflow publishing status

***

Best Practices &#x20;

Verify Payment Integration &#x20;

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

***

Use Dynamic Variables &#x20;

Always use variables such as:

response

to dynamically access payment details.

***

Test Payment Links &#x20;

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

***

Summary &#x20;

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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