Automate Payment Confirmation & Abandoned Registration Follow‑Up (Google Sheets + WhatsApp)

Verify event payments, store attendee details in Google Sheets, and automatically send WhatsApp confirmations or follow‑ups to boost registrations.

Apps used

Created by Royston Sanctis

Installed by 1 users

When
Webhook
Do
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SplitFullNameIntoPartsFunction
getCurrentUtcTime
GetEventDetailsFunction
IF
    • Amount paid exists
      Workflow step icon
      Paid
      IF
        • Phone exists
          Workflow step icon
          Send Bootcamp Welcome Template Message
          Workflow step icon
          CreateContactsFromWebsiteChat
          Workflow step icon
          CreateCustomerEventAPI
          Add Step
        • email exists
          Add Step
      Continue from here
      Add Step
    • Amount paid not exist
      Workflow step icon
      Abandone
      IF
        • has phone
          Workflow step icon
          SendEventRegisterTemplateMessage
          Add Step
        • Email exists
          Add Step
      Continue from here
      Add Step
Continue from here

Automate Payment Confirmation & Abandoned Registration Follow‑Up (Google Sheets + WhatsApp)

Automate Payment Confirmation & Abandoned Registration Follow‑Up (Google Sheets + WhatsApp)

Introduction

Turn event sign‑ups into confirmed attendees by instantly checking payment status, saving details, and sending the right WhatsApp message at the right time ✅

Trigger Event

A new registration hits your webhook from a checkout page or form.

Actions

  • The workflow checks if the registration is for the targeted course and whether payment was completed.

  • If payment is PAID:

    • Save the attendee’s name, email, phone, amount, currency, order ID, and course details in Google Sheets with a PAID status and timestamp.
    • Send a WhatsApp welcome message with event date/time and a helpful link.
    • Create/update the contact in your messaging CRM and add them to the right group for future updates.
    • Send a lightweight notification to your internal system for tracking.
  • If payment is NOT completed (abandoned):

    • Save the lead in Google Sheets with an Abandoned status and timestamp for follow‑up.
    • Send a WhatsApp nudge with course info and a link to complete registration.

Outcome: every registrant is captured, confirmed attendees get details immediately, and abandoned sign‑ups receive timely prompts to convert.

Benefits

  • ✔️ Faster confirmations and fewer manual checks

  • ✔️ All registrants saved in one sheet for easy reporting

  • ✔️ Timely WhatsApp messages improve show‑up and completion rates

  • ✔️ Automated follow‑ups recover missed payments

  • ✔️ Reduced errors and consistent attendee experience

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Frequently Asked Questions

What does this template do and who is it for?

This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.

Do I need technical knowledge to use this template?

No. You can install and customize this template without writing any code. Everything is done through simple configuration.

Which apps are required, and can I customize or extend the workflow?

Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.

Is this template suitable for real business use and multiple use cases?

Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.

How long does setup take, and can I manage the workflow later?

Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.

Do I need a paid plan, and where can I get help if needed?

You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.