Integrate Razorpay Customer Creation with Freshdesk Using Pabbly Connect

Learn how to instantly create a Razorpay customer from a new Freshdesk ticket using Pabbly Connect. This detailed tutorial covers every step of the integration process.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To instantly create a Razorpay customer from a new Freshdesk ticket, start by accessing Pabbly Connect. This platform serves as the essential integration tool to connect these two applications seamlessly.

Begin by logging into your Pabbly Connect account. If you don’t have an account yet, you can create one for free in just a few minutes. Once logged in, navigate to the dashboard to set up your integration workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will open a dialog box for naming your workflow.

• Enter a name for your workflow, such as ‘Freshdesk to Razorpay Integration’.
• Select Freshdesk as the trigger application.
• Choose ‘New Ticket’ as the trigger event.

Once you have filled in these details, click ‘Save’ to proceed. This setup allows Pabbly Connect to listen for new tickets created in Freshdesk, which will trigger the subsequent steps in your workflow.

3. Connecting Freshdesk to Pabbly Connect

In this step, you will need to connect your Freshdesk account to Pabbly Connect. Follow the prompts to authenticate your Freshdesk account by providing your API key.

After successful authentication, you can test the connection by creating a sample ticket in Freshdesk. This will ensure that Pabbly Connect can receive data from Freshdesk correctly. Click on the ‘Test’ button in the integration setup to verify this connection.

4. Setting Up Razorpay as the Action Application

Next, you will set up Razorpay as the action application in your Pabbly Connect workflow. In the workflow editor, select Razorpay as the action application.

• Choose ‘Create Customer’ as the action event.
• Authenticate your Razorpay account using your API key and secret.
• Map the fields from the Freshdesk ticket, such as customer name and email, to Razorpay customer fields.

Once all the fields are mapped, click ‘Save & Send Test Request’. This action will create a new customer in Razorpay based on the details extracted from the Freshdesk ticket.

5. Testing and Activating the Integration

The final step in your integration process is to test and activate your workflow in Pabbly Connect. After setting up Razorpay, you can perform a test to ensure that a customer is created successfully each time a new ticket is generated in Freshdesk.

Once the test confirms that the integration works correctly, activate the workflow by toggling the switch at the top right corner of the workflow editor. This will enable the automation, allowing Pabbly Connect to handle customer creation automatically from Freshdesk tickets.

Conclusion

In summary, this tutorial demonstrates how to instantly create a Razorpay customer from a new Freshdesk ticket using Pabbly Connect. By following these detailed steps, you can automate customer creation and streamline your operations effectively.