Learn how to automate contact creation in Autopilot when an order is paid in Razorpay using Pabbly Connect. Follow our detailed guide for seamless integration.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To get started with the integration of Razorpay and Autopilot, first, access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Sign in to your Pabbly Connect account or create a new account if you don’t have one.
Once logged in, navigate to the dashboard where you can create a new workflow. This workflow will be responsible for connecting Razorpay to Autopilot, ensuring that every time an order is paid, a new contact is created automatically.
2. Setting Up the Trigger in Pabbly Connect
In this step, you will set up Razorpay as the trigger application in Pabbly Connect. This means that whenever a payment is completed in Razorpay, it will initiate a workflow in Pabbly Connect.
- Select Razorpay from the list of applications.
- Choose the trigger event as ‘Payment Captured’.
- Connect your Razorpay account by providing the necessary API keys.
After setting this up, test the trigger to ensure Pabbly Connect is receiving data correctly from Razorpay. This is crucial for the next steps where the data will flow into Autopilot.
3. Configuring the Action in Pabbly Connect
Now that you have Razorpay set up as the trigger, it’s time to configure the action that will happen in Autopilot. In this section of Pabbly Connect, you will select Autopilot as the action application.
- Select Autopilot from the application list.
- Choose the action event as ‘Create Contact’.
- Map the fields from Razorpay to the corresponding fields in Autopilot, such as name, email, and phone number.
Once you have configured these settings, run a test to verify that the contact is created in Autopilot whenever a payment is successfully made in Razorpay. This step ensures the integration is working as intended.
4. Finalizing and Activating the Integration
After testing the integration between Razorpay and Autopilot through Pabbly Connect, the final step is to activate your workflow. This will enable the automated process to run continuously.
Ensure that you save your workflow and toggle the activation button to ON. This will allow the integration to function in real-time, creating new contacts in Autopilot automatically whenever an order is paid in Razorpay.
Remember, you can always revisit Pabbly Connect to monitor the workflow, check for errors, or make adjustments as necessary. This flexibility is one of the key benefits of using Pabbly Connect for integrations.
Conclusion
In this tutorial, we explored how to integrate Razorpay with Autopilot using Pabbly Connect. By following these steps, you can automate the creation of contacts in Autopilot whenever an order is paid in Razorpay, enhancing your workflow efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Utilizing Pabbly Connect for this integration not only saves time but also ensures accuracy in your contact management process. Start automating today for better business management!