Integrate Autopilot with Razorpay Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Autopilot and Razorpay using Pabbly Connect with this detailed step-by-step tutorial. Automate your workflows effortlessly! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration of Autopilot and Razorpay, you first need to access Pabbly Connect. Begin by typing ‘Pabbly.com’ in your browser and pressing enter. On the Pabbly website, navigate to the ‘Products’ section and select ‘Connect’.

Next, click on ‘Sign In’ to access your dashboard. If you don’t have an account, you can create a free one in just two minutes. Pabbly Connect offers a free trial plan, allowing you to try out this integration without any cost.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, scroll down and click on ‘Access Now’. In the top right corner, find and click the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow; enter ‘Autopilot to Razorpay’ and click ‘Create’.

• Click on ‘Choose App’ and select ‘Autopilot’.
• Set the trigger event to ‘Contact Added’.
• Click on ‘Connect with Autopilot’ to link your account.

After connecting, you will need your Autopilot API key. Visit your Autopilot account settings, find ‘Autopilot API’, and copy the key. Paste this key into Pabbly Connect and click ‘Save’. This action establishes the connection between Autopilot and Pabbly Connect.

3. Capturing Data from Autopilot

With the connection established, the next step in Pabbly Connect is to capture data from Autopilot. Click on ‘Capture Webhook Response’ in Pabbly Connect, which will wait for data from Autopilot. To generate this data, create a dummy contact in Autopilot.

Go to the ‘Contacts’ section, click ‘Add Contact’, and fill in the required details like name, email, and phone number. After adding the contact, return to Pabbly Connect to check if the data has been captured. You should see the details of the newly added contact displayed in Pabbly Connect.

4. Syncing Data to Razorpay Using Pabbly Connect

Now that the data is captured, it’s time to sync it to Razorpay through Pabbly Connect. Click on the plus button to open the action window. In the ‘Choose App’ section, select ‘Razorpay’ and choose the action event ‘Create Customer’. Click ‘Connect with Razorpay’ to proceed.

• Enter your Razorpay Key ID and Key Secret.
• Map the fields from Autopilot to Razorpay, including name, email, and contact number.
• Click ‘Save and Send Test Request’ to create the customer.

Once you click save, check Razorpay to confirm that the customer has been created successfully. You should see the new customer listed in Razorpay, confirming that the integration is functioning correctly.

5. Verifying the Integration Success

To ensure everything is working perfectly, you can add another contact in Autopilot. Go through the same steps as before to create a new contact. After adding, return to Razorpay to verify if the new customer appears.

This process demonstrates how Pabbly Connect effectively integrates Autopilot and Razorpay, allowing seamless data transfer. You can repeat this method for additional contacts to confirm the integration’s reliability.

Conclusion

Integrating Autopilot and Razorpay using Pabbly Connect simplifies the process of managing customer data. By following these detailed steps, you can automate your workflows efficiently and enhance your productivity.