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

Learn how to instantly create Autopilot contacts when invoices are paid in Razorpay using Pabbly Connect. Follow this detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Razorpay and Autopilot Integration

Pabbly Connect is an essential tool for automating workflows between Razorpay and Autopilot. In this tutorial, we will demonstrate how to set up an integration that automatically creates a contact in Autopilot whenever an invoice is paid in Razorpay. This integration saves time and ensures that your marketing automation is always up-to-date.

Razorpay is a popular online payment gateway, while Autopilot is a marketing automation software. By using Pabbly Connect, we can bridge the gap between these two applications, allowing for seamless data transfer without any coding knowledge required.

2. Accessing Pabbly Connect and Creating a Workflow

To get started, navigate to the Pabbly Connect website. Once there, sign in to your account or create a new one if you haven’t yet. After signing in, click on the ‘Connect’ option to access the integration dashboard.

Next, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow as ‘Razorpay Integration’. This is where you will set up the connection between Razorpay and Autopilot using Pabbly Connect.

3. Setting Up the Trigger Event in Razorpay

In Pabbly Connect, select Razorpay as your app and choose the trigger event as ‘Invoice Paid’. This means that every time an invoice is paid, it will trigger the workflow. You will then see a Webhook URL generated by Pabbly Connect.

Copy this Webhook URL and navigate to your Razorpay account. Go to the settings and find the Webhooks section. Here, you will add a new Webhook, pasting the URL you copied earlier. Ensure that the active event is set to ‘Invoice Paid’ before saving the Webhook.

• Select the appropriate mode (Test or Live).
• Paste the Webhook URL from Pabbly Connect.
• Choose ‘Invoice Paid’ as the active event.

Once you save the Webhook in Razorpay, return to Pabbly Connect to capture the Webhook response, which will contain the details of the invoice payment.

4. Creating an Invoice and Making a Payment in Razorpay

To test the integration, you need to create an invoice in Razorpay. Click on the ‘Invoices’ section and select ‘Create Invoice’. Fill out the invoice details, such as the invoice number, description, and customer information. For this example, we will create a customer named Emily George.

After creating the invoice, issue it and proceed to make a payment using the provided link. Select a payment method, enter the test card details, and complete the payment. This action will trigger the Webhook and send the invoice details to Pabbly Connect.

• Enter invoice number and description.
• Create a new customer or select an existing one.
• Finalize and issue the invoice before making a payment.

Once the payment is successful, return to Pabbly Connect to see if the data has been captured correctly, including customer details and payment information.

5. Integrating Autopilot with Pabbly Connect

Now that we have captured the invoice payment data in Pabbly Connect, the next step is to integrate Autopilot. In the workflow, select Autopilot as the app and choose the action event ‘Add or Update Contact’. This step will allow us to create a new contact in Autopilot with the details received from Razorpay. using Pabbly Connect

To connect Autopilot, you will need to enter your API key. Navigate to your Autopilot account settings to find the API key, copy it, and paste it into Pabbly Connect. After saving the credentials, map the necessary fields such as email and name from the Webhook response to the Autopilot fields.

Select ‘Add or Update Contact’ as the action event. Paste your Autopilot API key into Pabbly Connect. Map the fields accordingly to create a new contact.

After saving the setup, send a test request to ensure that the contact is created in Autopilot successfully. Check your Autopilot contacts to confirm that the new contact has been added with the details from Razorpay.

Conclusion

In this tutorial, we successfully integrated Razorpay and Autopilot using Pabbly Connect. By automating the process of creating contacts in Autopilot whenever an invoice is paid in Razorpay, you can streamline your marketing efforts. This integration not only saves time but also ensures that your customer data is always up-to-date and accurate.

Using Pabbly Connect makes it easy to connect various applications without any coding knowledge. Start automating your workflows today to enhance your business efficiency.