Automate Razorpay Payments with Pabbly Connect: A Step-by-Step Guide

Learn how to automate sending emails for Razorpay payments and adding details to Google Sheets and Google Contacts using Pabbly Connect. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Razorpay Integration

To start automating Razorpay payments, you need to access Pabbly Connect. Simply visit the Pabbly website and sign up for a free account. After creating your account, log in and navigate to the Pabbly Connect dashboard.

Once you are in the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, you can name it ‘Razorpay to Google Sheets and Zoho Mail’. This will help you keep track of your workflow easily.

2. Configuring the Trigger Event with Razorpay

In this step, we will set up the trigger event in Pabbly Connect to capture new payments from Razorpay. Select Razorpay as your app and choose the trigger event as ‘Payment Captured’. This event will initiate the workflow whenever a new payment is made.

• Choose Razorpay as the application.
• Select ‘Payment Captured’ as the trigger event.
• Connect your Razorpay account to Pabbly Connect.

After setting up the trigger, you will need to configure the Razorpay webhook. Go to your Razorpay dashboard, navigate to settings, and select webhooks. Create a new webhook and paste the URL provided by Pabbly Connect. This will allow Razorpay to send payment data directly to your Pabbly Connect workflow.

3. Trimming the Payment Amount for Accuracy

Once the payment is captured, the next step in Pabbly Connect is to ensure the payment amount is accurate. Often, Razorpay may send the amount with extra zeros, so we need to trim it. To do this, add an action window and select ‘API by Pabbly’ with the action event set to ‘Get’.

• Add an action window for API by Pabbly.
• Set the endpoint URL to trim the payment amount.
• Map the payment amount to the appropriate field.

Once you have configured the API action, test the connection to ensure that the payment amount is correctly trimmed to its intended value. This step is crucial for maintaining accurate records of transactions.

4. Adding Payment Data to Google Sheets

Now that we have the correct payment amount, we will add this data to Google Sheets using Pabbly Connect. Create another action window and select Google Sheets as your application. For the action event, choose ‘Add New Row’.

Connect your Google Sheets account and select the specific sheet where you want to store the payment data. Map the fields such as first name, last name, email, payment amount, and phone number to the corresponding columns in your Google Sheets.

5. Sending Confirmation Emails and Creating Google Contacts

The final step in this integration involves sending a confirmation email and creating a contact in Google Contacts. In Pabbly Connect, add another action window and select Zoho Mail to send the email. Configure the email details including recipient, subject, and body content.

Next, create a new action window for Google Contacts to add the payment recipient as a contact. Map the necessary fields to ensure that the contact is created with the correct information. This allows you to keep track of your customers efficiently.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of sending emails for Razorpay payments while also adding payment details to Google Sheets and Google Contacts. With Pabbly Connect, integrating these applications is seamless and efficient, enhancing your business automation.