Seamless Integration of Razorpay and Keep with Pabbly Connect

Learn how to integrate Razorpay and Keep using Pabbly Connect for efficient payment processing and contact management. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting its official website. You will find options to sign in or sign up for free, which allows you to explore the software with 300 tasks per month.

Once signed in, you will be directed to the dashboard of Pabbly Connect. This dashboard is where you create workflows that connect various applications, such as Razorpay and Keep. To start, click on the ‘Create Workflow’ button located in the top right corner of the screen.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for integrating Razorpay with Keep. In the workflow dialog box, name your workflow, for example, ‘Create Keep Contact on Razorpay Payment.’ You can also select a folder for better organization.

• Enter a descriptive name for your workflow.
• Choose a folder for organizing your workflows.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two main components: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. In this case, the trigger will be a new payment captured in Razorpay.

3. Setting Up Trigger in Pabbly Connect

In the Trigger step of Pabbly Connect, select Razorpay as your application. Choose the trigger event as ‘Payment Captured’ to capture payments made through Razorpay. This step is crucial as it initiates the workflow whenever a payment is received.

Once the trigger event is selected, Pabbly Connect will provide a webhook URL. This URL needs to be configured in your Razorpay account. Copy this webhook URL to connect Razorpay with Pabbly Connect.

• Log into your Razorpay account.
• Navigate to Account Settings and then to Webhooks.
• Paste the copied webhook URL and select the event ‘Payment Captured’.

After setting up the webhook, you will receive a confirmation that the webhook has been saved successfully. This means that Razorpay is now connected to Pabbly Connect.

4. Filtering Payments in Pabbly Connect

To ensure that only specific payments trigger the creation of contacts in Keep, you will need to set up a filter in Pabbly Connect. This filter will check if the payment is for the Automation and AI course.

In the Action step, select ‘Filter by Pabbly’ and configure it to check for the product name in the payment details. Set the condition to ensure that the payment matches the course name.

Select the label for the product name from the Razorpay trigger response. Set the filter type to ‘Equal to’ and enter the course name.

Once the filter is set up, save the settings. This ensures that only payments for the specified course will create new contacts in Keep through Pabbly Connect.

5. Creating Contacts in Keep via Pabbly Connect

After setting up the filter, the final action in your Pabbly Connect workflow is to create a new contact in Keep. Choose Keep as your action application and select the action event as ‘Create or Update a Contact’.

To connect Keep with Pabbly Connect, click on ‘Connect’ and authorize the connection. Once connected, map the fields from the Razorpay payment details to the corresponding fields in Keep, such as email, first name, last name, and phone number.

Map the customer’s email address from the Razorpay response. Fill in the first name and last name fields with the mapped data.

After mapping all necessary fields, save the settings. You will receive a confirmation that a new contact has been successfully created in Keep. This completes the integration process, allowing you to manage your student contacts efficiently using Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Razorpay and Keep using Pabbly Connect. This integration automates the process of creating contacts for new payments, ensuring efficient management of student information. With Pabbly Connect, you can streamline your workflows and enhance your business operations.