Integrating Zoho Mail and Razorpay with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Zoho Mail and Razorpay using Pabbly Connect for seamless automation. Follow our detailed tutorial for step-by-step instructions. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Zoho Mail and Razorpay, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly website. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can simply click on ‘Sign in’ to access their dashboard.

Once signed in, locate the option for Pabbly Connect among the listed applications. Click on ‘Access Now’ to enter the workflow creation area. This platform allows you to automate tasks without needing any coding skills.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow to connect Razorpay with Zoho Mail. Click on the ‘Create Workflow’ button in your Pabbly Connect dashboard. You will be prompted to name your workflow; enter a name like ‘Create System.io Contact and Send Zoho Mail on Razorpay Payment’. using Pabbly Connect

• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see the main workflow window. This is where you will set up the trigger and action. Remember, the trigger is the event that starts the workflow, while the action is what happens as a result.

3. Setting Up Razorpay as the Trigger

Now, let’s set Razorpay as the trigger application. In the workflow window, search for Razorpay and select it. When prompted for the trigger event, choose ‘Payment Captured’. This event will activate the workflow whenever a payment is successfully received.

Pabbly Connect will provide you with a webhook URL. Copy this URL to link it with your Razorpay account. Next, log into your Razorpay account and navigate to the ‘Developers’ section, then select ‘Webhooks’.

• Click on ‘Add New Webhook’.
• Paste the copied webhook URL.
• Select ‘Payment Captured’ as the active event and click ‘Create Webhook’.

Once you save the webhook, Razorpay will be connected to your Pabbly Connect workflow, allowing it to trigger actions based on payment events.

4. Creating a Contact in System.io

After setting up the trigger, the next step is to create a contact in System.io using Pabbly Connect. Add a new action step and select System.io. For the action event, choose ‘Create Contact with Custom Fields’. This will allow you to send customer information directly into your System.io account.

You will need to connect your System.io account by providing the API key. To find this key, log into your System.io account, go to your profile settings, and navigate to ‘Pabbly API Keys’.

Click ‘Create’ to generate a new API key. Copy the API key and paste it into your Pabbly Connect workflow.

After successfully connecting, you will map the fields from Razorpay’s payment data to the corresponding fields in System.io, ensuring that customer details are accurately transferred.

5. Sending Email with Zoho Mail

The final step in this integration is to send a confirmation email using Zoho Mail. Add another action step in your Pabbly Connect workflow and select Zoho Mail. For the action event, choose ‘Send Email’. This allows you to notify customers after their payment is processed.

Connect your Zoho Mail account by entering your domain name and granting the necessary permissions. After connecting, you will need to fill in the email fields, including the recipient’s email, subject, and message body.

Map the recipient’s email from the Razorpay payment data. Customize the subject and body to include the customer’s name and payment details.

After entering all the required information, click ‘Send Test Request’ to verify that the email is sent successfully. This completes the integration, allowing you to automate the contact creation and email notification process seamlessly with Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Zoho Mail and Razorpay using Pabbly Connect. By following the steps outlined, you can automate the creation of contacts and send confirmation emails efficiently. This integration streamlines your workflow and enhances customer communication.