Automate Payment Receipts with Pabbly Connect and Razorpay

Learn how to automate payment receipt generation on Razorpay using Pabbly Connect with Google Docs and Gmail for streamlined payment confirmations. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Payment Automation

To create and send automated payment receipts on Razorpay, you need to access Pabbly Connect. Begin by visiting the official Pabbly Connect website and signing up for a new account or logging into your existing account.

Once logged in, navigate to the dashboard. Here, you will find the option to create a new workflow. This is where the automation process begins, allowing you to integrate Razorpay with Google Docs and Gmail seamlessly.

Setting Up the Trigger with Razorpay

In the workflow setup, the first step is to set up the trigger using Razorpay. Select Razorpay as the app and choose the trigger event as ‘Payment Captured’. This ensures that every time a payment is received, the automation will activate. using Pabbly Connect

After selecting the trigger, Pabbly Connect provides a webhook URL. Copy this URL and head to your Razorpay account to add this webhook. Follow these steps:

• Go to Razorpay account settings.
• Select the Webhooks option.
• Click on ‘Add New Webhook’ and paste the copied URL.

After setting this up, Pabbly Connect will wait for a response from Razorpay, indicating that the webhook is active.

Formatting Payment Details with Pabbly Connect

Once a payment is captured, Pabbly Connect will receive the payment details. At this stage, you need to format the payment amount correctly. Razorpay might send the amount without decimal points, so you need to use the Number Formatter feature in Pabbly Connect.

Set up an action step to perform a math operation by dividing the received amount by 100. This will convert the amount back to its correct format. Additionally, you will also want to format the date and time received from Razorpay into a more readable format using the DateTime Formatter feature.

Creating and Saving Receipts in Google Docs

With the payment details formatted, the next step is to create a payment receipt in Google Docs. Use the ‘Create Document from Template’ action in Pabbly Connect to generate a new document based on your pre-existing template.

During this step, you will need to map the payment details into the document. This includes the order ID, customer name, payment date, and amount. Ensure that all variables in your Google Docs template are correctly mapped to the corresponding fields from Razorpay. Once the document is created, it will automatically be saved in your Google Drive.

Sending Email Confirmation via Gmail

After generating the receipt, the final step is to send an email confirmation to the customer using Gmail. In this step, select Gmail as your app and choose the ‘Send Email’ action in Pabbly Connect.

Map the recipient’s email address, subject, and body of the email. Include the link to the PDF receipt as an attachment. Once everything is mapped correctly, trigger the action to send the email. The customer will receive an email with their payment receipt attached, completing the automation process.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to automate payment receipts on Razorpay not only streamlines the process but also enhances customer satisfaction. By integrating Google Docs and Gmail, you ensure that every payment confirmation is sent promptly and professionally.