How to Generate and Send GST Invoice on Successful Instamojo Payment Using Pabbly Connect

Learn how to automate GST invoice generation and sending via email upon successful Instamojo payments using Pabbly Connect. Step-by-step tutorial included. 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. Accessing Pabbly Connect for GST Invoice Generation

To generate and send a GST invoice upon a successful Instamojo payment, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. This process only takes a few minutes and provides you with 100 free tasks each month.

Once you have your account set up, sign in. You will see various applications available within Pabbly Connect. Click on the ‘Create Workflow’ button to start building your automation workflow. Name your workflow something descriptive, such as ‘Generate and Send GST Invoice on Successful Instamojo Payment’.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow in Pabbly Connect. The trigger application will be Instamojo, and the trigger event will be ‘New Sale’. Select Instamojo V1 and choose the trigger event from the dropdown menu.

• Select Instamojo as your trigger application.
• Choose ‘New Sale’ as the trigger event.
• Connect your Instamojo account with Pabbly Connect using the provided webhook URL.

After selecting the trigger, you will need to copy the webhook URL provided by Pabbly Connect and paste it into your Instamojo account settings. This allows Instamojo to communicate with Pabbly Connect whenever a new sale occurs.

3. Capturing Payment Details from Instamojo

Once the trigger is set, you can capture payment details from Instamojo. Make a test payment using the Instamojo platform with all required details filled in, including GST information. This step is crucial as it will allow Pabbly Connect to receive the necessary data for generating the GST invoice.

After completing the payment, return to Pabbly Connect to view the response. You should see all relevant payment details, such as customer name, email, address, and GST number. This data will be used in the next steps to create the invoice.

4. Creating the GST Invoice Using Pabbly Connect

Now that you have the payment details, it’s time to create the GST invoice using Pabbly Connect. You will need to set up an action step in your workflow. Choose ‘Reference’ as the action application and select ‘Create Invoice’ as the action event. Connect Reference with Pabbly Connect by entering the required App ID and App Secret provided by the Reference team.

• Select ‘Reference’ as the action application.
• Choose ‘Create Invoice’ as the action event.
• Map the payment details received from Instamojo to the invoice fields.

Fill in all required fields, including invoice title, customer details, GST number, and product information. By using the mapping feature in Pabbly Connect, you can ensure that all dynamic data is filled correctly based on the payment response.

5. Sending the GST Invoice via Email Using Pabbly Connect

After creating the GST invoice, the final step is to send it to the customer via email. For this, set up another action step in Pabbly Connect. Choose Gmail as the action application and select ‘Send Email’ as the action event. Connect your Gmail account to Pabbly Connect and allow necessary permissions.

Fill in the email fields, including the recipient’s email address (mapped from the payment details), email subject, and body. Attach the generated GST invoice using the shared PDF link from Reference. This ensures that the customer receives their invoice automatically after payment.

Conclusion

Using Pabbly Connect, you can automate the generation and sending of GST invoices upon successful Instamojo payments. This integration not only saves time but ensures accuracy in invoicing, benefiting both you and your customers.