Automate Ebook & Course Sales with Razorpay, Google Drive & Pabbly Connect

Learn how to automate ebook and course sales using Razorpay, Google Drive, and Pabbly Connect. Step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate ebook and course sales, start by accessing Pabbly Connect. This integration platform allows you to connect Razorpay and Google Drive seamlessly. Begin by creating a free account on Pabbly Connect, which only takes a couple of minutes.

Once logged in, you can create a new workflow. Click on ‘Create Workflow’ and name it, for example, ‘Razorpay to Google Drive’. Choose the folder where you want to save this workflow and click ‘Create’. This sets the stage for automating the process of sharing files upon receiving payments.

2. Connecting Razorpay to Pabbly Connect

In this step, you will connect Razorpay to Pabbly Connect. First, in the trigger window, select Razorpay as the app. Choose the trigger event as ‘Payment Captured’. This event will initiate the automation when a payment is successfully made.

• Select Razorpay in the trigger app.
• Choose the trigger event: Payment Captured.
• Copy the provided webhook URL.

Next, go to your Razorpay dashboard, navigate to Account and Settings, and find the Webhooks section. Here, you will add a new webhook using the URL you copied from Pabbly Connect. Select the event as ‘Payment Captured’ to ensure that Razorpay sends payment details to your Pabbly Connect workflow.

3. Testing the Integration with a Dummy Payment

After setting up the webhook, it’s essential to test if the integration between Razorpay and Pabbly Connect works correctly. Input dummy customer details in the Razorpay payment page to simulate a transaction. Ensure you select the correct course from the dropdown.

• Enter dummy customer information.
• Make a test payment using dummy card details.
• Check if the payment details appear in Pabbly Connect.

Once the payment is processed, check your Pabbly Connect workflow. If everything is set up correctly, you should see the payment details captured, including the order ID, customer name, and email address. This confirms that Razorpay is successfully sending data to Pabbly Connect.

4. Adding Filters for Product-Specific Automation

To ensure that only specific customers receive the corresponding files, you need to set up a filter in Pabbly Connect. This filter will check the course name or product name against the expected value before proceeding to share files from Google Drive.

In the action step, select ‘Filter’ and set the condition to check if the product name matches the expected course name. This step is crucial as it prevents sharing files with customers who purchased different products.

Select the filter action in Pabbly Connect. Set the condition to match the course name. Save the filter condition.

Once the filter is set, you can proceed to the next step of sharing the file. If the filter condition is met, the workflow will continue, allowing you to send the corresponding file to the customer.

5. Sharing Files from Google Drive via Pabbly Connect

In the final step, you will share the purchased file from Google Drive using Pabbly Connect. Choose Google Drive as the action app and select the action event as ‘Share a File’. Connect your Google Drive account by signing in and authorizing Pabbly Connect.

After connecting, select the file you want to share from the dropdown menu and map the customer’s email address from the Razorpay payment data. This ensures that the file is sent directly to the customer who made the payment.

Select Google Drive in the action step. Choose the file to share. Map the customer’s email to share the file.

Once you complete this setup, test the workflow again by making another dummy payment. Check the customer’s email to verify they received the file. This confirms that the automation is functioning as intended, allowing you to efficiently sell ebooks and courses.

Conclusion

In conclusion, automating ebook and course sales using Pabbly Connect, Razorpay, and Google Drive streamlines the entire process. By following these steps, you can efficiently manage payments and file sharing, enhancing your sales workflow.