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Integrating Automation with Razor Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Automation with Razor Using Pabbly Connect to automate user enrollment in your course platform. Follow our detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Automation with Razor and Make

Automation is essential for streamlining processes, especially when integrating Razor with Make. In this section, we will create a workflow that triggers user enrollment in your course platform whenever a payment is captured. using Pabbly Connect

To initiate the setup, log in to your Make account and click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Razor Payment Integration’ and click on the ‘Create’ button to proceed. You will be directed to the workflow page where you can define triggers and actions.

2. Configuring Razor Webhook for Payment Capture

To configure Razor for payment capture, you need to set up a webhook. This webhook will notify Make whenever a payment is successfully processed. using Pabbly Connect

Access your Razor dashboard and navigate to ‘Account and Settings’.
Under the ‘Website and App Settings’, find the ‘Webhooks’ section.
Click on ‘Add New Webhook’ and paste the webhook URL provided by Make.
Select ‘Payment Captured’ as the event to trigger the webhook.

After setting up the webhook, click on ‘Create Webhook’. This action allows Razor to send payment data to Make, enabling the automation process to commence.

3. Creating a Test Payment for Integration

To ensure that the integration works correctly, you need to create a test payment. This step will help you verify that Razor is sending the payment data to Make. using Pabbly Connect

Navigate to your Razor payment page and fill in the test payment details. Use a test student name, such as Jane Austin, and enter a valid email address. Upon completing the details, click on the ‘Pay’ button to initiate the test payment.

During the test payment, you will enter test card details and complete the payment process. Once the payment is successful, check your Make workflow to see if the payment data has been captured correctly.

4. Adding User to Member Vault After Payment

Once the payment is captured, the next step is to add the user to Member Vault. This action ensures that the student is enrolled in the course automatically. using Pabbly Connect

In the Make workflow, select ‘Member Vault’ as the action application. Choose the ‘Add User’ action event and connect your Member Vault account by entering the required API key and subdomain.

Map the necessary fields such as first name, last name, and email from the payment data captured by Razor. After mapping the fields, click on ‘Save and Send Test Request’ to verify the connection. If successful, the new user will be added to your Member Vault course.

5. Conclusion: Seamless Integration of Razor and Automation

Integrating Automation with Razor Using Pabbly Connect simplifies the process of enrolling students in your course. By following these steps, you can automate user management effectively.

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This integration not only saves time but also enhances the user experience by ensuring immediate access to course materials upon payment completion. With this setup, your course enrollment process becomes efficient and error-free, allowing you to focus on delivering quality content to your students.