Author: Rajpal Tomar

Learn how to integrate Razorpay with Sendinblue using Pabbly Connect to automate contact creation when an order is paid. Follow this step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Razorpay and Sendinblue Integration

To start integrating Razorpay with Sendinblue, first access Pabbly Connect. Navigate to the Pabbly website and hover over the product section to select ‘Connect.’ This platform will facilitate the automation process.

Once on the Pabbly Connect dashboard, you can create a free account in just a few minutes. This allows you to set up your integration without any coding knowledge. After logging in, click on the ‘Access Now’ button to enter the dashboard.

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2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create New Workflow’ button and name it ‘Razorpay Integration.’ This name helps you identify the workflow later.

In this workflow, select Razorpay as the application to trigger the event. Choose the trigger event as ‘Order Paid’. This means that whenever an order is successfully paid in Razorpay, it will trigger the workflow to create a contact in Sendinblue.

• Select Razorpay as the application.
• Choose the trigger event ‘Order Paid’.
• Click on the ‘Save’ button to proceed.

After saving, copy the generated webhook URL. This URL is essential for connecting Razorpay with Pabbly Connect.

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3. Setting Up the Webhook in Razorpay

Now, it’s time to set up the webhook in Razorpay. Navigate to your Razorpay account and go to the settings. Here, click on ‘Webhooks’ and select ‘Add New Webhook’. Paste the webhook URL you copied from Pabbly Connect.

In the active events section, select ‘Order Paid’ to ensure that Razorpay will send data to Pabbly Connect whenever an order is paid. After setting this up, click on ‘Create Webhook’ to save your settings.

• Select the mode (Test or Live) in Razorpay.
• Paste the copied webhook URL.
• Choose ‘Order Paid’ from the active events.

With this, your Razorpay account is now connected to Pabbly Connect, ready to capture the webhook response when a payment is made.

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4. Capturing the Webhook Response in Pabbly Connect

After setting up the webhook, go back to Pabbly Connect and click on ‘Capture Webhook Response.’ This feature will wait for an order payment to occur in Razorpay. Once an order is paid, Pabbly Connect will capture the details of that order.

To test this, create a new order in Razorpay. Fill in the necessary details such as name, email, and payment amount. After completing the payment, return to Pabbly Connect to see if the webhook response has been captured successfully.

Create a new order in Razorpay with customer details. Complete the payment process. Check Pabbly Connect for the captured webhook response.

If successful, you will see the customer details in the webhook response, confirming that Pabbly Connect has received the information correctly from Razorpay.

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5. Integrating Sendinblue with Pabbly Connect

Now that the webhook response is captured, the next step is to integrate Sendinblue with Pabbly Connect. Click on the plus button to add a new action and select Sendinblue as the application.

Choose the action event as ‘Create a Contact.’ This means that every time an order is paid in Razorpay, a new contact will be created in Sendinblue. Connect your Sendinblue account by entering the API key, which you can find in your Sendinblue account settings.

Select Sendinblue as the application. Choose ‘Create a Contact’ as the action event. Enter the API key to connect your Sendinblue account.

After entering the API key, fill in the required fields with the customer details received from the Razorpay webhook. Once all details are filled, click on ‘Save and Send Test Request’ to confirm that the integration works. Now, every time an order is paid in Razorpay, a contact will be automatically created in Sendinblue through Pabbly Connect.

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Conclusion

Integrating Razorpay with Sendinblue using Pabbly Connect allows for seamless automation of contact creation when an order is paid. This tutorial provided detailed steps to ensure that the integration is set up correctly, enhancing your marketing efforts.

Learn how to instantly add Klaviyo subscribers when a Razorpay invoice is paid using Pabbly Connect. Follow our detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Razorpay and Klaviyo Integration

To begin integrating Razorpay and Klaviyo, access Pabbly Connect. This platform allows you to automate workflows effectively. First, create an account on Pabbly Connect if you don’t have one already. It’s free and easy to sign up.

Once logged in, navigate to the ‘Create Workflow’ section. Here, you will set up a new workflow specifically for connecting Razorpay and Klaviyo. This is the first step in ensuring that your Razorpay invoices trigger actions in Klaviyo.

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2. Configuring Razorpay Integration in Pabbly Connect

In this step, you will configure Razorpay within Pabbly Connect. Select Razorpay as the trigger application. This will allow you to set up a trigger event that will activate whenever an invoice is paid.

• Choose the trigger event as ‘Invoice Paid’ from the dropdown menu.
• Connect your Razorpay account by providing the required API keys.
• Test the connection to ensure everything is set up correctly.

After successfully configuring the Razorpay integration, you will be prompted to map the data fields. This step is crucial as it ensures that the correct information is sent to Klaviyo when an invoice is paid.

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3. Adding Klaviyo Subscriber in Pabbly Connect

Next, you’ll set up Klaviyo as the action application in Pabbly Connect. This means that once Razorpay confirms an invoice payment, it will trigger an action in Klaviyo to add a new subscriber.

Select Klaviyo from the action application list. Then, choose the action event as ‘Add Subscriber’. You will need to connect your Klaviyo account by entering the API key and other required details. This connection allows Pabbly Connect to send subscriber data directly to Klaviyo.

• Map the necessary fields such as email address, first name, and last name from Razorpay to Klaviyo.
• Ensure that you have the correct list selected in Klaviyo where the subscriber will be added.

Once the mapping is complete, you can test this action to confirm that the subscriber is added correctly in Klaviyo whenever an invoice is paid in Razorpay.

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4. Finalizing the Integration with Pabbly Connect

After testing the integration, it’s time to finalize everything in Pabbly Connect. Review your workflow to ensure that all steps are configured correctly. This includes checking both Razorpay and Klaviyo settings.

Once satisfied, turn on the workflow. This will enable the automation to run live, meaning every time a Razorpay invoice is paid, a new subscriber will be added to Klaviyo automatically.

To monitor the integration, you can check the task history in Pabbly Connect. This feature allows you to see the logs of successful and failed tasks, helping you troubleshoot any issues that may arise.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Razorpay and Klaviyo effectively. By following these steps, you can instantly add Klaviyo subscribers when a Razorpay invoice is paid. This automation saves time and ensures your marketing lists are always up to date.

Learn how to automatically create Shopify customers for new Instamojo sales using Pabbly Connect. Follow our step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

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1. Accessing Pabbly Connect for Instamojo and Shopify Integration

To get started with automating customer creation in Shopify for new Instamojo sales, you first need to access Pabbly Connect. This platform serves as the integration hub that connects Instamojo and Shopify seamlessly.

Begin by signing up for a free account on Pabbly Connect if you haven’t done so already. Once you log in, you can start creating workflows that will automate the process of adding new customers directly into Shopify whenever a sale occurs on Instamojo.

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2. Setting Up the Integration Between Instamojo and Shopify

To set up the integration, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow that connects Instamojo with Shopify. Select the ‘New Instamojo Sale’ as the trigger event.

• Choose Instamojo as the trigger application.
• Select the ‘New Sale’ event to trigger the workflow.
• Connect your Instamojo account by providing the necessary API keys.

After setting up the trigger, you will need to specify the action that should occur in Shopify. This involves selecting Shopify as the action application and choosing the option to create a new customer. This is where Pabbly Connect plays a crucial role in ensuring that customer data flows seamlessly from Instamojo to Shopify.

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3. Configuring Fields for Customer Creation in Shopify

In this step, you will configure the necessary fields to ensure that customer information from Instamojo is captured correctly in Shopify. In Pabbly Connect, you need to map the fields from the Instamojo sale to the corresponding fields in Shopify.

• Map the customer name from Instamojo to the Shopify customer name field.
• Link the email address from Instamojo to the email field in Shopify.
• Include additional details like phone number and address if required.

Once all fields are mapped correctly, test the integration to ensure that a new customer is created successfully in Shopify whenever a sale is made on Instamojo. This is a critical step to confirm that Pabbly Connect is functioning correctly and facilitating the data transfer as intended.

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4. Testing the Integration for Successful Data Transfer

After configuring the fields, it is essential to test the integration to verify its functionality. You can do this by making a test sale on Instamojo. Once the sale is completed, check your Shopify account to see if the customer has been created.

This testing phase is crucial, as it ensures that Pabbly Connect is effectively capturing the sale data from Instamojo and creating a corresponding customer entry in Shopify. If the test is successful, you can be confident that your integration is set up correctly.

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5. Finalizing the Automation Process with Pabbly Connect

Once testing is complete and you have verified that the integration works as expected, you can finalize the automation process. This involves activating the workflow in Pabbly Connect to ensure that it runs automatically for future sales.

By enabling this automation, you will no longer need to manually create customers in Shopify for every sale made on Instamojo. This saves time and reduces the risk of errors, allowing you to focus on other important aspects of your business.

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Conclusion

Automating the creation of Shopify customers for new Instamojo sales using Pabbly Connect streamlines your business operations. By following this detailed step-by-step tutorial, you can ensure a seamless integration that saves time and enhances efficiency.

Learn how to automate sending invoice details via Gmail using Pabbly Connect to integrate Razorpay. Follow our step-by-step guide for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Razorpay Integration

To automate sending invoice info via Gmail for paid Razorpay invoices, first, access Pabbly Connect. This platform allows you to create automated workflows between applications without any coding.

Sign up for a free account on Pabbly Connect. Once signed in, navigate to the dashboard and click on ‘Create Workflow’. This is where you will initiate the integration process.

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2. Configuring Razorpay Integration in Pabbly Connect

In this step, you will set up Razorpay as the trigger application in Pabbly Connect. Select Razorpay from the list of applications and choose the trigger event as ‘Payment Captured’. This event will activate the workflow when a payment is successfully made.

• Select Razorpay from the application list.
• Choose ‘Payment Captured’ as the trigger event.
• Connect your Razorpay account by providing the necessary API keys.

After connecting your Razorpay account, test the trigger to ensure that it captures the payment details correctly. This step is crucial for the subsequent Gmail integration.

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3. Setting Up Gmail Integration with Pabbly Connect

Next, you will configure Gmail as the action application in Pabbly Connect. Select Gmail from the list and choose ‘Send Email’ as the action event. This will allow you to send invoice details to customers automatically.

Now, connect your Gmail account by following the prompts. You will be asked to authorize Pabbly Connect to access your Gmail account. Make sure to grant the necessary permissions.

• Select ‘Send Email’ as the action event.
• Authorize your Gmail account for integration.
• Map the necessary fields such as recipient email, subject, and body of the email.

Ensure that the email body contains the invoice details such as invoice number, amount, and customer information. This ensures that customers receive all relevant information promptly.

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4. Testing and Activating the Workflow in Pabbly Connect

Once both integrations are set up, it’s time to test the entire workflow in Pabbly Connect. Click the ‘Test’ button to simulate a payment and check if the email is sent correctly to the customer.

If the test is successful, activate your workflow. This will enable the automatic sending of invoice information via Gmail whenever a payment is captured in Razorpay.

Keep monitoring the workflow for the first few transactions to ensure everything is functioning correctly. You can always go back to Pabbly Connect to edit the workflow if needed.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending invoice information from Razorpay to Gmail. This integration streamlines your invoicing process and improves customer communication.

By following the steps outlined, you can easily set up your own automated workflow, ensuring timely delivery of invoice details to your customers. Start using Pabbly Connect today for seamless integrations!

Learn how to integrate Shopify with EngageBay using Pabbly Connect to automatically create contacts for new customers. Follow our step-by-step tutorial for seamless automation. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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1. Accessing Pabbly Connect for Shopify and EngageBay Integration

To start integrating Shopify with EngageBay, first, you need to access Pabbly Connect. This platform allows you to automate tasks between different applications without any coding knowledge. Simply go to the Pabbly website and log into your account or create a new one if you haven’t already.

Once logged in, navigate to the ‘Connect’ section. Here, you will create a new workflow for the integration. Pabbly Connect makes it easy to set up this automation, ensuring that every new customer created in Shopify is automatically added as a contact in EngageBay.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow within Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Shopify Integrations.’ This name helps you identify the workflow later.

Next, choose Shopify as the trigger application. Select the trigger event as ‘New Customer Created.’ This event will initiate the workflow whenever a new customer signs up on your Shopify store. Here are the steps to follow:

• Click on the ‘Choose App’ dropdown and select Shopify.
• Select ‘New Customer Created’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

Once you have copied the Webhook URL, you will need to paste it into your Shopify settings to establish a connection. This will allow Pabbly Connect to receive data about new customers.

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3. Setting Up the Shopify Webhook

Now that you have your Webhook URL, it’s time to set it up in Shopify. Go to your Shopify dashboard, navigate to ‘Settings,’ and then select ‘Notifications.’ Here, you will find the Webhooks section.

Click on ‘Create Webhook’ and set the event to ‘Customer Creation’. Make sure to select the format as ‘JSON’ and paste the Webhook URL from Pabbly Connect. Finally, save the webhook to complete this step. This setup allows Shopify to send data to Pabbly Connect whenever a new customer is created.

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4. Capturing the Webhook Response in Pabbly Connect

After setting up the webhook, return to Pabbly Connect to capture the webhook response. You will see a message indicating that Pabbly Connect is waiting for a response from Shopify. This means it is ready to receive data.

Now, create a new customer in your Shopify store to test the integration. Once you create the customer, Pabbly Connect will capture the response, including details like customer ID, email, first name, and last name. This information is essential for creating a contact in EngageBay.

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5. Integrating EngageBay with Pabbly Connect

In this final step, you will integrate EngageBay with Pabbly Connect. Click on the plus button to add a new action step. Choose EngageBay as the action application and select ‘Create Contact’ as the action event.

To connect EngageBay, you will need your REST API key. Log in to your EngageBay account, navigate to ‘Account Settings,’ and then to ‘API and Tracking Code’ to find your API key. Copy this key and paste it into Pabbly Connect.

• Map the fields from the webhook response to the EngageBay contact fields.
• Fill in details like first name, last name, email, and phone number.
• Click on ‘Save and Send Test Request’ to verify the integration.

If everything is set up correctly, you will see a success message indicating the contact has been created in EngageBay. Now, every time a new customer is created in Shopify, Pabbly Connect will automatically create a contact in EngageBay.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Shopify with EngageBay. By following the steps outlined, you can automate the process of creating contacts for new customers in EngageBay, streamlining your workflow and enhancing your customer management.

Learn how to integrate PayKickstart with HubSpot using Pabbly Connect to automate contact creation seamlessly. Follow this detailed tutorial for easy setup. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by typing Pabbly.com in your browser. This platform facilitates the connection between PayKickstart and HubSpot seamlessly.

Once on the Pabbly website, hover over the ‘Products’ tab and select ‘Connect.’ Click on ‘Sign In’ to log into your account. If you are new, you can create a free account in just a couple of minutes. Pabbly Connect allows you to try out the integration for free, making it an excellent choice for automation.

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2. Create a Workflow in Pabbly Connect

After logging in, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This opens a dialog box where you can name your workflow. Name it ‘PayKickstart to HubSpot’ and click on ‘Create’ to proceed.

• Select ‘PayKickstart’ as the trigger app.
• Choose the trigger event as ‘Subscription Created.’
• Click on ‘Save & Send Test Request’ to confirm the setup.

This setup allows Pabbly Connect to listen for new subscriptions created in PayKickstart, which will trigger the next steps in the workflow.

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3. Configure PayKickstart Integration in Pabbly Connect

Next, navigate to your PayKickstart account and select the product you want to integrate. Click on ‘Edit’ for your chosen product, and scroll down to find the ‘Integration’ section.

Enable the integration by clicking on the toggle. Once enabled, you will need to enter the IPN URL provided by Pabbly Connect. Copy the webhook URL from Pabbly and paste it into the IPN URL field in PayKickstart. Set the event to ‘Subscription Created’ and save your changes.

This configuration ensures that any new subscription will automatically send data to Pabbly Connect, which will then process it for HubSpot integration.

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4. Map Data to HubSpot for Contact Creation

With the integration set up, it’s time to map the data to HubSpot. In Pabbly Connect, click the plus icon to add HubSpot as the next application in your workflow. Select ‘Create a Contact’ as the action event.

• Connect to HubSpot by entering your API key.
• Map the fields from PayKickstart to the corresponding fields in HubSpot, such as email, first name, and last name.
• Save the configuration and send a test request to verify the connection.

This step is crucial as it allows Pabbly Connect to create new contacts in HubSpot automatically whenever a new subscription is made in PayKickstart.

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5. Test the Integration and Confirm Success

To ensure everything is working correctly, perform a test by creating a new subscription in PayKickstart. Fill in the required details and complete the purchase.

After the subscription is created, return to Pabbly Connect and check if the data has been captured. You should see the details of the new subscription, confirming that the integration is functioning properly.

Finally, check your HubSpot account to see if the new contact has been created. If the contact appears, the integration between PayKickstart and HubSpot via Pabbly Connect is successful, allowing for seamless automation of your workflows.

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Conclusion

Integrating PayKickstart with HubSpot using Pabbly Connect automates contact creation effectively. This guide provides a step-by-step approach to setting up the integration, ensuring your workflows are streamlined and efficient.

Learn how to integrate Salesflare with Razorpay using Pabbly Connect. This detailed guide provides step-by-step instructions for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

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1. Access Pabbly Connect for Integration

To integrate Salesflare with Razorpay, first access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. Begin by creating an account on Pabbly Connect if you haven’t already.

Once logged in, navigate to the dashboard. Here, you can start creating a new workflow that will connect Salesflare and Razorpay. This is crucial for automating the process of creating Razorpay customers from new Salesflare contacts.

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2. Create a New Workflow in Pabbly Connect

To initiate the integration, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow. Choose a descriptive name that reflects the integration purpose, such as ‘Salesflare to Razorpay Customer Creation’.

• Select Salesflare as the trigger application.
• Choose the trigger event, which is ‘New Contact’.
• Connect your Salesflare account by following the authentication process.

After setting the trigger, you can test it to ensure that it captures new contacts from Salesflare. This step is essential to confirm that your integration will work correctly before moving on to the next stage.

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3. Set Up Razorpay Action in Pabbly Connect

Next, you will configure the action part of your workflow. In Pabbly Connect, select Razorpay as the action application. The action you want to perform is ‘Create Customer’. This step is vital for creating a new customer in Razorpay whenever a new contact is added in Salesflare.

To set this up, you will need to authenticate your Razorpay account. Once authenticated, you will be prompted to fill in the necessary details for the customer creation, such as:

• Customer name
• Email address
• Phone number

Make sure to map these fields to the corresponding data from Salesflare. This ensures that the correct information is sent to Razorpay when a new contact is created.

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4. Test the Integration

After configuring the action, it’s time to test your integration. In Pabbly Connect, you can run a test to check if the Razorpay customer is created successfully from a Salesflare contact. This is an important step to validate that your workflow functions as intended.

To perform the test, create a new contact in Salesflare. After saving the contact, return to Pabbly Connect to see if the test was successful. If everything is configured correctly, you should see a new customer entry in your Razorpay account.

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5. Activate Your Pabbly Connect Workflow

Once the testing phase is complete and successful, you can activate your workflow in Pabbly Connect. This will ensure that every time a new contact is added in Salesflare, a corresponding customer is created in Razorpay automatically.

To activate, simply toggle the switch to enable the workflow. This automation will save you time and reduce manual entry errors, streamlining your payment processing setup.

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Conclusion

In this tutorial, we demonstrated how to integrate Salesflare with Razorpay using Pabbly Connect. By following these steps, you can automate the process of creating Razorpay customers from new Salesflare contacts, enhancing your efficiency and productivity.

Learn how to integrate Shopify and Paymo to automatically create invoices for new orders using Pabbly Connect. Step-by-step tutorial for seamless automation. 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

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1. Accessing Pabbly Connect for Shopify and Paymo Integration

To start the integration process using Pabbly Connect, first, access the Pabbly website. Open your browser and type in Pabbly.com. Once on the site, navigate to the product section and select ‘Connect’. This will take you to the Pabbly Connect dashboard.

After signing into your account, you can create a new workflow. Click on the button to create a new workflow and name it appropriately, such as ‘Shopify Integration Create’. This sets the stage for automating the process of creating invoices in Paymo whenever a new order is placed in Shopify.

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2. Setting Up Shopify Trigger in Pabbly Connect

In this step, we will configure Shopify as the trigger app in Pabbly Connect. Choose Shopify from the app list and select the trigger event as ‘New Order’. This trigger will initiate the workflow whenever a new order is created in your Shopify store.

• Select ‘New Order’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.
• Paste this URL into your Shopify settings under Webhooks.

After saving the webhook in Shopify, return to Pabbly Connect and click on ‘Capture Webhook Response’. This action will allow Pabbly Connect to receive data from Shopify whenever a new order is placed, completing the trigger setup.

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3. Creating a Client in Paymo via Pabbly Connect

Once the Shopify trigger is set, the next step is to create a client in Paymo using Pabbly Connect. Select Paymo as your action app and choose the ‘Create Client’ action event. You will need to connect your Paymo account and provide the necessary API key.

To obtain the API key, log into your Paymo account and navigate to ‘My Account’. Generate a new API key, which you will then enter into Pabbly Connect. After connecting, map the client details such as name, email, and address using the data captured from Shopify.

• Map the full name, email, and address fields from Shopify data.
• Save and send a test request to create the client.

After successfully creating the client, you will receive a client ID, which is essential for the next step of creating an invoice in Paymo.

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4. Creating an Invoice in Paymo Using Pabbly Connect

With the client created, we can now proceed to create an invoice in Paymo through Pabbly Connect. Again, select Paymo as the action app and this time choose ‘Create Invoice’ as the action event. Ensure you are using the same credentials established earlier.

You will need to fill out various fields for the invoice, including selecting the client ID obtained from the previous step. Additionally, format the date correctly by using a date/time formatter in Pabbly Connect to ensure the invoice date matches Paymo’s required format.

Map the invoice details such as item name, description, price, and quantity. Save and send the test request to create the invoice.

Upon successful creation of the invoice, you can check your Paymo account to confirm that the invoice has been generated correctly with all the mapped details.

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5. Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Shopify and Paymo effectively. By following the steps outlined, you can automate the process of creating invoices for new orders in Shopify, enhancing your workflow efficiency. This integration not only saves time but also reduces the chances of errors in manual entry.

With Pabbly Connect, you can streamline various integrations across different applications, making it easier to manage your business processes. Start your automation journey today and experience the benefits of seamless integration.

Learn how to integrate Shopify with Autopilot using Pabbly Connect for seamless automation. Follow this detailed guide to set up your workflow easily. 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

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1. Introduction to Pabbly Connect for Shopify and Autopilot Integration

Pabbly Connect is an essential tool for integrating Shopify with Autopilot. This integration allows you to automatically add contacts to Autopilot whenever a new customer is created in Shopify. By using Pabbly Connect, you eliminate the need for coding and streamline your marketing efforts.

Shopify serves as an e-commerce platform, while Autopilot is a marketing automation software. Although Shopify and Autopilot have some native integrations, they come with limitations. This is where Pabbly Connect excels, providing a seamless solution for integrating these two platforms without any hassle.

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2. Accessing Pabbly Connect and Creating a New Workflow

To get started with the integration, first, visit the Pabbly website. Go to the URL section on your browser and type in Pabbly.com to access the site. Once there, hover over the product section and click on Pabbly Connect.

After signing in or creating a free account, navigate to the dashboard. Click on the button to create a new workflow. Name your workflow, for example, ‘Shopify Integrations,’ and click on create. This action sets the stage for integrating Shopify with Autopilot using Pabbly Connect.

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3. Setting Up Shopify as the Trigger in Pabbly Connect

In this step, you will choose Shopify as your app and set the trigger event to ‘New Customer Created.’ This event signifies that whenever a new customer is added to Shopify, Pabbly Connect will capture that information.

Once you select Shopify, you will see the option for trigger events. Choose ‘New Customer Created’ and copy the provided webhook URL. This URL is crucial as it connects Shopify to Pabbly Connect. Now, go to your Shopify account, navigate to Settings, and select Notifications.

• Click on Webhooks and create a new webhook.
• Set the event to ‘Customer Creation’ and paste the copied webhook URL.
• Save the webhook settings to finalize the trigger setup.

This completes the setup for Shopify as the trigger in your workflow. With Pabbly Connect, you have successfully established a connection between Shopify and your integration.

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4. Capturing the Webhook Response in Pabbly Connect

After saving the webhook settings in Shopify, return to Pabbly Connect to capture the webhook response. The system will wait for a new customer creation event to trigger and send data back to Pabbly Connect.

To test this, create a new customer account in Shopify. Fill in the required fields such as first name, last name, email, and password. Once the account is created, Pabbly Connect will automatically capture the customer information, including customer ID and email.

• Ensure that the captured data includes first name, last name, email, and phone number.
• Confirm that the data is displayed correctly in Pabbly Connect.
• Save the captured response to proceed to the next step.

With the webhook response captured successfully, you can now move on to integrating Autopilot into your workflow using Pabbly Connect.

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5. Integrating Autopilot as the Action in Pabbly Connect

In this final step, you will integrate Autopilot as the action app in Pabbly Connect. Click the plus button to add a new action event and select Autopilot. Choose the action event ‘Add or Update Contact’ to create or update a contact in Autopilot based on the Shopify customer data.

Next, connect your Autopilot account by entering your API key. You can find the API key in your Autopilot account settings under the API section. Once you paste the API key into Pabbly Connect, you will need to map the customer data fields such as email, first name, and last name to the corresponding fields in Autopilot.

Map the email field to ensure deduplication of contacts in Autopilot. Fill in additional fields as necessary, such as phone number. Save and send a test request to confirm the integration works.

After successfully saving the integration, check your Autopilot account to verify that the new contact has been created. With Pabbly Connect, you have now automated the process of adding new Shopify customers to Autopilot seamlessly.

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Conclusion

In this tutorial, we explored how to integrate Shopify with Autopilot using Pabbly Connect. By following these steps, you can automate your customer management and marketing processes efficiently. This integration not only saves time but also enhances your marketing efforts by ensuring that every new customer is captured in Autopilot automatically.

Learn how to seamlessly integrate PayKickstart and SendGrid using Pabbly Connect. Follow our step-by-step tutorial for instant email notifications. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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1. Accessing Pabbly Connect for Integration

To integrate PayKickstart with SendGrid, start by accessing Pabbly Connect. Visit the Pabbly website by typing ‘Pabbly.com’ in your browser and pressing enter. Hover over the ‘Products’ section and select ‘Connect’ to enter the Pabbly Connect dashboard.

Once logged in, you can create a new workflow. Click on the ‘Create Workflow’ button at the top right corner and name your workflow, for example, ‘PayKickstart to SendGrid’. This workflow will facilitate the automatic sending of emails through SendGrid when a new order is fulfilled in PayKickstart.

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2. Setting Up the Trigger with PayKickstart

In this step, we will set up the trigger using Pabbly Connect. Choose PayKickstart as the app in the trigger window. For the trigger event, select ‘Fulfillment Order Received’. This will initiate the process whenever a new order is received in PayKickstart.

• Select ‘PayKickstart’ as the trigger app.
• Choose ‘Fulfillment Order Received’ as the trigger event.
• Click on ‘Save’ to confirm your settings.

Next, navigate to your PayKickstart account and select the product you wish to integrate. Scroll down to the integrations section and paste the webhook URL from Pabbly Connect into the IPN URL field. Set the event to ‘Fulfillment Order Received’ and save your settings to finalize the integration.

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3. Capturing Data from PayKickstart

After setting up the trigger, we need to capture the data sent from PayKickstart through Pabbly Connect. Click on the ‘Capture Webhook Response’ button in your Pabbly Connect dashboard. It will wait for data from PayKickstart.

To test this, go back to PayKickstart and change the order status to ‘Order Received’ for a customer. After updating the status, check Pabbly Connect to see if the webhook response has captured the relevant data, including billing details and customer information.

• Change the order status in PayKickstart to ‘Order Received’.
• Click on ‘Capture Webhook Response’ in Pabbly Connect.
• Verify that the data has been captured correctly.

Once the data is captured, you will see all necessary details like billing address and customer name, which will be used for sending emails via SendGrid.

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4. Sending Email via SendGrid

Now, we will set up SendGrid to send an email using the data captured by Pabbly Connect. Click the plus button to add an action step and select SendGrid as the app. Choose ‘Send Email’ as the action event.

Next, connect your SendGrid account by entering your API key. You can generate this API key in your SendGrid account under Settings > API Keys. Once connected, map the fields from the captured data to the email template fields in SendGrid.

Select ‘SendGrid’ as the action app. Choose ‘Send Email’ as the action event. Map the email fields such as recipient email, subject, and content.

After mapping the fields, click on ‘Save and Send Test Request’. This will send a test email to confirm that the integration works properly. Check your email inbox to see if the email was received successfully.

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5. Testing and Verifying the Integration

Finally, we will test the entire integration to ensure everything is functioning as expected. In your Pabbly Connect dashboard, you can see the history of the webhook responses and email sends. This allows you to verify that emails are being sent whenever an order status changes in PayKickstart.

To confirm, change another order status in PayKickstart and observe the results in Pabbly Connect. You should receive an email notification for each order status change, demonstrating the seamless integration between PayKickstart and SendGrid through Pabbly Connect.

By following these steps, you can automate your email notifications for new orders, improving your workflow efficiency.

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Conclusion

This tutorial illustrates how to integrate PayKickstart with SendGrid using Pabbly Connect. By following the steps outlined, you can automate email notifications for new order fulfillments efficiently.