Auto-send Invoice Info to Customer via Gmail for Paid Razorpay Invoice | Pabbly Connect Integration

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

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.

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.

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.

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.

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!