Automate Customer Details via Gmail for Razorpay Orders Using Pabbly Connect

Learn how to automate customer details retrieval via Gmail for Razorpay orders using Pabbly Connect. Step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay Integration

To automate customer details retrieval via Gmail for Razorpay orders, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’.

On the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can directly click on ‘Sign In’. Once logged in, you can begin setting up your workflow.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner. using Pabbly Connect

• Provide a name for your workflow, such as ‘Get Customer Details via Gmail for Razorpay Order’.
• Select a folder to save your workflow (optional).
• Click on ‘Create’ to proceed.

This action opens two windows: Trigger and Action. You will set Razorpay as the trigger application and Gmail as the action application.

3. Setting Up Triggers for Razorpay Orders

In the trigger section, select Razorpay as your application. Next, choose the trigger event, which should be ‘Order Paid’. This event will initiate the workflow whenever a new order is paid in your Razorpay account.

Upon selecting the trigger event, a webhook URL will be generated. Copy this URL as it will be used to connect Razorpay with Pabbly Connect.

• Navigate to your Razorpay account settings.
• Select the ‘Webhooks’ option and click on ‘Add New Webhook’.
• Paste the copied webhook URL and select ‘Order Paid’ as the active event before saving.

This setup allows Razorpay to send order details to Pabbly Connect whenever an order is paid.

4. Configuring Email Notifications via Gmail

After setting up the trigger, the next step is to configure Gmail to send email notifications. In the action section, select Gmail as the action application and choose ‘Send Email’ as the action event.

You will need to connect your Gmail account with Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize Pabbly Connect to access your Gmail account.

Enter the recipient email address (your email) to receive notifications. Set the sender name, email subject, and email content. Map the details from the Razorpay response into the email content for customization.

Once configured, test the email sending feature to ensure that notifications are received correctly.

5. Testing the Integration

To finalize the setup, it’s crucial to test the integration. Make a test payment in Razorpay to trigger the workflow. After the payment is processed, check your Gmail for the notification.

If everything is set up correctly, you should receive an email with all the customer details and order information. This confirms that your integration between Razorpay and Gmail via Pabbly Connect is functioning as intended.

Repeat this test as needed to ensure reliability. You can also check the Pabbly Connect dashboard for workflow logs and any potential errors.

Conclusion

In this tutorial, we demonstrated how to automate the retrieval of customer details via Gmail for Razorpay orders using Pabbly Connect. This integration streamlines your order management process, ensuring you receive timely notifications without manual effort.