Automate Razorpay Payments Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate Razorpay payments using Pabbly Connect. This detailed tutorial covers every step 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

1. Accessing Pabbly Connect to Set Up Automation

To automate Razorpay payments, first, you need to access Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect to reach the homepage. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users should click on ‘Sign In’ to log into their accounts. After signing in, navigate to the dashboard where you can create workflows to automate tasks.

2. Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, you can create a new workflow for automating Razorpay. Click on the ‘Create Workflow’ option. You will be prompted to name your workflow; for example, name it ‘Automate Razorpay Payments’. using Pabbly Connect

• Select a folder to save your workflow.
• Choose a suitable name for easy identification.
• Click on ‘Create’ to proceed.

After the workflow is created, you will see two main sections: Trigger and Action. The trigger will initiate the workflow, while the action will execute the task based on that trigger.

3. Setting Up Razorpay as Trigger in Pabbly Connect

To set up Razorpay as the trigger, select Razorpay from the list of applications in the trigger step. Next, choose the trigger event, such as ‘Payment Captured’. This event signifies that a payment has been successfully received.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL needs to be copied and configured in your Razorpay account to establish a connection. To do this, go to your Razorpay dashboard, navigate to ‘Accounts and Settings’, and select ‘Webhooks’.

• Click on ‘Add New Webhook’.
• Paste the copied webhook URL into the designated field.
• Select the event ‘Payment Captured’ and click ‘Create Webhook’.

This setup allows Razorpay to communicate payment data back to Pabbly Connect whenever a payment is made, ensuring that your workflows are triggered accurately.

4. Testing the Razorpay and Pabbly Connect Integration

After setting up the trigger, it’s essential to test the integration. Go back to your Razorpay dashboard and simulate a payment. This can be done by navigating to the payment pages and submitting a test payment.

Once the payment is processed, return to Pabbly Connect and check if the payment details have been captured in the response. You should see all relevant information such as the order ID, customer details, and payment method.

Ensure that the payment amount is accurate. Verify that all customer details are correctly reflected. Confirm that the payment status is marked as successful.

If everything is working correctly, the integration between Razorpay and Pabbly Connect is successfully established.

5. Using Razorpay in Action Steps with Pabbly Connect

In this section, you will learn how to use Razorpay as an action step in Pabbly Connect. For instance, if you want to generate a payment link for donations, select Razorpay in the action step and choose ‘Create Payment Link’ as the action event.

To proceed, you will need to connect Razorpay by entering the API key and secret from your Razorpay account. After connecting, fill in the required fields such as amount, currency, and customer details. Ensure that the amount is formatted correctly to include two extra zeros, as Razorpay requires amounts in the smallest currency unit.

Map the donor’s details from the earlier response. Provide a description for the payment link. Set an expiry date for the payment link.

Once the payment link is generated, you can send it to the donor via email or WhatsApp using additional action steps in Pabbly Connect. This creates a seamless process for collecting payments and managing donations efficiently.

Conclusion

In conclusion, using Pabbly Connect to automate Razorpay payments streamlines financial transactions. By following the steps outlined, you can effectively set up triggers and actions to enhance your payment processing workflow.