Automate Sending Paid Razorpay Invoice Details via Gmail with Pabbly Connect

Learn how to automate sending paid Razorpay invoice details to customers via Gmail using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay and Gmail Integration

To start automating the process of sending paid Razorpay invoice details via Gmail, you first need to access Pabbly Connect. Visit the homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you can either sign in if you are an existing user or click on the ‘Sign up for free’ button to create a new account.

Once your account is created, you will receive 100 free tasks every month to explore the features of Pabbly Connect. After signing in, you will be directed to the dashboard where you can create and manage your workflows. This is where the integration between Razorpay and Gmail will take place.

2. Creating a Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ option located in the top-right corner of the dashboard. A dialog box will prompt you to name your workflow. Enter a name such as ‘Send Paid Razorpay Invoice Details to Customers via Gmail’ and select a folder to save it.

• Click on ‘Create’ to proceed.
• The workflow will open two windows: Trigger and Action.
• Select Razorpay as your trigger application.

In the Trigger section, you will choose the event that initiates the workflow. For this integration, select ‘Invoice Paid’ as the trigger event. This means that whenever an invoice is marked as paid in your Razorpay account, Pabbly Connect will capture this event and initiate the next steps automatically.

3. Configuring the Webhook in Razorpay

After selecting the trigger event, Pabbly Connect provides a webhook URL. This URL is crucial as it acts as a bridge between Razorpay and Pabbly Connect. Copy this URL and navigate to your Razorpay dashboard.

In Razorpay, go to ‘Accounts and Settings’, then select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the copied URL into the Webhook URL field. You can ignore the secret and alert email fields for now. In the ‘Active Events’ section, select ‘Invoice Paid’ and click ‘Create Webhook’. This setup allows Razorpay to send data to Pabbly Connect whenever an invoice is paid.

4. Testing the Integration with a Sample Invoice

Once the webhook is configured, you need to test the integration. Go back to Pabbly Connect, which will show that it is waiting for a webhook response. Now, create a test invoice in Razorpay. Fill in the invoice number, description, and customer details, then issue the invoice.

• Copy the payment link and open it in a new tab.
• Make a payment using dummy card details.
• Once the payment is successful, return to Pabbly Connect.

At this point, Pabbly Connect will receive the webhook response containing the invoice details, confirming that the integration is working correctly. You can now proceed to the next action step to send an email.

5. Sending Invoice Details via Gmail

In this final step, you will configure Gmail to send the invoice details to the customer. Add an action step in your workflow and select ‘Gmail’ as the action application. Choose ‘Send Email’ as the action event and connect your Gmail account to Pabbly Connect.

Next, fill in the required fields. For the recipient’s email address, map the email from the Razorpay response. You can also set a static sender name and subject. In the email body, thank the customer and include the invoice details by mapping the relevant fields from the Razorpay response.

Once all fields are filled, save the configuration and send a test email. Check the recipient’s inbox to ensure the email has been received with the correct details. This confirms that Pabbly Connect has successfully integrated Razorpay and Gmail for automated invoice emailing.

Conclusion

By following these steps, you can effortlessly automate sending paid Razorpay invoice details to customers via Gmail using Pabbly Connect. This integration simplifies the invoicing process and ensures timely communication with your clients.