Automate System.io Contacts with Razorpay Using Pabbly Connect

Learn how to automate creating System.io contacts from Razorpay payments using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Razorpay and System.io, access Pabbly Connect by navigating to their website. If you are a new user, you can sign up for free and receive 100 tasks every month.

After signing in to your Pabbly Connect account, you will see a dashboard with various applications. Click on the ‘Access Now’ button for Pabbly Connect to begin creating your automation.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, you need to create a workflow that defines your automation. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Name your workflow as ‘Create System.io Contact on Razorpay Payment with Custom Field’.
• Select a folder to save your workflow, such as ‘Razorpay Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

This will create a new workflow that is ready for the trigger and action setup. You will see two sections: Trigger and Action, which are essential for the automation process.

3. Setting Up the Trigger for Razorpay Payments

The next step involves setting up the trigger in Pabbly Connect. Click on the arrow in the Trigger section and select ‘Razorpay’ as the trigger application.

Choose ‘Payment Captured’ as the trigger event. This ensures that every successful payment in Razorpay will initiate the workflow. You will be provided with a webhook URL to connect Razorpay to Pabbly Connect.

• Copy the webhook URL from Pabbly Connect.
• Open your Razorpay account and navigate to ‘Accounts and Settings’.
• Click on ‘Webhooks’ and then ‘Add New Webhook’ to paste the copied URL.

After setting this up, Razorpay will send payment details to Pabbly Connect whenever a payment is captured.

4. Testing the Integration with Razorpay

Once the trigger is set up, it’s time to test the integration. Perform a test payment using your Razorpay account to ensure that Pabbly Connect captures the payment details correctly.

After completing the test payment, return to Pabbly Connect and check for the webhook response. The response should include all relevant payment details, confirming that the integration is working.

Ensure that the payment information reflects accurately in the Pabbly Connect dashboard. Verify that the payment ID, email, and other details are captured as expected.

This successful test indicates that Razorpay and Pabbly Connect are communicating effectively, ready for the next steps.

5. Creating a Contact in System.io

The final step is to create a contact in System.io based on the payment information received. In Pabbly Connect, add an action step by clicking the plus button and selecting ‘System.io’ as the action application.

Select ‘Create Contact with Custom Field’ as the action event. Connect your System.io account to Pabbly Connect using the API key obtained from your System.io settings.

Map the email address, first name, and last name using the data captured from Razorpay. Specify any custom fields required, such as source indicating Razorpay.

Once all fields are completed, save the configuration. Refresh your System.io account to check if the contact was successfully created.

Conclusion

This tutorial demonstrated how to automate creating contacts in System.io from Razorpay payments using Pabbly Connect. By following these steps, you can streamline your business processes effectively.