Automatically Share E-Books on Receiving Razorpay Payment Using Pabbly Connect

Learn how to automatically share e-books via Gmail upon receiving payments through Razorpay using Pabbly Connect. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of automatically sharing e-books upon receiving Razorpay payments, you first need to access Pabbly Connect. Go to the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once logged in, you will reach the dashboard. To create a new workflow, click on the plus icon to create a folder for your new integration. Name your folder appropriately, such as ‘Razorpay to Gmail’. After creating the folder, you can proceed to create a workflow specifically for sharing e-books automatically.

2. Creating the Workflow in Pabbly Connect

In this step, you will set up the workflow in Pabbly Connect. Click on the ‘Create Workflow’ option and name your workflow, such as ‘Automatically Share E-Books on Receiving Razorpay Payments’. Select the folder you just created to keep everything organized.

• Name your workflow clearly for easy identification.
• Select the folder where this workflow will reside.
• Confirm the creation of the workflow to proceed.

After naming your workflow, you will be directed to a new window where you can set up the trigger and action for your workflow. The trigger application here is Razorpay, and the action application will be Gmail. This setup allows you to automate the process effectively.

3. Setting Up the Trigger with Razorpay

The next step involves setting up the trigger in Pabbly Connect to listen for events from Razorpay. Click on Razorpay as your trigger application and select the trigger event as ‘Payment Captured’. This event will initiate the workflow whenever a payment is successfully captured.

Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your Razorpay account. In Razorpay, go to ‘Settings’ and then to ‘Webhooks’. Here, you will add a new webhook, paste the copied URL, and select the event ‘Payment Captured’ to ensure that the webhook is active for the right events.

4. Testing the Integration with Dummy Payment

Now that the trigger is set up, it’s time to test the integration. Make a dummy payment through Razorpay to verify that the webhook is functioning correctly. Enter the required details such as first name, last name, and email address, and proceed to make a payment.

• Fill in dummy details for testing purposes.
• Ensure the payment amount is set for the test.
• Complete the payment process to trigger the webhook.

After completing the payment, return to Pabbly Connect and check if the webhook response has been received. If successful, you will see the payment details captured in your workflow, confirming that the trigger is working as intended.

5. Setting Up the Action to Send E-Books via Gmail

With the trigger successfully set, the final step is to set up the action in Pabbly Connect. Choose Gmail as your action application and select the action event as ‘Send Email’. This will enable you to send the e-book automatically once the payment is confirmed.

Connect your Gmail account to Pabbly Connect by allowing the necessary permissions. Enter the recipient’s email address, which can be mapped from the Razorpay response. Fill in the subject line and email body, including a link to the e-book PDF. This ensures the customer receives the e-book immediately after their payment.

Finally, save the workflow and send a test email to ensure everything is functioning correctly. Check your Gmail account to confirm receipt of the email with the e-book attached. This completes the integration process using Pabbly Connect.

Conclusion

Using Pabbly Connect, you can automate the process of sharing e-books upon receiving payments via Razorpay. This integration streamlines your workflow and enhances customer experience by providing immediate access to purchased content.