Collect Payments From Razorpay & Create GoHighLevel Sub-Account Using Pabbly Connect

Learn how to collect payments from Razorpay and create GoHighLevel sub-accounts using Pabbly Connect in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start collecting payments from Razorpay and creating GoHighLevel sub-accounts, you first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by visiting the Pabbly Connect homepage and signing in or creating a new account.

Once logged in, you will see the dashboard. Here, you can create workflows that connect Razorpay and GoHighLevel. Make sure to explore the various features available, as they will help streamline your payment collection process.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will need to name your workflow, such as ‘Collect Payments From Razorpay & Create GoHighLevel Sub-Account’.

• Select a folder for your workflow, typically named ‘Automations’.
• After naming and selecting the folder, click the ‘Create’ button.

Now, you have successfully created a workflow. This workflow will consist of triggers and actions that automate the process of collecting payments and creating sub-accounts in GoHighLevel.

3. Setting Up the Trigger with Razorpay

For the trigger, select Razorpay as the application in Pabbly Connect. Choose the trigger event as ‘Payment Captured’. This ensures that every time a payment is received, it will trigger the workflow.

Upon selecting the trigger, Pabbly Connect will provide a webhook URL. This URL needs to be entered in your Razorpay account under the webhook settings. Follow these steps:

• Log into your Razorpay account and navigate to ‘Account and Settings’.
• Under the ‘Webhooks’ section, click on ‘Add New Webhook’.
• Paste the webhook URL and select ‘Payment Captured’ as the active event.

After saving the webhook, you can test the setup by making a test payment through your Razorpay payment page. This will ensure that the webhook is functioning correctly and that Pabbly Connect receives the payment data.

4. Creating the GoHighLevel Sub-Account

Once the trigger is set, the next step is to create a sub-account in GoHighLevel using Pabbly Connect. For this, you will select the action application as ‘Lead Connector V2’ and choose the action event as ‘Create Location’ (sub-account).

To establish the connection, click on ‘Connect’ and select ‘Add New Connection’. You will need to authorize Pabbly Connect to access your GoHighLevel account. Make sure to select your agency account during this process.

Map the required fields such as account name, phone number, address, city, state, and postal code. You can leave optional fields blank, such as website and company ID.

After mapping the fields, click on ‘Save and Send Test Request’. A successful response indicates that the sub-account has been created in GoHighLevel.

5. Sending Email to Customers with Login Credentials

The final step is to notify the customer about their new sub-account by sending an email. For this, select Gmail as the action application in Pabbly Connect and choose the action event as ‘Send Email V2’.

Connect your Gmail account by clicking ‘Connect’ and authorizing Pabbly Connect. Fill in the recipient’s email address, which can be mapped from the previous steps. Customize the email content to include login credentials.

Set the email subject to something like ‘Payment Received – Access Your GoHighLevel Account’. In the email body, include the login URL, email, and password for the sub-account.

After filling in all required fields, click on ‘Save and Send Test Request’. A successful response confirms that the email has been sent to the customer with their login details.

Conclusion

In this tutorial, we explored how to collect payments from Razorpay and create GoHighLevel sub-accounts using Pabbly Connect. This integration automates the entire process, ensuring that customers receive their login credentials promptly after payment. By leveraging Pabbly Connect, you can streamline your operations efficiently.