Create Systeme.io Contact on Razorpay Payment with Custom Field Using Pabbly Connect

Learn how to create a Systeme.io contact on Razorpay payment with custom fields using Pabbly Connect in this detailed, step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To create a Systeme.io contact on Razorpay payment with custom fields, we start by accessing Pabbly Connect. This platform enables seamless integration between Razorpay and Systeme.io.

First, navigate to the Pabbly Connect website and log in to your account. If you’re new, you can sign up for free and receive 100 tasks monthly. Once logged in, select Pabbly Connect from the dashboard to begin your automation process.

2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner. Name your workflow something descriptive, such as ‘Create Systeme.io Contact on Razorpay Payment with Custom Field’.

• Select a folder for your workflow, ideally named Razorpay Automations.
• Click on ‘Create’ to finalize your workflow setup.

Your workflow is now created, consisting of two main sections: Trigger and Action. The trigger indicates when the automation starts, while the action specifies what happens next.

3. Setting Up the Trigger with Razorpay

In this step, you will configure the trigger for your workflow using Pabbly Connect. Click on the trigger dropdown and select Razorpay as the application. For the trigger event, choose ‘Payment Captured’. This event will activate whenever a payment is successfully processed.

To connect Razorpay to Pabbly Connect, you will receive a webhook URL. Copy this URL and follow the steps provided in the Razorpay dashboard to set up the webhook. This involves navigating to the ‘Accounts and Settings’ section, selecting ‘Webhooks’, and adding a new webhook with the copied URL.

4. Testing the Payment and Capturing the Response

After setting up the webhook, it’s time to test the payment process. Go back to your Razorpay account and select the payment page for your course. Conduct a test payment using dummy details, ensuring that the payment is processed successfully.

Once the payment is completed, return to Pabbly Connect to check if the payment response has been captured. You should see the details of the payment, including customer name, email, and payment ID, confirming that the integration works correctly.

5. Setting Up the Action to Create a Contact in Systeme.io

With the trigger successfully set up, the final step is to add an action to create a contact in Systeme.io. In this action step, select Systeme.io as the application and choose ‘Create Contact with Custom Field’ as the action event. using Pabbly Connect

• Connect your Systeme.io account using the API key found in your account settings.
• Map the email, first name, and last name from the previous Razorpay payment response.
• Specify the source as Razorpay to identify the origin of the contact.

After filling in all required fields, click on ‘Save and Send Test Request’. This will create a new contact in your Systeme.io account, confirming that the integration is functioning as intended.

Conclusion

In this tutorial, we demonstrated how to create a Systeme.io contact on Razorpay payment with custom fields using Pabbly Connect. This integration streamlines your payment processing and customer management effectively.