Learn how to automate Zendesk ticket creation for failed Razorpay payments using Pabbly Connect. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create a Zendesk ticket on failed Razorpay payment, start by accessing Pabbly Connect. Visit the Pabbly Connect homepage by typing the URL in your browser.
If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply sign in. Upon signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect.
2. Creating a Workflow in Pabbly Connect
After logging into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something like ‘Create Zendesk Ticket on Failed Razorpay Payment’.
- Select a folder to save your workflow, such as ‘Automations for E-commerce Store’.
- Click on ‘Create’ to proceed to the next step.
Once created, you will see options for trigger and action. The trigger will be Razorpay, and the action will be Zendesk. This setup allows for automation whenever a payment fails in Razorpay, creating a corresponding ticket in Zendesk.
3. Setting Up the Trigger for Razorpay
In the trigger section of Pabbly Connect, select Razorpay as the application. Then, choose the trigger event as ‘Payment Failed’. This event will start the workflow whenever a payment fails.
After selecting the trigger event, you will receive a webhook URL. Copy this URL to set up the connection in Razorpay. Navigate to your Razorpay dashboard, go to ‘Accounts and Settings’, and select ‘Webhooks’.
- Click on ‘Add New Webhook’ and paste the copied URL.
- Choose ‘Payment Failed’ as the active event.
- Click ‘Create Webhook’ to save your settings.
After setting this up, Pabbly Connect will be ready to capture failed payment responses from Razorpay.
4. Configuring the Action to Create a Zendesk Ticket
Next, you need to set up the action in Pabbly Connect. Click on the ‘Add Action Step’ button and select Zendesk as the application. Choose the action event as ‘Create Ticket’.
To connect to Zendesk, you will need to enter your Zendesk account credentials, including your username and subdomain. Ensure that password access for API is enabled in your Zendesk account settings.
Fill in the subject field with a dynamic message, such as ‘Payment Failure Notification for Order ID’. Map the order ID from the Razorpay response to ensure each ticket is unique. Add customer details like name and email from the Razorpay response.
Once all details are mapped, click ‘Save and Send Test Request’. This will create a test ticket in Zendesk, confirming that the connection is successful.
5. Testing the Integration Workflow
To ensure everything works, perform a test payment in Razorpay with incorrect details to simulate a failed transaction. This will trigger the workflow in Pabbly Connect.
After the payment fails, check your Zendesk account for a new ticket. The ticket should contain all relevant information about the failed payment, including the order ID and customer details.
Repeat the test to verify that the integration consistently creates tickets for failed payments. This confirms that your automation setup using Pabbly Connect is functioning correctly.
Conclusion
By following these steps, you can automate the creation of Zendesk tickets on failed Razorpay payments using Pabbly Connect. This integration enhances customer support efficiency and ensures timely follow-ups on payment issues.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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