How to Add Razorpay Payment Details to Google Sheets & Send WhatsApp Messages Using Pabbly Connect

Learn how to integrate Razorpay with Google Sheets and send WhatsApp messages using Pabbly Connect. Step-by-step guide for seamless automation. 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 integrate Razorpay with Google Sheets and send WhatsApp messages, we will use Pabbly Connect. Start by visiting the Pabbly Connect homepage and either sign in or create a free account to access the automation features.

Once logged in, you will be presented with the dashboard. Here, you can create a new workflow to set up the integration. Click on the ‘Create Workflow’ button, name your workflow, and select the folder where you want to save it. This allows you to keep your automations organized and easy to manage.

2. Creating the Workflow in Pabbly Connect

In this step, you’ll create a workflow in Pabbly Connect that connects Razorpay to Google Sheets. After naming your workflow, you will need to set a trigger. The trigger is what starts the automation process. Select Razorpay as your trigger application and choose the event ‘Payment Captured’.

• Select Razorpay as the trigger application.
• Choose the event ‘Payment Captured’.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Razorpay account settings and navigate to the webhook section. Here, you will add the webhook URL from Pabbly Connect. This setup ensures that Razorpay sends payment details to Pabbly Connect whenever a new payment is captured, triggering the next steps in your workflow.

3. Adding Payment Details to Google Sheets

Now that the trigger is set, the next step is to add payment details into Google Sheets using Pabbly Connect. In your workflow, add an action step and select Google Sheets as the application. Choose the action event ‘Add a New Row’ to log payment details automatically.

Connect your Google Sheets account to Pabbly Connect by allowing necessary permissions. After connecting, select the specific spreadsheet and sheet where you want to store the payment data. You’ll need to map the fields from Razorpay, such as customer name, email, phone number, and order ID, to the corresponding columns in your Google Sheet.

• Select the Google Sheets spreadsheet for storing payment data.
• Map Razorpay payment fields to Google Sheets columns.
• Test the connection to ensure data is added correctly.

Once the mapping is complete, save the action and test it to confirm that payment details are being recorded accurately in your Google Sheets.

4. Sending WhatsApp Messages via WhatsApp Cloud API

The final step involves sending a confirmation message to customers using the WhatsApp Cloud API through Pabbly Connect. Add another action step in your workflow and select the WhatsApp Cloud API as your application. Choose the action event ‘Send Template Message’ to send a predefined message to customers.

Connect your WhatsApp Cloud API account by entering the required details such as your access token and phone number ID. Select the message template you created earlier, ensuring it includes variables for dynamic content like the customer’s name. This customization enhances the message personalization.

Connect your WhatsApp Cloud API account with necessary details. Select the message template for sending confirmation. Map customer phone number and other variables in the template.

After completing the setup, test the action to ensure that the WhatsApp message is sent successfully to the customer upon payment confirmation.

5. Conclusion

By following these steps, you have successfully integrated Razorpay, Google Sheets, and WhatsApp using Pabbly Connect. This automation streamlines payment tracking and enhances customer communication, saving you time and effort. Now, every time a payment is received, the details will be logged, and a confirmation message will be sent automatically, improving your overall efficiency.