How to Create a Grist Record on Razorpay Payment Using Pabbly Connect

Learn how to automate the creation of Grist records for Razorpay payments using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay and Grist Integration

To start creating Grist records for Razorpay payments, first access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Simply visit the Pabbly Connect website and sign in or sign up to create an account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will connect Razorpay and Grist. This integration ensures that every payment captured through Razorpay will automatically create a corresponding record in Grist.

2. Setting Up the Integration Between Razorpay and Grist

In this section, you will set up the integration using Pabbly Connect. Start by clicking on the ‘Create Workflow’ button on your dashboard. You will see two options: Trigger and Action. The trigger will be Razorpay, and the action will be Grist.

• Select Razorpay as the trigger application.
• Choose the ‘Payment Captured’ event for the trigger.
• Connect your Razorpay account to Pabbly Connect using the provided API key.

After configuring the trigger, set up the action by selecting Grist as the action application. In this step, you will create a new record in Grist whenever a payment is captured in Razorpay. This is done by mapping the fields from Razorpay to Grist.

3. Creating the Webhook for Razorpay

Next, you need to create a webhook in Razorpay that will trigger the Pabbly Connect workflow. To do this, log into your Razorpay account and navigate to the ‘Developers’ section. Here, you will find the option to add a new webhook.

Provide the webhook URL generated by Pabbly Connect. This URL will act as a bridge, sending data from Razorpay to Pabbly Connect. Ensure that you select the ‘Payment Captured’ event to trigger the workflow upon successful payments.

4. Testing the Integration Workflow

After setting up the webhook, it’s time to test the integration. Perform a test payment in Razorpay to see if the record is created in Grist through Pabbly Connect. Check your Grist account to confirm that the details from the Razorpay payment are accurately reflected.

During testing, it’s important to verify that all fields are correctly mapped. This includes customer name, email, phone number, and payment amount. If the test is successful, you will see a new record in Grist with all the relevant payment details.

5. Conclusion

In this tutorial, we walked through the steps to create Grist records automatically for Razorpay payments using Pabbly Connect. This integration streamlines your workflow, ensuring that every payment captured results in an accurate record in Grist. By following these steps, you can enhance your online business operations efficiently.