How to Create QuickBooks Customer on Instamojo Sale Using Pabbly Connect

Learn how to integrate Instamojo with QuickBooks Online using Pabbly Connect to automate customer creation with this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create QuickBooks customers from Instamojo sales, you first need to access Pabbly Connect. Start by visiting the Pabbly website and navigate to the Pabbly Connect page by entering Pabbly.com/c/connect in your browser.

Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to get started with 100 free tasks each month. Existing users should click ‘Sign in’ and access their Pabbly Connect dashboard.

Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a descriptive title like ‘Create QuickBooks Customer on Instamojo Sale’ and select the folder for saving it.

Once you’ve named your workflow, click on the ‘Create’ button. This will open the workflow window where you can set up your trigger and action. The trigger will be the event that initiates the workflow, and the action will be what happens as a result of that trigger.

Setting Up the Trigger for Instamojo Sales

In the workflow window, select Pabbly Connect as the integration platform and set your trigger application to Instamojo. You will need to choose the trigger event as ‘New Sale’. After selecting this, a webhook URL will be generated.

Copy the webhook URL and log into your Instamojo account. Navigate to the product page for which you want to set up the webhook, click on the three dots, and select ‘Edit Page’. In the page settings, find the ‘Webhooks’ section and switch it on. Paste the copied webhook URL here, set the information to be sent as ‘Successful Payments’, and save your updates.

• Log into your Instamojo account.
• Select the product for which you want to set the webhook.
• Edit the page and navigate to the ‘Webhooks’ section.

After saving the webhook settings, return to Pabbly Connect where it will indicate that it is waiting for a webhook response. To test the setup, you will need to make a test sale on Instamojo, which will trigger the workflow.

Testing the Integration with a Test Sale

Now, to capture the webhook response, perform a test transaction on Instamojo. Open the shared page for your product and click on the ‘Join Now’ button. Fill in the customer details, including first name, last name, email, and mobile number, and proceed to payment.

After entering your payment information and confirming the transaction, you will receive an OTP to verify the payment. Enter the OTP and submit the payment. Once the payment is successful, Pabbly Connect will capture the details of the transaction, including the buyer’s name, email, and phone number, confirming that the trigger is working correctly.

Creating a QuickBooks Customer from Instamojo Sale

With the test sale completed, the next step is to create a customer in QuickBooks using Pabbly Connect. In the workflow, select QuickBooks as the action application and choose the action event as ‘Create Customer’. Connect your QuickBooks account by clicking on ‘Connect with QuickBooks Online’.

Once connected, you will need to fill in the customer details. Instead of entering them manually, use the mapping feature of Pabbly Connect to automatically insert data from the previous step. Map the customer’s full name to the display name and split it into first and last names using the text formatting feature if needed.

• Select QuickBooks as the action application.
• Choose ‘Create Customer’ as the action event.
• Map the customer details from the previous step.

After mapping all necessary details, click on the ‘Send Test Request’ button. If successful, you will receive a confirmation that a new customer has been created in QuickBooks, completing the integration process.

Conclusion

This tutorial demonstrates how to create a QuickBooks customer from Instamojo sales using Pabbly Connect. By automating this process, you can ensure accurate financial tracking and save time on manual data entry. Integrating these platforms enhances your business efficiency significantly.