How to Create Systeme.io Contact & Send Zoho Mail on Razorpay Payment with Custom Field Using Pabbly Connect

Learn how to integrate Systeme.io, Zoho Mail, and Razorpay using Pabbly Connect. This step-by-step tutorial guides you through creating contacts and sending emails seamlessly. 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 start the integration process, first access Pabbly Connect by visiting the Pabbly website. Here, you will find options to sign in or sign up for free. If you are a new user, signing up gives you access to 100 free tasks every month.

Once logged in, navigate to the Pabbly Connect app. Click on the ‘Access Now’ button to enter your dashboard. This is where you will create the workflow that connects Razorpay, Systeme.io, and Zoho Mail.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to enter a name for your workflow and select a folder to save it in. Name your workflow as ‘Create Systeme.io Contact and Send Zoho Mail on Razorpay Payment with Custom Fields’.

• Click on ‘Create’ to open the workflow window.
• Select Razorpay as the trigger application.
• Choose the trigger event as ‘Payment Captured’.

After selecting Razorpay, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to link your Razorpay account with your workflow.

3. Setting Up Razorpay Webhook

Log into your Razorpay account and navigate to the ‘Developers’ section from the left sidebar. Click on ‘Webhooks’ and select ‘Add New Webhook’.

• Paste the webhook URL copied from Pabbly Connect.
• Select ‘Payment Captured’ as the active event.
• Click on ‘Create Webhook’ to save the settings.

With this setup, Razorpay will send payment data to Pabbly Connect whenever a payment is captured, triggering the next steps in your workflow.

4. Conducting a Test Submission

To ensure everything is set up correctly, conduct a test payment. Open your Razorpay payment page and fill in the required details. After entering the payment information, click on ‘Pay’.

Once the payment is successful, return to Pabbly Connect and check your workflow. You should see that the payment details have been captured, confirming that the trigger is functioning as intended.

5. Creating Systeme.io Contact and Sending Zoho Mail

Now, you will add action steps in Pabbly Connect to create a contact in Systeme.io and send an email via Zoho Mail. First, select Systeme.io and choose the action event as ‘Create Contact with Custom Fields’.

Connect your Systeme.io account using the API key. Map the fields such as email, first name, last name, and phone number from the Razorpay payment response. Click on ‘Save and Send Test Request’ to create the contact.

Next, add another action step for Zoho Mail. Select ‘Send Email’ as the action event. Connect your Zoho Mail account and map the necessary fields such as recipient email and email content. Finally, send a test email to confirm that everything is working smoothly.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to seamlessly integrate Razorpay, Systeme.io, and Zoho Mail. By following these steps, you can automate the process of creating contacts and sending emails upon receiving payments, enhancing your workflow efficiency.