How to Create Xero Contact on Instamojo Sale Using Pabbly Connect

Learn how to integrate Instamojo with Xero to automatically create contacts using Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Xero contact on Instamojo sale, you first need to access Pabbly Connect. This platform allows seamless integration between your payment gateway and accounting software.

Visit the Pabbly Connect homepage and sign in or create a new account. If you’re a new user, you can sign up for free and get 100 tasks each month to explore the software’s capabilities. After logging in, you will see the dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

To automate the creation of a Xero contact, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Name your workflow, such as ‘Create Xero Contact on Instamojo Sale’.
• Select a folder to organize your workflow, like ‘Contacts’.
• Click the ‘Create’ button to finalize your workflow setup.

Once your workflow is created, you will set up a trigger and an action. The trigger will be based on new sales happening on Instamojo, which will initiate the automation process.

3. Setting Up the Trigger for Instamojo Sales

In this step, you will set up the trigger in Pabbly Connect to capture new sales from Instamojo. Select Instamojo as your trigger application and choose the trigger event as ‘New Sale’.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect your Instamojo account. Log in to your Instamojo account, navigate to your payment page settings, and paste the webhook URL into the designated field.

• Select ‘Successful Payments Only’ for the information to be sent.
• Save the changes in your Instamojo settings.

Once this is done, return to Pabbly Connect, where it will be waiting for a webhook response to confirm the integration is set up correctly.

4. Making a Test Payment to Verify Integration

To ensure that the integration between Pabbly Connect and Instamojo is functioning, you need to make a test payment. Go to your Instamojo payment page and fill out the customer details.

After entering the necessary details, proceed to payment and select your payment method. Enter your card details and the OTP received to complete the payment. Once the payment is successful, return to Pabbly Connect to check if the webhook response was received.

Verify that the response includes all relevant details such as payment status, buyer’s name, email, and phone number. This confirms that the integration is working properly and ready for the next step.

After confirming the response, you can proceed to set the action step to create a contact in Xero.

5. Creating a Contact in Xero Using Pabbly Connect

Now that you have set up the trigger, the next step is to create a new contact in Xero using Pabbly Connect. Select Xero as your action application and choose the action event as ‘Create a Contact’.

Connect your Xero account to Pabbly Connect by allowing access. Then, map the fields from the webhook response to the contact fields in Xero. For example, map the buyer’s name to the contact name, email to the email address, and phone number to the phone field.

Fill in any additional fields as required by your Xero configuration. Click on ‘Save and Send Test Request’ to create the contact.

Once you receive a successful response, check your Xero account to confirm that the new contact has been created successfully. This step completes the integration process between Instamojo and Xero through Pabbly Connect.

Conclusion

In this tutorial, we explored how to create a Xero contact automatically whenever a sale is made on Instamojo using Pabbly Connect. By following these steps, you can efficiently manage your customer data and streamline your accounting processes without manual effort.

Integrating these applications not only saves time but also minimizes errors, allowing you to focus more on growing your business. Start using Pabbly Connect for seamless integrations today!