How to Create Xero Contact on Instamojo Sale Using Pabbly Connect

Learn how to automate creating Xero contacts from Instamojo sales using Pabbly Connect. Follow this detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Xero contact from an Instamojo sale, you first need to access Pabbly Connect. This powerful integration platform allows you to automate tasks between different applications seamlessly.

Begin by visiting the Pabbly website. If you’re a new user, you can sign up for free and receive 100 free tasks every month. Existing users can log in to their Pabbly Connect account to start the integration process.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of your dashboard. A dialog box will prompt you to name your workflow.

• Name your workflow (e.g., ‘Create Xero Contact on Instamojo Sale’).
• Select a folder to save your workflow (e.g., ‘Instamojo Automations’).

Once you’ve filled in the required information, click the ‘Create’ button to finalize your workflow setup. This workflow will consist of a trigger and an action, which are essential steps in the automation process.

3. Setting Up the Trigger in Pabbly Connect

For this automation, the trigger will be a new sale made through Instamojo. Select ‘Instamojo V1’ as your trigger application and choose the ‘New Sale’ event. Pabbly Connect will provide you with a webhook URL that you will need to connect to your Instamojo account. using Pabbly Connect

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your Instamojo account and navigate to the settings of your product page.
• In the Webhook section, toggle the button to add the webhook URL and set the information to be sent as successful payments.

After saving the changes, return to your Pabbly Connect workflow and check if it is waiting for a webhook response. This indicates that your trigger setup is complete and ready for testing.

4. Testing the Integration and Setting the Action

To test the integration, perform a test payment using the Instamojo link. Fill in the required customer details such as name, email, and phone number. Once the payment is successful, Pabbly Connect will capture the response. using Pabbly Connect

Next, set up the action step in your workflow. Select ‘Xero’ as the action application and choose ‘Create a Contact’ as the action event. Click the ‘Connect’ button to authorize Pabbly Connect to access your Xero account.

Allow Pabbly Connect to access your Xero account by clicking on ‘Allow Access’. Map the customer details received from Instamojo to the respective fields in Xero.

Make sure to separate the first name and last name if they are combined in the response. Use the Text Formatter by Pabbly to split the names as needed. After mapping all the required fields, click on ‘Save and Test Request’ to validate the action.

5. Finalizing the Integration and Review

After successfully testing the action, check your Xero account to confirm that the new contact has been created. Refresh the contacts page in Xero, and you should see the new entry reflecting the customer details from Instamojo.

This automation ensures that every time a payment is made through Instamojo, a corresponding contact is created in Xero, saving you time and maintaining accurate records. With Pabbly Connect, you can easily manage this integration without manual intervention.

Conclusion

In this tutorial, we explored how to automate the process of creating Xero contacts from Instamojo sales using Pabbly Connect. This integration streamlines your workflow and helps maintain accurate customer records effortlessly.