Learn how to automate ticket creation in Zendesk for failed Razorpay payments using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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 Automation
To create a Zendesk ticket on failed Razorpay payments, start by accessing Pabbly Connect. Visit the homepage by typing the URL Pabbly.com/connect in your browser. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in.
Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can manage your workflows and integrations. Click on the ‘Create Workflow’ button to begin setting up your automation for creating tickets in Zendesk whenever a payment fails in Razorpay.
2. Creating a Workflow in Pabbly Connect
In this section, you will create a workflow named ‘Create Zendesk Ticket on Failed Razorpay Payment’. Select the folder to save your workflow, such as ‘Automations for E-commerce Store’. After naming your workflow, you will see two sections: Trigger and Action.
- Choose Razorpay as the trigger application.
- Select the trigger event as ‘Payment Failed’.
- Copy the webhook URL provided by Pabbly Connect.
After copying the webhook URL, navigate to your Razorpay dashboard. Under ‘Accounts and Settings’, find the ‘Webhooks’ option. Click on ‘Add New Webhook’ and paste the copied URL into the designated field. Set the active event to ‘Payment Failed’ and click ‘Create Webhook’. This will establish a connection between Razorpay and Pabbly Connect.
3. Testing the Webhook Connection
Once the webhook is created, return to Pabbly Connect where it will show ‘Waiting for Webhook Response’. To test this, initiate a payment in Razorpay using incorrect card details to intentionally fail the payment. This action will generate a response that Pabbly Connect will capture.
After the payment fails, check back in Pabbly Connect to see if the response has been received. You will see details such as the payment status (failed), order ID, and customer information. This confirms that the connection is working correctly.
4. Setting Up Zendesk Integration in Pabbly Connect
Next, you will set up the action step to create a ticket in Zendesk. Click on ‘Add Action Step’ and select Zendesk as the action application. Choose the action event as ‘Create Ticket’. Click on ‘Connect’ and select ‘Add New Connection’ to link your Zendesk account. using Pabbly Connect
- Enter your Zendesk username and password.
- Provide the subdomain from your Zendesk URL.
- Ensure that password access for the API is enabled in Zendesk.
After entering the necessary details, click ‘Save’ to establish the connection. You will then configure the ticket details such as subject, requester name, and description using the mapped data from the Razorpay response. This integration allows for dynamic ticket creation based on failed payments.
5. Finalizing the Integration and Testing
With the integration set up, you will now finalize the ticket details. Set the subject as ‘Payment Failure Notification for Order {Order ID}’ using the mapped order ID. Fill in the requester’s name and email using the customer data received from Razorpay.
Once all fields are filled, click on ‘Save and Send Test Request’. You should receive a confirmation response that indicates the ticket has been created successfully in Zendesk. Check your Zendesk account under ‘Unsolved Tickets’ to see the newly created ticket reflecting the payment failure.
This seamless workflow ensures that your support team is promptly notified of payment issues, allowing for quick resolution and improved customer service. Whenever a payment fails in Razorpay, a ticket will automatically be created in Zendesk, all facilitated by Pabbly Connect.
Conclusion
In this tutorial, we demonstrated how to automate ticket creation in Zendesk for failed Razorpay payments using Pabbly Connect. This integration enhances customer service by ensuring timely follow-ups on payment issues, streamlining your support process.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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