Learn how to automate GST invoice generation and sending via email upon successful Razorpay payments using Pabbly Connect in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Connect for GST Invoice Automation
To generate and send GST invoices upon successful Razorpay payments, you will need to access Pabbly Connect. Begin by opening a new tab in your browser and navigating to the Pabbly Connect website. If you do not have an account, click on the ‘Sign Up for Free’ button to create one, which only takes a couple of minutes.
Once logged in, you will be directed to the dashboard. From here, click on the ‘Accel Now’ button under Pabbly Connect to access your workflows. You can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Generate and Send GST Invoice on Successful Razorpay Payment’ and select the appropriate folder for saving it.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
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Setting Up Trigger with Razorpay in Pabbly Connect
In this section, you will set up the trigger for your workflow using Pabbly Connect to connect with Razorpay. The trigger application will be Razorpay, and the trigger event you need to select is ‘Order Paid’. This action will initiate the workflow whenever a payment is successfully made.
To connect Razorpay with Pabbly Connect, you will need to copy the webhook URL provided by Pabbly Connect. Follow these steps to set up the webhook in your Razorpay account:
- Navigate to your Razorpay account and go to ‘Accounts and Settings’.
- Select the ‘Webhooks’ option and click on ‘Add New Webhook’.
- Paste the copied webhook URL and select the event ‘Order Paid’.
After saving the webhook, return to Pabbly Connect, where you will see it waiting for a response from Razorpay. To test this, make a successful payment through the Razorpay payment page you have set up.
