How to Get Customer Details via Gmail for Razorpay Order | Razorpay Gmail Integration

Learn how to automate customer detail retrieval from Razorpay using Pabbly Connect and Gmail. Follow this step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay Integration

To automate the retrieval of customer details through Gmail for Razorpay orders, the first step is to access Pabbly Connect. You can do this by typing Pabbly.com/connect in your browser. Once on the homepage, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account, which gives you 100 free tasks each month. Existing users can directly sign in. After logging in, navigate to the all apps section where you can find Pabbly Connect to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow for the Razorpay and Gmail integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow.

• Name your workflow ‘Get Customer Details via Gmail for Razorpay Order’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two windows open: one for the trigger and another for the action. The trigger will be Razorpay, and the action will be Gmail. This setup allows Pabbly Connect to automate the process of sending email notifications whenever a new order is paid in Razorpay.

3. Setting Up the Trigger with Razorpay

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select Razorpay as your trigger application and choose the trigger event as ‘Order Paid’. This means that every time an order is paid, the workflow will be activated.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your Razorpay account. In the Razorpay dashboard, navigate to the settings and find the ‘Webhooks’ option. Here, you can add a new webhook by pasting the copied URL and selecting the ‘Order Paid’ event as the active event.

4. Testing the Integration with a Test Payment

Now that your trigger is set up, it’s time to test the integration. Make a test payment through Razorpay to ensure that the webhook is functioning correctly. Open the payment link for a product in test mode and complete the payment process.

Once the payment is successful, return to Pabbly Connect, where you should see that the response has been captured. This response will contain all the order details, including the order ID, customer name, and payment amount. If the amount appears incorrect, you can use the number formatter feature in Pabbly Connect to adjust it accordingly.

5. Finalizing Email Notifications via Gmail

The final step is to set up Gmail to send email notifications using Pabbly Connect. In the action section of your workflow, select Gmail and choose the action event as ‘Send Email’. Connect your Gmail account by allowing Pabbly Connect to access it safely.

Fill in the required fields, such as the recipient email address, sender name, and email subject. In the email content, you can map the order details that were captured in the previous steps. Once you have customized your email, click on ‘Save and Send Test Request’ to ensure that the email is sent successfully.

After completing these steps, you will receive an email notification with all customer and order details whenever a new order is paid through Razorpay. This integration streamlines the process and ensures you never miss an order notification.

Conclusion

This tutorial has guided you through automating the retrieval of customer details via Gmail for Razorpay orders using Pabbly Connect. By following these steps, you can efficiently manage notifications for new orders without any manual effort, enhancing your workflow and customer service.