How to Invite Circle Members on Razorpay Payment with Pabbly Connect

Learn how to invite Circle members automatically after Razorpay payments using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay Integration

To invite Circle members after a Razorpay payment, you need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard, which can be reached through the link provided in the video description.

Once on the dashboard, you can either sign in or sign up. If you’re a new user, signing up gives you 100 free tasks to test the automation. After signing in, locate the ‘Create Workflow’ option on the right side and click it to begin your integration process.

2. Setting Up the Trigger Event in Pabbly Connect

In this step, you will set up the trigger event in Pabbly Connect to capture Razorpay payments. Name your workflow according to your objective, such as ‘Invite Circle Member for Razorpay Payment’. This helps keep your integrations organized.

• Select Razorpay as your trigger application.
• Choose the trigger event as ‘Payment Captured’.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Razorpay dashboard, navigate to ‘Accounts and Settings’, and select ‘Webhooks’. Add a new webhook by pasting the copied URL and selecting ‘Payment Captured’ as the active event. This setup allows Razorpay to send payment data to Pabbly Connect.

3. Testing the Webhook and Capturing Payment Data

After setting up the webhook, you need to test it to ensure that Pabbly Connect can successfully receive data. Go back to Razorpay and initiate a test payment for your product, such as an online course.

• Fill in the payment details, including name, email, and mobile number.
• Select your payment method and complete the payment.
• Check Pabbly Connect to verify if the webhook response has been captured.

Once the payment is successful, Pabbly Connect will display the payment details such as order ID, name, and email. This data is essential for inviting the member to Circle.

4. Inviting Circle Member Through Pabbly Connect

Now that you have the payment data captured, the next step is to invite the Circle member using Pabbly Connect. Add a filter step to ensure that the workflow continues only if the payment is for the specific course.

Set the filter to check if the course name matches the expected value. Proceed to add the Circle application as the action step. Select ‘Invite Member’ as the action event.

Connect to your Circle account by entering the API token and host details. Map the necessary fields such as email and name from the payment data. Finally, click on ‘Send Test Request’ to invite the member. If successful, you will receive a confirmation message indicating the user has been invited.

5. Conclusion: Automating Circle Member Invitations with Pabbly Connect

In this tutorial, we explored how to use Pabbly Connect to automate the invitation of Circle members after Razorpay payments. By setting up triggers and actions within Pabbly Connect, you can streamline your workflow without any coding skills.

This integration not only saves time but also enhances the user experience for your customers. Now, you can focus on growing your community while Pabbly Connect manages the automation seamlessly.

By following these steps, you can effectively integrate Razorpay with Circle using Pabbly Connect. Enjoy the benefits of automation and improved efficiency in your business processes.