How to Send 80G Certificate via Email for NGO Donations Received via Razorpay

Learn how to automate sending 80G certificates via email for NGO donations using Pabbly Connect and Razorpay. Follow the step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Automation

To send 80G certificates via email for NGO donations received through Razorpay, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free and get 100 free tasks every month.

Once signed in, you will see the Pabbly applications dashboard. Select Pabbly Connect by clicking on the ‘Access Now’ button. This will take you to the Pabbly Connect dashboard, where you can create a new workflow for your automation process.

Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating the sending of 80G certificates. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow. Name it ‘Send 80G Certificate via Email for NGO Donations Received via Razorpay’ and select the appropriate folder to save this workflow.

After naming your workflow, click on ‘Create’. You will see two main sections: Trigger and Action. The trigger is the event that starts the automation, and the action is what happens in response. In this case, the trigger will be Razorpay when a payment is captured.

• Click on the arrow to select Razorpay as your trigger application.
• Choose the trigger event ‘Payment Captured’.
• Copy the provided webhook URL from Pabbly Connect.

With these steps, you have successfully set up the trigger in Pabbly Connect to monitor Razorpay payments.

Connecting Razorpay to Pabbly Connect

To connect Razorpay with Pabbly Connect, log in to your Razorpay account and navigate to the ‘Developers’ section. From there, select ‘Webhooks’ and click on ‘Add New Webhook’. Paste the copied webhook URL from Pabbly Connect into the URL field. For active events, select ‘Payment Captured’ to ensure that Razorpay sends payment data to Pabbly Connect.

Once the webhook is created successfully, you can perform a test payment using Razorpay to check if the data is being captured correctly by Pabbly Connect. After making a test payment, return to Pabbly Connect to confirm that the payment details have been captured.

• Make a test payment on your Razorpay payment page.
• Check Pabbly Connect for the captured response.
• Ensure all donor details are accurately reflected.

This connection allows you to automate the generation of 80G certificates each time a donation is made.

Generating PDF Certificates with Google Docs

Next, you will configure the action step in Pabbly Connect to create a PDF certificate using Google Docs. For this, select Google Docs as the action application and choose the action event ‘Create Document from Template’. You will need to connect your Google account to Pabbly Connect.

After connecting, select the template you created for the 80G certificate. Map the necessary fields such as donor name, email, and donation amount from the Razorpay trigger data to the corresponding fields in your Google Docs template. This mapping ensures that each certificate is personalized for the donor.

Select the correct template for the 80G certificate. Map donor details accurately to the template fields. Specify the document’s name and location in Google Drive.

This step will create a new document in your Google Drive each time a donation is made, ensuring that all certificates are stored properly.

Sending Certificates via Email Using Gmail

The final step involves sending the generated PDF certificate to the donor via email using Gmail. In Pabbly Connect, add another action step and select Gmail as the application. Choose the action event ‘Send Email’ and connect your Gmail account.

In the email setup, map the donor’s email address from the previous Razorpay step. Customize the email subject and body, ensuring to include a friendly message thanking the donor for their contribution. Attach the PDF certificate link generated from the Google Docs step.

Map the recipient’s email address from Razorpay data. Write a personalized email message. Attach the PDF certificate link from Google Drive.

This setup will automatically send an email with the 80G certificate to each donor upon successful payment, streamlining your donation process.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending 80G certificates via email for NGO donations received through Razorpay. This integration not only saves time but also ensures that each donor receives their certificate promptly and accurately. With the steps outlined, you can enhance your NGO’s operational efficiency and donor communication.