How to Send Paid Razorpay Invoice Details to Customers via Gmail Using Pabbly Connect

Learn how to automate sending paid Razorpay invoice details to customers via Gmail using Pabbly Connect. Step-by-step guide to streamline your invoicing process. 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 and Gmail Integration

To send paid Razorpay invoice details via Gmail, first access Pabbly Connect by visiting its homepage. This platform enables seamless integration between Razorpay and Gmail, automating the invoicing process.

Upon reaching the homepage, you will find options to sign in or sign up for free. New users can create an account to receive 100 free tasks monthly, allowing them to explore the automation features of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

Once signed in to Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, such as ‘Send Paid Razorpay Invoice Details to Customers via Gmail.’ Select a folder to save your workflow for easy access.

• Name your workflow appropriately.
• Select a folder for organization.
• Click ‘Create’ to proceed.

After creating the workflow, you will see options for selecting a trigger and an action. Choose Razorpay as the trigger application and Gmail as the action application. This sets the foundation for your automation using Pabbly Connect.

3. Setting Up Razorpay Trigger in Pabbly Connect

In this step, select Razorpay as your trigger application and choose the trigger event as ‘Invoice Paid.’ This event will initiate the workflow whenever a new invoice is marked as paid in your Razorpay account.

Upon selecting the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL and navigate to your Razorpay dashboard. Under ‘Accounts and Settings,’ select ‘Webhooks’ and click ‘Add New Webhook.’ Paste the copied URL into the webhook URL field.

• Select the active event as ‘Invoice Paid’ in Razorpay.
• Click ‘Create Webhook’ to save your settings.
• Return to Pabbly Connect to wait for the webhook response.

Now that the webhook is set up, you need to test the connection by creating a test invoice in Razorpay and marking it as paid. This will send data to Pabbly Connect, confirming the integration is working correctly.

4. Configuring Gmail Action in Pabbly Connect

With the Razorpay trigger set, the next step is to configure the Gmail action. Select Gmail as the action application and choose the action event as ‘Send Email.’ This step will automate the email sending process to the customer once the invoice is paid.

Next, connect your Gmail account by selecting ‘Add New Connection.’ Grant the necessary permissions for Pabbly Connect to access your Gmail account. After successful connection, fill out the required fields for sending the email.

Map the recipient’s email from the Razorpay response. Enter a static sender name and email subject. Compose the email body, including invoice details.

By mapping the customer details from Razorpay into the email body, you ensure that each customer receives personalized invoice information directly in their inbox.

5. Testing and Finalizing the Integration with Pabbly Connect

After configuring the Gmail action, it’s crucial to test the entire workflow to ensure everything works seamlessly. Create a new invoice in Razorpay, make a payment, and check if the email is received correctly in the customer’s inbox.

Once the test is successful, you can finalize the workflow in Pabbly Connect. This integration will now automatically send invoice details via Gmail whenever a Razorpay invoice is paid, streamlining your invoicing process.

In summary, the integration of Razorpay and Gmail through Pabbly Connect enables businesses to automate the sending of invoice details, ensuring timely communication with customers. This not only enhances customer experience but also saves valuable time for businesses.

Conclusion

In conclusion, using Pabbly Connect to automate sending paid Razorpay invoice details via Gmail simplifies the invoicing process. This integration ensures customers receive timely updates, enhancing overall customer satisfaction.