Integrate Instamojo Payment Details to Google Sheets & Send Email via SMTP with Pabbly Connect

Learn how to integrate Instamojo payment details to Google Sheets and send email notifications for failed payments using Pabbly Connect. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To integrate Instamojo payment details into Google Sheets and send emails for failed payments, start by accessing Pabbly Connect. Visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for a free account to get started with 100 tasks per month.

Once signed in, navigate to the Pabbly Connect dashboard. Here, you will find various applications offered by Pabbly. Click on the ‘Access Now’ button under Pabbly Connect to begin setting up your workflow.

Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow as ‘Add Instamojo Payment Details to Google Sheets and Send Email via SMTP for Failed Payments.’ Choose a folder to save your workflow, such as ‘Automations.’ This naming convention helps you identify your workflow later.

After naming your workflow, you will see the workflow window that consists of a trigger and action section. The trigger is what initiates the workflow, while actions are the tasks that follow. For the trigger application, select Instamojo and choose the event ‘New Sale’ to track successful payments. This setup is crucial for automating the process of capturing payment details.

Setting Up Webhook URL in Instamojo

To connect Instamojo with Pabbly Connect, you need to set up a webhook URL. Once you select the trigger event in Pabbly Connect, you will be provided with a webhook URL. Copy this URL, as it will be used in your Instamojo account.

Log in to your Instamojo account and navigate to the product for which you want to set up the webhook. Click on the three dots next to the product and select ‘Edit Page.’ In the left sidebar, find the ‘Webhook’ section under PID settings. Paste the copied webhook URL here and select both successful and failed payment options to ensure all payment statuses are captured. Save the changes to complete the setup.

Mapping Payment Details to Google Sheets

Now that the webhook is set up, you can map the payment details to Google Sheets using Pabbly Connect. After a successful payment, the details need to be automatically added to your Google Sheets. For this, add a new action step and select Google Sheets as the action application. Choose the event ‘Add New Row’ to insert the payment data.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet and sheet where the data will be added.
• Map the fields like name, email, phone number, product name, and amount from the Instamojo response.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the data is correctly added to your Google Sheets. This step confirms that your workflow is functioning as intended.

Sending Email Notifications for Failed Payments

For failed payments, you need to set up another action in Pabbly Connect. After configuring the Google Sheets action, return to the router setup and create a new route for failed payments. Set the filter type to ‘Equals’ and specify the payment status as ‘Failure.’ This route will allow you to send email notifications to potential customers when their payments fail.

To send emails, select SMTP by Pabbly as your action application. Configure the SMTP settings by entering your host name, username, password, and port. After connecting your SMTP account, you can set up the email parameters, such as the ‘From Name,’ ‘From Email,’ and the recipient’s email address, which should be mapped from the previous response.

Craft the email subject and body, including dynamic content such as the customer’s name and the course name. Use HTML tags for formatting if necessary. Finally, click on ‘Save and Send Test Request’ to verify that the email is sent successfully.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Instamojo payment details into Google Sheets and automate email notifications for failed payments. By following the outlined steps, you can streamline your payment processing and improve customer communication effectively.