Learn how to integrate Automation with URL Using Pabbly Connect. This tutorial covers all steps for creating personalized tickets with Razorpay, Google Docs, and Gmail. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Integrating Automation with Razorpay

The first step in this integration involves using Automation to create personalized tickets when a purchase is made through Razorpay. The objective is to automate ticket creation and email sending whenever a customer buys a workshop ticket.

To start, log in to your Pabbly Connect account. If you are a new user, you can sign up for free and get 100 tasks monthly. Once logged in, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button to begin setting up your automation.

2. Setting Up the Workflow in Pabbly Connect

In the workflow setup, you will need to name your workflow. For this example, name it ‘Create Personalized Tickets on Razorpay Event Booking’. After naming, select the appropriate folder to save your workflow. using Pabbly Connect

Next, set the trigger application. Choose Razorpay as the trigger application and select the trigger event as ‘Payment Captured’. This event will initiate the automation whenever a payment is successfully captured.

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

After setting up the trigger, head to your Razorpay account to configure the webhook. Go to Account Settings > Webhooks and click on ‘Add New Webhook’. Paste the copied URL and select the event type as ‘Payment Captured’. Save the webhook to complete this step.

3. Making a Test Submission for Integration

Now that the webhook is set up, it’s time to test the integration. Fill in the payment details on the Razorpay payment page. For this example, you can use dummy information such as a first name, last name, email, and mobile number. using Pabbly Connect

Once the payment details are filled, proceed to make a test payment using a test card. Enter the card details and complete the payment process. After the payment is successful, return to Pabbly Connect to check for the webhook response.

  • Fill in dummy payment details for testing.
  • Complete the payment using a test card.
  • Check Pabbly Connect for the webhook response.

Once the webhook response is received, verify that the payment status is captured. This confirms that the integration is correctly set up and ready for further actions.

4. Creating Personalized Tickets Using Google Docs

With the successful payment response, the next step is to create a personalized ticket using Google Docs. In Pabbly Connect, add a new action step and select Google Docs as the action application. Choose the action event ‘Create Document from Template’. using Pabbly Connect

Connect your Google Docs account to Pabbly Connect. Select the template document that you created for the tickets. Then, map the customer details such as first name, last name, email, and event details into the document.

Add Google Docs as an action application. Select the template for the ticket. Map customer details into the template.

After mapping the details, save and send a test request to create the ticket. Check your Google Drive to confirm that the ticket has been created successfully with the mapped details.

5. Sending the Ticket via Gmail

Once the ticket is created, the final step in this automation is to send the ticket via email using Gmail. In Pabbly Connect, add a new action step and select Gmail as the action application. Choose the action event ‘Send Email’. using Pabbly Connect

Connect your Gmail account to Pabbly Connect and fill in the required details such as recipient email, subject, and email body. Attach the ticket document link from Google Drive to the email.

Add Gmail as the action application. Fill in the recipient email and subject. Attach the ticket document link.

After configuring the email settings, save and send a test request. Check the recipient’s inbox to confirm that the email with the attached ticket has been sent successfully.

Conclusion

This tutorial demonstrated how to integrate Automation with URL Using Pabbly Connect, focusing on creating personalized tickets through Razorpay and sending them via Gmail. This streamlined process enhances customer experience and automates ticket management effectively.

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