Integrating Razorpay with CleverTap Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate Razorpay payment failures into CleverTap events using Pabbly Connect. Step-by-step tutorial with precise instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Razorpay and CleverTap Integration

To begin the integration process using Pabbly Connect, you first need to access the platform. Sign up for a free account if you haven’t already. Once logged in, navigate to your dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow. For this example, we will name it ‘Razorpay to CleverTap’. Select the appropriate folder for your workflow and click on ‘Create’ to proceed.

2. Configuring the Trigger Step with Razorpay

In this section, we will connect Razorpay to Pabbly Connect. First, select Razorpay from the app list in the trigger setup. Then, choose the trigger event as ‘Payment Failed’. This setup ensures that whenever a payment fails on Razorpay, the event is captured by Pabbly Connect.

• Select Razorpay as the app in the trigger step.
• Choose ‘Payment Failed’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your Razorpay account. Go to the ‘Accounts and Settings’ section, then select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the copied URL. Set the active event to ‘Payment Failed’ and click on ‘Create Webhook’.

3. Testing the Trigger with a Dummy Payment

Now that the trigger is set up, it’s time to test it. Attempt a dummy payment on your Razorpay payment page to simulate a failed transaction. Use dummy card details that are known to fail. This will send a test response back to Pabbly Connect.

Once the payment attempt is made, return to Pabbly Connect. You should see the webhook response indicating a failed payment. This response will include details such as the order ID, customer name, email, and the reason for failure.

4. Setting Up the Action Step with CleverTap

With the trigger successfully tested, we will now set up the action step to send the failed payment details to CleverTap using Pabbly Connect. Select CleverTap as the app in the action step and choose ‘Upload Event’ as the action event.

• Connect your CleverTap account by entering the Project ID and Passcode.
• Select the region corresponding to your CleverTap account.
• Map the customer email from the Razorpay response to the Object ID field.

After entering these details, click on ‘Save and Send Test Request’. This will send the event data to CleverTap and you should receive a confirmation response indicating that the event has been uploaded successfully.

5. Verifying the Integration in CleverTap

To ensure that the integration works correctly, go to your CleverTap account and navigate to the ‘Analytics’ section. Search for the ‘Failed Payment’ event to view the uploaded records. You should see the details of the failed payment event reflected in your CleverTap dashboard.

This confirms that the integration between Razorpay and CleverTap through Pabbly Connect is functioning as intended. You can now automate the process of tracking failed payments and managing user engagement effectively.

Conclusion

In this tutorial, we explored how to integrate Razorpay with CleverTap using Pabbly Connect. By following the steps outlined, you can automate the tracking of failed payments and enhance your user engagement strategies effectively.