Integrating Razorpay with Pipe Drive and Google Chat Using Pabbly Connect

Learn how to integrate Razorpay with Pipe Drive and Google Chat using Pabbly Connect in this step-by-step tutorial. Enhance your appointment management today! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, first, open the landing page by searching for Pabbly.com/sl/connect in your browser. This platform serves as the central hub for integrating various applications seamlessly.

Once on the site, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to receive 100 tasks free every month. Existing users can simply click on ‘Sign In’ to access their accounts.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, name your workflow as ‘Create Pipe Drive Person on Razorpay Payment and Notify Team on Google Chat’ and select the folder to save it in.

• Click on ‘Create’ to open the workflow window.
• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.

Once the trigger is set, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting Razorpay with your workflow. Copy this URL to use it in your Razorpay account.

3. Setting Up Webhook in Razorpay

Log into your Razorpay account and navigate to the ‘Developers’ section on the left sidebar. Select ‘Webhooks’ and click on ‘Add New Webhook’. Paste the webhook URL you copied from Pabbly Connect into the designated field.

• Leave the secret field blank as it is optional.
• Set the active event to ‘Payment Captured’.
• Click on ‘Create Webhook’ to finalize the setup.

Once the webhook is created, Pabbly Connect will be ready to capture payment data from Razorpay. Ensure to complete a test payment to verify that the webhook is functioning correctly.

4. Filtering Payments in Pabbly Connect

After testing the payment, return to your Pabbly Connect workflow. To ensure the automation only triggers for specific payment pages, you need to add a filter condition. This step is crucial for managing your appointments effectively.

Select ‘Filter’ as the action application and set the filter condition based on the payment amount. For example, if your consultation fee is 300, set the filter to check if the amount equals 300.

Once the filter is configured, click on ‘Save and Send Test Request’. If the condition is true, the workflow will continue to the next action. This ensures that only relevant payments will trigger the creation of a new person in Pipe Drive.

5. Creating a Person in Pipe Drive and Notifying Google Chat

Next, select Pipe Drive as the action application and choose ‘Create Person’ as the action event. Connect your Pipe Drive account by providing the API token obtained from your Pipe Drive settings. using Pabbly Connect

Map the fields from the Razorpay payment response to the Pipe Drive fields. For instance, map the first name and last name from the payment details to create a new contact.

Map the email and phone number accordingly. Click on ‘Save and Send Test Request’ to create the person.

Finally, add Google Chat as another action application to send a notification about the new appointment. Create a message including all relevant details and map the necessary fields. Once completed, your team will receive real-time notifications in Google Chat, ensuring they are prepared for new appointments.

Conclusion

Integrating Razorpay with Pipe Drive and Google Chat using Pabbly Connect streamlines appointment management, ensuring your team is always informed. This automation enhances operational efficiency and improves patient care in your clinic.