Integrating Razorpay with Privyr Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate client creation in Privyr when capturing payments with Razorpay using Pabbly Connect. Follow this detailed tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay Integration

To start automating client creation in Privyr upon capturing payments with Razorpay, you need to access Pabbly Connect. First, sign up for a free account on the Pabbly Connect platform. This will only take a couple of minutes.

Once you are logged in, navigate to the dashboard and click on ‘Create Workflow’. Give your workflow a name, such as ‘Razorpay to Privyr Integration’, and click on ‘Create’. This sets the stage for the automation process to begin.

2. Setting Up the Trigger in Pabbly Connect

In the workflow, the first step involves setting up the trigger. To do this, select Razorpay as the application in the trigger window. Choose the trigger event as ‘Payment Captured’. This event will activate the workflow whenever a new payment is received. using Pabbly Connect

• Select Razorpay from the app list.
• Choose the trigger event ‘Payment Captured’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Razorpay account. Under the ‘Developers’ section, click on ‘Webhooks’ and then ‘Add New Webhook’. Paste the copied URL into the designated field and select the event ‘payment.captured’. Finally, click on ‘Create Webhook’ to complete this step.

3. Testing the Trigger Setup in Pabbly Connect

Once the webhook is created, Pabbly Connect will wait for the response from Razorpay. To test the setup, you need to make a test payment using your Razorpay payment page. Enter the required customer details such as name, email, phone number, and address. using Pabbly Connect

After submitting the payment, you should see the payment details reflected in Pabbly Connect. This includes the customer’s name, email, and the amount paid. If the details appear correctly, it confirms that the trigger setup is functioning as intended.

4. Adding a Filter Condition in Pabbly Connect

To ensure that only relevant clients are added to Privyr, it’s essential to add a filter condition. This will allow the workflow to check if the payment corresponds to a specific product. In the action window, select ‘Filter’ from the app list. using Pabbly Connect

• Select the product name from the Razorpay response.
• Set the filter type to ‘Equals’.
• Enter the specific product name you want to filter.

Click on ‘Save and Send Test Request’ to verify that the filter condition works correctly. If the condition is met, the workflow will proceed to add the client to Privyr.

5. Creating a Client in Privyr Using Pabbly Connect

The final step is to create a client in Privyr based on the payment details captured from Razorpay. In the action window, select Privyr as the application and choose the action event ‘Create Client’. Connect your Privyr account by entering the authentication token from your Privyr integration settings. using Pabbly Connect

Map the customer details received from Razorpay into the respective fields in Privyr, such as name, email, phone number, and any custom fields you wish to add. After mapping, click on ‘Save and Send Test Request’ to create the client.

Once the test request is successful, you can check your Privyr account to confirm that the new client has been added with all the correct details. This completes the integration process, allowing you to automate client creation seamlessly.

Conclusion

In this tutorial, we demonstrated how to automate the creation of clients in Privyr using Pabbly Connect when payments are captured through Razorpay. This integration streamlines your workflow, ensuring that every payment leads to a new client entry in your CRM.