Send Google Sheets File As Attachment to New Razorpay Customers Using Pabbly Connect

Learn how to send Google Sheets files as attachments to new Razorpay customers seamlessly using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending Google Sheets files as attachments to new Razorpay customers, you first need to access Pabbly Connect. This platform allows seamless integration between various applications like Google Sheets and Razorpay.

Visit the Pabbly Connect website and create an account if you haven’t already. Once logged in, you can initiate a new workflow that connects Google Sheets with Razorpay, making the process efficient and automated.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. This is where you will set up the integration to send Google Sheets files to Razorpay customers.

Follow these steps to create your workflow:

• Click on the ‘Create Workflow’ button.
• Name your workflow (e.g., ‘Send Google Sheets Attachment to Razorpay Customers’).
• Select Google Sheets as the trigger application.
• Choose the trigger event (e.g., ‘New Spreadsheet Row’).

Once the trigger is set, you can proceed to configure the action for Razorpay, ensuring that the integration is complete and functional.

3. Configuring Google Sheets Integration

In this section, we will configure the Google Sheets integration within Pabbly Connect. This is crucial for sending the required data to Razorpay.

To configure Google Sheets:

• Select your Google account and authorize Pabbly Connect to access it.
• Choose the specific spreadsheet you want to use.
• Map the fields from Google Sheets to Razorpay (e.g., Name, Email, Amount).

After mapping the fields, test the integration to ensure that data flows correctly from Google Sheets to Razorpay. This step is essential to verify that the setup works as intended.

4. Setting Up Razorpay Integration in Pabbly Connect

Now, let’s set up the Razorpay integration using Pabbly Connect. This action will allow you to send emails with attachments to new Razorpay customers.

Follow these steps to configure the Razorpay action:

Select Razorpay as the action application. Choose the action event (e.g., ‘Send Email with Attachment’). Map the required fields such as recipient email and attachment link from Google Sheets.

Ensure that all fields are filled accurately to avoid any issues in sending the email with attachments. Once done, test the action to confirm that everything is set up correctly.

5. Finalizing and Testing the Integration

The final step involves testing the entire integration workflow in Pabbly Connect. This ensures the process of sending Google Sheets files as attachments to Razorpay customers works flawlessly.

To finalize the integration:

Click on the ‘Test’ button to run a test. Check your Razorpay account to confirm that the email with the attachment has been sent. If successful, turn on the workflow to automate future processes.

By completing these steps, you can ensure that your integration is fully operational, allowing for efficient communication with new Razorpay customers.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send Google Sheets files as attachments to new Razorpay customers. This integration streamlines your workflow, making it easier to manage customer communications effectively.