Learn how to integrate Razorpay with Encharge using Pabbly Connect to automatically tag failed payments. Follow this step-by-step guide for seamless automation! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Razorpay Integration
To begin integrating Razorpay with Encharge, you’ll first need to access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect website by typing in ‘Pabbly.com’. If you already have an account, simply sign in. If not, you can sign up for free, which provides you with 100 free tasks every month to explore the platform.
After logging in, click on the ‘Access Now’ button for Pabbly Connect. This will take you to your dashboard where you can create new workflows. Click on ‘Create New Workflow’ to set up the automation that will handle failed payments from Razorpay.
2. Setting Up the Workflow in Pabbly Connect
In your Pabbly Connect dashboard, create a new workflow and name it something relevant, like ‘Razorpay to Encharge’. This workflow will handle actions that occur when a payment fails in Razorpay. The first step is to set Razorpay as the trigger application. using Pabbly Connect
- Select ‘Razorpay’ as the trigger application.
- Choose ‘Payment Failed’ as the trigger event.
- Copy the webhook URL provided by Pabbly Connect.
Next, log in to your Razorpay account and navigate to the ‘Settings’ section. From there, go to ‘Webhooks’ and click on ‘Add New Webhook’. Paste the copied webhook URL into the designated field and select ‘Payment Failed’ from the events list. Finally, click ‘Create Webhook’ to establish the connection.
3. Testing the Integration with Razorpay
Now that you have set up the webhook, it’s time to test the integration. Go back to your Razorpay payment page and simulate a failed payment by filling out the payment form with valid details but using a dummy card number that is known to fail.
Once the payment fails, return to your Pabbly Connect dashboard. You should see a webhook response indicating that a payment has failed, along with the details of the user who attempted the payment. This confirms that the connection between Razorpay and Pabbly Connect is functioning correctly.
4. Adding Tags in Encharge Based on Payment Status
After confirming the webhook response, the next step is to add or update tags in Encharge based on the payment failure. In your Pabbly Connect workflow, set Encharge as the action application. using Pabbly Connect
- Choose ‘Search Person by Email’ as the action event in Encharge.
- Map the email address from the Razorpay webhook response to the corresponding field in Encharge.
- If the user exists, add a tag indicating the payment failure.
If the user does not exist, you can create a new person in Encharge and add the same failure tag. This process ensures that all users who have failed payments are tagged appropriately in your Encharge account, allowing for better follow-up and management.
5. Conclusion: Automating Razorpay Payment Management with Pabbly Connect
By following the steps outlined in this tutorial, you can effectively automate the process of tagging users in Encharge whenever a payment fails in Razorpay using Pabbly Connect. This integration not only saves time but also ensures that you maintain accurate records of payment statuses.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Utilizing Pabbly Connect for this automation enhances your workflow efficiency and allows you to focus on other important aspects of your business. Start using Pabbly Connect today to streamline your payment management processes!