How to Send Google Docs File as Attachment to Razorpay Customers Using Pabbly Connect

Learn how to automate sending Google Docs files as attachments to Razorpay customers using Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Docs and Razorpay Integration

To start sending Google Docs files as attachments to Razorpay customers, you need to set up Pabbly Connect. First, visit the Pabbly Connect landing page and create your free account by clicking on the ‘Sign Up Free’ button. With your account, you can access automation tasks every month to set up and test your integrations.

Once logged in, select Pabbly Connect from your dashboard. Click on the ‘Create Workflow’ button to initiate your automation process. Name your workflow appropriately, such as ‘Razorpay Invoice Automation,’ and click the ‘Create’ button to proceed.

2. Configuring the Trigger with Razorpay in Pabbly Connect

The next step involves connecting Razorpay as the trigger application in Pabbly Connect. Select Razorpay and choose the trigger event ‘Payment Captured’. This event will initiate the automation whenever a new payment is received. After selecting Razorpay, you will receive a webhook URL.

• Go to your Razorpay dashboard and navigate to the ‘Settings’ section.
• Click on the ‘Webhooks’ tab and then click on ‘Add New Webhook’.
• Paste the copied webhook URL into the designated field.
• Select ‘Payment Captured’ as the active event and click on the ‘Create Webhook’ button.

After setting this up, return to Pabbly Connect and you will see that it is now waiting for a webhook response. This indicates that the trigger is active and ready to capture payment data.

3. Testing the Payment Capture from Razorpay

To ensure that the integration works correctly, perform a test payment through Razorpay. Navigate to the ‘Payment Pages’ section in your Razorpay dashboard and select a product to create a test payment. Fill in the customer details and complete the payment process.

Once the payment is successful, return to Pabbly Connect and check if the test data has been captured. You should see the payment amount and customer details displayed in the workflow. This confirms that Razorpay is successfully sending data to Pabbly Connect.

4. Creating an Invoice Using Google Docs in Pabbly Connect

Now that you have captured payment data, the next step is to create an invoice using Google Docs. Add a new action step in Pabbly Connect and select Google Docs as the application. Choose the action event ‘Create Document from Template’.

• Connect to Google Docs by selecting ‘Add New Connection’.
• Choose the template document you created for invoices.
• Map the customer details and payment amount into the respective fields of the invoice template.

After mapping the details, save the configuration. This will allow Pabbly Connect to automatically generate an invoice whenever a new payment is captured.

5. Sending the Invoice via Gmail Using Pabbly Connect

The final step involves sending the generated invoice to the customer via email using Gmail. Add another action step in Pabbly Connect and select Gmail as the application. Choose the action event ‘Send Email’.

Connect your Gmail account and fill in the recipient’s email address, which will be mapped from the Razorpay payment data. Customize the email subject and content, and attach the invoice file link generated from Google Docs.

Once everything is set up, click on ‘Save and Send Test Request’ to send a test email. Check the recipient’s inbox to verify that the email with the invoice attachment has been delivered successfully. This completes the automation process.

Conclusion

In conclusion, using Pabbly Connect, you can seamlessly automate the process of sending Google Docs files as attachments to Razorpay customers. By following the steps outlined in this tutorial, you can enhance your business operations without any manual effort. Automate your invoicing today with Pabbly Connect for a more efficient workflow!