How to Create Wave Customer on Razorpay Payment Using Pabbly Connect

Learn how to integrate Razorpay with Wave using Pabbly Connect to automate customer creation effortlessly. Step-by-step tutorial included! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay and Wave Integration

To create a Wave customer automatically when a payment is captured in Razorpay, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’ in your browser. This platform enables seamless integration between Razorpay and Wave without requiring any coding knowledge.

Once on the landing page, 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 dashboard. After signing in, select the ‘Access Now’ button for Pabbly Connect to initiate the integration process.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. For this integration, name it ‘How to Create Wave Customer on Razorpay Payment’ and select a folder to save it in, such as ‘Automations’. Then, click on ‘Create’ to proceed.

• Click on ‘Create Workflow’
• Name your workflow
• Select a folder for organization

This will open the workflow window where you can set up triggers and actions. The trigger is what starts the workflow, so select Razorpay as your trigger application and choose ‘Payment Captured’ as the trigger event. This setup will ensure that your workflow is activated every time a payment is received through Razorpay.

3. Connecting Razorpay to Pabbly Connect

To connect Razorpay with Pabbly Connect, you will be provided with a webhook URL. Copy this URL as it will be used to create a connection between your Razorpay account and Pabbly Connect. Next, log into your Razorpay account and navigate to the ‘Settings’ section, then select ‘Webhooks’ under the Developers tab.

In the Webhooks section, click on ‘Add New Webhook’. Paste the copied webhook URL in the provided field. For the active events, select ‘Payment Captured’ to ensure that only payment events trigger the webhook. Once done, click on ‘Create Webhook’ to save your settings. This establishes a connection, allowing Razorpay to communicate with Pabbly Connect.

4. Filtering Payments for Creating Wave Customers

After connecting Razorpay to Pabbly Connect, the next step is to add a filter condition. This ensures that only specific payments trigger the creation of a Wave customer. In your workflow, add a filter action and select the product name, such as ‘Digital Marketing eBook’, to ensure that the automation only processes payments for this product.

• Add a filter action in your workflow
• Select ‘Digital Marketing eBook’ as the filter condition
• Set the filter type to ‘Equals’

This filter will ensure that if any other product is purchased, the workflow will stop, and no customer will be created in Wave. Once you confirm the filter settings, proceed to the next step to create a customer in Wave.

5. Creating a Wave Customer from Razorpay Data

The final step involves creating a customer in Wave based on the payment information received from Razorpay through Pabbly Connect. Add an action step and choose Wave as the application. Select the action event as ‘Create Customer’ and click to connect.

In the connection setup, you will need to authorize Pabbly Connect to access your Wave account. Once connected, map the customer details such as name, email, and phone number from the Razorpay payment data to the corresponding fields in Wave. This mapping allows Pabbly Connect to dynamically insert the correct information each time a payment is received.

After mapping the necessary fields, send a test request to confirm that the customer is created successfully in your Wave account. You can check your Wave account to verify that the new customer appears with the details provided during the payment process.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate customer creation in Wave whenever a payment is captured in Razorpay. By following these steps, you can streamline your business processes and ensure that your customer data is always up-to-date with minimal manual effort. This integration significantly enhances efficiency, allowing you to focus on growing your business.