How to Create QuickBooks Customer on Instamojo Sale Using Pabbly Connect

Learn how to seamlessly integrate Instamojo with QuickBooks using Pabbly Connect to create customers automatically on sales. Follow our step-by-step tutorial! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a QuickBooks customer on Instamojo sales, you need to access Pabbly Connect. Start by visiting the landing page of Pabbly Connect by entering ‘Pabbly.com/connect’ in your browser. This platform allows you to automate workflows without any coding skills.

Once on the Pabbly Connect page, you will have the option to either sign in or sign up for a free account. As an existing user, click on the ‘Sign In’ button. After signing in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to open your dashboard.

2. Creating Your Workflow in Pabbly Connect

Now that you are in your Pabbly Connect dashboard, the next step is to create a workflow. Click on the ‘Create Workflow’ button. You will be prompted to enter a name for your workflow and choose a folder to save it in. Name your workflow something like ‘Create QuickBooks Customer on Instamojo Sale’ and click ‘Create’.

• Enter a descriptive name for your workflow.
• Select the appropriate folder for organization.
• Click ‘Create’ to proceed to the workflow setup.

After clicking ‘Create’, you will see the workflow window where you can set up triggers and actions. Here, triggers are events that start the workflow, while actions are the responses to those triggers. This is where Pabbly Connect shines by allowing you to connect different applications seamlessly.

3. Setting Up the Trigger with Instamojo

To set up the trigger, select ‘Instamojo’ as your trigger application. You will see options for different versions; choose ‘V2’. For the trigger event, select ‘New Sale’. This will allow you to capture sales made through Instamojo. Once selected, Pabbly Connect will generate a webhook URL.

Copy this webhook URL and log in to your Instamojo account. Navigate to the product for which you want to set up the webhook, click on the three dots, and select ‘Edit Page’. From the left sidebar, go to ‘Page Settings’, then ‘Webhooks’. Switch the webhook setting to ‘On’ and paste the copied URL. Finally, select ‘Successful Payments’ for the information to be sent and click ‘Save and Update’.

4. Testing the Webhook Connection

After saving the webhook settings, Pabbly Connect will show a message indicating that it is waiting for a webhook response. To test the connection, perform a test sale on Instamojo. Open the page URL of the product you connected, click on ‘Join Now’, and fill in the customer details. Complete the payment to trigger the webhook.

• Fill in customer information such as name and email.
• Choose a payment method and complete the transaction.
• Ensure to use the same product page linked to the webhook.

After the payment is successful, return to Pabbly Connect. You should see the captured response with customer details like name, phone number, and email. This confirms that the trigger is working correctly, and you are ready to proceed to the next step.

5. Creating a QuickBooks Customer from Instamojo Sale

The final step is to set up the action that creates a customer in QuickBooks. Select ‘QuickBooks’ as your action application and choose ‘Create Customer’ as the action event. Click on ‘Connect’ to establish a connection with your QuickBooks account through Pabbly Connect.

If you haven’t connected QuickBooks yet, click on ‘Add a New Connection’ and follow the prompts to authorize the connection. Once connected, you will need to map the customer details from the previous step to the fields in QuickBooks. This includes mapping the display name, first name, and last name.

After mapping all necessary details, click on ‘Save and Test Request’. If everything is set up correctly, you will receive a positive response indicating that a new customer has been created in your QuickBooks account. This integration ensures that every sale on Instamojo will automatically create a customer in QuickBooks, streamlining your bookkeeping process with Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Instamojo with QuickBooks using Pabbly Connect. By automating the process of creating customers on QuickBooks with each sale, you can save time and enhance your bookkeeping accuracy. This seamless integration is essential for businesses looking to streamline their operations.