How to Send AI-Powered Follow-Up Emails After Payment via Razorpay with Pabbly Connect

Learn how to automate follow-up emails after payments using Pabbly Connect, Razorpay, and OpenAI in this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending AI-powered follow-up emails after payment via Razorpay, first, access Pabbly Connect. This platform allows you to integrate various applications effortlessly without coding skills.

Begin by visiting the Pabbly website at Pabbly.com. Click on the ‘Sign In’ option if you already have an account, or choose ‘Sign Up for Free’ to create a new account and receive 100 free tasks monthly.

2. Creating Your Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard to create a new workflow. Click on the ‘Create Workflow’ button, and select the classic workflow builder.

• Name your workflow, e.g., ‘Send AI Powered Follow-Up Emails After Payment via Razorpay’.
• Select or create a folder for your workflow.
• Click ‘Create’ to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger represents the event that starts the automation, while the Action specifies what happens after the trigger event.

3. Configuring the Trigger with Razorpay

In the Trigger section, select Razorpay as your trigger application. Choose the event type as ‘Payment Captured’ to initiate the workflow whenever a new payment is received.

Next, connect Pabbly Connect to Razorpay by providing a webhook URL. This URL acts as a bridge between Razorpay and Pabbly Connect. Log into your Razorpay dashboard, navigate to the ‘Developers’ section, and find the ‘Webhooks’ option.

• Click on ‘Add New Webhook’.
• Paste the webhook URL from Pabbly Connect.
• Set the active event to ‘Payment Captured’ and click ‘Create Webhook’.

Once the webhook is created, return to Pabbly Connect and test the setup by making a dummy payment through Razorpay.

4. Setting Up Actions with OpenAI and Gmail

After successfully configuring the trigger, it’s time to set up the action steps. First, add an action step for OpenAI, which will generate the follow-up email.

Select OpenAI as the action application and choose the event type as ‘Structured AI Output’. Connect it to Pabbly Connect using your OpenAI API key. Enter the required details, including the prompt for generating the email content.

Specify the AI model to use (e.g., GPT-4 Mini). Map the payment details such as customer name and payment amount. Ensure the response format is set to JSON for easy parsing.

Once the action is configured, add another action step for Gmail to send the follow-up email. Select Gmail as the action application, and choose ‘Send Email v1’ as the event type. Connect your Gmail account and map the recipient’s email address, subject, and body of the email generated by OpenAI.

5. Testing and Finalizing the Automation

With all configurations complete, it’s time to test your workflow in Pabbly Connect. Click on the ‘Save and Send Test Request’ button in the Gmail action step to verify that the email is sent successfully.

Check your inbox to confirm that you received the follow-up email. The email should reflect the details of the payment and provide relevant information to the customer.

Once confirmed, your automation is ready to go. Whenever a payment is captured through Razorpay, Pabbly Connect will automatically generate and send a follow-up email using OpenAI and Gmail, streamlining your customer communication.

Conclusion

By following these steps, you can effectively automate the process of sending AI-powered follow-up emails after payments using Pabbly Connect. This integration not only saves time but enhances customer engagement through personalized communication.