Learn how to automate payment confirmations after a Razorpay payment using Pabbly Connect. Step-by-step guide to streamline your process. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To send payment confirmations automatically after a Razorpay payment, start by accessing Pabbly Connect. Open a new browser tab and enter the URL pabby.com/connect to reach the Pabbly Connect landing page.
Once there, you will find options for signing in or signing up for free. If you are an existing user, click on ‘Sign In’. This will direct you to the dashboard where you can create workflows that integrate Razorpay with Gmail for automated payment confirmations.
2. Creating a Workflow in Pabbly Connect
In your Pabbly Connect dashboard, click on the plus sign to create a new folder and name it appropriately. Then, click on ‘Create Workflow’. You will be prompted to choose between the new beta workflow builder and the classic one; select the classic option. using Pabbly Connect
Next, provide a name for your workflow, such as ‘Send Payment Confirmations Automatically After a Razorpay Payment’, and click on ‘Create’. The system will confirm that your workflow has been created successfully. Now, you will see two modules: Trigger and Action.
- Choose Razorpay as the trigger application.
- Select the trigger event as ‘Order Paid’.
- Copy the webhook URL provided by Pabbly Connect.
Now, you have set up the trigger event that will initiate the workflow whenever a payment is completed in Razorpay.
3. Setting Up Razorpay Webhook
To connect Razorpay with Pabbly Connect, you need to configure the webhook in your Razorpay account. Log in to your Razorpay account and navigate to ‘Settings’. From there, find the ‘Webhooks’ section.
Click on ‘Add New Webhook’ and paste the webhook URL you copied from Pabbly Connect. Select the event type as ‘Order Paid’ to ensure that the webhook is triggered only when a payment is completed. Finally, click on ‘Create Webhook’ to finalize the setup.
4. Testing the Integration with a Payment
Now that Razorpay is integrated with Pabbly Connect, it’s time to test the setup. Go to your payment pages in Razorpay and select a product to purchase. Fill in the required details, such as your first name, last name, email, and phone number, and click on ‘Pay’. Choose your payment method and complete the transaction.
Once the payment is successful, return to your Pabbly Connect dashboard. You should see that a response has been received, capturing the details of the transaction, including email ID, name, and amount.
- Verify the payment was successful in Razorpay.
- Check if the data appears in Pabbly Connect.
This confirms that Razorpay is successfully sending data to Pabbly Connect upon payment completion.
5. Sending Payment Confirmation Emails via Gmail
To complete the automation, you will now connect Pabbly Connect with Gmail to send automated payment confirmation emails. Select Gmail as the action application and choose the event as ‘Send Email’. You will need to connect your Gmail account to Pabbly Connect.
Map the data from the Razorpay trigger to the Gmail fields. For example, map the recipient email address, sender name, and subject line. The email content should include a message confirming the payment, utilizing the mapped data to personalize the email.
Map the recipient email address from Razorpay. Set the sender name as Pabbly. Customize the email subject and content.
After mapping all necessary fields, click on ‘Save and Send Test Request’ to send a test email. Check your Gmail inbox to confirm that the payment confirmation email has been received successfully.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to send payment confirmations automatically after a Razorpay payment. By following these steps, you can streamline your payment confirmation process, ensuring timely communication with your customers.
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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With the integration of Razorpay and Gmail through Pabbly Connect, you can enhance your operational efficiency and improve customer satisfaction.