Automate E-book Delivery with Pabbly Connect and Razorpay

Learn how to automate e-book delivery using Pabbly Connect with Razorpay payments. Follow this step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Automation

To automate e-book delivery after a Razorpay payment, the first step is to access Pabbly Connect. Visit the Pabbly Connect landing page through the link provided in the video description. You’ll find options to either sign in or sign up for free.

New users can click on ‘Sign up for free’ and receive 100 hours of free usage each month. Existing users should click on ‘Sign in’ to access their dashboard. Once logged in, you will be ready to create your workflow for automating e-book delivery.

2. Creating a Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, the next step is to create a new workflow. Click on ‘Create Workflow’ and choose the ‘New Workflow Builder’ for a modern interface. Name your workflow and select a folder to save it in.

• Click on ‘Create’ to open the workflow window.
• This window contains the trigger and action sections essential for automation.

In the workflow window, you will set up triggers that initiate the process and actions that execute results. This is where Pabbly Connect truly shines, allowing seamless integration between Razorpay and your e-book delivery system.

3. Setting Up Razorpay as a Trigger in Pabbly Connect

To set up Razorpay as the trigger application, click on ‘Add Trigger’ and search for Razorpay. Select it and choose ‘Payment Captured’ as the trigger event. Click on ‘Connect’ to create a connection between Razorpay and Pabbly Connect.

You will receive a webhook URL from Pabbly Connect. Copy this URL and navigate to your Razorpay account. Go to the ‘Developers’ section and select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the copied URL. For active events, select ‘Payment Captured’ to match the trigger event.

4. Adding Filtering Conditions in Pabbly Connect

After successfully connecting Razorpay, the next step in Pabbly Connect is to add filtering conditions. This ensures that the e-book is only sent for specific courses. Click on ‘Add New Action Step’ and select ‘Filter’ from the action applications.

• Set the filter type to ‘Equals to’ and specify the course name.
• Click ‘Save and Send Test Request’ to confirm the filter condition.

If the condition is true, the workflow proceeds to send the e-book. This feature of Pabbly Connect allows for precise automation tailored to your business needs.

5. Sending the E-book via Gmail in Pabbly Connect

Once the filter condition is met, the final step is to send the e-book via Gmail. Select ‘Gmail’ as the action application and choose ‘Send Email’ as the action event. Click on ‘Connect’ and sign in with your Google account to establish a connection with Pabbly Connect.

Fill in the required fields, including the sender’s name and email address. For the recipient’s email, use the mapping feature to dynamically insert the customer’s email address. Finally, add the e-book URL and any desired email content. Click ‘Save and Send Test Request’ to complete the setup.

Conclusion

By following this tutorial, you can successfully automate e-book delivery through Pabbly Connect and Razorpay. This integration not only streamlines your operations but also enhances customer satisfaction by delivering e-books instantly upon payment. Start using Pabbly Connect today to simplify your e-commerce processes.