How to Send Razorpay Payment Details to Systeme.io Automatically

Learn how to automatically send Razorpay payment details to Systeme.io using Pabbly Connect, ensuring seamless integration and customer management. 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 Integration

To start the integration process, you need to access Pabbly Connect. Begin by entering Pabbly.com/connect in your browser. This will lead you to the Pabbly Connect homepage, where you have options to either sign in or sign up.

If you are new to Pabbly, click on the ‘Sign Up Free’ option to create an account and receive 100 free tasks monthly. Existing users can simply sign in to proceed. Once logged in, navigate to the ‘All Apps’ window and click on ‘Access Now’ to enter the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a workflow for your automation. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to select the workflow builder; choose the ‘New Beta’ version for a modern experience.

• Give your workflow a name, such as ‘Send Razorpay Payment Details to Systeme.io Automatically’.
• Select a folder to save your workflow, like ‘Contacts’.
• Click on the ‘Create’ button to finalize your workflow setup.

This will set the stage for your automation, where you will define triggers and actions. The next step involves setting up the trigger for Razorpay payments.

3. Setting Up Razorpay as the Trigger

In this step, you will configure Razorpay as the trigger application in Pabbly Connect. Select Razorpay from the app options and choose ‘Payment Captured’ as the event to trigger the workflow. Click on ‘Connect’ to establish the link.

You will receive a webhook URL from Pabbly Connect. Copy this URL and head over to your Razorpay account. Navigate to the ‘Developer’ section and select ‘Webhooks’ to set up a new webhook. Paste the copied URL in the designated field.

4. Testing the Trigger with a Test Payment

To ensure the connection is working, you need to conduct a test payment through Razorpay. This is a crucial step in confirming that Pabbly Connect receives the payment details correctly. Open your Razorpay payment page and enter dummy customer details to simulate a payment.

• Enter a first name, last name, email, and phone number.
• Select a course and choose UPI as the payment method.
• Complete the payment process.

After processing the payment, check back in Pabbly Connect to see if the webhook response includes the payment details. This confirms that the trigger setup is successful.

5. Adding Systeme.io as the Action Step

With the trigger successfully set up, the next step is to add an action in Pabbly Connect. Select ‘Systeme.io’ as the action application and choose ‘Create Contact’ as the event. Click on ‘Connect’ to link your Systeme.io account.

You will need to provide the API key and domain from your Systeme.io account. To find the API key, navigate to your profile settings and locate the ‘Pabbly API Keys’ section. Create a new API key, copy it, and return to Pabbly Connect to paste it in the required field.

After mapping the customer’s details from the Razorpay payment to the fields in Systeme.io, click on ‘Save and Send Test Request’. If successful, you will see a confirmation message indicating that a new contact has been created in your Systeme.io account.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending Razorpay payment details to Systeme.io. By following these steps, you can efficiently manage your customer data and ensure that every payment is recorded in your Systeme.io account automatically. This integration not only saves time but also enhances your customer management capabilities.