Generate Payment Links Automatically (3 Steps)

Learn how to generate payment links automatically using Pabbly Connect with Google Sheets, PayPal, and Stripe in just three steps. Follow our detailed tutorial! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Payment Links

To generate payment links automatically, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website. Here, you can sign up for a free account or log in if you are an existing user. Once logged in, you will be directed to the dashboard, where you can create a new workflow.

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow as ‘Generate Payment Links Automatically’ and choose the appropriate folder for organization. This setup is crucial as it lays the foundation for your automation process.

2. Setting Up Google Sheets with Pabbly Connect

In this section, we will integrate Google Sheets with Pabbly Connect. This integration allows you to capture customer details and payment information. Begin by selecting Google Sheets as your trigger application. Set the event to ‘New or Updated Spreadsheet Row’ to capture new entries in real-time.

• Select Google Sheets as the trigger application.
• Choose the event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

Next, log into your Google Sheets account and navigate to Extensions > Add-ons > Get add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your spreadsheet and go back to Extensions to set up the webhook URL you copied earlier. This step is essential as it establishes the connection between Google Sheets and Pabbly Connect.

3. Creating Payment Links with Razorpay Through Pabbly Connect

Now that Google Sheets is set up, it’s time to create payment links using Razorpay through Pabbly Connect. Add an action step and select Razorpay as the action application. Choose the event ‘Create Payment Link’ to initiate the payment link creation process.

To connect your Razorpay account, enter your API Key and Secret from the Razorpay dashboard. Once connected, you will need to map the data from your Google Sheets, including the amount, currency, description, and customer details. Remember to add two extra zeros to the amount for Razorpay.

• Map the amount, ensuring to add two extra zeros.
• Provide the currency and description for the payment link.
• Set the expiry time for the payment link (e.g., 24 hours).

After filling in these details, click on ‘Save and Send Test Request’. If everything is set up correctly, Razorpay will generate a payment link, which you can then use for customer transactions. This step showcases how Pabbly Connect automates the payment process seamlessly.

4. Updating Google Sheets with Payment Links

Once the payment link is generated, you can update your Google Sheets with the new payment link using Pabbly Connect. Add another action step, select Google Sheets again, and set the event to ‘Update Row’. This allows you to keep track of the payment links generated.

Connect to your Google Sheets account and specify the spreadsheet and sheet where you want to update the payment link. Map the row index from the previous trigger step to ensure the correct row is updated with the new payment link. Finally, click on ‘Save and Send Test Request’ to confirm the update.

Your Google Sheets will now reflect the newly generated payment link, ensuring you have a systematic record of all transactions. This final step emphasizes the power of Pabbly Connect in streamlining your payment processes and maintaining accurate records.

5. Conclusion: Automating Payment Link Generation with Pabbly Connect

In this tutorial, we explored how to generate payment links automatically using Pabbly Connect in just three steps. By integrating Google Sheets and Razorpay, you can efficiently manage customer payments without manual effort. This automation not only saves time but also enhances accuracy in your payment processing.

With Pabbly Connect, you can create a seamless workflow that handles payment link generation and updates your records instantly. Start using this powerful tool today to simplify your payment processes and improve your business operations.