Payment Automation Workflow for Businesses

Learn how to automate payment workflows for your business using Pabbly Connect, integrating Google Sheets and Razor Pay effectively. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Payment Automation

To start automating your payment processes, you need to access Pabbly Connect. Simply visit pabby.com/connect in your browser. This platform serves as the backbone for integrating your payment gateway with Google Sheets.

If you’re a new user, click on ‘Sign Up Free’ to get started with 300 tasks every month. Existing users can simply sign in. Once logged in, navigate to the Pabbly apps window and click on ‘Access Now’ to enter the Pabbly Connect dashboard.

2. Creating a New Workflow in Pabbly Connect

Now that you’re in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be presented with two options: create from scratch or using AI. For this tutorial, select ‘Create from Scratch’.

• Choose the beta version for a modern approach.
• Name your workflow, for example, ‘Add Razor Pay Payments to Google Sheets’.
• Select the folder for your workflow, such as ‘Automation’.

After naming your workflow and selecting the appropriate folder, click on the ‘Create’ button. Your new workflow is now set up and ready for configuration in Pabbly Connect.

3. Setting Up the Trigger for Razor Pay Payments

In Pabbly Connect, every automation starts with a trigger. For this workflow, select Razor Pay as your trigger application and the event as ‘Payment Captured’. Click on ‘Connect’ to generate a webhook URL.

Copy the webhook URL and head to your Razor Pay account. Navigate to the ‘Developers’ section and select ‘Webhooks’. Here, add a new webhook by pasting the copied URL. Set the event to ‘Payment Captured’ and leave the secret field blank, then click ‘Create Webhook’.

4. Testing the Trigger with a Test Payment

After setting up the webhook, Pabbly Connect will wait for a response. To test it, make a test payment on your Razor Pay payment page. Enter the details like name, email, phone number, and select UPI as the payment method.

• Use a test UPI ID to complete the payment.
• Ensure that the payment is successful.

Once the payment is successful, return to Pabbly Connect. You should see that the payment details have been received, confirming that your trigger is working correctly.

5. Adding Payment Details to Google Sheets

Now that your trigger is set up, the next step is to add the payment details to Google Sheets. In Pabbly Connect, add an action step and select Google Sheets as the application and ‘Add New Row’ as the event.

Click on ‘Connect’ and select ‘Add a New Connection’. Sign in with your Google account and give Pabbly Connect the necessary permissions. Next, choose your spreadsheet and specific sheet where you want the payment details to be saved.

Map the fields such as name, email, phone number, product name, and order ID from the trigger response. Click ‘Save and Send Test Request’ to ensure the data is added correctly.

Upon successful testing, you will see the new payment details appear in Google Sheets, confirming that your automation is complete using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate payment workflows using Pabbly Connect. By integrating Razor Pay and Google Sheets, you can efficiently manage payment details in real-time. This automation saves time and reduces manual errors, ensuring your business operates smoothly.