Automate Client Onboarding via Email After Payment from Razorpay Using Pabbly Connect

Learn how to automate client onboarding via email after payment from Razorpay using Pabbly Connect. Step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate client onboarding via email after payment from Razorpay, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for an account. If you’re a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard where you can create and manage your automation workflows. Click on the ‘Create Workflow’ button located in the top right corner to begin your setup.

2. Creating the Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will be prompted to name your workflow. Enter a name such as ‘Automate Client Onboarding via Email After Payment from Razorpay’. Next, select a folder to organize your workflow, which helps in managing multiple automations within Pabbly Connect.

• Click on the ‘Create’ button to finalize your workflow setup.
• Ensure the workflow is activated by toggling the button on.

Now you can add a trigger for your automation. Click on ‘Add Trigger’ and select Razorpay as your trigger app. Choose the event ‘Payment Captured’ to initiate the workflow whenever a payment is made.

3. Configuring Razorpay in Pabbly Connect

Once Razorpay is selected, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge between Razorpay and Pabbly Connect. Copy this URL, as you will need to paste it into your Razorpay account.

Log in to your Razorpay dashboard and navigate to the ‘Developer’ section. Here, select ‘Webhooks’ and click on ‘Add New Webhook’. Paste the copied URL and select the event ‘Payment Captured’. After entering a secret, click ‘Create Webhook’ to save your settings.

4. Testing the Integration with a Sample Payment

After configuring Razorpay, it’s time to test the integration. Go back to the Razorpay dashboard and initiate a test payment. Fill in the required details and complete the payment process. This action will trigger the webhook, sending payment details to Pabbly Connect.

Once the payment is confirmed, return to Pabbly Connect where you should see a response containing the payment details. This indicates that the integration is working correctly, and you can now proceed to set up the email action.

• Ensure that the payment details are correctly captured in the Pabbly Connect response.
• This response will be used to send the onboarding email.

Next, select Gmail as the action app to send an email to the customer who made the payment.

5. Sending the Onboarding Email via Gmail

In the action step, choose Gmail and then select the event ‘Send Email’. Connect your Gmail account to Pabbly Connect by clicking on ‘Add New Connection’ and signing in with your Google account.

Now, map the fields from the Razorpay response to the email fields. For example, map the recipient’s email address, the subject, and the email content. Make sure to personalize the email by including the customer’s name and the amount they paid.

Include a friendly greeting in the email content. Add a closing statement inviting the customer to reach out with questions.

Finally, test the email action to ensure that the onboarding email is sent successfully to the customer’s Gmail account. Once confirmed, your automation is complete!

Conclusion

By following these steps, you can effectively automate client onboarding via email after payment from Razorpay using Pabbly Connect. This integration streamlines your processes and enhances the client experience without manual intervention. Start leveraging automation today for a smoother workflow!