Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To automate data entry in Airtable for every new payment, you will first need to access Pabbly Connect. Start by visiting pabbly.com/connect in your browser. This will take you to the Pabbly Connect homepage, where you can sign up for free or log in if you already have an account.

If you are a new user, you will receive 300 tasks every month to explore the software. 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 Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, you will need to create a new workflow. Click on “Create from scratch” to begin. Here, you can describe your workflow by typing a prompt. For this automation, use the prompt: “When a payment is received on Razorpay, add it to Airtable.” This will set up the integration between Razorpay and Airtable using Pabbly Connect.

  • Select “Payment Captured” as the trigger for Razorpay.
  • Choose “Create Record” for Airtable as the action.
  • Click “Approve and Create” to finalize the workflow setup.

After creating the workflow, you will receive a unique workflow link. This link is essential for connecting Razorpay with Pabbly Connect, allowing you to automate data entry in Airtable.

3. Setting Up the Webhook in Razorpay

Next, you need to set up a webhook in Razorpay to connect it with Pabbly Connect. Copy the webhook URL provided in your Pabbly Connect dashboard. Log into your Razorpay account, navigate to the “Developers” section, and select “Webhooks”. Click on the “Add” button to create a new webhook.

  • Paste the copied webhook URL.
  • Leave the secret field empty.
  • Select “Payment Capture” as the active event.

After saving the webhook, return to your Pabbly Connect dashboard. The system will indicate that it is waiting for a webhook response, which means it is ready to receive data from Razorpay.

4. Testing the Payment and Receiving Data in Pabbly Connect

To test the integration, you need to make a test payment through your Razorpay payment page. Fill in the necessary details and complete the payment process. Once the payment is successful, return to Pabbly Connect to check for the webhook response.

You should see the payment details in the Pabbly Connect dashboard. This includes the amount, order ID, and other relevant information. However, the amount may need formatting to be accurately reflected in Airtable. For this, you will use the number formatter feature in Pabbly Connect.

  • Select the “Number Formatter” app in Pabbly Connect.
  • Choose the “Perform Math Operation” event.
  • Map the payment amount and divide it by 100.

After saving this step, you will have the correctly formatted amount ready to be sent to Airtable.

5. Creating a New Record in Airtable

Now that you have the formatted payment amount, it’s time to create a new record in Airtable. In Pabbly Connect, select Airtable as the action app and establish a new connection. You will need to grant access to Pabbly Connect to manage your Airtable data securely.

Once connected, select the base and table where you want to store the payment details. Map the fields in Airtable with the corresponding data from Razorpay, including customer name, email, phone number, and the formatted payment amount.

  • Select the base named “Payment Details”.
  • Choose the table “Razorpay”.
  • Click “Save and Send Test Request” to add the record.

If everything is set up correctly, you will see a new row added in Airtable with all the payment details. This confirms that your automation is working perfectly through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate data entry in Airtable for every new payment using Pabbly Connect. By following the steps outlined, you can streamline your payment processing and reduce manual errors effectively.