Automate Donations from Jotform to Razorpay Using Pabbly Connect

Learn how to automate the donation process from Jotform to Razorpay using Pabbly Connect. This tutorial guides you step-by-step for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating donations from Jotform to Razorpay, first, you need to access Pabbly Connect. Log in to your Pabbly Connect account and navigate to the dashboard. If you do not have an account yet, you can set up a free trial by following the link provided in the description of this tutorial.

Once you’re in the dashboard, click on the ‘Create Workflow’ button. This is where you will set up the automation workflow. For this specific integration, name your workflow something like ‘Send Payment Link via Email on Form Submission Automatically’ and click on the ‘Create’ button to proceed.

2. Setting Up Jotform as the Trigger Application

The next step involves selecting Jotform as the trigger application in Pabbly Connect. In the trigger section, search for Jotform and select it. You will then choose the trigger event, which is ‘New Response’. This means that every time someone submits the form, it will trigger the workflow.

• Search for Jotform in the trigger application field.
• Select the trigger event as ‘New Response’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you need to integrate it with your Jotform. Go to your Jotform settings, click on the ‘Integrations’ tab, and search for ‘Webhooks’. Paste the copied URL into the webhook settings and complete the integration. This will allow Pabbly Connect to receive data from your Jotform submissions automatically.

3. Creating a Payment Link with Razorpay

Now that you have set up Jotform as the trigger, the next step is to create a payment link using Razorpay. In Pabbly Connect, add an action step and search for Razorpay. Select the action event as ‘Create Payment Link’. This is crucial as it generates the payment link based on the details received from the Jotform submission.

To connect Razorpay, you will need your API Key ID and Secret Key from your Razorpay account. Log in to your Razorpay dashboard, navigate to the settings, and find the API keys section. Copy the keys and paste them into the respective fields in Pabbly Connect.

4. Configuring the Payment Link Details

With Razorpay connected, you can now configure the details for the payment link. Fill in the required fields such as amount, currency, and customer details using the data captured from the Jotform submission. For the amount, remember to convert it to the smallest currency unit (e.g., for $25, enter 2500). using Pabbly Connect

• Map the amount and currency from the Jotform submission data.
• Add a description for the payment link, such as ‘Donation for Charity Fund’.
• Set the receipt number using the submission ID from Jotform.

Once all details are filled, click on ‘Save and Send Test Request’ to create the payment link. This link will be sent to the donor via email shortly after the form submission.

5. Sending the Payment Link via Email

After creating the payment link, the final step is to send it to the donor’s email. Add another action step in Pabbly Connect and select Gmail as the application. Choose the action event as ‘Send Email’. Connect your Gmail account by following the prompts to grant access.

In the email configuration, map the recipient’s email from the Jotform submission data. Customize the email content to include the donor’s name and the payment link generated from Razorpay. This ensures that each donor receives a personalized email with their unique payment link.

Conclusion

By following these steps, you can successfully automate the donation process from Jotform to Razorpay using Pabbly Connect. This integration not only saves time but also ensures that donors receive their payment links promptly, enhancing the overall donation experience.