Automate Failed Razorpay Payment Details to Grist with Pabbly Connect

Learn how to automatically add failed Razorpay payment details to your Grist database using Pabbly Connect in this step-by-step 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 Integration

To begin integrating Razorpay and Grist, you first need to access Pabbly Connect. Start by typing in the URL Pabbly.com/connect into your browser. Once you reach the site, you have the option to either sign in or sign up for a new account. Signing up is free and provides you with 100 free tasks every month, which allows you to practice the workflows.

After logging in, navigate to Pabbly Connect from your dashboard. Here, you can create a new workflow that will automate the process of adding failed payment details from Razorpay to your Grist database.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect interface, begin by clicking on the Create Workflow button. Name your workflow appropriately, such as Razorpay to Grist, and click on Create. You will see two sections: Trigger and Action. The Trigger section is where the event occurs, while the Action section is where the result takes place.

• Select Razorpay as the trigger application.
• Choose the event as Payment Failed.
• Copy the webhook URL provided by Pabbly Connect.

Now, go to your Razorpay account settings and navigate to the Webhooks section. Here, click on Add New Webhook, paste the copied URL, and select the event Payment Failed. This connects Razorpay to Pabbly Connect, allowing it to listen for failed payment events.

3. Testing the Webhook Connection

Once the webhook is set up, you need to test it to ensure it captures the failed payment details. Fill out the payment form using dummy data and simulate a failed payment. After submitting, Razorpay will send the payment details to Pabbly Connect, which will display the webhook response.

At this point, you should see the details of the failed payment in the response section, including the name, email, and phone number of the user. This confirms that the webhook is functioning correctly and capturing the necessary data.

4. Adding Payment Details to Grist

With the webhook successfully capturing data, it’s time to set up the action in Pabbly Connect to send this data to Grist. Select Grist as the action application and choose Create Record as the action event. You will need to connect your Grist account by providing the API key found in your Grist account settings.

• Navigate to your Grist account and access Profile Settings.
• Copy your API key and paste it into Pabbly Connect.
• Select the appropriate workspace and document where you want to save the payment details.

Map the fields from the webhook response to the respective fields in your Grist database, such as first name, last name, email, and phone number. After mapping, click on Save and then Send Test Request to verify that the data is being correctly sent to Grist.

5. Finalizing Your Automation

After successfully testing the connection between Pabbly Connect and Grist, your automation is nearly complete. Any time a payment fails in Razorpay, the details will automatically be added to your Grist database without any manual intervention.

This automation not only saves time but also ensures you can promptly follow up with customers whose payments have failed. You can now manage failed payments efficiently, enhancing your customer service experience.

To finalize, make sure to save your workflow in Pabbly Connect. You can also revisit and refine this workflow as needed. With this setup, your business can operate more smoothly, reducing the hassle of tracking failed payments manually.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding failed Razorpay payment details to your Grist database. By following these steps, you can streamline your payment management and enhance customer communication.