Automate Payment Verification and Order Processing with Pabbly Connect

Learn how to automate payment verification and order processing using Pabbly Connect, Razer Pay, and Google Sheets in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Payment Verification

To automate payment verification and order processing, start by accessing Pabbly Connect. Open a new tab and navigate to Pabbly.com/connect. Pabbly Connect is an all-in-one automation tool that helps integrate multiple applications seamlessly.

Once on the Pabbly Connect page, you will see options to sign in or sign up for free. If you are new, click on the ‘Sign Up Free’ button to create an account and receive 100 free tasks every month. Existing users should click on the ‘Sign In’ option to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button to initiate the process. You will be prompted to select the workflow builder; choose the new beta version for this tutorial. using Pabbly Connect

• Name your workflow ‘Automate Payment Verification and Order Processing’.
• Select the folder as Pabbly Connect.
• Click on the ‘Create’ button to finalize your workflow setup.

Your workflow is now created successfully. The next step involves setting up the trigger, which is essential for automation.

3. Setting the Trigger with Razer Pay

In this step, select Razer Pay as your trigger application within Pabbly Connect. This application will initiate the workflow when a new payment is captured. Choose ‘Payment Captured’ as the event.

Click on the ‘Connect’ button to establish a connection. Pabbly Connect will provide a webhook URL that you need to copy. Now, go to your Razer Pay dashboard, navigate to the ‘Developers’ section, and select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the copied URL into the designated field.

• Enter your test secret key and email address.
• Set the event as ‘Payment Captured’.
• Click on the ‘Create Webhook’ button to save your settings.

Once the webhook is set up, perform a test payment to ensure everything is working correctly. This will confirm that your Razer Pay account is successfully integrated with Pabbly Connect.

4. Storing Payment Details in Google Sheets

Next, you will set up Google Sheets as the action application in Pabbly Connect. This step will ensure that all user details are stored in a Google Sheet whenever a payment is captured. Select Google Sheets and choose ‘Add New Row’ as the action event.

Click on the ‘Connect’ button to link your Google Sheets account. If you are creating a new connection, click on ‘Add New Connection’ and sign in with your Google account. Once connected, select the spreadsheet where you want to store payment details.

Map the fields from Razer Pay to the Google Sheet fields. Ensure you map the full name, product name, phone number, and amount correctly. Click on ‘Save and Send Test Request’ to ensure data is flowing correctly.

After successfully mapping the fields, check your Google Sheet to confirm that a new row has been added with the payment details. This indicates that the integration between Razer Pay and Google Sheets via Pabbly Connect is functioning as intended.

5. Sending WhatsApp Notifications via Pabbly Chatflow

Finally, you will set up Pabbly Chatflow to send WhatsApp notifications to users after their payment is confirmed. Select Pabbly Chatflow as your action application and choose ‘Send Text Message’ as the action event.

Click on the ‘Connect’ button and create a new connection by entering your API token from Pabbly Chatflow. Once connected, you will map the recipient’s WhatsApp number and the message content using the data received from Razer Pay.

Map the user’s name, item purchased, amount, and other details into the message. Ensure the WhatsApp number includes the country code without the plus sign. Click on ‘Save and Send Test Request’ to send a test message.

Upon successful completion, check your WhatsApp account to see the personalized message sent to the user. This confirms that the entire workflow is operational, allowing you to automate payment verification and order processing seamlessly using Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate payment verification and order processing using Pabbly Connect, Razer Pay, and Google Sheets. By following these steps, you can streamline your payment processes and enhance customer communication effortlessly.