Automate Razorpay to Grist Integration with Pabbly Connect

Learn how to automate adding Razorpay customers to Grist using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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 Razorpay and Grist Integration

To start automating the addition of Razorpay customers to Grist, you must first access Pabbly Connect. Open your web browser and type Pabbly.com/connect to reach the Pabbly Connect interface.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you do not have an account, signing up is free and provides you with 100 free tasks monthly to practice your workflows.

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, you need to create a new workflow for the integration. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Razorpay to Grist’.

In the workflow setup, you will see two windows: Trigger and Action. The Trigger window is where the event starts, and the Action window is where the final event occurs. For this automation, select ‘Payment Captured’ as your trigger event.

3. Connecting Razorpay to Pabbly Connect

To connect Razorpay to Pabbly Connect, you will use a webhook URL provided by Pabbly. Copy this webhook URL and log in to your Razorpay account, navigating to the Webhooks section.

• Select ‘Add New Webhook’.
• Paste the copied URL into the webhook URL field.
• Choose the event ‘Payment Captured’.
• Click on ‘Create Webhook’ to finalize the connection.

Now that your Razorpay account is connected to Pabbly Connect, it will automatically listen for new payment events, ready to process the data.

4. Testing the Integration with a Payment

To ensure the integration works, you need to perform a test payment through Razorpay. Fill in the required fields such as first name, last name, email, and phone number on your payment page.

After completing the payment process, return to Pabbly Connect to check for a webhook response. You should see the payment details captured, including the payment amount and customer information.

5. Adding Razorpay Data to Grist

With the payment data captured, the next step is to add this information to Grist. In the Action window of Pabbly Connect, select Grist as the application and choose the ‘Create Record’ action.

Connect to your Grist account by providing your API key, which you can find in your Grist profile settings. Once connected, select the appropriate workspace and document where you want the records to be added.

• Map the fields from Razorpay to Grist, such as first name, last name, email, and phone number.
• Click on ‘Save and Send Test Request’ to finalize the entry.

After saving, you should see the new entry in your Grist document, confirming that the integration is successful.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the integration of Razorpay customers into Grist. By following these steps, you can easily manage customer data and enhance your business operations.