Automate Teamwork Project Creation with Pabbly Connect and Razorpay

Learn how to automate project creation in Teamwork using Pabbly Connect when receiving payments via Razorpay. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To automate project creation in Teamwork upon receiving payments, start by accessing Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly.

Visit Pabbly’s website, navigate to the products section, and click on Pabbly Connect. If you’re a new user, sign up for a free account to get started.

2. Create a Workflow in Pabbly Connect

Once logged into Pabbly Connect, create a new workflow by clicking on the plus sign. Name your workflow, for example, ‘Razorpay to Teamwork Integration’ and click on create.

This workflow will consist of a trigger and an action. The trigger will be set to Razorpay, and the action will be Teamwork. This means that whenever a payment is received via Razorpay, a new project will be created in Teamwork.

3. Set Up the Trigger with Razorpay

To capture payments, select Razorpay as your application and choose the trigger event as ‘Payment Captured.’ This step is crucial as it allows Pabbly Connect to listen for successful payments.

Copy the webhook URL provided by Pabbly Connect and navigate to your Razorpay dashboard. Under settings, locate the webhooks option and add a new webhook. Paste the copied URL and select the active event as ‘Payment Captured.’ Click on create webhook to save the settings.

4. Test the Integration and Capture Data

After setting up the webhook, return to Pabbly Connect and initiate a test submission. Make a test payment through your Razorpay payment link using customer details like name and email.

• Name: Adam Smith
• Email: [email protected]
• Amount: 3500

Once the payment is successful, Pabbly Connect will capture all relevant details, including the payment amount and customer information. This data is essential for creating a project in Teamwork.

5. Create a Project in Teamwork

With the payment details captured, proceed to set up the action in your workflow. Select Teamwork as the application and choose ‘Create Project’ as the action event. Connect your Teamwork account by entering your subdomain and logging in. using Pabbly Connect

Map the project details using the information captured from Razorpay. For example, set the project name as ‘Web Development Project for Adam Smith’ and include other relevant details like client email and contact number. Save the project and send a test request to confirm the integration works correctly.

Conclusion

By following this tutorial, you can automate the creation of Teamwork projects using Pabbly Connect whenever a payment is received through Razorpay. This integration streamlines your workflow and enhances productivity.