Automated Order & Payment Confirmation Using Pabbly Connect

Learn how to automate order and payment confirmations using Pabbly Connect. This detailed tutorial covers step-by-step integration with Here I, Google Sheets, and Gmail. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Order Confirmation

Pabbly Connect is an essential automation tool that streamlines the process of order and payment confirmation. By using Pabbly Connect, businesses can automate the workflow to capture payment details without manual intervention. This integration enhances customer experience as it ensures timely confirmations.

In this tutorial, we will demonstrate how to set up an automated workflow using Pabbly Connect to integrate Here I, Google Sheets, and Gmail for effective order management. The goal is to automatically save payment details in Google Sheets and send confirmation emails through Gmail.

2. Setting Up Pabbly Connect for Automation

To start using Pabbly Connect, navigate to the official Pabbly Connect website. If you are a new user, sign up for a free account to access 100 tasks per month. Existing users can simply log in to their accounts to access the dashboard.

Once logged in, follow these steps to create a new workflow:

• Click on the ‘Create New Workflow’ button.
• Choose the new beta version for a modern workflow experience.
• Name your workflow as ‘Automated Order and Payment Confirmation’.

Now, you will see an option to add a trigger, which is the starting point of your automation process.

3. Configuring the Trigger Application in Pabbly Connect

In this step, you will set up the trigger application in Pabbly Connect. Select the payment gateway you are using, such as Razer Pay, and choose the event as ‘Payment Captured’. This event will trigger the workflow whenever a payment is made.

After selecting the event, you will be provided with a webhook URL. This URL is essential for establishing a connection between Razer Pay and Pabbly Connect. Follow these steps:

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your Razer Pay account and navigate to the ‘Webhook’ settings.
• Paste the copied URL and create a new webhook.

After setting up the webhook, you can proceed to test the integration by making a sample payment.

4. Storing Payment Data in Google Sheets Using Pabbly Connect

Once the payment is captured, the next step is to store the payment details in Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the event as ‘New Row’. This action allows you to create a new row in your spreadsheet with the payment data.

To connect Google Sheets with Pabbly Connect, you will need to authenticate your Google account. Here’s how:

Click on ‘Add New Connection’ and sign in with your Google account. Create a new spreadsheet and set up columns for full name, email, phone number, order ID, and transaction ID. Map the data fields from the payment response to the corresponding columns in your Google Sheets.

After mapping the fields, save the configuration to ensure data is correctly stored in your spreadsheet.

5. Sending Email Confirmation via Gmail Using Pabbly Connect

The final step in this automation process is to send an email confirmation to the customer using Gmail through Pabbly Connect. Select Gmail as your action application and choose ‘Send Email’ as the event.

To set up the email, you need to connect your Gmail account and specify the email details:

Map the recipient’s email address from the payment data. Enter the email subject as ‘Order Confirmation from XYZ Clothing’. Compose the email body and include dynamic details such as order ID and transaction ID.

Once your email settings are complete, test the email functionality to confirm that the workflow is operational.

Conclusion

In this tutorial, we explored how to automate order and payment confirmation using Pabbly Connect. By integrating Here I, Google Sheets, and Gmail, businesses can enhance customer experience through timely confirmations. This automated workflow eliminates manual tasks, ensuring efficiency and accuracy in payment processing.