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Automatically Save Payment Details in Airtable

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Razer Pay with Airtable, you first need to access Pabbly Connect. Open your browser and navigate to pav.com/connect to reach the Pabbly Connect homepage.

Once there, you’ll see options to sign in or sign up. If you’re a new user, click on “Sign Up Free” to create an account and get 100 free tasks each month. Existing users can simply sign in to proceed with the integration.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, click on “Access Now” to enter the workflow creation section. To set up automation, you can choose to create a workflow from scratch or use the AI workflow builder.

Select “Create Using AI” to initiate the automation process.
Input a prompt like “When a new payment comes in from Razer Pay, add it to Airtable”.
Choose the trigger as “Payment Captured” from Razer Pay and the action as “Create Record” in Airtable.

Once you’ve confirmed the setup, you will receive a workflow link that can be used to test the integration. This workflow will now allow you to automate payment record entries.

3. Setting Up the Trigger with Razer Pay

To establish the trigger, you will need the webhook URL provided by Pabbly Connect. Copy this URL as you will need it to connect Razer Pay with Pabbly Connect.

Log into your Razer Pay account and navigate to the developer section to set up your webhook. Click on “Add a New Webhook,” paste the copied URL, and select “Payment Captured” as the active event. Save the webhook to finalize the connection.

4. Performing a Test Submission

After setting up the webhook, you need to perform a test submission to ensure everything is working correctly. Go to your Razer Pay payment page and enter the test details.

Select a product and choose a payment method, like net banking.
Complete the payment process to trigger the webhook.
Check Pabbly Connect for a successful response indicating the payment details have been captured.

This test will confirm that the trigger is functioning properly and that the payment details are being sent to Pabbly Connect.

5. Adding Payment Details to Airtable

Now that the trigger is set, it’s time to add the payment details to Airtable using Pabbly Connect. You will need to create a new connection for Airtable.

In the Airtable setup, select your base and table name where the payment records will be stored. Map the fields from the Razer Pay trigger to the corresponding fields in Airtable. This includes customer name, email, phone number, and payment amount.

Use the mapping feature to dynamically insert data from the previous step.
Adjust the payment amount using the number formatter feature to ensure accuracy.
Save and send the request to finalize the record creation.

After saving, you can check your Airtable to confirm that a new record has been created successfully with all the payment details.

Conclusion

This tutorial detailed how to automate the storage of payment records from Razer Pay to Airtable using Pabbly Connect. By following these steps, you can ensure that payment details are captured efficiently and organized in your Airtable account.