Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To integrate Razer Pay with System.io, the first step is to access Pabbly Connect. You can visit the Pabbly website by typing pabbly.com in your browser. This platform is essential for creating the automation workflows needed for this integration.

Once on the Pabbly website, sign in to your account. If you’re a new user, you can sign up for free to get 100 tasks monthly. After signing in, navigate to the Pabbly Connect dashboard to create your workflow.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the “Create Workflow” button. This initiates the process to set up your integration. The first step is to name your workflow, such as “Convert Razer Payments into Leads in Seconds”.

  • Select the folder for your workflow, e.g., Razer Pay Automations.
  • Click on “Create” to finalize your workflow setup.

After creating your workflow, you will be prompted to select a trigger application. In this case, choose Razer Pay as your trigger application to initiate the workflow whenever a new payment is received.

3. Setting Up the Trigger with Razer Pay

For the trigger event, select “Payment Captured” from the options. This action will activate the workflow whenever a payment is successfully processed through Razer Pay. Click on “Connect” to establish the connection between Pabbly Connect and Razer Pay.

To connect, you will be provided with a webhook URL. This URL acts as a bridge between Razer Pay and Pabbly Connect. Copy this URL and navigate to your Razer Pay account.

  • Go to the “Developers” section in Razer Pay.
  • Select “Webhooks” and click on “Add New Webhook”.
  • Paste the copied webhook URL and select “Payment Captured” as the active event.

After saving the webhook, return to Pabbly Connect to ensure it is waiting for the webhook response. This setup will now trigger the workflow automatically upon receiving a payment.

4. Testing the Integration with a Payment

To test the integration, perform a test payment through Razer Pay. Copy the URL of the payment page and fill in dummy details, such as a name and email address. Complete the payment process to simulate a successful transaction.

Once the payment is confirmed, return to Pabbly Connect to check if the webhook response has been captured. You should see the payment details logged, confirming that the integration is functioning correctly.

  • Ensure that the details like name, email, and payment method are accurately captured.
  • Check that the payment amount is reflected correctly.

This successful test indicates that Pabbly Connect is effectively capturing payment data from Razer Pay.

5. Adding Captured Payments to System.io CRM

The next step is to add the captured payment details to your System.io CRM. In Pabbly Connect, set the action application to System.io and select “Create Contact” as the action event. Click on “Connect” to link your System.io account.

To establish this connection, you will need your API key from System.io. Navigate to your System.io account, access your profile settings, and locate the public API key. Copy this key and paste it back into Pabbly Connect to finalize the connection.

  • Map the fields from Razer Pay to System.io, ensuring the email and name are correctly formatted.
  • Use the “Save and Send Test Request” option to verify if the contact is created successfully.

After the test request, check your System.io CRM to confirm that the new contact has been created with the payment details.

Conclusion

This tutorial demonstrated how to integrate Razer Pay with System.io using Pabbly Connect. By following the steps outlined, you can automate the process of capturing payments and adding leads to your CRM effectively. This integration enhances your workflow and ensures that no payment details are missed.