Learn how to integrate Razorpay and Asana using Pabbly Connect to automate comments for failed payments. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Razorpay and Asana Integration
To begin the integration process using Pabbly Connect, open your web browser and navigate to Pabbly.com. This platform allows you to set up automation between Razorpay and Asana effectively.
Once on the Pabbly website, click on the ‘Products’ tab and select ‘Pabbly Connect’. If you are a first-time user, you will need to sign up for a free account. Existing users can simply log in to access the dashboard.
2. Creating a Workflow in Pabbly Connect
After logging into Pabbly Connect, you will create a new workflow to connect Razorpay and Asana. Click on the plus sign to create a new workflow and name it ‘Razorpay to Asana Integration’. This name helps identify the workflow later.
- Click on ‘Create Workflow’ to proceed.
- Select Razorpay as the trigger application.
- Choose the trigger event as ‘Payment Failed’.
By doing this, you are setting up a trigger that will activate whenever a payment fails in Razorpay, enabling the automation to function correctly through Pabbly Connect.
3. Configuring Webhook in Razorpay
To capture payment failure events, you need to configure a webhook in your Razorpay account. Copy the webhook URL provided by Pabbly Connect and navigate to your Razorpay dashboard.
- Go to the ‘Settings’ section and select ‘Webhooks’.
- Click on ‘Add New Webhook’ and paste the copied URL.
- Select the event ‘Payment Failed’ and save the webhook.
This setup ensures that whenever a payment fails, Razorpay will send the relevant data to Pabbly Connect, which can then be used to trigger actions in Asana.
4. Capturing Payment Details in Pabbly Connect
Once the webhook is configured, return to Pabbly Connect. You will see that it is waiting for a response from Razorpay. To capture this response, you need to perform a test submission by initiating a failed payment.
Fill in the payment details on your Razorpay payment page and intentionally fail the transaction (e.g., by closing the payment window). Once the payment fails, Pabbly Connect will receive the webhook response, capturing all details of the failed payment.
Check the response received in Pabbly Connect for payment details. Map necessary fields like customer name, email, and product name for later use.
These details will be used to create a comment in Asana, ensuring that all relevant information about the failed payment is documented.
5. Creating a Comment in Asana
Now, it’s time to create a comment in Asana based on the captured payment failure data. In Pabbly Connect, add a new action step and select Asana as the application.
Choose the action event as ‘Create Story’ or ‘Add Comment’. Connect your Asana account by authorizing Pabbly Connect to access it. You will need to select your workspace and the specific task where the comment should be added.
Map the comment text to include payment details, such as ‘Payment for {customer_name} failed for {product_name} on {date}’. Save and send a test request to verify that the comment is created in Asana.
Upon successful execution, you will see the comment added to the specified task in Asana, confirming that your integration is functioning as intended through Pabbly Connect.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding comments in Asana whenever a payment fails in Razorpay. This integration streamlines your workflow and ensures that all payment issues are documented efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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By following the steps outlined, you can set up similar automations, enhancing productivity and response times in your business operations. Start using Pabbly Connect today to simplify your integrations!