How to Add Razorpay Payment Details to Stackby Using Pabbly Connect

Learn how to integrate Razorpay with Stackby using Pabbly Connect to automate payment details collection effortlessly. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay and Stackby Integration

To initiate the integration of Razorpay with Stackby, the first step is to access Pabbly Connect. You can create a free account on Pabbly Connect in just two minutes and receive 100 free automation tasks each month. Once logged in, navigate to the dashboard to set up your automation workflow.

In the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, a suitable name could be ‘Send Payment Details from Razorpay to Stackby’. After naming, click on the ‘Create’ button to proceed.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. In the ‘Choose App’ field, select Razorpay as your trigger application. Then, in the trigger event dropdown, choose ‘Payment Captured’. This event will trigger the workflow whenever a payment status changes to captured.

• Select Razorpay from the app list.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Razorpay dashboard, go to the settings, and find the webhooks section. Here, click on ‘Add New Webhook’. Paste the copied webhook URL into the setup window and ensure to check the ‘Payment Captured’ option under active events. Click ‘Create Webhook’ to finalize the setup.

3. Testing Payment Capture from Razorpay

With the webhook set up, the next step is to test the payment capture to see if the integration works correctly through Pabbly Connect. Perform a test payment using Razorpay’s payment page. Fill in the customer details as prompted and proceed with the payment.

After successfully completing the payment, return to Pabbly Connect. You should see the response received section populated with the payment details such as the amount, currency, and customer information. This confirms that the payment data is being captured correctly.

4. Formatting Payment Data for Stackby

After capturing the payment details, it’s essential to format the data before sending it to Stackby using Pabbly Connect. Add a new action step and choose ‘Number Formatter’. Select the ‘Spreadsheet Formulas’ option to correct the payment amount, which may have captured incorrectly as an integer.

• Set up a division formula to convert the amount from integer to decimal.
• Map the amount label from Razorpay’s response.

Once the amount is corrected, add another action step for ‘Date Time Formatter’ to convert the timestamp received from Razorpay into a readable date format. Map the timestamp from the Razorpay response and set the desired output format. This ensures that the date sent to Stackby is user-friendly.

5. Sending Payment Details to Stackby

The final step is to send the formatted payment details to Stackby through Pabbly Connect. In the action step, select Stackby as the app and choose ‘Create a Row’ as the action event. This will allow you to create a new row in your Stackby spreadsheet for each payment captured.

Connect your Stackby account by providing the API key found in your Stackby account settings. Select the relevant workspace and stack where you want to save the payment details. Map the fields such as order ID, customer name, email, corrected amount, and transaction date from the previous steps.

Once all fields are mapped, click ‘Save and Send Test Request’. Verify in your Stackby spreadsheet to ensure the new row with payment details has been added successfully. This confirms that the integration is working as intended, automating the process of collecting payment data.

Conclusion

Integrating Razorpay with Stackby using Pabbly Connect automates the collection of payment details seamlessly. By following the steps outlined, you can efficiently manage payment records without manual input. This setup not only saves time but also enhances data accuracy in your spreadsheets.