How to Add Razorpay Payments to Zoho Sheet Automatically

Learn how to integrate Razorpay payments with Zoho Sheet automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless automation! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To add Razorpay payments to Zoho Sheet automatically, you will first need to access Pabbly Connect. Start by visiting Pabbly.com/connect in your browser. This will take you to the homepage of Pabbly Connect.

On the homepage, you will see options to either sign in or sign up for a free account. If you are new, click on ‘Sign Up Free’ to get 100 tasks every month to explore the software. Existing users can simply sign in. After logging in, you will access the dashboard where you can create workflows for automating tasks.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to select the workflow builder. Choose the ‘New Beta’ version for a modern experience.

• Click ‘Select’ to proceed with the beta version.
• A dialog box will appear; name your workflow, for example, ‘Add Razor Payments to Zoho Sheet Automatically’.
• Choose a folder for your workflow, or create a new one if necessary.

After naming your workflow, click on the ‘Create’ button to finalize it. This sets the stage for the automation process.

3. Setting Up the Trigger with Razorpay

The next step involves setting up the trigger for your workflow in Pabbly Connect. Select Razorpay as your trigger application and choose the event ‘Payment Captured’. This is essential as it will initiate the automation whenever a new payment is made.

Upon selecting the trigger, you will be provided with a webhook URL. Copy this URL as it will be used to connect Razorpay with Pabbly Connect. Navigate to your Razorpay account, and under the ‘Developers’ section, select ‘Webhooks’. Here, you can add a new webhook by pasting the URL you copied.

4. Testing the Webhook Connection

After setting up the webhook in Razorpay, it’s crucial to test the connection to ensure everything is working correctly. You can do this by making a test payment through your Razorpay payment page. Enter dummy details such as name, email, and phone number, and select UPI as your payment method.

• Make the test payment and check Pabbly Connect for a webhook response.
• Ensure that all payment details are captured correctly in the response.

This step confirms that Razorpay is correctly integrated with Pabbly Connect and ready to send payment data to Zoho Sheet.

5. Adding Action to Create a Row in Zoho Sheet

Now that the trigger is set up and tested, it’s time to add an action step in Pabbly Connect to create a new row in Zoho Sheet. Select Zoho Sheet as the action application and choose the event ‘Create Row’.

When prompted, connect your Zoho Sheet account by providing the domain (e.g., zoho.in). After connecting, specify the workbook and worksheet where you want the payment details to be added. Map the necessary fields such as name, email, phone number, and amount from the Razorpay payment details.

Finally, click on ‘Save and Send Test Request’ to check if the payment details are added correctly to your Zoho Sheet. This completes the integration process, allowing you to automatically capture payment details from Razorpay into Zoho Sheet via Pabbly Connect.

Conclusion

In this tutorial, we explored how to add Razorpay payments to Zoho Sheet automatically using Pabbly Connect. By following these steps, you can streamline your payment tracking process and enhance your business automation.