How to Automatically Add Razorpay Orders to Monday.com

Learn how to automatically add Razorpay orders to Monday.com with Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically add Razorpay orders to Monday.com, first, you need to access Pabbly Connect. Visit the Pabbly Connect homepage by entering ‘Pabbly.com/connect’ in your browser. Here, you will find options to sign in or sign up for free. If you’re a new user, click on the ‘Sign Up Free’ button to get started with 100 free tasks each month.

Once you sign in, you will land on the Pabbly apps window. Click on ‘Access Now’ under Pabbly Connect to navigate to the dashboard. This is where you will create your workflow to connect Razorpay with Monday.com. The interface is user-friendly and designed to facilitate seamless automation.

2. Creating a Workflow in Pabbly Connect

To integrate Razorpay with Monday.com, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new beta and classic workflow builder. For this tutorial, select the beta version for a modern and efficient experience.

• Click on ‘Create’ after naming your workflow (e.g., ‘Automatically Add Razorpay Orders to Monday.com’).
• Select a folder to save your workflow, such as ‘Automations’.
• Review the principles of automation: triggers and actions.

Once you have set up your workflow, you are ready to define the trigger that will initiate the process. This is a crucial step in ensuring your orders are automatically added to Monday.com whenever a payment is captured in Razorpay.

3. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow in Pabbly Connect. Choose Razorpay as your trigger application and select the event ‘Payment Captured’. Click on ‘Connect’ to establish a connection with your Razorpay account.

Upon connecting, you will receive a webhook URL. Copy this URL, as it will be used to link Razorpay with Pabbly Connect. Log in to your Razorpay account, navigate to the developer section, and select the webhooks option. Here, create a new webhook using the copied URL and set the active event to ‘Payment Captured’. Save the webhook to finalize the setup.

Once saved, return to Pabbly Connect, where the workflow will be waiting for a response. To test this, make a test payment through your Razorpay payment page to ensure that the integration is functioning correctly.

4. Adding Action Step to Create Item in Monday.com

Now that the trigger is set, the next step is to add an action to your workflow in Pabbly Connect. Choose Monday.com as your action application and select the event ‘Create Item’. Click on ‘Connect’ to build a new connection with your Monday.com account.

• If you already have a connection, select it; otherwise, create a new one by entering your API token.
• Retrieve your API token from your Monday.com account under the developer settings.
• Add the board ID and group name where the new items will be created.

After entering these details, map the required fields from Razorpay to Monday.com, ensuring that the information such as customer name, email, phone number, and order ID are correctly linked. This mapping allows the automation to dynamically update with each new payment received.

5. Testing the Integration and Finalizing Setup

After completing the mapping, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send a request to Monday.com to create a new item based on the payment details captured from Razorpay. If successful, you will see a confirmation message.

Now, head over to your Monday.com account to verify that a new item has been created. You should see the item populated with all relevant order details, confirming that the integration works as intended. This setup will ensure that every time a payment is captured in Razorpay, a corresponding item is automatically added to Monday.com.

With this final check, you have successfully established an automated workflow using Pabbly Connect that links Razorpay orders to Monday.com, streamlining your order management process.

Conclusion

In this tutorial, we explored how to automatically add Razorpay orders to Monday.com using Pabbly Connect. By following the detailed steps outlined, you can set up an efficient workflow that enhances your order tracking capabilities. This integration not only saves time but also ensures that you never miss an order detail, enabling smoother operations for your business.