How to Create Airtable Record on Instamojo Sale Using Pabbly Connect

Learn how to create an Airtable record automatically from Instamojo sales using Pabbly Connect. Follow our step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Instamojo and Airtable Integration

To start creating an Airtable record from an Instamojo sale, you need to set up Pabbly Connect. This platform allows you to automate the process seamlessly. Begin by visiting the Pabbly Connect website and signing up for a free account if you don’t have one yet.

Once logged in, you’ll be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow to reflect its purpose, such as ‘Create Airtable Record on Instamojo Sale’. Select a folder to save your workflow, then click ‘Create’ to proceed to the workflow setup.

2. Configuring the Trigger in Pabbly Connect

The next step involves configuring the trigger for your workflow. In Pabbly Connect, triggers are events that start your automation. Search for ‘Instamojo’ in the trigger application section and select ‘Instamojo Version 2’. For the trigger event, choose ‘New Sale’ to capture sales data. using Pabbly Connect

• Search for ‘Instamojo’ in the trigger application.
• Select ‘Instamojo Version 2’ as your trigger application.
• Choose ‘New Sale’ as the trigger event.

After setting up the trigger, you will need to connect your Instamojo account to Pabbly Connect using the provided webhook URL. Copy the webhook URL and navigate to your Instamojo account to paste it into the appropriate settings under the product you want to track.

3. Connecting Instamojo to Pabbly Connect

To connect your Instamojo account to Pabbly Connect, go to your Instamojo product settings. Under the Advanced settings, you will find the section to input the webhook URL. Paste the copied URL from Pabbly Connect into the ‘VAB URL’ field and save the changes. This step is crucial as it allows Pabbly Connect to receive sales data from Instamojo.

Once the webhook is saved, return to Pabbly Connect. The platform will wait for a response from Instamojo, which means you need to create a test sale to generate data. Go back to your Instamojo store, select the product, and make a test purchase. Fill in the required customer details and complete the transaction.

4. Setting Up the Action in Pabbly Connect

After successfully receiving the test response from Instamojo, it’s time to set up the action in Pabbly Connect. Search for ‘Airtable’ in the action application section and select it. Choose the action event as ‘Create Record’ to add new entries into your Airtable base. using Pabbly Connect

• Select ‘Airtable’ as the action application.
• Choose ‘Create Record’ as the action event.
• Connect your Airtable account with Pabbly Connect.

Next, you will need to select the base and table where you want to create the record. After connecting Airtable, you can map the fields from the Instamojo response to the appropriate Airtable columns. This mapping ensures that every new sale automatically populates the correct data into your Airtable.

5. Testing and Verifying the Integration

Once you have configured both the trigger and action, it’s essential to test the entire workflow. After mapping the necessary fields, save your workflow in Pabbly Connect. You can then go back to Instamojo and create another test sale to see if the data flows to Airtable correctly. using Pabbly Connect

Check your Airtable base to confirm that a new record has been created with the details from your test sale. If everything is set up correctly, you should see the customer’s name, email, phone number, and payment ID populated in your Airtable. This automated process will save you time and ensure accurate record-keeping.

Conclusion

In this tutorial, we demonstrated how to create an Airtable record from an Instamojo sale using Pabbly Connect. By following these steps, you can automate your sales tracking process and improve your business efficiency. With Pabbly Connect, managing sales data becomes seamless and effective, allowing you to focus on growing your business.