How to Create Grist Record on Razorpay Payment Using Pabbly Connect

Learn to automate the creation of Grist records for Razorpay payments using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Razorpay and Grist Integration

To create a Grist record on Razorpay payment, first, you need to access Pabbly Connect. This platform allows you to automate workflows between Razorpay and Grist seamlessly. Start by visiting the Pabbly Connect website and signing in to your account.

Once logged in, navigate to the dashboard where you can create a new workflow. This is where you will set up the integration between Razorpay and Grist using Pabbly Connect. Follow these steps to get started:

• Visit the Pabbly Connect website and sign in.
• Click on ‘Create Workflow’ to start a new automation.
• Name your workflow for easy identification.

After creating your workflow, you’ll be directed to set up a trigger for Razorpay payments. This step is crucial as it initiates the automation process whenever a payment is captured.

2. Setting Up the Trigger for Razorpay Payments

The next step involves configuring the trigger in Pabbly Connect to capture Razorpay payments. Select Razorpay as your trigger application. This will allow Pabbly Connect to listen for payment events. using Pabbly Connect

Choose the event type as ‘Payment Captured’ to ensure that the workflow is triggered whenever a payment is successfully processed. Here’s how to set it up:

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

Next, go to your Razorpay account and set up a webhook using the copied URL. This will link Razorpay with your Pabbly Connect workflow. Once the webhook is configured, test it to ensure it captures payment data correctly.

3. Configuring Grist Action to Create a Record

After successfully setting up the trigger, the next step is to configure the action that will create a record in Grist. Select Grist as the action application within Pabbly Connect. This step is essential to automate the record creation process. using Pabbly Connect

Choose the action event as ‘Create Record’. This will enable Pabbly Connect to add new entries to your Grist document whenever a payment is captured. Follow these steps:

Select Grist as the action application. Choose ‘Create Record’ as the action event. Connect your Grist account by entering the API key.

Once connected, specify the document and table where the records will be created. Map the fields from the Razorpay payment data to the corresponding fields in Grist. This ensures that all relevant information is captured accurately.

4. Testing the Integration Between Razorpay and Grist

With the trigger and action configured, it’s time to test the integration. This step is vital to confirm that your setup works as intended. Initiate a test payment in Razorpay to see if a record is created in Grist. using Pabbly Connect

After completing the payment, return to Pabbly Connect and check the workflow’s execution history. You should see the captured payment data and confirm that a new record has been created in Grist. Follow these steps to test:

Make a test payment through Razorpay. Check Pabbly Connect for the execution history. Verify that the record appears in your Grist document.

If the record is created successfully, your integration is complete! This automation will now run continuously, creating a new Grist record for every Razorpay payment captured.

5. Final Setup and Automation Confirmation

Once testing is successful, finalize your setup in Pabbly Connect. Make sure to save your workflow and enable it to run automatically. This ensures that every payment processed through Razorpay will create a corresponding record in Grist without any manual intervention.

To ensure everything runs smoothly, monitor the integration for a few days. Check that all payments are reflected in Grist as expected. Here are the final steps to complete the setup:

Save the workflow in Pabbly Connect. Enable the workflow to run automatically. Monitor the integration for accuracy and performance.

By following these steps, you have successfully set up an automated workflow using Pabbly Connect to create Grist records from Razorpay payments. This integration will save you time and streamline your payment processing tasks.

Conclusion

In this tutorial, we explored how to create Grist records from Razorpay payments using Pabbly Connect. By automating this process, you can ensure that every payment is accurately recorded without manual effort. Implementing this integration enhances your workflow efficiency and accuracy.