How to Create Razorpay Payment Invoice using Refrens with Pabbly Connect

Learn how to automate Razorpay payment invoice creation using Refrens through Pabbly Connect in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Razorpay payment invoices using Refrens, first, access Pabbly Connect. Open a new tab and search for Pabbly Connect. You will find the landing page where you can either sign in or sign up for a free account.

If you are new, click on ‘Sign up for free’ to create an account. This process takes only a couple of minutes, and you will receive 100 free tasks every month. Once logged in, click on the Accel Now button to access your dashboard where you can create workflows.

2. Creating a New Workflow in Pabbly Connect

In the dashboard of Pabbly Connect, you will see options to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up will appear asking for a workflow name. Name it something relevant, like ‘Create Razorpay Payment Invoice using Refrens’.

• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

Now, you will see the workflow section with two main boxes: Trigger and Action. The trigger will be Razorpay, and the action will be Refrens. This is where you will set up the connection to automate invoice creation.

3. Setting Up Trigger and Action in Pabbly Connect

Your first step is to set the trigger application to Razorpay. Select Razorpay and then choose the trigger event as ‘Order Paid’. This event will initiate the workflow whenever a new payment is received.

Next, you will need to connect Razorpay with Pabbly Connect. For this, copy the webhook URL provided by Pabbly Connect. Go to your Razorpay account settings and add this webhook URL under the Webhooks section. Set the active event as ‘Order Paid’ and create the webhook.

4. Testing the Integration with a Sample Payment

After setting up the webhook in Razorpay, you need to test the integration. Go back to Pabbly Connect and check if it is waiting for a webhook response. To do this, make a test payment using Razorpay. You can use your payment page to complete a transaction.

• Select a product and fill in the required payment details.
• Complete the payment process.

Once the payment is completed, return to Pabbly Connect and check if the webhook has received the payment details. This confirms that your trigger is set up correctly and is functioning as intended.

5. Creating Invoice in Refrens Using Pabbly Connect

Now that the trigger is working, it’s time to set up the action to create an invoice in Refrens. In Pabbly Connect, add a new action step and select Refrens as the application. Choose the action event as ‘Create Invoice’.

Connect Refrens with Pabbly Connect by entering your app ID and app secret. These credentials can be obtained from your Refrens account. Fill in the required fields for the invoice, mapping the details from the Razorpay payment response to the corresponding fields in the invoice.

Conclusion

In this tutorial, we explored how to create Razorpay payment invoices using Refrens through Pabbly Connect. By automating this process, you can ensure timely invoice generation for every payment received. This integration not only saves time but also enhances customer satisfaction with instant invoicing.