How to Create Xero Contact on Instamojo Sale Using Pabbly Connect

Learn how to create a Xero contact automatically for Instamojo sales using Pabbly Connect. 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 to Set Up Integration

To create a Xero contact from an Instamojo sale, first, access Pabbly Connect. This platform is essential for automating the integration between Instamojo and Xero.

Begin by visiting the Pabbly Connect website at Pabbly.com/connect. If you already have an account, sign in; otherwise, you can sign up for free and receive 100 free tasks every month. Once logged in, you will see various Pabbly applications displayed.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will prompt you to enter a workflow name.

• Name your workflow: ‘How to Create Xero Contact on Instamojo Sale’.
• Select a folder to save your workflow, like ‘Instamojo Automations’.

Once you’ve entered the name and selected the folder, click on the ‘Create’ button. This will set up your workflow, which consists of a trigger and an action.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger in Pabbly Connect. Select ‘Instamojo V1’ as your trigger application. The trigger event will be set to ‘New Sale’ to capture new purchases made through Instamojo.

After selecting your trigger application and event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your Instamojo account.

• Log in to your Instamojo account and navigate to the product page.
• Go to the ‘Edit Page’ section and find the ‘Webhook’ settings.
• Toggle the webhook option on and paste the copied URL, selecting ‘Successful Payments’ as the information to send.

Click on the ‘Save and Update’ button to finalize the settings. Your trigger is now set up to capture new sales from Instamojo.

4. Testing the Integration Between Instamojo and Pabbly Connect

To ensure that the integration is working, perform a test payment through your Instamojo smart page. This step is crucial to verify that Pabbly Connect is successfully receiving data from Instamojo.

Open the smart page link, fill in the customer details, and proceed to make a test payment. After completing the payment, return to your workflow in Pabbly Connect to check for a webhook response.

Fill in the customer’s name, email, and phone number. Select a payment method and complete the transaction.

If successful, you will see the payment details captured in your Pabbly Connect workflow, confirming that Instamojo is connected properly.

5. Creating a Xero Contact from Instamojo Sales

Now that the trigger is set up and tested, it’s time to create a contact in Xero using Pabbly Connect. For the action application, select ‘Xero’ and the action event as ‘Create Contact’.

Click on the ‘Connect’ button to authorize the connection. You will need to allow access to your Xero account, which will enable Pabbly Connect to create contacts on your behalf.

Map the customer details from the previous step, including first name, last name, and email. For the name field, separate the first and last names as required.

After mapping all required fields, click on the ‘Save and Test Request’ button. If successful, check your Xero account to confirm that the new contact has been created. This completes the automation process using Pabbly Connect.

Conclusion

In this tutorial, we learned how to automate the creation of Xero contacts from Instamojo sales using Pabbly Connect. This integration streamlines the process, ensuring that customer data is accurately captured in real-time.

By following these steps, you can efficiently manage your customer information without manual entry, enhancing your operational efficiency.