How to Create Xero Contact on Instamojo Sale Using Pabbly Connect

Learn how to automate the creation of Xero contacts from Instamojo sales using Pabbly Connect with 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. Introduction to Pabbly Connect for Instamojo and Xero

Pabbly Connect is an essential automation tool that simplifies the process of integrating different applications. In this tutorial, we will learn how to create a Xero contact automatically whenever a sale occurs on Instamojo using Pabbly Connect. This integration helps streamline accounting tasks and reduces manual errors.

By using Pabbly Connect, you can ensure that every new payment received through Instamojo is reflected as a new contact in your Xero account. This automation saves time and keeps your records updated without any manual effort.

2. Setting Up Pabbly Connect for Integration

To start, navigate to the Pabbly Connect homepage. If you are a new user, you can sign up for a free account to explore the features offered. Existing users should sign in to access their dashboard.

Once logged in, follow these steps to create a workflow for your integration:

• Click on the ‘Create Workflow’ button at the top right corner.
• Name your workflow, for example, ‘Create Xero Contact on Instamojo Sale’.
• Select a folder to save your workflow, such as ‘Contacts’.

After creating the workflow, you will be prompted to set up a trigger and an action. Pabbly Connect allows you to automate responses based on specific triggers.

3. Configuring the Trigger for Instamojo Sales

In this step, you will configure the trigger for your workflow. Select Instamojo as your trigger application because you want to capture new sales. Then, choose the trigger event as ‘New Sale’. This means that every time a new sale is made, Pabbly Connect will capture the response.

After selecting the trigger event, you will receive a webhook URL. This URL needs to be copied and added to your Instamojo account to establish a connection. Follow these steps:

• Log in to your Instamojo account and navigate to the payment page settings.
• Paste the copied webhook URL in the settings under the Webhook section.
• Select ‘Successful Payments Only’ for the information to be sent.

Once you save these settings, Pabbly Connect will be ready to receive data from Instamojo.

4. Testing the Integration with a Payment

To test the integration, make a test payment through your Instamojo payment page. Enter the necessary details such as name, email, and phone number. After entering the details, proceed to pay and complete the payment process.

Once the payment is successful, return to Pabbly Connect and check if the webhook response has been received. You should see details like payment status, buyer’s information, and transaction details. This confirms that the connection between Instamojo and Pabbly Connect is working correctly.

5. Creating a Contact in Xero

Now that you have successfully received the webhook response, it’s time to set up the action in Pabbly Connect. Select Xero as your action application and choose the action event as ‘Create a Contact’. This will allow you to create a new contact in Xero whenever a new sale occurs on Instamojo.

To connect your Xero account, click on ‘Connect with Xero’ and authorize Pabbly Connect to access your Xero data. Once connected, map the required fields such as contact name, email, and phone number using the data received from the Instamojo trigger.

After completing the mapping, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that a new contact has been created in Xero. You can verify this by logging into your Xero account and checking for the new contact.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Xero contacts from Instamojo sales using Pabbly Connect. This integration streamlines your accounting processes and keeps your customer records updated without manual intervention. By following the steps outlined above, you can easily set up this automation and improve your business efficiency.