How to Instantly Share Course Material Using Pabbly Connect and Razorpay

Learn how to automate sharing course materials with users after Razorpay payments using Pabbly Connect. Step-by-step guide included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the sharing of course materials after a Razorpay payment, you must first access Pabbly Connect. Visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you can sign in if you are an existing user or sign up for free if you are new.

Upon signing up, you will receive 100 free tasks each month to explore the platform. After logging into Pabbly Connect, you will be directed to the dashboard where all your workflows are visible. You can create folders to organize your workflows efficiently.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. For this example, name it ‘Share Course Material for Razorpay Payment’ and select a folder for organization.

• Click on ‘Create’ to proceed.
• You will see two windows: Trigger and Action.
• Triggers initiate the workflow, while actions are the responses to those triggers.

In this case, Razorpay will be the trigger and Google Drive will be the action. The workflow will be set up to send course materials automatically once a payment is captured in Razorpay.

3. Setting Up the Trigger with Razorpay

To set up the trigger in Pabbly Connect, select Razorpay as the application and choose the trigger event as ‘Payment Captured’. This event will start the workflow whenever a payment is successfully made.

After selecting the trigger event, a webhook URL will be generated. This URL is crucial as it will connect Razorpay to Pabbly Connect. Copy this URL for the next steps.

• Navigate to your Razorpay account and go to Account Settings.
• Select the Webhooks option and click on ‘Add New Webhook’.
• Paste the copied webhook URL and choose the active event as ‘Payment Captured’.

After saving the webhook, return to Pabbly Connect, which will now be waiting for a webhook response from Razorpay.

4. Testing the Payment Process

To test the integration, you need to simulate a payment. Go back to Razorpay and navigate to the Payment Pages section. Here, select the product (e.g., PHP Programming Course) and copy the payment link.

Open the link in a new tab, fill in the required payment details, and complete the transaction. Once the payment is successful, Pabbly Connect will capture the payment response, including user details such as name and email.

Ensure you enter valid test details for the transaction. Check Pabbly Connect for the captured payment response. This response will trigger the next steps in your workflow.

Once the payment response is received, you can proceed to the next step in the workflow.

5. Sharing Course Material via Google Drive

With the payment successfully captured, the next step is to share the course material using Google Drive through Pabbly Connect. Select Google Drive as the action application and choose the action event as ‘Share a File or Folder by ID’.

Now, create a new connection to your Google Drive account. Once connected, specify the folder ID of the course material you want to share. You will also need to map the email address of the user who made the payment from the Razorpay response.

Select the folder containing the course material. Map the email from the Razorpay response to send the folder. Set the role for the user (e.g., Viewer).

After configuring these settings, save the action and send a test request to check if the email is sent successfully. If the test is successful, the user will receive an email with access to the course material.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically share course materials with users after a Razorpay payment. By following these steps, you can streamline your workflow and enhance user experience. Automating such processes saves time and ensures that users receive their materials promptly.