Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Integration

To manage failed payments effectively, you first need to access Pabbly Connect. Open a new tab and navigate to pabby.com/connect. If you’re a new user, sign up for free to get 100 tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create workflows to automate tasks. For this tutorial, we will set up a workflow that captures failed payments from Razorpay and logs them in Google Sheets.

2. Creating a Workflow in Pabbly Connect

Inside Pabbly Connect, create a new workflow. You will set a trigger to capture failed payments from Razorpay. Select Razorpay as your trigger application and choose the event as “Payment Failed”.

  • Select Razorpay as the trigger application.
  • Choose “Payment Failed” as the event.
  • Click the connect button to generate a webhook URL.

Copy the webhook URL provided by Pabbly Connect. This URL will be used to connect Razorpay with Pabbly Connect, capturing payment failure details automatically.

3. Configuring Razorpay to Send Data to Pabbly Connect

Next, you need to configure your Razorpay account to send payment failure notifications to Pabbly Connect. Log in to your Razorpay account and navigate to the settings.

Under the “Accounts and Settings” section, find the “Webhook” settings. Here, add a new webhook by pasting the URL you copied earlier. Make sure to select the event as “Payment Failed”. This setup allows Razorpay to communicate with Pabbly Connect whenever a payment fails.

  • Go to Razorpay settings and find “Webhook” settings.
  • Paste the Pabbly Connect webhook URL.
  • Select “Payment Failed” as the event.

Once this is set, Razorpay will send payment failure notifications to Pabbly Connect, which will trigger your workflow.

4. Mapping Data in Pabbly Connect

After configuring Razorpay, you will return to Pabbly Connect. The workflow should now be waiting for a webhook response. To test this, initiate a failed payment in Razorpay.

As soon as the payment fails, Pabbly Connect will capture the data. You will need to map this data to the appropriate fields in your Google Sheets. For example, map the customer name, email, address, and payment status.

  • Map the customer’s name to the corresponding field.
  • Map the email and address fields accordingly.
  • Ensure the payment status is marked as failed.

This mapping ensures that all relevant data from failed payments is logged into Google Sheets for easy tracking.

5. Sending WhatsApp Notifications via Pabbly Connect

To enhance customer communication, you can set up a WhatsApp notification feature using Pabbly Connect. After mapping the data, add another action step to send a WhatsApp message to the customer.

In this step, select the WhatsApp application and choose the option to send a template message. You will need to map the customer’s phone number and select the message template you’ve created for failed payments.

  • Select WhatsApp as the action application.
  • Map the customer’s phone number to the recipient field.
  • Choose the template message for payment failure notifications.

This setup ensures that your customers are promptly informed about their payment status, enhancing their experience and encouraging them to complete their transactions.

Conclusion

In this tutorial, we explored how to manage failed payments using Pabbly Connect, Razorpay, and Google Sheets. By following the steps outlined, you can automate the process of logging failed payments and notifying customers effectively.

This not only streamlines your payment management but also improves customer communication, ensuring a smoother experience for your clients.