How to Send Thank You Emails Automatically After a Payment via Razorpay Using Pabbly Connect

Learn how to automate sending thank you emails after a payment via Razorpay using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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 Integration

To start automating thank you emails after payments via Razorpay, you need to access Pabbly Connect. First, open your browser and navigate to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’. This will take you to the main interface where you can create your workflow.

Once on the landing page, existing users can click on the ‘Sign In’ button. If you are a new user, you can select ‘Sign Up for Free’ to get started. After signing in, click on ‘Access Now’ under Pabbly Connect to enter your dashboard and begin creating your automation.

2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder or the classic one. For this tutorial, select the new workflow builder for a modern interface.

Next, name your workflow as ‘Send Thank You Emails Automatically After a Payment via Razorpay’. You can categorize it under a folder named ‘Automations’. Once done, click on the ‘Create’ button to proceed to the workflow window where you will set up triggers and actions.

• Choose a workflow name that is descriptive and relevant.
• Select a folder to organize your workflows.
• Click ‘Create’ to finalize your workflow setup.

Now that your workflow is created, you will see the main window with options to add a trigger and action. This is where you will define the workflow’s behavior.

3. Setting Up Trigger with Razorpay

To set up the trigger in Pabbly Connect, click on the ‘Add Trigger’ button. Search for ‘Razorpay’ in the application list and select it. For the trigger event, choose ‘Payment Captured’ and click on ‘Connect’. This will generate a webhook URL used to connect Razorpay with Pabbly Connect.

Copy the webhook URL and log in to your Razorpay account. Navigate to the ‘Developers’ section, then select ‘Webhooks’. Click on ‘Add New Webhook’ and paste the copied URL. For the active events, choose ‘Payment Captured’ and click ‘Create Webhook’. This establishes the connection between Razorpay and Pabbly Connect.

• Access the Razorpay Developers section.
• Paste the webhook URL in the designated field.
• Select ‘Payment Captured’ as the active event.

After creating the webhook, Pabbly Connect will wait for a response, which you can test by making a sample payment through Razorpay.

4. Testing the Integration with a Sample Payment

To test the integration, complete a sample payment using Razorpay. Go back to your Razorpay dashboard, find the payment page for your product, and complete a transaction. Once the payment is successful, Pabbly Connect will capture the payment details, including customer information.

After the payment, return to your Pabbly Connect workflow, and you should see that the payment details have been captured. This includes the customer’s name, email, order ID, and other relevant information. Make sure to verify that the details are correct before moving to the next step.

Complete a test payment on Razorpay. Check that payment details are correctly captured in Pabbly Connect. Ensure customer information is accurate for email sending.

Once you confirm that the payment details are captured correctly, you can proceed to set up the email action.

5. Sending Thank You Emails via Gmail

Now it’s time to send a thank you email using Gmail through Pabbly Connect. Click on ‘Add New Action Step’ and select ‘Gmail’ as the application. For the action event, choose ‘Send Email’ and click on ‘Connect’. If you haven’t connected Gmail yet, you’ll need to add a new connection.

To establish the connection, click on ‘Sign in with Google’ and select the Gmail account you wish to use. Allow the necessary permissions for Pabbly Connect to access your Gmail account. After connecting, fill in the sender’s name and email address. For the recipient’s email, map it from the captured payment details.

Select Gmail as the action application. Map the recipient’s email from the payment data. Compose the email content and subject.

Finally, click on ‘Save and Send Test Request’ to send a test email. Check your Gmail inbox to ensure the thank you email is received successfully. With this, your automation is complete, and every time a payment is made via Razorpay, a thank you email will be sent automatically.

Conclusion

By following this tutorial, you can effectively use Pabbly Connect to automate thank you emails after payments via Razorpay. This integration not only saves time but also enhances customer communication, ensuring that your clients feel appreciated after their purchase. Try out this automation for your business today!