Integrate Instamojo with Grist Using Pabbly Connect: A Step-by-Step Guide

Learn how to automatically record payment details from Instamojo into Grist using Pabbly Connect. Follow this detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Integration

To begin integrating Instamojo with Grist, the first step is to access Pabbly Connect. Sign up for a free trial account on the Pabbly website. After signing up, log in to your account to reach the dashboard.

Once you are in the dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button. Give your workflow a descriptive name, such as ‘Record Instamojo Payment Details in Grist,’ and click on the ‘Create’ button to proceed. This sets the stage for connecting the two applications through Pabbly Connect.

2. Set Up Trigger for Instamojo Payments

Next, you need to configure the trigger for your workflow. In this case, the trigger application is Instamojo. In the ‘Choose App’ field, type and select ‘Instamojo’. The trigger event you want to select is ‘New Sale’, which activates whenever a new sale or successful payment is made.

• Select ‘Instamojo’ as the trigger application.
• Choose ‘New Sale’ as the trigger event.
• Copy the provided webhook URL for further configuration.

After setting up the trigger, you will receive a webhook URL. This URL is essential for connecting Instamojo with Pabbly Connect, enabling it to capture payment details automatically.

3. Create a Payment Link in Instamojo

Now, navigate to your Instamojo account to create a payment link. Click on the ‘Create New’ button and select ‘Payment Link’. Fill in the necessary details such as the purpose of payment and amount. For testing, set a small amount like 10 Rupees.

In the smart actions options, you will find the option to add a webhook. Paste the webhook URL you copied from Pabbly Connect into this field and finalize the setup. This step ensures that every time a payment is made through this link, the details will be sent to Pabbly Connect.

4. Test the Integration and Retrieve Payment Details

To test your integration, make a demo payment using the payment link you created. Ensure that you fill in the required details during the payment process. After completing the payment, return to Pabbly Connect to check if the data has been captured. You should see the payment ID and status in the response.

• Make a test payment using the link.
• Check Pabbly Connect for captured payment details.
• Verify the payment ID and other details are accurate.

If the payment details are visible, proceed to set up an action step to retrieve customer details using the payment ID. This is crucial for logging all necessary information into Grist.

5. Log Payment Details into Grist

The final step is to log the captured payment details into Grist. In Pabbly Connect, select Grist as the action application and choose ‘Create Record’ as the action event. Connect your Grist account by providing the required API token.

Map the fields from the payment data to your Grist table, ensuring that each detail such as name, email, mobile number, amount, and date of sale is accurately recorded. Once everything is mapped, save and send a test request to confirm that the data flows correctly into Grist.

Conclusion

By following these steps, you can seamlessly integrate Instamojo with Grist using Pabbly Connect. This automation allows you to record payment details automatically, saving you time and effort. Set up this workflow once, and it will continue to operate in the background, ensuring your records are always up to date.