Integrate Razorpay and FreshBooks Automatically Using Pabbly Connect

Learn how to automate the process of adding Razorpay customers to FreshBooks using Pabbly Connect with this detailed step-by-step guide. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Razorpay and FreshBooks Integration

To automate the process of adding Razorpay customers to FreshBooks automatically, we will utilize Pabbly Connect. This powerful integration platform allows you to connect multiple applications seamlessly without any coding knowledge. By following the steps outlined in this guide, you can set up a workflow that captures customer details from Razorpay whenever a payment is made.

In this integration, Pabbly Connect acts as the bridge between Razorpay and FreshBooks. It ensures that every time a customer makes a payment, their details are automatically added to your FreshBooks account as a new client. This saves time and reduces the chances of manual errors.

2. Setting Up Pabbly Connect for Razorpay Integration

To start using Pabbly Connect, visit the official Pabbly website and navigate to the Pabbly Connect product page. If you are a new user, sign up for a free account, which gives you 100 tasks per month. If you already have an account, simply log in.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here’s how to set up your workflow:

• Click on the plus sign to create a new workflow.
• Name your workflow, such as ‘Add Razorpay Customers in FreshBooks Automatically’.
• Click on the ‘Create’ button.

Now, you will see a trigger window where you can select Razorpay as the application and ‘Payment Captured’ as the trigger event. This sets the stage for capturing customer details whenever a payment is made.

3. Configuring Razorpay Webhook in Pabbly Connect

Next, you need to configure the Razorpay webhook to send payment data to Pabbly Connect. Copy the webhook URL provided in the Pabbly Connect trigger window. Then, log in to your Razorpay dashboard and navigate to the settings section.

In the Razorpay settings, find the ‘Webhooks’ option and click on ‘Add New Webhook’. Paste the copied URL into the webhook URL field and select the event as ‘Payment Captured’. Finally, click on ‘Create Webhook’. This setup allows Razorpay to send payment details to Pabbly Connect.

After setting up the webhook, return to Pabbly Connect. It will wait for a webhook response, so you need to make a test payment to capture customer details. This step is crucial to ensure that the integration is functioning correctly.

4. Mapping Customer Details to FreshBooks

Once you have successfully captured a payment in Razorpay, Pabbly Connect will display the payment details. Now, it’s time to map these details to FreshBooks. In the action window, select FreshBooks as the application and choose ‘Create Client’ as the action event. using Pabbly Connect

Connect your FreshBooks account with Pabbly Connect by clicking on ‘Connect’ and following the authorization process. Once connected, you will need to map the customer details from Razorpay to FreshBooks. Here’s what to do:

• Map the email address from Razorpay.
• Enter the first name and last name of the customer.
• Add the phone number and any other relevant details.

After mapping, click on ‘Save and Send Test Request’ to create the client in FreshBooks. If successful, you will see the new client added to your FreshBooks account.

5. Testing and Saving Your Integration

To ensure that your integration is working correctly, make another test payment using Razorpay. Once the payment is processed, check your FreshBooks account to confirm that the new client has been added automatically. This verification step is essential to ensure that everything is functioning as intended. using Pabbly Connect

If the client appears in FreshBooks, return to Pabbly Connect and save your workflow. This will secure your integration, allowing it to run automatically in the future without any additional input from you.

With Pabbly Connect, you have successfully automated the process of adding Razorpay customers to FreshBooks. This integration not only saves time but also enhances efficiency in managing client details.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Razorpay and FreshBooks automatically. By following the steps outlined, you can streamline your workflow and ensure that customer details are added to FreshBooks seamlessly. This automation not only saves time but also minimizes errors, allowing you to focus on growing your business.