Integrate Zoho Books with Razorpay Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate invoice creation in Zoho Books when receiving payments via Razorpay using Pabbly Connect. Follow our detailed tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoho Books and Razorpay Integration

To automate the process of creating a Zoho Books invoice upon receiving payments through Razorpay, you will first need to set up Pabbly Connect. This integration platform allows you to connect various applications seamlessly.

Start by visiting the Pabbly Connect homepage. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks. Existing users should click on ‘Sign In’. After logging in, you will access the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Razorpay to Zoho Books using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

When prompted, name your workflow something like ‘Create Zoho Books Invoice on Razorpay Payment’. After naming, select a folder to save your workflow. You can create multiple folders for better organization. Now, let’s set up the trigger and action steps for this workflow.

• Click ‘Create’ to start your workflow.
• Choose Razorpay as your trigger application.
• Select the trigger event as ‘Payment Captured’.

After selecting the trigger, Pabbly Connect will generate a webhook URL. This URL will be used to connect Razorpay to Pabbly Connect for capturing payment events.

3. Configuring Razorpay to Send Data to Pabbly Connect

Next, you need to configure Razorpay to send payment data to Pabbly Connect. Log in to your Razorpay account and navigate to the ‘Account and Settings’ section. Here, you will find the option for webhooks.

Click on ‘Add a New Webhook’. In the dialog box, paste the webhook URL you copied from Pabbly Connect. Set the active event to ‘Payment Captured’, matching the event you selected in your workflow. After saving, enable the webhook to start sending data to Pabbly Connect.

4. Testing the Integration with a Payment

To ensure your integration works correctly, you will need to test it by making a payment through Razorpay. Go to your Razorpay payment page and fill in the required details such as first name, last name, email, and phone number.

Select the payment option (e.g., UPI) and complete the payment. After making the payment, return to Pabbly Connect and check for a successful webhook response that includes the payment details.

• Verify that the payment amount is correct.
• Ensure that customer details are accurately captured.

Once you receive the response, you can proceed with creating the invoice in Zoho Books.

5. Creating an Invoice in Zoho Books

After successfully capturing the payment details, the next step is to create a new customer and invoice in Zoho Books using Pabbly Connect. Add a new action step in your workflow and select Zoho Books as the action application.

Choose ‘Create Contact’ as your action event. Connect your Zoho Books account by entering the domain name and authorizing Pabbly Connect to access your account. Map the customer details from the Razorpay payment data to create a new customer in Zoho Books.

Select the organization in Zoho Books. Map the customer’s name, email, and phone number.

Following this, add another action step to create an invoice by selecting ‘Create Sales Invoice’. Map the necessary fields such as customer ID, product name, and amount. Finally, send the request to create the invoice, which will appear in your Zoho Books account.

Conclusion

By following this tutorial, you have successfully integrated Razorpay with Zoho Books using Pabbly Connect. This automation allows you to create invoices seamlessly whenever a payment is received, saving you time and reducing errors in your financial records. Automate your processes today with Pabbly Connect for efficient management of your business operations.