Integrating Instamojo Payments with Encharge Using Pabbly Connect

Learn how to integrate Instamojo payments with Encharge using Pabbly Connect for seamless automation. Step-by-step guide included. 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. Introduction to Pabbly Connect for Instamojo and Encharge Integration

In this section, we will introduce Pabbly Connect as the essential platform for integrating Instamojo payments with Encharge. Pabbly Connect automates the process of creating or updating a person in Encharge whenever a payment is made through Instamojo.

Using Pabbly Connect, users can streamline their customer management by automatically syncing payment data from Instamojo to Encharge, ensuring that their marketing efforts are timely and relevant.

2. Setting Up Pabbly Connect for Your Workflow

To start the integration, access Pabbly Connect by signing into your account. If you are a new user, you can sign up for free and get started with 300 tasks each month. Once logged in, navigate to the dashboard where you will create a new workflow.

• Click on the ‘Create Workflow’ button on the top right corner.
• Name your workflow, for instance, ‘Create or Update Encharge Person on Instamojo Payment’.
• Select a folder to organize your workflow, such as ‘Automations’.

After creating the workflow, you will set up a trigger that captures new payments made through Instamojo using Pabbly Connect.

3. Configuring the Trigger for Instamojo Payments

In this step, configure the trigger in Pabbly Connect to respond to new sales on Instamojo. Select Instamojo as the trigger application and set the trigger event to ‘New Sale’. This setup ensures that every time a new payment is processed, the workflow is activated.

Once the trigger is set, you will receive a webhook URL from Pabbly Connect. This URL needs to be added to your Instamojo account to complete the integration:

• Log in to your Instamojo account and navigate to the Smart Pages section.
• Select the payment page you want to integrate and click on ‘Edit Page’.
• In the Page Settings, find the Webhook option and paste the webhook URL from Pabbly Connect into the designated field.

By doing this, you ensure that every successful payment triggers the workflow in Pabbly Connect.

4. Testing the Integration Between Instamojo and Encharge

After setting up the webhook, it’s time to test the integration. Make a test payment on your Instamojo payment page to check if the data flows correctly to Encharge via Pabbly Connect. Enter dummy data such as first name, last name, email, and phone number during the payment process.

Once the payment is processed, return to Pabbly Connect to see if the webhook has captured the payment data. If successful, you will see the details like seller account ID, payment status, and buyer information displayed in the workflow response.

With a successful test, you can be confident that Pabbly Connect is effectively automating the process of creating or updating a person in Encharge based on Instamojo payments.

5. Finalizing the Action Step to Update Encharge

In the last step, configure the action in Pabbly Connect to add or update a person in Encharge. Select Encharge as the action application and choose the action event as ‘Add or Update a Person’. This ensures that every payment made through Instamojo will create or update the customer details in your Encharge account.

Map the required fields such as email, full name, phone number, and address from the webhook response to the corresponding fields in Encharge. This mapping process is crucial as it allows Pabbly Connect to dynamically insert customer data into Encharge.

After mapping, click on the ‘Save and Send Test Request’ button. If everything is configured correctly, you will receive a confirmation that a new person has been successfully created or updated in Encharge.

Conclusion

In conclusion, integrating Instamojo payments with Encharge using Pabbly Connect allows businesses to automate their customer management effectively. This setup ensures that every payment is tracked and customer data is updated seamlessly, enhancing marketing efforts and customer relationships.

By following the steps outlined in this tutorial, you can leverage Pabbly Connect to streamline your online payment processes and maintain an organized customer database.