Integrating Razorpay with GoHighLevel Using Pabbly Connect: Automate Payment Failures

Learn how to automate task creation in GoHighLevel when payments fail in Razorpay using Pabbly Connect. Follow this detailed tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Razorpay with GoHighLevel, you first need to access Pabbly Connect. This powerful automation platform allows you to seamlessly connect various applications without any coding skills.

Begin by signing up for a free Pabbly Connect account, which provides you with 100 free automation tasks every month. Once registered, log in to your dashboard to create a new workflow that will handle payment failures.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘On Payment Failure in Razorpay Create Task in GoHighLevel Automatically’. This will help you identify the workflow later.

• Click on the ‘Create’ button to finalize the workflow.
• You will see two sections: Trigger and Action.
• Set the trigger to Razorpay and the event to Payment Failed.

This setup will ensure that whenever a payment fails in Razorpay, the workflow is triggered, leading to the creation of a task in GoHighLevel.

3. Setting Up the Trigger for Payment Failures

To set up the trigger, select Razorpay as your application and the event as ‘Payment Failed’. This event will activate the workflow whenever a payment is marked as failed.

Pabbly Connect will provide a webhook URL that you need to copy. This URL is crucial as it allows Razorpay to send payment failure data to your workflow.

• Navigate to your Razorpay dashboard and go to Settings.
• Select the Webhooks tab and add a new webhook using the URL from Pabbly Connect.
• Ensure to select the ‘Payment Failed’ event for the webhook.

Once set up, Razorpay will send payment failure notifications directly to your Pabbly Connect workflow, allowing you to automate responses effectively.

4. Creating a Task in GoHighLevel

After capturing the payment failure data, the next step is to create a task in GoHighLevel. To do this, add another action step in your workflow and select GoHighLevel as the application.

Choose the ‘Create Task’ action event. You will need to connect your GoHighLevel account by providing an API key, which you can find in the settings of your GoHighLevel dashboard.

Map the contact ID from Razorpay to the task in GoHighLevel. Set the task title and description based on the payment failure details. Assign a due date for the task, typically two days from the payment failure date.

By using Pabbly Connect, you ensure that your team can address customer issues promptly and efficiently.

5. Testing and Verifying the Integration

Once you have set up the workflow and mapped the required fields, it’s essential to test the integration. Perform a test payment failure in Razorpay to check if the task is created in GoHighLevel.

After canceling a test payment, return to Pabbly Connect to see if the payment failure data has been received. If everything is set up correctly, you should see the task created in GoHighLevel with the details of the payment failure.

Check the task in GoHighLevel to ensure it includes the correct details. Make any necessary adjustments in Pabbly Connect if the task does not appear as expected.

By following these steps, you can automate the process of handling payment failures and improve your customer service response times.

Conclusion

Integrating Razorpay with GoHighLevel using Pabbly Connect allows for efficient automation of task creation when payments fail. By following the steps outlined in this tutorial, you can streamline your customer service processes and ensure timely resolution of payment issues.