Send Automated Payment Receipt on Razorpay Payment (Instant Email)

Learn how to automate payment receipts using Pabbly Connect with Razorpay. Step-by-step guide to set up instant email notifications for payments. 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. Accessing Pabbly Connect for Payment Automation

To automate payment receipts, first, access Pabbly Connect by visiting Pabbly.com. After reaching the website, either sign in if you’re an existing user or click on ‘Sign up for free’ to create a new account. This will grant you 100 free tasks monthly, allowing you to explore the features of Pabbly Connect.

Once logged in, navigate to the Pabbly apps page and select Pabbly Connect. From here, you can create a new workflow specifically for automating payment receipts from Razorpay. This setup will facilitate the integration of Razorpay with Google Docs, Google Drive, and Gmail.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect that triggers upon receiving a payment from Razorpay. Click on ‘Create Workflow’ and choose the new beta workflow builder for a modern experience. Name your workflow as ‘Send Automated Payment Receipt on Razorpay Payment Instant Email’ and select the appropriate folder for organization.

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

After setting the trigger, you will connect Razorpay to Pabbly Connect using the provided webhook URL. This URL acts as a bridge, enabling the automatic transfer of payment data from Razorpay into your workflow.

3. Connecting Razorpay to Pabbly Connect

To establish the connection, navigate to the Razorpay dashboard and select the ‘Developers’ section. Here, choose ‘API and Webhooks’ and then click on ‘Add New Webhook’. Paste the webhook URL from Pabbly Connect into the designated field. Make sure to select ‘Payment Captured’ as an active event before saving the webhook.

Once the webhook is created, return to your Pabbly Connect workflow. You will see it waiting for a webhook response. To test this, simulate a payment in Razorpay by entering dummy details on the payment page. This action will trigger the webhook, allowing Pabbly Connect to capture the payment details.

4. Formatting Payment Details and Creating Receipt

After successfully capturing the payment details in Pabbly Connect, the next step is to format the payment amount. Use the Number Formatter by Pabbly to convert the amount from its JSON format. Map the amount received from Razorpay, which is typically in a larger unit, and divide it by 100 to get the correct figure.

• Select ‘Perform Math Operation’ in the action event.
• Map the payment amount and divide by 100.

Next, add another action step to create a document in Google Docs using a predefined template. Select ‘Create Document from Template’ and connect to your Google account. Choose the template named ‘Payment Receipt’ and map the necessary fields such as order ID, customer name, and payment details.

5. Sending the Payment Receipt via Email

After generating the payment receipt document in Google Drive, the final step is to send it via email using Gmail. In Pabbly Connect, add a new action step and select Gmail as the application. Choose the action event ‘Send Email’ and connect your Gmail account.

Fill in the details such as sender name, recipient email (mapped from Razorpay response), subject, and email content. Make sure to attach the generated PDF of the payment receipt. Once all fields are filled, click on ‘Save and Send Test Request’ to send the email.

Check your Gmail inbox to confirm the receipt has been sent successfully. This entire process showcases how Pabbly Connect seamlessly integrates Razorpay with Google Docs and Gmail to automate payment receipt generation and delivery.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending payment receipts from Razorpay. By integrating Razorpay with Google Docs and Gmail, you can streamline your payment processes and enhance customer communication.