Watch Step By Step Video Tutorial Below





1. Access Pabbly Connect to Set Up Automation

To begin automating email notifications for course payments, you need to access Pabbly Connect. Start by visiting the official Pabbly Connect website and signing up for a free account. This allows you to utilize up to 100 free tasks each month, perfect for setting up your integration.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the “Create Workflow” button and select “Create from Scratch”. This is where you will configure the automation to send payment links automatically after Google Form submissions.

2. Create a Google Form for Course Selection

Next, create a Google Form to collect customer data and their course interests. In the form, include fields for the customer’s name, email address, phone number, and the course they wish to purchase. This form will serve as the trigger for your Pabbly Connect workflow.

  • Include a dropdown or multiple-choice question for course selection.
  • Ensure that the form responses are linked to a Google Sheet for better data management.

After creating the form, you can test it by filling out the information as a customer would. This will allow you to see how the data is captured and subsequently used in Pabbly Connect.

3. Set Up Pabbly Connect Workflow with Google Forms

In your Pabbly Connect dashboard, create a new workflow named “Send Payment Links to Customers via Email Automatically”. For the trigger, select Google Forms and choose the event as “New Response Received”. Copy the webhook URL provided by Pabbly Connect.

Next, go back to your Google Form responses, access the “Extensions” menu, and select “Add-ons”. Search for “Pabbly Webhooks” and install it. After installation, refresh your Google Sheet and configure the webhook URL by selecting the appropriate trigger column where the form responses will be recorded.

Once your Google Form is connected to Pabbly Connect, set up an action step to create a payment link using Razorpay. Select Razorpay as the action application and choose the event “Create Payment Link”. You will need to enter your Razorpay API key and secret to establish the connection.

  • Specify the amount based on the course selected by the customer.
  • Map customer details such as name, email, and phone number from the previous step.

After configuring these details, you can test the payment link creation. The payment link will be sent to the customer’s email automatically, allowing them to complete the purchase seamlessly.

5. Send Email Notification with Payment Link

Finally, configure the last step in your Pabbly Connect workflow to send an email notification to the customer. You can either use Razorpay’s inbuilt email notification feature or set up a separate action using Gmail.

Make sure to include the payment link in the email body, along with any relevant information about the course. Test this step by submitting a new response through your Google Form. You should receive an email with the payment link as soon as the form is submitted.

Conclusion

In this tutorial, we demonstrated how to automate email notifications for course payments using Pabbly Connect. By integrating Google Forms and Razorpay, you can streamline the payment process for your customers efficiently. This setup not only saves time but also enhances customer experience by providing them with immediate access to payment links.