Watch Step By Step Video Tutorial Below





1. Setting Up Pabbly Connect for Automation

To begin automating invoice sending, first access Pabbly Connect. This powerful tool allows you to integrate various applications seamlessly. Sign up or log in to your Pabbly Connect account to get started.

Once you are on the dashboard, click on the “Create Workflow” button. You will see options to create from scratch, using AI, or quick build. Choose “Create from Scratch” and name your workflow, such as “Send Professional Invoices via Gmail Automatically for Every Raza Pay Success.” After selecting a folder, click the “Create” button.

2. Setting the Trigger with Raza Pay

In this step, you will set up the trigger application in Pabbly Connect. Select Raza Pay as your trigger app. The event you want to select is “Payment Captured.” Click on the “Connect” button to proceed.

  • Copy the provided webhook URL.
  • Go to Raza Pay’s dashboard and navigate to Account Settings.
  • Click on Webhooks and add a new webhook using the copied URL.
  • Enter the secret key and select “Payment Captured” as the event.

After saving the webhook, make a test payment on Raza Pay to check if the webhook is receiving data correctly. Once the payment is successful, return to Pabbly Connect to verify that the new response has been captured.

3. Formatting Data with Number Formatter

Next, you need to format the payment data using the Number Formatter in Pabbly Connect. This is essential because Raza Pay does not include decimal values in the amount. Select the Number Formatter as your next application and choose the “Perform Math Operation” event.

In the fields provided, map the amount received from Raza Pay. For example, if the payment amount is 1,500, you will enter a comma followed by 100 to divide the amount. Click “Save and Send Test Request” to confirm that the formatted amount is correct.

Repeat the Number Formatter process for any additional values that need formatting, such as tax or fees. This ensures that the data you send to Google Docs is accurate and properly formatted.

4. Generating Invoices with Google Docs

Now, it’s time to generate the invoice using Google Docs through Pabbly Connect. Select Google Docs as your next application and choose the “Create Document from Template” event. Connect your Google account if you haven’t done so yet.

  • Select the invoice template you created.
  • Map dynamic fields such as customer name, email, and amount using the data received from Raza Pay.
  • Specify the location in Google Drive where the invoice will be saved.

After completing the mapping, click “Save and Send Test Request” to ensure that the invoice is created successfully. Check your Google Drive folder to confirm that the invoice has been generated.

5. Sending the Invoice via Gmail

The final step is to send the generated invoice to the customer using Gmail through Pabbly Connect. Select Gmail as your application and choose the “Send Email” event. Connect your Gmail account to proceed.

In the email configuration, map the recipient’s email address from the data you received. Customize the email subject and body to include personalized information such as the customer’s name and product details. Ensure the attachment URL is linked to the invoice created in Google Docs.

Click on “Save and Send Test Request” to send the email. Check the recipient’s inbox to confirm that the email with the invoice has been received successfully. This completes your automated workflow using Pabbly Connect.

Conclusion

This tutorial demonstrates how to automate the invoice sending process using Pabbly Connect. By integrating Raza Pay, Google Docs, and Gmail, you can streamline your invoicing and enhance customer experience without any manual effort.