This Razorpay Workflow Does 5 Things Automatically 😱

Learn how to automate your Razorpay workflow using Pabbly Connect. This tutorial covers step-by-step integration with Google Sheets, Salesforce, and more! 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. Setting Up Pabbly Connect for Razorpay Integration

To start automating your Razorpay workflow, first access Pabbly Connect by visiting the Pabbly website. Sign in or create a new account to gain access to the automation features. Once logged in, navigate to the Pabbly Connect dashboard where you can create a new workflow for your Razorpay payments.

After accessing the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, we will name it ‘This Razorpay Workflow Does 5 Things Automatically’. Once named, select the builder method and hit the create button to initiate your workflow setup.

2. Configuring Razorpay as the Trigger in Pabbly Connect

In this step, you will configure Razorpay as the trigger application in Pabbly Connect. Select Razorpay as your trigger app and choose the event as ‘Payment Captured’. This means that every time a new payment is made, Pabbly Connect will capture this event and trigger the subsequent actions.

• Select Razorpay as the trigger application.
• Choose ‘Payment Captured’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, log into your Razorpay account and set up the webhook by navigating to the settings. Paste the copied URL into the webhook URL field and select the event ‘Payment Captured’. This establishes a connection between Razorpay and Pabbly Connect, ensuring that payment data is sent automatically whenever a transaction occurs.

3. Processing Payment Details in Pabbly Connect

Once the payment is captured, the next step in Pabbly Connect is to process the payment details. Perform a test payment using the Razorpay payment link you created earlier. Fill in the required customer details, including name, email, and payment method (e.g., UPI), and complete the payment.

After successfully completing the payment, return to Pabbly Connect and check if the webhook response has been captured. You should see all relevant payment details, including the customer’s name, email address, and payment amount. This data is essential for the subsequent steps in your automation workflow.

4. Sending Notifications and Storing Data Automatically

Now that the payment details are captured, you will automate sending notifications and storing data. Use Pabbly Connect to set up actions for sending a WhatsApp message and an SMS to the customer. First, select the WhatsApp action and choose to send a template message. Map the customer’s phone number and use a template to personalize the message.

• Select WhatsApp as the action application.
• Choose the ‘Send Template Message’ event.
• Map the customer’s name and phone number in the template.

After setting up the WhatsApp notification, add another action to send an SMS using Twilio. Map the same customer details and send a confirmation SMS. Finally, store the payment details in Google Sheets by selecting Google Sheets as an action application and mapping the necessary fields, such as the payment ID and customer information.

5. Integrating CRM and Email Marketing with Pabbly Connect

The final steps involve integrating your CRM and email marketing tools using Pabbly Connect. Select your CRM application (e.g., Salesforce) as the next action and configure it to create a new contact with the payment details. Map all relevant customer information to ensure it is stored correctly in your CRM.

Next, integrate Mailchimp to add the customer as a subscriber. Select Mailchimp as the action application and map the email address and other details. This way, you can ensure that the customer receives future marketing communications.

With all steps completed, you have successfully automated the Razorpay workflow using Pabbly Connect. This integration allows you to streamline payment processing, customer notifications, and data management seamlessly.

Conclusion

By following this tutorial, you can automate your Razorpay workflow using Pabbly Connect. This integration helps manage customer notifications, store payment details, and maintain your CRM and email marketing efficiently. Experience the power of automation today!