In this post, we will see how you can integrate Instamojo with Harvest, and generate invoices in Harvest on successful Instamojo payments automatically.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will link Instamojo with Pabbly Connect to check for a new sale or successful payment, capture full customer details and use these payment details to generate invoices in Harvest CRM.
Steps to Automatically Generate Invoice in Harvest on Successful Instamojo Payments
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a connection between Instamojo and Pabbly Connect
3. Setup Instamojo as the Action App to Get Full Details
4. Setup Harvest as the Action App to Create Client
5. Setup Harvest as the Action App to Generate Invoice
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a connection between Instamojo and Pabbly Connect
We will now look at the steps through which we can establish a link between Instamojo and Pabbly Connect. This will help us capture data for each successful payment.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Instamojo.
Expand the Trigger Step, choose ‘Instamojo’ as your Action App, and select ‘New Sale’ as an Action Event.
B. Webhook URL
A new Webhook URL will get generated. You will use this Webhook URL to create a connection with your Instamojo account. Copy the Webhook URL.
As soon as you Copy the Webhook URL, Pabbly Connect will start looking to capture data from Instamojo, as indicated by the rotating Waiting For Webhook Response button.
C. Connect Instamojo Account
To connect with your Instamojo account, go to your Instamojo dashboard and click on ‘Create New’.
Click on ‘Create Link’ under the Payment Link tile.
You will be prompted to Create a Payment Link. Select ‘Smart Link’, enter the Purpose of Payment, choose ‘Flat Pricing’ as your Smart Pricing Type, enter the Amount, and click on ‘Customize Link’.
Under the Update Payment Link, select ‘Smart Action’ > ‘Add Webhook’, paste the Webhook URL we copied earlier and click on ‘Done’. This will establish a link between Instamojo and Pabbly Connect.
We have successfully generated a payment link and can use this link to collect payments. We have also established a connection between Instamojo and Pabbly Connect using the Webhook URL.
D. Test the Connection
You can now use this payment link to make a dummy transaction and check if your connection is successful or not.
Copy, paste and open the payment link into an Incognito Tab.
Fill up the payment form, click on ‘Next’ and make the payment.
Switch back to Pabbly Connect, and expand Response Received. If the payment is successful, its status will be visible as such, along with the Payment ID.
Step 3:- Setup Instamojo as the Action App to Get Full Details
Action allows us to choose the application that will get executed by the workflow trigger.
You will notice that the data we captured from Instamojo does not contain full details of the customer. To get these details, we have to set up Instamojo as our Action App.
A. Action App
Choose ‘Instamojo’ as the Action App, select ‘Get Payment Details’ as an Action Event, and click on ‘Connect’.
B. Connect Instamojo Account
To connect with your Instamojo account, select ‘Add New Connection’. You will be asked to enter your Private API Key and Private Auth Token. To find them, click on ‘API & Plugins’
You will be redirected to your Instamojo account. Copy the Private API Key and Private Auth Token.
Paste both in their respective fields, and click on ‘Save’.
C. Map Payment ID
Since we have already captured the Payment ID in Trigger Step, all we need is to map it from above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map the Payment ID from the step above, and click on ‘Save & Send Test Request’.
You will receive a response containing the payment details.
Step 4:- Setup Harvest as the Action App to Create Client
We first want to a create client in Harvest using Instamojo payment details. Thus Harvest will be our Action App.
Add another Action Step to your workflow by clicking the ‘+’ button.
A. Action App
Choose ‘Harvest’ as the Action App, select ‘Create Client’ as an Action Event, and click on ‘Connect’.
B. Connect Harvest Account
To connect with your Harvest account, select ‘Add New Connection’. You will be asked to enter an API Token and Harvest Account Id. Log in to your account and go to https://id.getharvest.com/developers to find both.
You will be redirected to your Harvest account, if you already have an API Token and Harvest Account Id, copy those or generate a new API Token by clicking the ‘Create new personal access token’ button.
Give your API Token a name, and click on ‘Create personal access token’.
Your API Token and Account Id are generated. Copy both API Token and Account Id
Paste both in their respective fields, add Bearer as a prefix to your API Token, and click on ‘Save’.
C. Map Necessary Details
Since we have already captured the user details, all we need is to map it from above.
Map the Name from the step above.
Similarly, map the other fields, leaving the unnecessary ones empty and click on ‘Save & Send Test Request’.
As soon as you click on Save & Send Test Request, a client will get added to your Harvest account.
Step 5:- Setup Harvest as the Action App to Generate Invoice
Now that we have created a client in Harvest, all we need is to generate an invoice by again setting up Harvest as our Action App.
Add another Action Step to your workflow by clicking the ‘+’ button.
A. Action App
Choose ‘Harvest’ as the Action App, select ‘Create Invoice’ as an Action Event, and click on ‘Connect’.
B. Connect Harvest Account
In the previous step, we have already made a connection with our Harvest account. We will use the same connection to connect again.
Choose ‘Select Existing Connection’ and click on ‘Save’.
C. Enter / Map the Necessary Fields
Enable Mapping, clear the text and map the Client ID from the step above.
Select the Line Items – Project ID and Line Items – Kind
Enter the Line Items – Quantity, map the Line Items – Unit price and other necessary fields, and click on ‘Save & Send Test Request’.
As soon as you click on Save & Send Test Request an invoice will get generated in Harvest.
Our automation is complete. We have successfully integrated Instamojo with Harvest. Now each new customer who makes a successful payment on Instamojo will automatically be added as a client in Harvest, and an invoice will get generated containing the customer details.
You can copy this entire workflow by clicking this link.
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