Let us see how you can integrate Razorpay with ActiveCampaign and automatically create deals in ActiveCampaign when a payment fails in Razorpay.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will link Razorpay with Pabbly Connect to capture the failed payment details, then link Pabbly Connect with ActiveCampaign and create deals in ActiveCampaign using payment details.
Steps to Automatically Create Deals in ActiveCampaign on Failed Razorpay Payments
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Razorpay and Pabbly Connect
3. Correct the Payment Amount Captured
4. Setup ActiveCampaign as the Action App to Create Deals
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 Razorpay and Pabbly Connect
We will look at the steps through which we can establish a link between Razorpay and Pabbly Connect. This will help us capture the data for each failed 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 Razorpay.
Expand the Trigger Step, choose ‘Razorpay’ as your Action App, and select ‘Payment Failed’ 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 Razorpay account. Copy the Webhook URL.
As soon as you Copy the Webhook URL, Pabbly Connect will start looking to capture data from Razorpay, as indicated by the rotating Waiting For Webhook Response button.
C. Connect Razorpay Account
To connect with your Razorpay account, go to your Razorpay dashboard and click on ‘Settings’ > ‘Webhooks’ > ‘Add New Webhook’.
You will be prompted to create a Webhook URL. Paste the Webhook URL we copied earlier. Since we only want to capture responses in case of failed payments we will select ‘payment.failed’ as the Active Events and click on ‘Create Webhook’.
D. Test Connection
Let us now test the connection we just established by making a dummy payment. Open your Razorpay payment form in an incognito tab, fill in dummy credentials and make the payment fail.
You will receive a failed payment response along with the customer details and reason for the failed payment. Thus, confirming the successful connection.
Step 3:- Correct the Payment Amount Captured
The payment amount we captured from Razorpay is incorrect as it contains two extra zeroes. To trim this value, we will add an API to our workflow.
Choose ‘API by Pabbly’ as your Action App, select ‘GET’ as an Action Event, and enter ‘https://forms.pabbly.com/api/trim_amount’ as your Endpoint URL.
Choose ‘No Auth’ as Authentication and check ‘Set Parameters’. You will be asked for a Label and Value. Give a Label and map the Value from the step above. At last, click on ‘Save & Send Test Request’.
Step 4:- Setup ActiveCampaign as the Action App to Create Deals
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to create deals in ActiveCampaign using the payment details we captured. Therefore, ActiveCampaign will be our Action App.
B. Connect ActiveCampaign Account
To connect with your ActiveCampaign account, select ‘Add New Connection’. You will be asked to enter your API Key and URL.
To find your API Key and URL, go to your ActiveCampaign dashboard, click on ‘Settings’ > ‘Developer’, and copy the API Key and URL.
Paste the API Key and URL in their respective fields, and click on ‘Save’
Note: Make sure to remove the https:// protocol from your URL.
C. Map the Necessary Fields
Now that you have connected your ActiveCampaign account, all you need is to map the necessary details from the steps above. Mapping ensures our data remains dynamic and changes as per the received responses.
Select your Contact ID.
Enter or Map your Title from the Trigger Step.
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 deal will get created in your ActiveCampaign account.
Our automation is complete. We have successfully integrated Razorpay with ActiveCampaign. Now for each unsuccessful payment in Razorpay, a deal will be created in AcitveCampaign automatically.
You can copy this entire workflow by clicking this link.
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