Let us see how you can integrate Razorpay with FreshBooks and automatically create clients in FreshBooks for every successful payment on Razorpay.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will link Razorpay with Pabbly Connect to capture successful payments, then link Pabbly Connect with FreshBooks and create clients using these payment details.
Steps to Automatically Create FreshBooks Clients on Successful Razorpay Payments
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Razorpay and Pabbly Connect
3. Setup FreshBooks as the Action App to Create Clients
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 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 Razorpay.
Expand the Trigger Step, choose ‘Razorpay’ as your Action App, and select ‘Payment Captured’ 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, select ‘payment.captured’ 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 the credentials and make a payment.
You will receive a successful payment response along with the customer details.
Step 3:- Setup FreshBooks as the Action App to Create Clients
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to create clients in FreshBooks using the payment details we captured. Therefore, FreshBooks will be our Action App.
A. Action App
Choose ‘FreshBooks’ as your Action App, select ‘Create Client’ as an Action Event, and click on ‘Connect’.
B. Connect FreshBooks Account
To connect with your FreshBooks account, select ‘Add New Connection’ and click on ‘Connect With FreshBooks’. Also, grant the authorization.
C. Enter / Map Necessary Fields
Now that you have connected your FreshBooks account, all you need is to map the necessary details from the step above. Mapping ensures our data remains dynamic and changes as per the received responses.
Select the Account ID in which you want to create the clients.
Map the Email from the step above.
Similarly, map the other fields, leaving the unnecessary ones empty, and click on ‘Save & Send Test Request’
Note: You can also enter the details for fields you want to keep static.
As soon as you click on Save & Send Request, a client will get created in FreshBooks.
Our automation is complete. We have successfully integrated Razorpay with FreshBooks. For each new successful payment on Razorpay, a client will get created in FreshBooks using the payment details.
You can copy this entire workflow by clicking this link.
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