Let us explore how you integrate Gmail with Google Sheets. Following this integration – each time you receive new PhonePe payments, its details will automatically be saved in your Google Sheets spreadsheet.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link Gmail with Pabbly Connect to capture the payment confirmation emails, then link Pabbly Connect with Google Sheets and save the captured payment details in Google Sheets.
Steps to Automatically Save PhonePe Payments in Google Sheets
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Setup Email Parser by Pabbly as the Trigger App to Capture Payment Details
3. Add a Filter to the Workflow
4. Add Text Formatter to the Workflow to Extract Details
5. Setup Google Sheets as the Action App to Save Payment Details
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:- Setup Email Parser by Pabbly as the Trigger App to Capture Payment Details
We will now look at the steps through which we will establish a link between Gmail and Pabbly Connect. This will help us to fetch the payment details.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Email Parser by Pabbly.
Choose ‘Email Parser by Pabbly’ as the Trigger App and copy the Email – this Email Address will be used to fetch the emails from your Gmail account.
B. Connect Gmail Account
Login to your Gmail account, and click on ‘Settings’ > ‘See all settings’.
Select ‘Forwarding and POP/IMAP’ and click on ‘Add a forwarding address’.
Paste the Email Address we copied earlier, and click on ‘Next’.
A dialogue box will pop up asking you for confirmation. ‘Proceed’ with forwarding to the given email address.
You will be asked to enter a confirmation code, which you will find under Response Received on Pabbly Connect.
Expand Response Received, copy the Confirmation Code, paste it into its given field, and click on ‘Verify’.
Enable Forwarding, click on ‘Save Changes’ and your connection will be established.
C. Test Connection
To test the established connection, click on ‘Re-Capture Email Parser Response’ and send a test payment to your PhonePe account.
Switch to Pabbly Connect, and expand Response Received – under which the payment details must be visible, thus confirming our connection.
Step 3:- Add a Filter to the Workflow
We essentially want to capture only those emails which contain PhonePe payment details and filter out all other irrelevant ones. To do so, we will add a Filter to our workflow.
Choose ‘Filter by Pabbly’ as the Action App, select ‘Address’ as your Label, select ‘Equal to’ as the Filter Type, and enter the sender’s email address as Value.
Similarly, add another AND condition, and click on ‘Save & Send Test Request’ – This will ensure that the next step in our workflow will be executed only if the above conditions are satisfied.
Step 4:- Add Text Formatter to the Workflow to Extract Details
To extract the relevant payment details from the captured emails, we will add several Text Formatters to our workflow – this will give us snippets of text that we can save in Google Sheets.
Choose ‘Text Formatter by Pabbly’ as the Action App, select ‘Text Parser’ as an Action Event, and click on ‘Connect’.
In Text, map the email containing the payment details from the trigger step.
Enter the Text match: before, to extract the sting before that text, and click on ‘Save & Send Test Request’.
When you click on Save & Send Test Request, a snippet from the email will be extracted.
Paste the step below and repeat the process until all the relevant data is extracted.
Step 5:- Setup Google Sheets as the Action App to Save Payment Details
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to save the captured payment details in Google Sheets. Thus, Google Sheets will be our Action App.
A. Action App
Choose ‘Google Sheets’ as the Action App, select ‘Add New Row’ as an Action Event, and click on ‘Connect’.
B. Connect Google Sheets Account
To connect with your Google Sheets account, select ‘Add New Connection’, and click on ‘Connect With Google Sheets’. Also, grant the authorization.
Select the Spreadsheet and Sheet where you want to store your data.
As soon as you select your sheet, the columns of this sheet will start reflecting as fields in your Action Step.
C. Map Necessary Fields
Now that you have connected your Google Sheets 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.
Map the Date from the step above.
Similarly, map the other details, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, the payment details will automatically be saved in your Google Sheets spreadsheet.
Our automation is complete. We have successfully integrated Gmail with Google Sheets. Now, each time you receive a payment on PhonePe, its details will automatically be saved in your Google Sheets spreadsheet.
You can copy this entire workflow by clicking this link.
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