How to Create QuickBooks Customer on Cashfree Payment Using Pabbly Connect

Learn how to automate creating QuickBooks customers from Cashfree payments using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Cashfree Integration

To begin automating the creation of QuickBooks customers from Cashfree payments, access Pabbly Connect by navigating to the URL Pabbly.com/connect/INR in your browser. If you are an existing user, simply click on the ‘Sign In’ button. New users can click on ‘Sign Up for Free’ to create an account in just two minutes, receiving 100 free tasks monthly.

Upon logging into Pabbly Connect, you will be directed to the dashboard. This dashboard contains all your workflows, and you can organize them into folders. To create a new workflow, click on the ‘Create Workflow’ option and provide a name for your workflow, such as ‘Create QuickBooks Customer on Cashfree Payment.’

2. Setting Up Trigger with Cashfree in Pabbly Connect

In this section, we will set up the trigger in Pabbly Connect using Cashfree. The trigger defines what event will initiate the workflow. Here, select Cashfree as the trigger application and choose the event as ‘Payment via Form.’ This means the workflow will start when a payment is received through Cashfree forms.

• Select ‘Cashfree’ as the trigger application.
• Choose ‘Payment via Form’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you will need to integrate this webhook URL into your Cashfree account. Navigate to the Developer section in Cashfree, select ‘Webhooks,’ and paste the copied URL into the webhook endpoint field for your payment form. Click on ‘Test and Add’ to ensure the connection is established successfully.

3. Capturing Payment Response from Cashfree

After setting up the webhook, it’s time to test the connection. Make a test payment through the Cashfree payment form to generate a response. This response will be captured by Pabbly Connect, confirming that the integration is working correctly. The details captured will include the customer’s name, email, and phone number.

• Open the Cashfree payment form and fill in the customer details.
• Complete the payment process using test card details.
• Return to Pabbly Connect to check the captured response.

Once the payment is successful, you will see the response in Pabbly Connect, indicating that the connection between Cashfree and Pabbly Connect is established. This response will be used to create a new customer in QuickBooks.

4. Creating a QuickBooks Customer Using Pabbly Connect

Now that we have the payment response, the next step is to create a customer in QuickBooks using the details captured from Cashfree. In Pabbly Connect, select QuickBooks Online as the action application and choose the action event as ‘Create Customer.’ This will allow you to automatically add the customer to your QuickBooks account whenever a payment is received.

To connect QuickBooks with Pabbly Connect, click on ‘Add New Connection’ and authorize the application. Once connected, you will need to map the customer details from the Cashfree payment response to the appropriate fields in QuickBooks.

Map the customer’s name, email, and phone number from the response. Set the display name for the customer in QuickBooks. Choose the currency as INR.

After mapping the fields, click on ‘Save and Send Test Request’ to create the customer in QuickBooks. Check your QuickBooks account to verify that the customer has been added successfully with the correct details.

5. Verifying the Integration Between Cashfree and QuickBooks

To confirm that the integration is working flawlessly, make another test payment through Cashfree. This will help ensure that every new payment automatically creates a corresponding customer in QuickBooks via Pabbly Connect. The process will be the same as before; fill out the payment form and complete the payment.

After the payment is processed, return to your QuickBooks account and check the customer list. You should see the new customer entry created from your latest Cashfree payment. This shows that the automation is functioning as intended, allowing you to manage your finances seamlessly.

In summary, using Pabbly Connect to integrate Cashfree payments with QuickBooks not only saves time but also enhances your business operations by automating customer management. Every time a payment is made, a new customer is automatically added to your QuickBooks account.

Conclusion

By following this tutorial, you can successfully automate the process of creating QuickBooks customers from Cashfree payments using Pabbly Connect. This integration streamlines your workflow and ensures that customer data is consistently updated in your accounting system.