How to Notify Team on Microsoft Teams for Cashfree Payment Using Pabbly Connect

Learn how to integrate Cashfree with Microsoft Teams using Pabbly Connect to automate payment notifications effectively. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Cashfree with Microsoft Teams, the first step is to access Pabbly Connect. Open your web browser and type in the URL Pabbly.com/connect. This will direct you to the Pabbly Connect homepage.

Once on the homepage, you will see options to sign in or sign up. If you’re a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply log in by clicking ‘Sign in’. After logging in, you will be taken to the dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow for the integration. Click on the blue button labeled ‘Create Workflow’ on your dashboard. A dialog box will appear asking for a name for your workflow.

• Name the workflow something descriptive, like ‘Notify Team on Microsoft Teams for Cashfree Payment’.
• Select an appropriate folder for better organization.
• Click on ‘Create’ to finalize the workflow setup.

Now, you will see a blank workflow screen with two main components: Trigger and Action. The trigger will be set to Cashfree, and the action will be set to Microsoft Teams. This setup allows you to automate notifications to your finance team whenever a successful payment is received.

3. Setting Up the Trigger with Cashfree

In this section, you will configure the trigger in Pabbly Connect. Select Cashfree as your trigger application and choose the event that will initiate the workflow. For this integration, select ‘Payment by Form’ as the trigger event.

Once you have selected the trigger event, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge to transfer data from Cashfree to Pabbly Connect. Copy this webhook URL and head over to your Cashfree account.

• Navigate to the Developer section in Cashfree.
• Select the Webhook option and click on ‘Add Webhook Endpoint’.
• Paste the copied webhook URL and click on ‘Test and Add’.

After adding the webhook, you will see a confirmation that the webhook has been successfully added. Go back to Pabbly Connect to confirm that the test response has been captured correctly, indicating that the connection is working.

4. Configuring the Action to Notify Microsoft Teams

Now, it’s time to set up the action in Pabbly Connect to notify your finance team on Microsoft Teams. Select Microsoft Teams as the action application and choose ‘Send Message in a Channel’ as the action event.

Click on ‘Connect’ to establish the connection with Microsoft Teams. If you already have an existing connection, you can select it; otherwise, create a new connection. Make sure you are logged into your Microsoft Teams account to allow Pabbly Connect to access your data securely.

Select the specific team (Finance Team) where you want to send the message. Choose the channel within the team for the notification. Compose the message using the details captured from the Cashfree payment response.

Make sure to format the message in HTML to ensure it displays correctly in Microsoft Teams. You can map dynamic data from Cashfree, such as customer name, amount, and order ID, into the message.

5. Testing the Integration Workflow

After completing the setup, it’s crucial to test the integration workflow in Pabbly Connect. Go back to your Cashfree account and initiate a test payment using one of your payment forms. This will simulate a real payment and allow you to see if the notification is sent correctly.

Once the payment is successfully processed, check your Microsoft Teams channel. You should see a message that contains all the details of the transaction, confirming that the integration is working as intended. This automated process saves time and ensures that your team is promptly informed about new payments.

By using Pabbly Connect, you have successfully set up an automated workflow that connects Cashfree with Microsoft Teams, enhancing communication and efficiency in your finance operations.

Conclusion

In conclusion, integrating Cashfree with Microsoft Teams using Pabbly Connect allows for seamless payment notifications. This automation enhances team communication and improves operational efficiency in managing payments.