Automate Emails and Google Sheets with Pabbly Connect: A Step-By-Step Guide

Learn how to automate sending emails using Zoho Mail and adding details to Google Sheets on Cashfree Payments with Pabbly Connect in this detailed tutorial.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Email and Google Sheets Integration

To start automating your workflow, access Pabbly Connect by visiting the official website. This platform allows you to integrate various applications seamlessly, including Cashfree Payments, Zoho Mail, and Google Sheets. If you are a new user, sign up for a free account, which gives you 100 free tasks each month to explore its features.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow appropriately, such as ‘Send Email Using Zoho Mail and Add Details in Google Sheets on Cashfree Payments’. Select the relevant folder for better organization. After creating the workflow, you will see a blank screen with two sections: Trigger and Action.

Setting Up Trigger with Cashfree Payments in Pabbly Connect

The first step in your workflow is to set up the trigger using Cashfree Payments. Choose Cashfree as your trigger application in Pabbly Connect. You will then need to select the trigger event, which is the specific event in Cashfree that will initiate your workflow. In this case, select ‘Payment via Form’ to capture successful payments made through your forms.

• Select Cashfree as the trigger application.
• Choose the event ‘Payment via Form’.
• Copy the provided webhook URL to integrate with Cashfree.

Next, navigate to your Cashfree account and go to the ‘Webhooks’ section under the ‘Products’ tab. Here, you will paste the webhook URL to link Cashfree with Pabbly Connect. This integration allows Pabbly to receive payment notifications automatically whenever a customer makes a purchase through your form.

Sending Email Using Zoho Mail Through Pabbly Connect

After setting up the trigger, the next step is to configure the action to send an email using Zoho Mail. In Pabbly Connect, choose Zoho Mail as your action application. Select the action event as ‘Send Email’. Ensure that you are logged into your Zoho Mail account to facilitate a smoother connection setup.

To create a new connection, enter your Zoho Mail domain name. Once connected, you will need to fill in the details for the email you wish to send, including:

• Recipient email address (mapped from Cashfree response).
• From name and email address.
• Subject and body of the email.

Utilize the mapping feature in Pabbly Connect to dynamically insert customer details into the email body. This ensures that each email sent contains the correct information for the respective customer, making your communication personalized and efficient.

Recording Order Details in Google Sheets Using Pabbly Connect

The final step involves recording the order details in Google Sheets. In Pabbly Connect, add a new action step and select Google Sheets as the application. Choose ‘Add New Row’ as the action event to create a new entry for each order received through Cashfree.

Connect your Google Sheets account to Pabbly Connect and map the necessary fields from the Cashfree response into the corresponding columns in your Google Sheet. This includes:

Order ID Customer Name Email Address Phone Number

Once the mapping is complete, every successful payment will automatically add a new row in your Google Sheets, keeping your records organized and up-to-date. This integration streamlines your workflow, allowing you to focus on growing your e-commerce business while Pabbly Connect handles the repetitive tasks.

Conclusion

In this tutorial, we explored how to automate sending emails using Zoho Mail and recording order details in Google Sheets on Cashfree Payments via Pabbly Connect. This integration not only saves time but also enhances your order management process efficiently.