Automate WhatsApp Messages on Cashfree Payments Using Pabbly Connect

Learn how to automate WhatsApp messages for successful Cashfree payments using Pabbly Connect. Step-by-step guide on integrating Cashfree with AI Sensei. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages for successful Cashfree payments, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page. If you don’t have an account, click on the ‘Sign up for free’ button to create one.

After signing up or logging in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow according to your objective, such as ‘Send Automated WhatsApp Message on Cashfree Payment Using AI Sensei.’ Select the appropriate folder to save your workflow and click on ‘Create’.

2. Setting Up the Trigger with Cashfree

In this section, we will set up the trigger for our workflow using Cashfree. In Pabbly Connect, the trigger is the event that starts the automation. Click on the trigger application and search for ‘Cashfree’. Select it as your trigger application.

• Choose ‘Payments’ as the trigger event.
• Copy the provided webhook URL; this is essential for connecting Cashfree with Pabbly Connect.
• Go to the Cashfree developer section to set up the webhook.

Once you have copied the webhook URL, you will need to add it to the Cashfree payment form to receive payment details in Pabbly Connect. This integration allows you to capture payment data automatically whenever a transaction occurs.

3. Configuring the Cashfree Webhook

After setting up the trigger in Pabbly Connect, the next step is to configure the webhook in Cashfree. Navigate to the developers section in Cashfree and locate the ‘Webhooks’ option. You will see options for Payment Gateway, Payment Link, and Payment Form.

Click on ‘Payment Form’ and then click on the ‘Add Webhook Endpoint’ button. Paste the webhook URL you copied earlier and click on ‘Test and Add’. This action will send a test data to Pabbly Connect, confirming that the connection is successful.

After successfully adding the webhook, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This will allow you to see the test data received from Cashfree, which includes essential payment details.

4. Filtering Successful Payments in Pabbly Connect

Now that we have set up the trigger and received the payment data in Pabbly Connect, we need to filter out only the successful payments. This is done by adding a filter action in your workflow. Select ‘Filter by P’ as the action application.

• Set the filter condition to check if the order status is equal to ‘Paid’.
• This ensures that only successful payments trigger the next action in your workflow.

Once the filter is configured, save the settings. This step is crucial as it allows us to send WhatsApp messages only for successful transactions, enhancing customer communication and satisfaction.

5. Sending WhatsApp Messages Using AI Sensei

In this final step, we will set up the action to send WhatsApp messages using AI Sensei. In Pabbly Connect, search for ‘AI Sensei’ and select it as the action application. Choose the action event as ‘Send Template Message’.

Connect your AI Sensei account by entering the required API key. You can generate this key from your AI Sensei account under the API settings. Once connected, fill in the necessary details, including the campaign name and the recipient’s phone number.

Map the variables from the Cashfree response to the template parameters you created earlier. This will ensure that each message sent contains the correct customer name, order amount, and order ID. After completing these steps, save your workflow. Now, every time a successful payment is made through Cashfree, a WhatsApp message will automatically be sent using AI Sensei.

Conclusion

By following this tutorial, you can automate WhatsApp messages for successful Cashfree payments using Pabbly Connect. This integration enhances customer communication and satisfaction by providing instant updates on payment confirmations. Automate your workflow today for seamless operations!