Automate Your Payment Processes with Pabbly Connect and Pabbly Email Marketing

Learn how to integrate Cashfree with Pabbly Connect and Pabbly Connect to automate subscriber management and record payments in Google Sheets. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin automating your payment processes, you first need to set up Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by signing up for a free account via the link provided in the description.

Once you’ve created your account and logged in, navigate to your dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow; for instance, ‘Cashfree to Pabbly Email Marketing to Google Sheets’. After naming it, select a folder for better organization and click the ‘Create’ button to proceed.

2. Setting Up Cashfree Payment as a Trigger in Pabbly Connect

In the first step of your workflow, you will set Cashfree as the trigger application in Pabbly Connect. This means that whenever a payment is made through Cashfree, it will trigger the automation you’ve set up. To do this, select ‘Cashfree’ from the application list and choose the trigger event as ‘Payments’.

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

Next, head over to your Cashfree account. Under the developer section, navigate to ‘Webhooks’ and add a new webhook endpoint. Paste the webhook URL from Pabbly Connect here. Select the latest version for the webhook and click on ‘Test’. This will confirm the connection between Cashfree and Pabbly Connect.

3. Adding a Subscriber in Pabbly Email Marketing

Once the trigger is set up, the next step is to add the customer as a subscriber in Pabbly Email Marketing. In the action step of your workflow, select Pabbly Email Marketing as the application and choose ‘Add Subscriber’ as the action event. This step ensures that every new payment made will automatically add the customer to your email list.

To connect Pabbly Email Marketing with Pabbly Connect, you will need your API token. Access your Pabbly Email Marketing account, go to the Integrations section, and copy your API token. Paste this token back in Pabbly Connect and click ‘Save’.

• Select the list name where you want to add the subscriber.
• Map the customer’s email and name from the trigger response.
• Click ‘Save and Send Test Request’ to finalize the addition.

After completing these steps, you should see the new subscriber in your Pabbly Email Marketing account under the selected list.

4. Recording Payment Details in Google Sheets

The final integration step is to record payment details in Google Sheets using Pabbly Connect. Add another action step and select Google Sheets as the application. Choose ‘Add New Row’ as the action event. This will allow you to log customer and payment details into a spreadsheet automatically.

Connect your Google Sheets account with Pabbly Connect by signing in through the provided button. After connecting, select the spreadsheet where you want to log the payment details. Map the fields such as customer name, email, mobile number, amount, payment ID, and date from the trigger step responses.

Select the spreadsheet named ‘Cashfree Payments’. Map each payment detail to the corresponding column in Google Sheets. Click ‘Save and Send Test Request’ to complete the setup.

After testing, you should see a new row created in your Google Sheets with all the payment details captured from Cashfree.

5. Testing Your Automation Workflow

With all integrations set up, it’s time to test your automation workflow in Pabbly Connect. Go back to your Cashfree account and initiate a test payment using the payment link. Enter dummy customer details to simulate a real transaction.

Once the payment is successful, check both your Pabbly Email Marketing account and Google Sheets to confirm that the new subscriber was added and the payment details were recorded correctly. This will validate that your automation is functioning as intended.

By following these steps, you can automate the process of adding subscribers and recording payments using Pabbly Connect. This integration not only saves time but also ensures that your data is accurately captured across platforms.

Conclusion

In summary, using Pabbly Connect to integrate Cashfree with Pabbly Email Marketing and Google Sheets allows for seamless automation of payment processing and subscriber management. This setup enhances efficiency and accuracy in your business operations.