Automatically Generate 80G Receipts via Cashfree & Share on WhatsApp with Pabbly Connect

Learn how to automatically generate 80G receipts using Cashfree and share them on WhatsApp through Pabbly Connect in this detailed tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Automation

To start automating the process of generating 80G receipts, you first need to access Pabbly Connect. Simply type the URL Pabbly.com/connect in your browser to reach the homepage. Here, you will find options to sign in or sign up for free.

If you are an existing user, click on the ‘Sign In’ button. New users can create an account by clicking on ‘Sign Up for Free.’ Once your account is created, you will receive 100 free tasks every month to explore the features of Pabbly Connect.

Setting Up the Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option and provide a name, such as ‘Automatically Generate ATG Receipts via Cashfree and Share on WhatsApp.’ Select the appropriate folder to save your workflow.

Once the workflow is created, you will see two windows: Trigger and Action. The trigger will be set to Cashfree, and the action will be Google Docs. This setup ensures that when a donation is received through Cashfree, an ATG certificate is automatically generated using the template in Google Docs.

• Select Cashfree as the trigger app.
• Choose the trigger event for payment receipt.
• Set Google Docs as the action app for document creation.

This configuration allows Pabbly Connect to handle the automation seamlessly, ensuring that all necessary actions are executed following the trigger.

Configuring Cashfree Webhook in Pabbly Connect

The next step is to configure the Cashfree webhook to capture donation details. In Pabbly Connect, after selecting Cashfree as the trigger, you will receive a webhook URL. Copy this URL and navigate to your Cashfree account.

In your Cashfree account, go to the Developers section and select the Webhook option. Click on ‘Add Webhook Endpoint’ and paste the copied URL into the Endpoint URL field. Select the event for successful payments and click on ‘Test’ to ensure the connection is established.

• Paste the webhook URL from Pabbly Connect.
• Select the successful payment event.
• Test the webhook to confirm the connection.

Once the webhook is successfully configured, Pabbly Connect will be able to capture payment details automatically whenever a donation is made.

Generating ATG Receipts with Google Docs and Pabbly Connect

After configuring the webhook, the next step is to set up Google Docs to generate ATG receipts. In the action step of your workflow, select Google Docs and choose the action event ‘Create Document from Template.’ This allows you to utilize a pre-designed template for the ATG certificate.

Map the necessary fields from the Cashfree response to the Google Docs template. This includes donor name, donation amount, and date received. The use of variables in your Google Docs template ensures that each receipt is customized for the respective donor.

Select Google Docs as the action app. Choose ‘Create Document from Template’ as the action event. Map donor details to the template fields.

This process allows Pabbly Connect to automatically generate a unique ATG receipt for each donor, streamlining the donation acknowledgment process.

Sending Receipts on WhatsApp via Pabbly Connect

Once the ATG receipt is generated, the final step is to send it to the donor via WhatsApp. For this, you will need to set up a connection with AiSensy through Pabbly Connect. Select AiSensy as the action app and choose the action event ‘Send Template Message.’

Map the necessary fields, including the recipient’s phone number, the template message, and the PDF link of the generated receipt. This ensures that the donor receives a thank you message along with their ATG certificate.

Select AiSensy as the action app for WhatsApp messaging. Map the phone number and message template. Attach the PDF link of the receipt in the message.

With this setup, Pabbly Connect will automatically send the receipt via WhatsApp, ensuring timely communication with donors and enhancing the overall donation experience.

Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to automate the generation of 80G receipts and send them via WhatsApp. By integrating Cashfree, Google Docs, and AiSensy, you can streamline your donation acknowledgment process efficiently.