Automatically Share E-Books on Receiving Cashfree Payment Using Pabbly Connect

Learn how to automatically share e-books via Gmail upon receiving payments through Cashfree using Pabbly Connect in this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automatically share e-books on receiving Cashfree payments, you first need to access Pabbly Connect. This platform allows you to create workflows without coding skills.

Visit the Pabbly Connect homepage and sign in or create a new account. If you’re a new user, you’ll receive 100 free tasks each month, which helps you explore the software efficiently.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a name like ‘Automatically Share E-Books on Receiving Cashfree Payment’.

• Select the folder for organizing your workflow.
• Click ‘Create’ to proceed.

Now you will see trigger and action windows. The trigger will be Cashfree, and the action will be Gmail. This setup allows you to automate the process of sending e-books upon payment confirmation.

3. Setting Up Cashfree as Trigger in Pabbly Connect

In this step, select Cashfree as your trigger application in Pabbly Connect. Choose the trigger event as ‘Payment via Form’. This means that whenever a payment is made through your form, it will trigger the workflow.

Copy the webhook URL provided by Pabbly Connect and navigate to your Cashfree account. In the developer section, select ‘Webhook’ and click on ‘Add Webhook Endpoint’. Paste the copied URL here.

• Select the latest webhook version.
• Test the webhook to ensure it’s working.

Set the event to ‘Success Payment’ to capture successful payments. Once this is done, you can return to Pabbly Connect and click on ‘Recapture Webhook Response’ to test your setup.

4. Filtering Payments for Specific E-Book Purchases

To ensure that only payments for the specific e-book trigger the email, you will need to apply a filter condition in Pabbly Connect. Select ‘Filter’ as your action application and choose ‘Filter Values’ as the action event.

Set the filter conditions to only allow payments from the specific form ID associated with the e-book. For example, if the form ID is 450497, enter this as your value.

Select the form ID as the label. Choose ‘Equal To’ as the filter type.

Once the filter is set, click on ‘Save and Send Test Request’ to verify that the condition is true. If the condition is met, the workflow will continue to the next step.

5. Sending Email Notifications via Gmail

Finally, set up Gmail as the action application in Pabbly Connect. Choose ‘Send Email’ as the action event. Connect your Gmail account to allow Pabbly Connect to send emails on your behalf.

Map the recipient email address from the previous response to ensure the email goes to the correct customer. Enter a sender name, subject, and email content. For example, include a message thanking the customer and attaching the e-book PDF link.

Set the email subject as ‘Java E-Book’. Attach the PDF link of the e-book.

After configuring the email settings, click ‘Save and Send Test Request’ to check if the email is sent successfully. You should receive an email confirming the successful payment and the attached e-book.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically share e-books upon receiving payments through Cashfree. By following these steps, you can seamlessly integrate your payment and email systems, enhancing your customer experience.