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

Learn how to automatically share e-books via email upon receiving payments through Cashfree using Pabbly Connect. Step-by-step guide included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for E-Book Sharing

To start automating the process of sharing e-books upon receiving payments, we will use Pabbly Connect. First, access the Pabbly Connect homepage by entering the URL in your browser. Here, you can either sign in if you’re an existing user or click on ‘Sign Up for Free’ to create a new account. This platform allows you to utilize 100 free tasks every month, enabling you to explore various automations.

Once signed in, navigate to the ‘All Apps’ section and select Pabbly Connect. This will take you to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow ‘Automatically Share E-Books on Receiving Cashfree Payment.’ After naming, choose the folder for your workflow and click ‘Create’ to proceed.

2. Creating the Trigger with Cashfree

In this section, we will set up the trigger in Pabbly Connect using Cashfree. Select Cashfree as your trigger application and choose the trigger event as ‘Payment via Form.’ This event will activate whenever a payment is made through the form created for e-book purchases.

• Select Cashfree as the trigger application.
• Choose the trigger event as ‘Payment via Form.’
• Copy the Webhook URL provided by Pabbly Connect.

Next, go to your Cashfree account and navigate to the developer section. Click on ‘Webhook’ and then select ‘Add Webhook Endpoint.’ Paste the copied Webhook URL into the endpoint URL field and choose the latest version. Click on ‘Test’ to send a test response to Pabbly Connect.

3. Filtering Payments for Specific E-Books

To ensure that only payments for the specific e-book are processed, we will apply a filter condition in Pabbly Connect. After the trigger is set, add a filter step. This will allow us to define the conditions under which the workflow continues.

• Select ‘Filter’ as the action application.
• Set the filter type to ‘Equal To’ and specify the form ID for the e-book.
• Test the filter to ensure it works correctly.

By using this filter, the workflow will only proceed if the payment is made for the specified e-book form. This ensures that customers receive the correct e-book upon successful payment.

4. Sending E-Books via Gmail

Now that we have set up the trigger and filter, the next step is to send the e-book via email using Gmail. In Pabbly Connect, select Gmail as the action application and choose the action event as ‘Send Email.’ This will allow us to send an email to the customer with the e-book attached.

Connect your Gmail account to Pabbly Connect. Map the recipient’s email address from the previous response. Enter the email subject and content, including the e-book link.

This step ensures that once a payment is received, the customer will receive an email with the e-book PDF link attached, streamlining the delivery process.

5. Testing the Automation Workflow

Finally, to ensure everything is working correctly, we will test our entire automation setup in Pabbly Connect. Make a test payment using the form created in Cashfree. Once the payment is successful, check if the email is received with the e-book link.

Repeat the test process by entering different test details to confirm that the automation works consistently. This will help verify that the workflow is set up correctly and functioning as intended. If successful, you will receive the e-book via email each time a payment is made.

This testing phase is crucial to ensure that the integration between Cashfree and Gmail through Pabbly Connect is seamless and efficient, allowing for automatic sharing of e-books upon payment confirmation.

Conclusion

In this tutorial, we demonstrated how to automatically share e-books using Pabbly Connect upon receiving payments through Cashfree. By following these steps, you can streamline the process and enhance customer satisfaction with timely e-book delivery.