Learn how to integrate Cashfree Payment with Flowlu using Pabbly Connect for automatic contact creation. Follow our detailed tutorial for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

Setting Up Integration with Cashfree and Flowlu

To create a Flowlu contact on Cashfree Payment, we first need to set up the integration using Pabbly Connect. This automation will help streamline the customer management process by automatically creating contacts when payments are received through Cashfree.

Start by logging into your Pabbly Connect account. Once logged in, navigate to the dashboard and create a new workflow. Click on the ‘Create Workflow’ button and name it ‘Create Flow Contact on Cashfree Payment’. Choose an appropriate folder for saving your workflows.

Configuring Trigger for Cashfree Payments

The next step involves configuring the trigger for your workflow. In this case, we will select Cashfree as our trigger application. The trigger event should be set to ‘Payment via Form’ to capture new payments.

Once you select the trigger, Pabbly Connect will generate a webhook URL. Copy this URL as it will be used to connect your Cashfree account. Log into your Cashfree account, navigate to the ‘Developers’ section, and select ‘Webhooks’ under the Payment Gateway options.

  • Click on ‘Add Webhook Endpoint’.
  • Paste the copied webhook URL.
  • Test the connection to ensure it works correctly.

This setup allows Cashfree to send payment data to Pabbly Connect whenever a payment is made. Once you have successfully added the webhook, you can proceed to test the integration by making a test payment.

Testing the Cashfree Payment

To test the integration, navigate back to your Cashfree payment form and fill in the details with dummy data. Ensure you enter a valid phone number, email ID, and name. Select a payment method, enter the necessary card details, and proceed to payment.

After entering the OTP, complete the payment. This action should trigger the webhook and send the payment details to Pabbly Connect. Check the Pabbly Connect dashboard to confirm that the payment data has been received successfully.

  • Verify that the payment status is successful.
  • Check for customer details such as name, email, and phone number.

Once confirmed, you can proceed to create a new contact in Flowlu using the received payment details.

Connecting Flowlu for Contact Creation

After successfully receiving the payment data, the next step is to connect your Flowlu account to Pabbly Connect. In the action step of your workflow, select Flowlu as the application and choose the action event ‘Create Contact’.

To connect Flowlu, you will need your account URL and API key. Retrieve the account URL from your Flowlu account and click on your profile icon to access the API settings. Here, you can generate a new API key if necessary.

Enter the account URL in the designated field. Paste the API key into the corresponding field.

Once both details are entered, save the connection. This step allows Pabbly Connect to create new contacts in your Flowlu account automatically whenever a payment is made through Cashfree.

Finalizing the Automation Steps

Now that you have set up the connection, proceed to map the customer details from the Cashfree payment data to the fields in Flowlu. Ensure you map the first name, last name, email address, and phone number correctly.

To split the customer’s full name into first and last names, use the text formatter feature in Pabbly Connect. Select ‘Split Text’ as the action event and configure it to use a space as the separator. Map the full name from the payment data to split it accordingly.

Map the split first name and last name to the respective fields in Flowlu. Leave optional fields blank if not required.

Finally, test the entire workflow by making another payment. Check your Flowlu account to confirm that the new contact has been created successfully with all the mapped details.

Conclusion

This tutorial demonstrates how to create a Flowlu contact on Cashfree Payment using Pabbly Connect. By automating this process, you can save time and ensure accurate customer management without manual data entry.

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Integrating Cashfree with Flowlu through Pabbly Connect allows for seamless transaction tracking and efficient business operations. Start automating your processes today to enhance productivity!