How to Create or Update Encharge Person on Cashfree Payment Using Pabbly Connect

Learn how to create or update Encharge persons automatically with Cashfree payments using Pabbly Connect in this detailed step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create or update an Encharge person based on Cashfree payments, start by accessing Pabbly Connect. This platform allows seamless integration between various applications without any coding knowledge.

Begin by visiting the Pabbly Connect website. If you’re a new user, sign up for free. Existing users can log in using their credentials. Once logged in, navigate to the dashboard where you can manage your workflows and integrations.

2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow to automate the process of creating or updating an Encharge person when a payment occurs in Cashfree. Click on the ‘Create Workflow’ button in Pabbly Connect. using Pabbly Connect

• Name your workflow as ‘Create or Update Encharge Person on Cashfree Payment’.
• Select the appropriate folder to save your workflow.
• Click on ‘Create’ to initiate the workflow.

Upon creating the workflow, you will see two boxes appear: one for the trigger and another for the action. This setup is essential for defining how your automation will function.

3. Setting Up the Trigger for Cashfree Payment

In this step, you will configure the trigger event that initiates the workflow. Select Cashfree as your trigger application and choose the trigger event as ‘Payment Received’.

To connect Cashfree with Pabbly Connect, you will need to provide the webhook URL generated by Pabbly. Navigate to your Cashfree account, and under the developer settings, locate the option to add a webhook.

• Click on ‘Add Webhook’.
• Paste the webhook URL from Pabbly Connect.
• Save the settings to ensure the connection is established.

After saving, you can test the connection to ensure that Pabbly Connect successfully receives data from Cashfree when a payment is made.

4. Configuring the Action to Update Encharge Person

Now that the trigger is set, it’s time to configure the action step to update or create an Encharge person. Select Encharge as the action application in Pabbly Connect. using Pabbly Connect

Choose the action event as ‘Create or Update Person’. You will need to connect your Encharge account by authorizing Pabbly Connect to access it. This involves granting permissions for Pabbly Connect to manage your Encharge contacts.

Map the fields from Cashfree to Encharge, such as email, name, and phone number. Ensure that the data is correctly formatted to match Encharge’s requirements. Test the action to verify that a new person is created or updated in Encharge based on the payment data from Cashfree.

Once the action is successfully tested, your workflow is ready to automate the process of creating or updating persons in Encharge whenever a payment is received through Cashfree.

5. Conclusion

In conclusion, using Pabbly Connect to automate the creation and updating of Encharge persons based on Cashfree payments streamlines your workflow significantly. By following these steps, you can ensure that every payment triggers the necessary updates in your customer management system.

This integration not only saves time but also enhances the accuracy of your customer data management. Start using Pabbly Connect today for seamless integration between Cashfree and Encharge.