How to Notify Team on Microsoft Teams for Cashfree Payment Using Pabbly Connect

Learn how to automate notifications on Microsoft Teams for Cashfree payments using Pabbly Connect. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start automating notifications for Cashfree payments, first access Pabbly Connect by visiting its homepage. You can do this by typing the URL Pabbly.com/connect in your browser. Once there, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users should click on ‘Sign in’ to log into their accounts. After signing in, navigate to the Pabbly Connect dashboard to begin setting up your workflow.

Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow to notify your team on Microsoft Teams whenever a payment is received through Cashfree. Click on the ‘Create Workflow’ button on the dashboard of Pabbly Connect.

A dialog box will appear asking you to name your workflow. Name it ‘Notify Team on Microsoft Teams for Cashfree Payment’ and select a folder for organization. Once done, click on ‘Create’ to proceed to the workflow editor.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select a folder to keep your workflows organized.

Now you will see a blank workflow with two main sections: Trigger and Action. The trigger will be Cashfree, and the action will be Microsoft Teams. This setup will ensure that every time a payment is made, a notification is sent to your team.

Setting Up Cashfree Trigger in Pabbly Connect

To set up the trigger, select Cashfree as your trigger application in Pabbly Connect. Next, choose the trigger event as ‘Payment by Form’. This means that every time a payment is successfully made through a form, the workflow will trigger.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be added to your Cashfree account to establish a connection. Navigate to the developer section in Cashfree, select the ‘Webhook’ option, and add the webhook URL you copied from Pabbly Connect.

• Select Cashfree as the trigger application.
• Choose ‘Payment by Form’ as the trigger event.
• Add the webhook URL in Cashfree under the Webhook section.

Once the webhook URL is added, test the connection to ensure everything is working correctly. If successful, you will receive a test response in Pabbly Connect confirming the setup.

Setting Up Microsoft Teams Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action. Select Microsoft Teams as your action application in Pabbly Connect. Choose the action event as ‘Send Message in Channel’. This action will send a message to your selected team channel whenever a payment is received.

To create a new connection to Microsoft Teams, click on ‘Connect’ and authorize Pabbly Connect to access your Microsoft Teams account. Once authorized, select the specific team and channel where you want to send the notifications.

Select Microsoft Teams as the action application. Choose ‘Send Message in Channel’ as the action event. Authorize Pabbly Connect to access your Microsoft Teams account.

In the message field, format your message in HTML to include payment details such as customer name, amount, order ID, and date. Use the data mapping feature in Pabbly Connect to dynamically insert this information into your message.

Testing and Verifying the Integration

After setting up both the trigger and action, it’s essential to test the workflow. Go back to your Cashfree account and perform a test payment using the payment form. Once the payment is successful, check your Microsoft Teams channel to see if the notification has been sent.

If everything is set up correctly, you should see a message in your specified channel with all the payment details. This confirms that Pabbly Connect has successfully automated the notification process, allowing your finance team to stay informed in real-time.

Perform a test payment through the Cashfree payment form. Check the Microsoft Teams channel for the notification. Verify that all payment details are included in the message.

Once verified, your integration is complete, and your team will receive notifications automatically for every successful payment, streamlining communication and order processing.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate notifications for Cashfree payments to your Microsoft Teams channel. This integration enhances team communication and ensures timely updates on payment statuses.