How to Save Cashfree Payments in Notion Automatically using Pabbly Connect

Learn how to automate saving Cashfree payments in Notion automatically using Pabbly Connect. Step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Cashfree Payments Integration

To save Cashfree payments automatically in Notion, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you will see options to either 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.

2. Creating Your Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ option. A dialog box will appear prompting you to name your workflow.

• Name your workflow: ‘Save Cashfree Payments in Notion Automatically’.
• Select the appropriate folder for payment management.
• Click on ‘Create’ to proceed.

This will open a new screen displaying two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens in response to that Trigger.

3. Setting Up Cashfree as the Trigger in Pabbly Connect

For this integration, select Cashfree as your Trigger application in Pabbly Connect. Next, choose the Trigger event, which is ‘Payment via Form’. This event captures the response whenever a payment is received through a form on Cashfree.

After selecting the Trigger event, you will be provided with a Webhook URL. This URL acts as a bridge between Cashfree and Pabbly Connect. Copy this Webhook URL and navigate to your Cashfree account.

• Go to the Developers section in Cashfree.
• Select Webhooks under Products.
• Add a Webhook endpoint and paste the copied URL.

Click on ‘Test and Add’ to confirm the connection. Once the test response is captured in Pabbly Connect, you will know the connection is successful.

4. Connecting Notion as the Action in Pabbly Connect

Now that Cashfree is set as the Trigger, it’s time to set Notion as the Action application in Pabbly Connect. Choose ‘Create Database Item’ as the Action event. Ensure you are logged into your Notion account for easy integration.

Upon selecting Notion, you will need to connect it to Pabbly Connect. Click on ‘Connect with Notion’ and grant the necessary permissions. You can choose to allow access to all pages or specific pages as per your requirement.

Select the database where you want to save the payment details. Map the fields from the Cashfree response to the corresponding fields in Notion. Click ‘Save and Send Test Request’ to finalize the setup.

After mapping all the necessary fields, check your Notion database to verify that the payment details are recorded correctly. This confirms that your integration is working seamlessly.

5. Testing the Integration of Cashfree and Notion with Pabbly Connect

To ensure everything is set up correctly, conduct a test payment through Cashfree. Open your payment form and fill in the details. Once you submit the form, the payment will be processed, and the details should automatically populate in your Notion database.

After the test payment is successful, return to your Notion account to confirm that a new entry has been created with all the relevant details such as name, email, phone number, transaction ID, and amount.

This automated process using Pabbly Connect eliminates the need for manual entry, making it easier for business owners to manage payment records efficiently. You can repeat this process for any other payment forms or gateways as needed.

Conclusion

In summary, using Pabbly Connect allows you to automatically save Cashfree payments in Notion. This integration streamlines your record-keeping process, making it efficient and error-free. Automate your payment management today for a smoother business operation.