How to Send 80G Certificate over Email for NGO Donations Received via Cashfree Using Pabbly Connect

Learn how to automate sending 80G certificates for NGO donations via Cashfree using Pabbly Connect. Step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send 80G certificates over email for NGO donations received via Cashfree, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. From there, click on the ‘Create Workflow’ button located at the top right corner. This will allow you to begin setting up the automation process.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate the sending of 80G certificates. Name your workflow as ‘Send 80G Certificate Over Email for NGO Donations Received via Cashfree’. Select a folder to save your workflow, such as ‘NGO Donations Cashfree Automation’. using Pabbly Connect

• Click on ‘Create’ to finalize the workflow setup.
• You will see two sections: Trigger and Action.
• The Trigger application will be Cashfree, while the Action applications will be Google Docs and Gmail.

After creating the workflow, you need to set up the trigger step by selecting Cashfree as the application and choosing the trigger event as ‘Payment via Form’. This setup will allow Pabbly Connect to capture donation data automatically.

3. Setting Up the Trigger with Cashfree

To connect Cashfree with Pabbly Connect, you will receive a unique webhook URL. Copy this URL and navigate to your Cashfree account. In your Cashfree dashboard, go to the ‘Payment Gateway’ section and select ‘Developers’.

• Click on ‘Webhooks’ and then on ‘Add Webhook Endpoint’.
• Paste the webhook URL from Pabbly Connect and test it to ensure it’s working.
• Once successful, click on ‘Add’ to finalize the webhook setup.

After setting up the webhook, return to Pabbly Connect and click on ‘Recapture Webhook Response’. Perform a test payment through your Cashfree payment form to capture the data needed for the next steps.

4. Configuring Action Steps in Pabbly Connect

With the trigger set, the next step involves configuring the action applications. For the first action, select Google Docs and choose ‘Create Document from Template’ as the action event. This will allow you to generate the 80G certificate based on a predefined template.

Connect Google Docs with Pabbly Connect by authorizing access. Select your 80G certificate template and map the necessary fields such as donor name, donation amount, and date. Ensure that the document is saved in the designated folder in your Google Drive.

Map the donor’s name to the document title for easy identification. Use Pabbly Connect’s features to format the date correctly. Ensure that all variables in the template are mapped correctly to capture donor details.

Once the document is created, proceed to the next action step to share the document link with the donor.

5. Sending the Email with the 80G Certificate

In the final step, select Gmail as the action application and choose ‘Send Email’ as the action event. This will allow you to send the 80G certificate via email to the donor automatically.

Map the recipient’s email address using the data captured from the Cashfree payment. Fill in the email subject and body, thanking the donor and including the certificate as an attachment. Ensure the file name begins with the donor’s name for personalization.

Attach the PDF link of the 80G certificate generated in Google Drive. Confirm all fields are correctly filled before sending the email. Test the setup by completing a test donation and checking the email received.

After completing these steps, you will have successfully automated the process of sending 80G certificates using Pabbly Connect, Cashfree, Google Docs, and Gmail.

Conclusion

This tutorial demonstrated how to automate sending 80G certificates over email for NGO donations received via Cashfree using Pabbly Connect. By following these steps, you can streamline your donation acknowledgment process effectively.