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

Learn how to automate sending 80G certificates via email for NGO donations received through Cashfree, using Pabbly Connect for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for NGO Donation Automation

To automate sending 80G certificates for NGO donations, we will use Pabbly Connect. First, access the Pabbly Connect website and sign in to your existing account or create a new one for free.

Once logged in, you’ll see the Pabbly Connect dashboard. Click on ‘Create Workflow’ at the top right corner. This is where you will set up the automation process for sending certificates via email.

2. Creating a Workflow in Pabbly Connect

In this step, we will create a workflow specifically for sending the 80G certificate. Start by naming your workflow, for example, ‘Send 80G Certificate Over Email for NGO Donations Received via Cashfree’. using Pabbly Connect

• Select a folder for your workflow, such as ‘NGO Donations Cashfree Automation’.
• Click on ‘Create’ to finalize your workflow setup.

This workflow will have a trigger and action steps that define how the automation operates. The trigger will be set to respond to new donations received through Cashfree.

3. Setting Up the Trigger with Cashfree Payments

In this section, we will configure the trigger in Pabbly Connect to monitor payments made through Cashfree. Click on the trigger application and select ‘Cashfree’ as the trigger.

Choose the event as ‘Payment Received via Form’. Pabbly Connect will provide you with a Webhook URL. Copy this URL to integrate with your Cashfree account.

• Open your Cashfree account and navigate to the Payment Gateway section.
• Select ‘Webhooks’ and click on ‘Add Webhook Endpoint’.
• Paste the Webhook URL from Pabbly Connect and click ‘Test and Add’.

After successfully adding the webhook, you will see a confirmation message. Then, initiate a test payment to capture the response in Pabbly Connect.

4. Setting Up Action Steps to Create and Send Certificates

After the trigger is successfully set up, we will configure the action steps in Pabbly Connect. The first action will be to create a document in Google Docs using a predefined template for the 80G certificate.

Select ‘Google Docs’ as the action application and choose the event ‘Create Document from Template’. Connect your Google account to Pabbly Connect and select the template you created for the 80G certificate.

Map the donor’s name and other details from the Cashfree response to the document fields. Specify the document’s storage location in Google Drive.

Once the document is created, the next action will be to share the document link with the donor via email.

5. Sending the Email with Pabbly Connect

Now that the document is created, we will proceed to send the email using Gmail through Pabbly Connect. Select ‘Gmail’ as the action application and choose ‘Send Email’ as the action event.

Map the donor’s email address from the Cashfree response to the recipient field. Customize the email subject and body to include the donor’s name and a thank you message for their contribution.

Attach the PDF link of the created 80G certificate. Ensure all email fields are properly mapped before sending.

Finally, test the workflow to confirm that the email is sent successfully with the attachment. You will receive a confirmation in your Gmail account, indicating that the automation works seamlessly.

Conclusion

By using Pabbly Connect, you can easily automate the process of sending 80G certificates via email for NGO donations received through Cashfree. This integration saves time and ensures that donors receive their certificates promptly.