Integrate Cashfree Payment with Wave Using Pabbly Connect

Learn how to create a Wave customer automatically using Cashfree Payment through Pabbly Connect in this detailed step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. Simply open your browser and go to the Pabbly Connect landing page. If you are a new user, you can sign up for free, which provides you with credits to explore the application.

After signing in, you will be directed to the Pabbly dashboard. Here, you can see all Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to start setting up your workflow.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for it. For this integration, name your workflow ‘How to Create Wave Customer on Cashfree Payment | Cashfree to Wave’ and save it in the Automations folder. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• This will open the workflow window where you can set triggers and actions.

In this window, you will need to set up your trigger application. Search for Cashfree and select it as your trigger application. Then choose the trigger event as ‘Payment via Form’ to ensure that the workflow is triggered every time a new payment is made.

3. Setting Up the Webhook for Cashfree

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential for receiving data from Cashfree. Copy this URL and navigate to your Cashfree account. using Pabbly Connect

• Go to the ‘Developers’ section in Cashfree.
• Select ‘Payment Gateway’ and then ‘Webhooks’.
• Click on ‘Add Webhook Endpoint’ and paste the copied URL.

After adding the webhook, click on ‘Test and Add’ to confirm the connection. You should see a success message indicating that the webhook has been added successfully. This step establishes the connection between your Cashfree account and Pabbly Connect.

4. Mapping Customer Data to Wave

With the webhook successfully set up, you can now proceed to map the customer data to create a new customer in Wave. Select Wave as your action application in Pabbly Connect and choose the action event as ‘Create Customer’. using Pabbly Connect

When prompted, click on ‘Add New Connection’ to connect your Wave account. You will need to allow access to Pabbly Connect to manage your Wave account. Once connected, you will be asked to fill in the customer details.

Map the customer name, email, and phone number from the Cashfree payment response. Ensure that the details are correctly mapped to the respective fields in Wave.

After mapping all required fields, click on ‘Send Test Request’ to verify that the customer is created successfully in Wave. If successful, you will receive a confirmation message indicating that the customer has been added.

5. Testing the Integration in Real-Time

To ensure everything is functioning correctly, conduct a test by making a payment through Cashfree. Fill in the payment form with customer details and select your payment method, such as UPI ID.

Once the payment is confirmed, check your Wave account to see if the new customer was created instantly. You should find the customer listed with the same details provided during the payment process.

Search for the newly created customer in the Wave account. Verify that the details match those entered during the payment.

This real-time testing confirms that your Pabbly Connect workflow is working as intended, automating the customer creation process seamlessly.

Conclusion

In this tutorial, we explored how to create a Wave customer automatically using Cashfree Payment through Pabbly Connect. This integration streamlines your business processes by eliminating manual data entry, ensuring all customer details are recorded efficiently.