Integrate WhatsApp and Cashfree Payments Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp with Cashfree payments using Pabbly Connect for seamless communication and automation. Follow our detailed tutorial for step-by-step instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Cashfree, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect, then click on the link to reach the landing page.

On the landing page, you will see options to sign in or sign up. If you’re a new user, click on ‘Sign up for free’ to create an account. Existing users can simply click ‘Sign in’ to access their accounts. Once logged in, click on ‘Access Now’ to enter your Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a workflow for your integration. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow and choose a folder for saving it. using Pabbly Connect

• Choose a descriptive name for your workflow, such as ‘Send WhatsApp Message on Cashfree Payment’.
• Select the folder where you want to save this workflow.

Once you have named your workflow and selected the folder, click on ‘Create’. This action opens the workflow window where you will set up the trigger and actions for your automation.

3. Setting Up the Trigger in Pabbly Connect

The trigger is an essential part of your workflow in Pabbly Connect. For this integration, select Cashfree as your trigger application. This means that the workflow will initiate when a successful payment is made on Cashfree.

Next, choose the trigger event as ‘Payment via Form’. After selecting this, you will receive a Webhook URL. Copy this URL as you will need to set it up in your Cashfree account to establish the connection.

• Log in to your Cashfree account.
• Navigate to the Developers section, then to Payment Gateways, and finally to Webhooks.
• Add the copied Webhook URL in the Webhooks section and click on ‘Test and Add’.

Once you have successfully added the Webhook URL, you can return to your Pabbly Connect workflow to capture the response from Cashfree.

4. Sending WhatsApp Messages via Pabbly Connect

Now that you have set up the trigger, the next step is to send WhatsApp messages using Pabbly Connect. For the action application, select WhatsApp by AI Sensei, which will allow you to send automated messages.

Choose the action event as ‘Send Template Message’. You will need to connect your WhatsApp account by adding your API key. To get the API key, log into your AI Sensei account, navigate to the Manage section, and generate the API key if you haven’t already.

Enter the campaign name you created in AI Sensei for the WhatsApp message. Map the mobile number and user name fields from the trigger response. Input any template parameters as needed for personalized messages.

After entering all required fields, click on ‘Save and Send Test Request’ to check if the automation is working correctly. If successful, you will see a confirmation that the message has been sent.

5. Notifying Your Team via WhatsApp

The final step in your workflow involves notifying your team about new enrollments. In this step, you will again use Pabbly Connect to send a WhatsApp message to your team.

Repeat the process of selecting WhatsApp by AI Sensei as the action application and choose the same action event, ‘Send Template Message’. This time, manually enter the mobile number of your team member who needs to be notified.

Map the necessary template parameters to ensure that the message contains relevant information about the new enrollment. After mapping the fields, click ‘Save and Send Test Request’ to send the message to your team.

Conclusion

In this tutorial, we explored how to integrate WhatsApp with Cashfree payments using Pabbly Connect. This integration allows for automated notifications to students and team members, enhancing communication and operational efficiency. By following these steps, you can streamline your enrollment process and improve your customer interaction.