Integrating WhatsApp with Cashfree Payments Using Pabbly Connect

Learn how to integrate WhatsApp with Cashfree payments using Pabbly Connect in this detailed tutorial. Step-by-step instructions included. 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 Integration

To start integrating WhatsApp with Cashfree using Pabbly Connect, first visit the Pabbly Connect website. You can either sign up for free or log in if you are an existing user. This platform allows seamless automation without needing programming knowledge.

Once logged in, navigate to your dashboard. Click on the ‘Create Workflow’ button to begin setting up your integration. This is where you will define the connection between Cashfree and WhatsApp using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In the workflow creation window, enter a name for your workflow, such as ‘Send and Get WhatsApp Message on Successful Cashfree Payment’. Select a folder to save this workflow, ensuring organization within your Pabbly Connect account.

• Name your workflow appropriately for easy identification.
• Choose an existing folder or create a new one for better workflow management.

After naming your workflow, click on the ‘Create’ button. This opens the workflow window where you will set up the trigger and action. Remember, Pabbly Connect allows one trigger and multiple actions, making it a powerful tool for automation.

3. Setting Up the Trigger with Cashfree

For the trigger application, select Cashfree from the options. This means your workflow will initiate when a successful payment is made through Cashfree. Choose the trigger event as ‘Payment via Form’ to capture the payment details.

After selecting the trigger event, Pabbly Connect provides a webhook URL. Copy this URL as you will need to paste it into your Cashfree account to establish the connection.

• Log into your Cashfree account and navigate to the Developers section.
• Access Payment Gateways and then Webhooks to add the webhook URL.
• Test the webhook to ensure the connection is successful.

Once the webhook is tested and confirmed, return to Pabbly Connect to capture the webhook response. This is crucial for mapping the payment details in your workflow.

4. Setting Up Actions to Send WhatsApp Messages

After successfully capturing the webhook response, the next step is to set up actions. For this, select AI Sensei as the action application to send a WhatsApp message. Choose the action event as ‘Send Template Message’ to automate the messaging process.

You will be prompted to connect your AI Sensei account. If you have previously connected it, select the existing connection; otherwise, add a new connection by providing your API key from your AI Sensei account.

Copy the API key from your AI Sensei account under the Manage section. Paste the API key in Pabbly Connect to establish the connection. Select the campaign you wish to use for sending messages.

Map the necessary parameters such as mobile number and username to ensure personalized messages are sent to each student. This mapping ensures that the data is dynamic and changes with each new response received.

5. Finalizing the Workflow and Testing

After setting up the actions, it’s time to finalize your workflow. Click on ‘Save and Send Test Request’ to ensure that your WhatsApp messages are sent correctly. Check your WhatsApp to confirm that the automated messages are received.

Repeat the action setup for sending a notification to your team by creating another action step with the same process. Ensure the mobile number is static for team notifications while mapping the other parameters dynamically.

With Pabbly Connect, you can now automate the entire process of notifying students and your team about successful payments. This integration streamlines communication and enhances operational efficiency.

Conclusion

In this tutorial, we explored how to integrate WhatsApp with Cashfree payments using Pabbly Connect. This powerful automation tool allows seamless communication between students and your team, enhancing the enrollment experience.