How to Deliver Files on WhatsApp for Cashfree Payments Using Pabbly Connect

Learn how to automate file delivery on WhatsApp for Cashfree payments using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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. Setting Up Pabbly Connect for Cashfree Payments

To automate file delivery on WhatsApp for Cashfree payments, start by accessing Pabbly Connect. First, create a free account on the Pabbly Connect dashboard. After signing in, click on ‘Create Workflow’ and name it appropriately, such as ‘Cashfree to WhatsApp’. This naming helps in identifying your workflow later.

Once the workflow is created, you will see two windows: the Trigger window and the Action window. The Trigger window is where you set the event that starts the automation, while the Action window is where you define what happens after the trigger. This setup is crucial for the automation process.

2. Configuring Cashfree as the Trigger in Pabbly Connect

In the Trigger window of Pabbly Connect, search for Cashfree and select it as the app. Choose the trigger event as ‘Payment via Form’, which will capture payment details from your Cashfree account. After selecting the trigger event, Pabbly Connect will generate a webhook URL.

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your Cashfree account and navigate to the Developers section.
• Under Payment Gateway, select Webhooks and add the copied URL.

After adding the webhook URL, test the connection by making a sample payment. This will allow Pabbly Connect to receive data from Cashfree, including customer details and payment information.

3. Adding Filter Condition in Pabbly Connect

After successfully capturing payment details, the next step is to add a filter condition in Pabbly Connect. This ensures that only specific payments trigger the WhatsApp message. In the Action window, search for ‘Filter by Pabbly’ and select it.

• Set the filter condition to check if the payment URL matches the specific form used for the course.
• If the condition is true, the automation will proceed to send the WhatsApp message.

This filtering process is essential as it allows you to customize the automation for different products or services, ensuring that only the relevant files are sent to customers.

4. Sending WhatsApp Messages Using Pabbly Connect

Now, configure the final action step to send a WhatsApp message using the WhatsApp Cloud API through Pabbly Connect. In the Action window, search for ‘WhatsApp Cloud API’ and select ‘Send Template Message’. Connect your WhatsApp Cloud API account by entering the necessary credentials.

Once connected, you will need to select the message template you created in the WhatsApp Cloud API. Ensure that your template includes dynamic fields for customer names and other personalized information. Map the recipient’s mobile number from the Cashfree response to ensure the message is sent to the correct customer.

5. Testing and Verifying the Integration

After completing the setup in Pabbly Connect, it’s crucial to test the entire workflow. Make a test payment through your Cashfree payment form. Upon successful payment, check if the WhatsApp message is sent to the customer with the attached file.

If everything is set up correctly, the customer will receive a WhatsApp message confirming their payment and providing a link to download the purchased file. This verification step ensures that your automation is functioning seamlessly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate file delivery on WhatsApp for payments received through Cashfree. By following the steps outlined, you can streamline your payment processes and enhance customer satisfaction with instant file delivery.