Integrate Cashfree Payments with Flowlu Contacts Using Pabbly Connect

Learn how to automate the creation of Flowlu contacts from Cashfree payments using Pabbly Connect. Step-by-step guide to streamline your workflow. 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 Automation

To automate the creation of Flowlu contacts from Cashfree payments, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage, where you can sign up for a free account or log in if you are an existing user.

Once logged in, you will be taken to the dashboard where you can create a new workflow. This is essential for connecting your Cashfree payment gateway with your Flowlu account through Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

In this section, you will learn how to create a workflow to automate the integration. Click on the ‘Create Workflow’ button located at the top right corner of the Pabbly Connect dashboard. Name your workflow, for example, ‘Create Flowlu Contact on Cashfree Payment’. using Pabbly Connect

• Select a folder for your workflow, such as ‘Contact’.
• Click on the ‘Create’ button to initiate the workflow.
• You will see the trigger and action sections for automation.

With the workflow created, you are now ready to set up the trigger that will initiate the process whenever a payment is received through Cashfree.

3. Setting Up Cashfree Payment Trigger

The next step involves setting up the trigger for your workflow. In the trigger section, select Cashfree as your trigger application. Choose the trigger event as ‘Payment via Form’. This ensures that the workflow is activated whenever a payment is made.

After selecting the trigger event, you will receive a webhook URL. This URL is crucial as it connects your Cashfree account with Pabbly Connect. Copy this URL and navigate to your Cashfree account to set up the webhook.

4. Configuring the Cashfree Webhook

In your Cashfree account, go to the ‘Developers’ section and select ‘Webhooks’ under the Payment Gateway options. Here, you will add the webhook endpoint by pasting the URL you copied from Pabbly Connect.

After entering the webhook URL, click on the ‘Test and Add’ button. This action will send a test response back to Pabbly Connect, confirming that the connection between Cashfree and Pabbly is successful. You should see a success status in your Pabbly dashboard.

• Ensure that the test response is received successfully.
• If successful, you can proceed to the next step.

With the webhook configured, your Cashfree payments will now trigger the workflow in Pabbly Connect.

5. Adding Flowlu Action to Create Contacts

Now, you will set up the action that will create a new contact in Flowlu whenever a payment is received. In the action step of your workflow, select Flowlu as the application and choose ‘Create CRM Account’ as the action event.

To connect your Flowlu account, enter the required API key and account URL. You can find the API key in your Flowlu account under the API settings section. After entering these details, click ‘Save’ to establish the connection between Pabbly Connect and Flowlu.

Map the customer details from the Cashfree payment response. Ensure that all required fields such as name, email, and phone number are filled correctly.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify that the contact is created successfully in Flowlu. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Flowlu contacts from Cashfree payments using Pabbly Connect. By following these steps, you can streamline your customer management process and save valuable time. With Pabbly Connect, managing payments and customer data becomes effortless.