Automate QuickBooks Customer Creation Using Pabbly Connect with Cashfree Payments

Learn how to automate customer creation in QuickBooks with Cashfree Payments using Pabbly Connect. Step-by-step guide to streamline your payment processes. 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. Accessing Pabbly Connect for Integration

To automate the process of creating a QuickBooks customer on Cashfree Payment, you need to start with Pabbly Connect. Begin by navigating to the Pabbly Connect homepage by entering ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you will see options for signing in or signing up. Existing users should click on ‘Sign In’, while new users can create an account by clicking on ‘Sign Up for Free’. This will grant you 100 free tasks each month to explore the features of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard. Here, you can view all your workflows. To create a new workflow, click on the ‘Create Workflow’ button.

• Enter a name for your workflow, such as ‘Create QuickBooks Customer on Cashfree Payment’.
• Select a folder for organizing your workflow, like ‘Automations for Payment Management’.
• Click on the ‘Create’ button to initialize your workflow.

Upon creating the workflow, you will see a blank canvas where you can set up triggers and actions. This is where Pabbly Connect will help automate the process of adding customers in QuickBooks when payments are received through Cashfree.

3. Setting Up the Trigger with Cashfree

For the trigger, select Cashfree as your application in Pabbly Connect. This will initiate the workflow every time a payment is received. Choose the trigger event as ‘Payment via Form’, since you want the workflow to respond to payments made using forms.

Next, you will need to copy the webhook URL provided by Pabbly Connect. This URL needs to be pasted into your Cashfree account to establish the connection. Go to your Cashfree account, navigate to the Developers section, and select Webhooks.

• Click on ‘Add Webhook Endpoint’.
• Paste the copied webhook URL into the Webhook URL field.
• Click on ‘Test and Add’ to send a test response to Pabbly Connect.

Once the test response is received successfully in Pabbly Connect, the connection between Cashfree and Pabbly Connect is successfully established, allowing for automation to proceed.

4. Configuring the Action Step with QuickBooks

Now that the trigger is set up, you need to configure the action step to create a customer in QuickBooks. Select QuickBooks Online as your action application in Pabbly Connect and choose the action event ‘Create Customer’.

You will be prompted to connect your QuickBooks account. Click on ‘Add New Connection’ and log into your QuickBooks account to authorize the connection. Once connected, you can begin mapping the data from the Cashfree payment to the QuickBooks customer fields.

Map the customer’s display name, email, and phone number from the Cashfree payment response. Ensure that the currency is set to INR or as required. Click on ‘Save and Send Test Request’ to create the customer in QuickBooks.

Once the test request is successful, check your QuickBooks account to confirm that the new customer has been created with the mapped details. This step verifies that the integration is functioning correctly through Pabbly Connect.

5. Testing the Integration Workflow

To ensure that the integration between Cashfree and QuickBooks via Pabbly Connect is working as intended, conduct a test transaction. Go back to your Cashfree account and fill out a payment form with customer details.

After successfully completing the payment, return to Pabbly Connect to see if the new customer details have been captured in the response. You should see the details reflecting the test submission you made.

Verify that the customer appears in QuickBooks with the same details used in the test payment. Ensure that all required fields are correctly populated.

Once confirmed, you can be assured that every new payment made through Cashfree will automatically create a customer in QuickBooks, streamlining your payment and customer management process through Pabbly Connect.

Conclusion

Integrating Cashfree Payments with QuickBooks using Pabbly Connect allows for seamless customer creation, enhancing your business’s efficiency. With this setup, every payment automatically adds a customer in QuickBooks, simplifying your financial management.