Automate TagMango User Enrollment with Cashfree Payments Using Pabbly Connect

Learn how to automate TagMango user enrollment through Cashfree payments using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the enrollment of TagMango users through Cashfree payments, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing the URL Pabbly.com/connect/INR in your browser.

Once there, you can either sign in if you are an existing user or click on ‘Sign Up for Free’ to create a new account. Creating an account allows you to explore Pabbly Connect and utilize 100 free tasks each month, which is perfect for testing your automations.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you will be directed to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. You will be prompted to name your workflow; for this integration, name it ‘Enroll TagMango User on Cashfree Payment’.

• Choose a relevant folder for your workflow, such as ‘Learning Management System’.
• Click ‘Create’ to proceed to the workflow setup screen.

Now, you will see two windows for setting up the trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result. For this setup, you will select Cashfree as the trigger application and TagMango as the action application.

3. Setting Up the Cashfree Trigger in Pabbly Connect

In the trigger application section, select Cashfree. You need to choose the trigger event, which in this case is ‘Payment Received via Form’. This means your workflow will start every time a payment is made through a Cashfree form.

To establish the connection, Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your Cashfree account. Go to the ‘Developers’ section, and under ‘Products’, select ‘Webhook’. Here, add a new webhook endpoint and paste the copied URL. Click ‘Test and Add’ to finalize the connection.

• Make sure to test the webhook to confirm that it captures responses correctly.
• Once the test is successful, return to Pabbly Connect to continue setting up your workflow.

After testing, click on the ‘Recapture Webhook Response’ button in Pabbly Connect to capture a real response from Cashfree. This will ensure that your workflow is set up correctly and ready to process payments.

4. Adding Filter Conditions in Pabbly Connect

To ensure that only payments for the specific course trigger user enrollment, you will need to add a filter condition in your workflow. This is done after setting up the trigger.

Select ‘Filter’ as your action application. Here, you will set the filter conditions based on the form ID received from the Cashfree response. Map the form ID from the previous step as your label and set the filter type to ‘Equal’. Enter the specific form ID for the course to ensure only relevant payments continue through the workflow.

Test the filter condition to ensure it works correctly. If the condition is true, proceed to the next step to enroll the user in TagMango.

By applying this filter, Pabbly Connect ensures that only the correct transactions trigger the enrollment process, maintaining the integrity of your course management.

5. Enrolling Users in TagMango via Pabbly Connect

Now that the trigger and filter are set, it’s time to enroll the user in TagMango. Select TagMango as your action application and choose ‘Enroll User’ as the action event.

To establish the connection, you will need to provide an API key from your TagMango account. Go to the TagMango dashboard, navigate to ‘Automation’, and copy your API key. Paste this key into Pabbly Connect to create the connection.

Map the user details such as name, email, and phone number from the Cashfree response. Select the course ID for the course the user is enrolling in.

Once you have mapped all the necessary fields, click ‘Save and Send Test Request’. If successful, the user will be added to your TagMango account, confirming that your automation via Pabbly Connect is complete and functioning as intended.

Conclusion

In this tutorial, we explored how to automate the enrollment of TagMango users through Cashfree payments using Pabbly Connect. By following these steps, you can streamline your course management and ensure that students are enrolled seamlessly upon payment. This integration not only saves time but also enhances the user experience, allowing you to focus on delivering quality educational content.