Automate Xero Contact Creation with Cashfree Payments Using Pabbly Connect

Learn how to automate Xero contact creation from Cashfree payments using Pabbly Connect. This step-by-step guide ensures seamless integration without coding. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

Pabbly Connect is an exceptional automation tool that streamlines the process of connecting various applications. In this tutorial, we will use Pabbly Connect to automate the creation of Xero contacts whenever a payment is made through Cashfree.

This integration eliminates manual data entry, ensuring that customer details are automatically updated in Xero. By following this step-by-step guide, you will be able to set up this automation effortlessly.

2. Setting Up Pabbly Connect for Cashfree and Xero

To begin, open your browser and navigate to the Pabbly Connect landing page at Pabbly.com/connect. If you are a new user, you can sign up for free to access 100 tasks per month. Existing users should click on the ‘Sign In’ button to access their accounts. using Pabbly Connect

After logging in, you will reach the dashboard. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. Name your workflow as ‘Create Xero Contact on Cashfree Payment’ and click on the ‘Create’ button to proceed.

3. Configuring the Trigger for Cashfree Payments

In this section, we will set up the trigger for our workflow using Pabbly Connect. Select Cashfree as the trigger application. Then, choose the trigger event as ‘New Payment via Form’. This event will initiate the workflow whenever a new payment is received.

Upon selecting the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL, as it will be used to set up the connection in your Cashfree account. Log into your Cashfree account, navigate to the developers section, and find the webhooks under the payment gateway settings.

• Go to the Developers section in Cashfree.
• Click on Webhooks under Payment Gateway.
• Add a new webhook endpoint and paste the copied URL.
• Test the webhook and click Add.

Once the webhook is successfully added, return to Pabbly Connect and verify that you have received a response. This confirms that the connection is established correctly.

4. Capturing Customer Details from Cashfree

Next, we will capture the customer details from the payment made through Cashfree. In Pabbly Connect, click on ‘Recapture Webhook Response’ to test the integration. Enter the customer details as they would appear during a real transaction.

For example, enter the name, email, and phone number of the customer making the payment. After submitting the payment, return to Pabbly Connect to see the captured response. This response will include the customer’s name, email, phone number, and order amount, which will be used to create a new contact in Xero.

• Name: Demo User
• Email: [email protected]
• Phone: +1234567890

With the customer details captured, we can now move on to the next step of creating a contact in Xero.

5. Creating a Contact in Xero Using Pabbly Connect

Now that we have captured the necessary details, we will set up the action to create a new contact in Xero. In Pabbly Connect, select Xero as the action application and choose the action event as ‘Create a Contact’.

If you have not yet connected your Xero account, click on ‘Add a New Connection’ and authorize Pabbly Connect to access your Xero account. Once authorized, select your organization from the dropdown list.

Next, map the fields from the Cashfree response to the Xero contact fields. For example, map the customer name to the contact name in Xero, and also map the email and phone number. Once all the necessary fields are mapped, click on ‘Save and Send Test Request’ to create the contact.

After successfully creating the contact, you can verify this in your Xero account by refreshing the contacts page. You should see the new contact with the details you entered.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of creating Xero contacts from Cashfree payments. This integration not only saves time but also ensures that your customer records are always up to date without any manual effort. By following the steps outlined, you can easily set up this automation for your business.