How to Create Shopify Customer on Cashfree Payment Using Pabbly Connect

Learn how to create a Shopify customer using Cashfree Payment with Pabbly Connect. This detailed tutorial covers every step for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

Access Pabbly Connect for Integration

To start the integration process between Cashfree Payment and Shopify, you need to access Pabbly Connect. First, navigate to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the site, you will need to sign in to your Pabbly account. If you are a new user, you can sign up for free and get 100 tasks per month. After signing in, you will see the Pabbly applications dashboard. Click on Pabbly Connect to proceed with creating your automation workflow.

Create a New Workflow in Pabbly Connect

In this step, you will create a new workflow to automate the customer creation process on Shopify whenever a payment is received through Cashfree. Click on the ‘Create Workflow’ button in Pabbly Connect.

Give your workflow a name, such as ‘Create Shopify Customer on Cashfree Payment’, and select the appropriate folder for organization. After naming your workflow, click on the ‘Create’ button. You will now see two boxes appear: one for the trigger and another for the action.

• Select ‘Cashfree’ as the trigger application.
• Choose ‘Payment Received’ as the trigger event.
• Click on ‘Connect’ to link your Cashfree account with Pabbly Connect.

After establishing the connection, you will need to set up the webhook URL provided by Pabbly Connect in your Cashfree account settings.

Set Up Cashfree Webhook in Pabbly Connect

To complete the integration, you need to set up a webhook in Cashfree that will communicate with Pabbly Connect. Log in to your Cashfree account and navigate to the developers section to find the webhook settings.

In the webhook settings, you will paste the webhook URL provided by Pabbly Connect. This URL acts as a bridge between your Cashfree account and the workflow you created. Once you paste the URL, ensure that the webhook is active and configured to send data whenever a payment is made.

• Enable the webhook for payment notifications.
• Test the webhook to ensure it sends data to Pabbly Connect.

After testing, you should see a successful response in Pabbly Connect, confirming that the webhook is set up correctly.

Creating the Shopify Customer

Now that you have set up the webhook, it’s time to create a customer in Shopify. Go back to your Pabbly Connect workflow and add an action step. Select Shopify as the action application.

Choose the action event as ‘Create Customer’. You will need to connect your Shopify account by entering the Admin API access token and the subdomain of your Shopify store. Once connected, you can map the fields from the Cashfree payment response to the Shopify customer fields.

Map the customer’s first name, last name, email, and phone number from the Cashfree response. Ensure all required fields in Shopify are filled correctly.

After mapping the fields, click on ‘Save & Send Test Request’ to create a test customer in Shopify. If successful, you will receive a confirmation response showing the customer details created in Shopify.

Verify Customer Creation in Shopify

Finally, to confirm that the integration is working properly, log in to your Shopify account. Navigate to the Customers section and check for the newly created customer based on the payment received from Cashfree.

If the customer appears with the correct details, your integration using Pabbly Connect is successful. You can now automate this process to save time and ensure all payments lead to customer creation seamlessly.

In summary, this integration allows you to automatically create Shopify customers based on Cashfree payments, streamlining your e-commerce operations with the help of Pabbly Connect.

Conclusion

In this tutorial, we explored how to create a Shopify customer using Cashfree Payment through Pabbly Connect. Following these steps will help you automate customer creation efficiently, enhancing your business workflow.