How to Create Zendesk User on Cashfree Payment Using Pabbly Connect

Learn how to create a Zendesk user automatically when a payment is received through Cashfree using Pabbly Connect. Step-by-step guide included. 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 Integration

To create a Zendesk user automatically via Cashfree Payment, start by accessing Pabbly Connect. Simply open your browser and navigate to the Pabbly Connect landing page by visiting Pabbly.com/connect.

If you are a new user, click on ‘Sign Up for Free’ to explore the platform with 100 free tasks every month. Existing users should click ‘Sign In’ to access their accounts. Once logged in, you’ll see all available Pabbly tools, and you should select Pabbly Connect to begin the integration process.

2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; you can use a title such as ‘Create Zendesk User on Cashfree Payment’ and select the appropriate folder for organization.

• Click on ‘Create’ to open the workflow window.
• Understand the trigger-action principle: a trigger initiates actions in response.
• Select ‘Cashfree’ as the trigger application.

Now, choose ‘Payment via Form’ as the trigger event. This step will generate a webhook URL, which you’ll need to connect Cashfree with Pabbly Connect.

3. Setting Up Cashfree Connection in Pabbly Connect

To set up the connection, copy the webhook URL provided by Pabbly Connect. Log in to your Cashfree account and navigate to the Developer section, then select Payment Gateway followed by Webhooks.

• Click on ‘Payment Form’ and then ‘Add Webhook Endpoint’.
• Paste the copied webhook URL and click ‘Test and Add’.
• Confirm the addition by clicking ‘Add’ again.

After successfully adding the webhook, Pabbly Connect will capture a webhook response, confirming the connection. You may need to recapture the webhook response to ensure it matches your business data.

4. Creating a Zendesk User via Pabbly Connect

Now, it’s time to set up the action in Pabbly Connect. Choose ‘Zendesk’ as the action application and select ‘Create User’ as the action event. Click on ‘Connect’ to establish the connection.

If you are establishing a new connection, input your Zendesk username, API token, and subdomain. For the username, use your email with the suffix ‘/token’. To get your API token, navigate to your Zendesk Admin Center, under Apps and Integrations, then APIs.

Click ‘Add API Token’ to generate a new token. Copy the generated API token and paste it into Pabbly Connect. Enter your Zendesk subdomain, which can be found in your account URL.

Once all details are entered, click ‘Save’ to connect your Zendesk account with Pabbly Connect.

5. Mapping Data and Testing the Workflow

With the connection established, you need to map the data fields from Cashfree to Zendesk in Pabbly Connect. This involves taking the captured details from the Cashfree payment response and inserting them into the corresponding fields in Zendesk.

Map the user’s name, email, and phone number from the Cashfree response. Ensure the fields are marked as dynamic, allowing them to change according to each new payment received. Finally, click on ‘Save and Send Test Request’ to execute the workflow.

Check for a positive response indicating a successful user creation in Zendesk. Log into your Zendesk account to verify the new user has been created. Repeat the process to ensure everything is functioning correctly.

With these steps, you have successfully automated the creation of a Zendesk user whenever a payment is received through Cashfree, all thanks to Pabbly Connect.

Conclusion

In this tutorial, we detailed how to create a Zendesk user automatically when a payment is received through Cashfree using Pabbly Connect. This integration streamlines customer support by ensuring new users are registered instantly, allowing for efficient ticket management and assistance.