How to Save Cashfree Payments in Notion Automatically Using Pabbly Connect

Learn how to automate saving Cashfree payments in Notion using Pabbly Connect. Follow this detailed tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate saving Cashfree payments in Notion, you first need to access Pabbly Connect. Go to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you will find options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply log in by clicking ‘Sign in’. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create your automation workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ option. A dialog box will appear asking for a name for your workflow. You can name it ‘Save Cashfree Payments in Notion Automatically’.

Next, select the appropriate folder for your workflow. For this integration, choose the folder related to payment management. This organization helps in managing multiple workflows efficiently. Once you’ve named your workflow and selected the folder, click on the ‘Create’ button to proceed.

• Click on ‘Create Workflow’
• Name your workflow
• Select the appropriate folder
• Click ‘Create’

Now, you will see two important sections: Trigger and Action. The trigger will be Cashfree, and the action will be Notion. This setup is essential for automating the process of saving payment details.

3. Setting Up the Trigger with Cashfree

The next step involves setting up the trigger in Pabbly Connect. Select Cashfree as your trigger application. Then, choose the trigger event. For this automation, select ‘Payment via Form’. This option allows you to capture payment details when a customer makes a purchase through a specific form.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be copied and added to your Cashfree account under the Webhooks section. This connection will ensure that every time a payment is made, the data is sent to Pabbly Connect for processing.

• Select Cashfree as the trigger application
• Choose ‘Payment via Form’ as the trigger event
• Copy the provided webhook URL
• Paste the webhook URL in your Cashfree account under Webhooks

Once you have added the webhook URL, you can test the connection by making a test payment using the Cashfree form. This will allow you to verify that the integration is working correctly.

4. Setting Up the Action with Notion

After confirming that the Cashfree trigger is working, the next step in Pabbly Connect is to set up the action with Notion. Select Notion as your action application and choose ‘Create Database Item’ as the action event. This allows you to save the payment details directly into your Notion database.

Before mapping the data, ensure you have already logged into your Notion account. Once logged in, choose the database where you want to save the payment details. For this example, select the database named ‘New Payment Details’. Now, you will map the fields from the Cashfree response to the respective columns in your Notion database.

Select Notion as the action application Choose ‘Create Database Item’ as the action event Map the fields from the Cashfree response to Notion columns

By mapping these fields, every time a new payment is received, the details will automatically populate in your Notion database, eliminating the need for manual entry.

5. Testing the Integration

To ensure that the integration between Cashfree and Notion via Pabbly Connect is functioning correctly, perform a test transaction. Go back to your Cashfree account and submit a payment using one of your forms. After completing the payment, return to Pabbly Connect to check if the data has been captured successfully.

Once the payment is processed, you should see the details reflected in your Notion database. This confirms that the integration is working as intended. Repeat this process to test with different payment forms if necessary. Each successful transaction will automatically update your Notion database with the relevant payment details.

This automation simplifies your workflow significantly, allowing you to focus on your business operations while Pabbly Connect handles the data management seamlessly.

Conclusion

In conclusion, using Pabbly Connect to automate saving Cashfree payments in Notion streamlines your payment management process. By following the steps outlined in this tutorial, you can easily set up this integration and ensure that all payment details are recorded automatically in your Notion database.

With this automation, you can save time and reduce the potential for errors in manual data entry. Start using Pabbly Connect today to enhance your business efficiency and simplify your payment tracking.