How to Send Automated WhatsApp Messages on Cashfree Payments Using Pabbly Connect

Learn how to send automated WhatsApp messages for Cashfree payments using Pabbly Connect and AI Sensei. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To send automated WhatsApp messages on Cashfree payments, the first step is to set up Pabbly Connect. Begin by opening your browser and searching for Pabbly Connect. You will land on the Pabbly Connect homepage where you can either sign in or sign up if you don’t have an account yet.

If you are new to Pabbly Connect, click on the ‘Sign up for free’ button. This will allow you to create an account in just two minutes and grant you access to 100 free tasks each month. After logging in, navigate to the dashboard and click on the ‘Create Workflow’ button to start building your automation.

2. Creating the Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, you will need to create a new workflow. Name your workflow something descriptive, like ‘Send Automated WhatsApp Message on Cashfree Payment Using AI Sensei’. Next, select a folder to save this workflow. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action. The Trigger is what will start the workflow.
• Search for ‘Cashfree’ in the Trigger application.

After selecting Cashfree, choose the trigger event as ‘Payments’. This will initiate the workflow whenever a payment is made through Cashfree. Now, connect Cashfree with Pabbly Connect by copying the provided webhook URL and following the instructions given in the Pabbly Connect interface.

3. Connecting Cashfree with Pabbly Connect

To establish a connection between Cashfree and Pabbly Connect, navigate to the Cashfree developer section. Here, locate the ‘Webhooks’ option under the Payment Gateway settings. You will need to add the copied webhook URL.

• Click on ‘Add Webhook Endpoint’.
• Paste the webhook URL you copied from Pabbly Connect.
• Test the webhook to ensure it is working correctly.

After successfully adding the webhook, return to Pabbly Connect. Click on the ‘Recapture Webhook Response’ button to see if you have received any test data from Cashfree. This will confirm that the connection has been established successfully.

4. Filtering Successful Payments to Send WhatsApp Messages

Once you have confirmed the connection, the next step is to filter for successful payments. In your workflow, add a new action by selecting ‘Filter by Pabbly Connect’. This will allow you to set conditions for the workflow. using Pabbly Connect

Set the action event to ‘Filter Values’. Use ‘Order Status’ as the label and set the value to ‘Paid’. Click ‘Save & Test’ to ensure the filter works correctly.

This filtering step ensures that only successful payments trigger the sending of WhatsApp messages. If the condition is true, you can proceed to the next action in your workflow.

5. Sending WhatsApp Messages Using AI Sensei

After setting up the filter, it’s time to send the WhatsApp message using AI Sensei through Pabbly Connect. Add another action step and search for ‘AI Sensei’. Select the action event as ‘Send Template Message’. This is where you will connect AI Sensei with Pabbly Connect.

For this connection, you will need an API key from your AI Sensei account. Navigate to the API Key section in AI Sensei, generate a new key, and copy it. Return to Pabbly Connect, paste the API key, and click ‘Save’. Now, fill in the required details for sending the WhatsApp message. You will need to map the phone number, customer name, payment amount, and order ID from the Cashfree response.

Once you have mapped all the necessary fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you should receive a confirmation that the WhatsApp message has been sent successfully. You can verify this by checking your WhatsApp for the message confirming the payment.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages for successful Cashfree payments. By following these steps, you can enhance customer communication and improve satisfaction without any manual effort. Using Pabbly Connect ensures a seamless integration between Cashfree and AI Sensei, allowing for efficient order confirmations and updates.