Integrate Cashfree Payment with Wave Customer Using Pabbly Connect

Learn how to integrate Cashfree Payment with Wave Customer using Pabbly Connect. Step-by-step instructions for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Wave customer on Cashfree Payment, you must first access Pabbly Connect. Start by visiting the Pabbly Connect website through your browser.

Once there, you will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are new to Pabbly, click on ‘Sign Up for Free’ to create an account. Existing users can simply sign in to their accounts.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. This is where you will set up the automation process. using Pabbly Connect

• Name your workflow as ‘How to Create Wave Customer on Cashfree Payment’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to initiate the workflow.

Now, you will see the workflow window which consists of two main components: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. For this integration, select ‘Cashfree’ as the trigger application.

3. Setting Up the Trigger with Cashfree

In the trigger setup, select the event that will initiate the workflow. Choose ‘New Payment via Form’ as your trigger event. This means that the workflow will activate whenever a new payment is received through Cashfree.

Pabbly Connect will provide you with a Webhook URL. Copy this URL as you will need it for the Cashfree setup. Next, log in to your Cashfree account and navigate to the ‘Developers’ section, then go to ‘Payment Gateway’ and select ‘Webhooks’.

• Click on ‘Payment Form’ and then select ‘Add Webhook Endpoint’.
• Paste the Webhook URL you copied from Pabbly Connect.
• Click on ‘Test and Add’ to confirm the connection.

Once added successfully, you will receive a confirmation that the webhook has been added. This indicates that your Cashfree account is now connected to Pabbly Connect.

4. Capturing Webhook Response for Customer Details

To ensure that the correct data is captured, you need to test the webhook. Click on ‘Recapture Webhook Response’ in Pabbly Connect. This will allow you to fill in a test payment form. using Pabbly Connect

Fill out the payment form with customer details such as first name, last name, email, and phone number. After entering the details, select your payment method and complete the payment.

Choose a payment option, such as UPI ID, and enter your UPI ID. Confirm the payment to trigger the webhook.

After the payment is successful, return to Pabbly Connect to see if the webhook response has been captured. You should see the customer details you entered, confirming that the trigger setup is functioning correctly.

5. Creating a Customer in Wave

Now that the trigger is set up and tested, it’s time to create a customer in Wave. In the Action step of your workflow, select ‘Wave’ as the action application. using Pabbly Connect

Choose ‘Create Customer’ as the action event. If you have not previously connected your Wave account, click on ‘Add a New Connection’ and follow the prompts to authorize Pabbly Connect to access your Wave account.

Map the customer details from the Cashfree payment response to the corresponding fields in Wave. Ensure that the first name, last name, email, and phone number are correctly mapped.

Once you have completed the mapping, click on ‘Send Test Request’ to verify that the customer is created successfully in Wave. You should receive a confirmation message indicating that the customer has been created.

Conclusion

In this tutorial, we demonstrated how to automate the creation of a Wave customer when a payment is made through Cashfree Payment using Pabbly Connect. This integration streamlines your workflow and eliminates manual data entry, ensuring that customer information is accurately captured in real-time.

With the steps outlined above, you can efficiently set up this automation for your own business, enhancing your operational efficiency and customer management.