Integrate Cashfree with Encharge Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation or update of Encharge persons on Cashfree payments using Pabbly Connect. Follow our detailed tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Cashfree with Encharge, first, access Pabbly Connect. This platform enables seamless automation without any coding skills. Simply visit the Pabbly website and log in to your account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the integration between Cashfree and Encharge. Click on the ‘Create Workflow’ button to begin.

2. Creating a New Workflow in Pabbly Connect

In this section, you will set up your new workflow for updating or creating an Encharge person based on Cashfree payments. Start by naming your workflow, such as ‘Create or Update Encharge Person on Cashfree Payment.’ Select the appropriate folder to save this workflow. using Pabbly Connect

• Click on the ‘Create’ button to initiate the workflow.
• Once created, you will see two boxes: one for Trigger and another for Action.
• Set the Trigger to ‘Cashfree’ and the Action to ‘Encharge’ for this integration.

After setting the trigger, continue to configure the specific details required for the Cashfree payment. This setup ensures that every time a payment occurs, the corresponding Encharge person is automatically created or updated.

3. Setting Up the Trigger for Cashfree Payments

The next step is to configure the trigger in Pabbly Connect. Select the Cashfree application and choose the event that will act as the trigger. This event is typically when a payment is made through Cashfree.

To establish this connection, you will need to provide the Webhook URL from Pabbly Connect into your Cashfree account. This URL acts as a bridge between Cashfree and Pabbly Connect, allowing data to flow seamlessly.

• Log in to your Cashfree account and navigate to the Developers section.
• Locate the ‘Webhook’ option and paste the URL provided by Pabbly Connect.
• Test the webhook to ensure it captures the payment response correctly.

Once the webhook is successfully set up, you can test the connection to ensure that Pabbly Connect is receiving data from Cashfree as expected.

4. Configuring the Action to Update Encharge Person

After setting the trigger, the next step is to configure the action that will occur in Encharge when a payment is received. Select Encharge as the action application and choose the event ‘Create or Update Person.’ This action will allow you to add or update customer information in Encharge based on the payment data received from Cashfree. using Pabbly Connect

In this step, you will map the fields from the Cashfree payment response to the corresponding fields in Encharge. This mapping ensures that the correct data is sent to Encharge, such as the user’s name, email address, and phone number.

Map the relevant fields from the Cashfree response to Encharge fields. Ensure that the email and phone number fields are accurately filled to avoid errors. Test the action to confirm that the data is being sent correctly to Encharge.

By completing this step, you ensure that every payment received in Cashfree effectively updates or creates a corresponding person in Encharge, streamlining your customer management process.

5. Testing the Full Integration Workflow

With both the trigger and action configured, it’s time to test the entire integration workflow. Perform a test payment through Cashfree to see if the data flows correctly into Encharge. This step is crucial to confirm that the integration works as intended.

Once you conduct a test transaction, check your Encharge account to verify if the new person has been created or updated with the correct information. This validation ensures that the integration via Pabbly Connect is functioning smoothly.

If the test is successful, you can finalize and activate the workflow in Pabbly Connect. This automation will now run in the background, ensuring that every new payment in Cashfree results in an updated record in Encharge.

Conclusion

In this tutorial, we explored how to automate the creation or update of Encharge persons on Cashfree payments using Pabbly Connect. By following these steps, you can streamline your payment processing and customer management effectively. This integration saves time and reduces manual errors, enhancing your overall business efficiency.