Integrating Cashfree Payment Details in Airtable Using Pabbly Connect

Learn how to seamlessly integrate Cashfree payment details into Airtable using Pabbly Connect with this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Cashfree payment details into Airtable, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or sign up for a new account. As a new user, you can take advantage of the free plan, which allows you to explore the platform with 100 tasks per month.

Once logged in, navigate to the dashboard where you can see all the Pabbly applications. Click on the option to access Pabbly Connect, which is specifically designed for creating automation workflows between different applications.

2. Creating a Workflow in Pabbly Connect

Now that you have accessed Pabbly Connect, it’s time to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for saving it. Name it ‘How to Add Cashfree Payment Details in Airtable’ and choose the appropriate folder.

• Click on ‘Create’ to proceed.
• This will take you to the workflow window where you can set up triggers and actions.

In this window, you will select Cashfree as your trigger application. This means that whenever a payment occurs in Cashfree, it will trigger the workflow to run automatically. This is the core functionality of Pabbly Connect, allowing seamless integration between applications.

3. Setting Up the Trigger with Cashfree

After naming your workflow, the next step is to set up the trigger. Search for ‘Cashfree’ and select it as your trigger application. For the trigger event, choose ‘Payment via Form’. This event will initiate the workflow whenever a payment is made through the Cashfree form.

Once you select the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL as it will be used to connect your Cashfree account with your newly created workflow. You need to log into your Cashfree account and navigate to the Developers section under Payment Gateway, then click on Webhooks.

• Add a new webhook endpoint and paste the copied URL.
• Test and add the webhook to ensure it is functioning correctly.

Once the webhook is successfully added, Pabbly Connect will be ready to capture responses from Cashfree whenever a new payment is processed.

4. Capturing Payment Details from Cashfree

With the webhook set up, the next step is to capture the payment details. You need to perform a test payment to generate a response. Complete a payment form using new details to see how Pabbly Connect captures the information.

After completing the payment, return to your workflow in Pabbly Connect and click on ‘Recapture Webhook Response’. This will allow you to see the details captured from the test payment, including customer name, email, and phone number. This step is crucial as it verifies that the connection between Cashfree and Pabbly Connect is working as intended.

5. Adding Cashfree Payment Details to Airtable

Now that you have captured the payment details, it’s time to add them to Airtable. For the action application, search for and select ‘Airtable’. Choose the action event as ‘Create Record’. You will then need to connect your Airtable account to Pabbly Connect.

During the connection process, grant Pabbly Connect the necessary permissions to access your Airtable data. Select the base where you want to store the payment details, which should be named ‘Payment Details’. After connecting, map the fields from the captured Cashfree response to the corresponding fields in Airtable, such as order ID, customer name, email, and phone number.

Click ‘Save and Send Test Request’ to ensure the record is created successfully. Check your Airtable base to confirm that the new record appears with the correct details.

This integration allows you to automate the process of recording payment details without manual intervention, showcasing the power of Pabbly Connect in streamlining your workflow.

Conclusion

In this tutorial, we explored how to integrate Cashfree payment details into Airtable using Pabbly Connect. By following the steps outlined, you can automate the process of recording transactions, ensuring accurate and organized payment tracking. This integration not only saves time but also enhances the efficiency of managing your payment data.