Integrating Cashfree Payment Links to Google Sheets Using Pabbly Connect

Learn how to integrate Cashfree Payment Links with Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Cashfree Payment Links with Google Sheets, first access Pabbly Connect. Visit the Pabbly website and log in or sign up for a free account. This platform allows seamless automation between various applications.

After logging in, navigate to the dashboard. Here, you can create a new workflow by clicking on the plus sign. Name your workflow something descriptive, like ‘Add Payment Details of Cashfree Payment Links to Google Sheets.’ This sets the stage for further integration steps.

2. Setting Up Trigger in Pabbly Connect

In this step, you will configure the trigger application in Pabbly Connect. Select Cashfree as your trigger application and choose the event as ‘Payment via Link.’ This event will activate whenever a payment is made through your Cashfree payment link.

• Open the trigger window in Pabbly Connect.
• Select Cashfree and the trigger event as Payment via Link.
• Copy the provided webhook URL.

Next, go to your Cashfree account, navigate to the developers section, and add the copied webhook URL under the payment link settings. This will ensure that payment notifications are sent to Pabbly Connect whenever a transaction occurs.

3. Filtering Payment Events in Pabbly Connect

After configuring the trigger, the next step is to filter the payment events. In Pabbly Connect, you will apply a filter to ensure that only successful payment events proceed to the next step. This is crucial for accurate data entry into Google Sheets.

Set the filter to trigger only when the payment type is ‘Payment Link Event.’ This will help you avoid processing irrelevant data. Click on the action window and select the filter application. Then, set the conditions based on the payment type.

• Choose the filter application in Pabbly Connect.
• Set the label to Payment Link Event.
• Select the filter type as equal to and set the value accordingly.

This filter ensures that only successful payment events proceed to the next integration step, maintaining the integrity of your data.

4. Adding Payment Details to Google Sheets

Once the filter is set, it’s time to integrate Google Sheets with Pabbly Connect. Choose Google Sheets as your action application and select the action event as ‘Add New Row.’ This will allow payment details to be added automatically to your designated spreadsheet.

Connect your Google account to Pabbly Connect and authorize access. After successful connection, select the spreadsheet where you want the payment details to be stored. In this case, it should be named ‘Cashfree Payment Details.’

Select the spreadsheet and sheet name in Google Sheets. Map the required fields such as Order ID, Transaction ID, Customer Name, and Amount. Click on Save and send test request to ensure data is captured.

After mapping, perform a test to verify that the payment details are correctly added to your Google Sheets. If successful, you will see all relevant payment information in the spreadsheet.

5. Testing the Integration and Conclusion

To confirm that everything is set up correctly, generate a new payment link in your Cashfree account. Complete a test payment using this link. This simulates a real transaction and allows you to see if the details populate in Google Sheets as intended.

After completing the payment, check your Google Sheets. You should see the newly added row containing the Order ID, Transaction ID, Customer Name, Email, and other relevant details. This indicates that Pabbly Connect is functioning as expected, automating the workflow between Cashfree and Google Sheets.

In summary, you have successfully integrated Cashfree Payment Links with Google Sheets using Pabbly Connect. This process not only saves time but also ensures accurate record-keeping of payment details. Automate your workflows today with Pabbly Connect!

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.