Integrating Cashfree Payments with SendGrid Using Pabbly Connect

Learn how to seamlessly integrate Cashfree Payments with SendGrid using Pabbly Connect. Follow this step-by-step tutorial for automating contact updates. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration between Cashfree Payments and SendGrid, first access Pabbly Connect. This platform simplifies the process of automating workflows without any coding knowledge.

Start by navigating to the Pabbly Connect website. If you’re a new user, sign up for a free account to enjoy 100 tasks per month. Existing users can simply log in to access their dashboards.

2. Creating a New Workflow in Pabbly Connect

Once logged in, click on the ‘Create Workflow’ button. Here, you will need to name your workflow. For this integration, name it ‘How to Add or Update SendGrid Contact on Cashfree Payment’. Select the folder where you want to save this workflow. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• You will be directed to the workflow window where you can set up triggers and actions.

In this window, you will first set a trigger application. For this integration, select Cashfree as your trigger application and choose the trigger event as ‘Payment via Form’. This event will initiate the workflow whenever a new payment is made.

3. Setting Up the Cashfree Trigger

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be needed to link your Cashfree account with Pabbly Connect. using Pabbly Connect

Log into your Cashfree account and navigate to the ‘Developers’ section. From there, go to ‘Payment Gateways’ and then ‘Webhooks’. Here, you will add a new webhook by pasting the URL you copied earlier.

• Click on ‘Add Webhook’ and paste the copied URL.
• Test the webhook to confirm the connection is successful.

Once the webhook is successfully added, you can proceed to capture the response from Cashfree, which will include customer details necessary for creating or updating the SendGrid contact.

4. Connecting SendGrid with Pabbly Connect

Now that the Cashfree trigger is set up, the next step is to connect SendGrid as the action application. Search for SendGrid in Pabbly Connect and select it. using Pabbly Connect

Choose the action event as ‘Add or Update Contact’. If you haven’t connected SendGrid before, you will need to create a new connection by entering your SendGrid API key.

To obtain the API key, log into your SendGrid account and navigate to ‘Settings’ > ‘API Keys’. Create a new API key with full access permissions.

After generating the API key, paste it into the Pabbly Connect workflow and save the connection. This will allow Pabbly Connect to securely communicate with your SendGrid account.

5. Mapping Customer Data to SendGrid

With the connection established, it’s time to map the customer data received from Cashfree to SendGrid. Start by selecting the list in SendGrid where you want to add or update contacts. using Pabbly Connect

Next, map the email and other required fields from the Cashfree response to the corresponding fields in SendGrid. This dynamic mapping ensures that each new customer detail is accurately reflected in your SendGrid account.

Use the mapping feature in Pabbly Connect to insert customer email, first name, and last name into the SendGrid fields. Ensure all required fields are filled correctly for successful contact creation.

Once you’ve mapped all necessary fields, send a test request to verify that the contact is created or updated in SendGrid. If successful, you will see the new contact reflected in your SendGrid account.

Conclusion

This tutorial demonstrated how to effectively integrate Cashfree Payments with SendGrid using Pabbly Connect. By following the steps outlined, you can automate your contact updates seamlessly, improving your email marketing efforts.

Utilizing Pabbly Connect for this integration ensures that you can manage customer interactions efficiently without manual input. Start automating today!