Cashfree Bitrix24 Integration for Streamlined Payments

The Cashfree Bitrix24 Integration app automates payment processing by generating payment links for invoices, deals, and smart processes. Once a customer completes the payment, the transaction status is automatically updated to "Paid," simplifying your payment workflows.

The Cashfree Bitrix24 Integration app is designed to simplify payment collection and management within Bitrix24. With this integration, you can effortlessly generate payment links for invoices, deals, and smart processes where receiving payments is applicable. These payment links can be shared directly with your customers, providing them with a convenient and secure way to complete transactions.

Once the payment is successfully processed, the app automatically updates the transaction status to "Paid" in Bitrix24, ensuring your records are always accurate and up-to-date. This eliminates manual tracking and reduces the risk of errors, saving you time and effort.

Key Features

Generate payment links for invoices, deals, and smart processes

Automatically update transaction status to "Paid" upon successful payment.

Streamline payment collection and reconciliation processes.

Enhance customer experience with secure and easy payment options

Ideal for businesses looking to automate their payment workflows, the Cashfree Bitrix24 Integration ensures a seamless and efficient payment experience for both you and your customers.

Note: Enjoy a 15-day free trial by emailing us at apps@izaaptech.com to activate it. Once the trial period ends, you can choose from the following subscription plans:

Monthly Plan: INR 899 + 18% GST
Yearly Plan: INR 7,599 + 18% GST

Installation Instructions:

1. Visit the Cashfree site. After successfully logging in, go to the payment gateway dashboard and click on the developers icon in the right navigation or click developers at the top right of the merchant dashboard. Click on API keys under payment gateway. In the test environment, API keys are auto-generated. In the production environment, click "Generate API Keys" and complete the 2FA authentication to generate the keys. Once generated, the API keys will be displayed in a masked format. To view the full set of keys, click the icon and select "View API Key." In the production environment, you will need to complete 2FA authentication to view the keys. Make sure to securely store your API keys at all times.

2.Create inbound webhookurl in Bitrix CRM with CRM, Payment System and Online Store scope.

3.Copy the Client ID and Secret Key fr om Step 1, and the Inbound Webhook URL from Step 2. Then, paste them into their respective fields in the Bitrix Marketplace app settings tab after installing the app. Choose the payment mode (Test/Live) based on your needs.

4. Go to the CRM Entity Section (Deal/Smart Process Automation). Create a new CRM entity and choose a product from the Product tab. Once the CRM entity is created, click the "Receive Payment" option in the detailed page under the amount and currency fields. On the "Receive Payment" page, choose Cashfree as the payment system, select Post Payment Action in the automation section, and also choose the SMS provider to send the payment link to the customer via SMS. Afterward, click the "Send" option at the bottom of the screen. The payment link will be sent to the customer via SMS. In the payment link page, the customer can choose the Cashfree payment option and complete the payment. Once the payment is completed, the order status will be updated to Paid, and the CRM entity stage will move to Won, based on the selection you made in the Post Payment Action. If the payment fails, the failure reason will be stored in the respective customer contact timeline section.

5. For the older version of the invoice, please visit the Invoice (Old Version) page and create a new invoice. Once the invoice is created, choose the Invoice Link fr om the ACTION button at the top of the invoice detailed page. Copy the invoice link and send to customer via email. Customer can select the Cashfree option fr om the invoice link and click Go. This will redirect to the Cashfree payment page. Once the payment is completed, the invoice status will be updated to Paid. In the case of a payment failure, the invoice status will change to Unpaid.