Integrating Stripe and Gist with Pabbly Connect: A Step-by-Step Guide

Learn how to create or update contacts in Gist from new Stripe customers using Pabbly Connect. Follow our detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Stripe and Gist Integration

To create or update contacts in Gist from new Stripe customers, you need to access Pabbly Connect. Start by signing into your Pabbly Connect account or create a new one if you don’t have it yet. This platform allows you to automate workflows between various applications seamlessly.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow to reflect its purpose, such as ‘Stripe to Gist Integration’. This setup will allow you to connect Stripe and Gist through Pabbly Connect.

Setting Up Stripe Trigger in Pabbly Connect

In this section, we will set up Stripe as the trigger application using Pabbly Connect. Click on the ‘Select App’ option and choose Stripe from the list. Next, select the event type as ‘New Customer’ to trigger the workflow whenever a new customer is added in Stripe.

Now, you will need to connect your Stripe account by clicking on the ‘Connect with Stripe’ button. Follow the prompts to authorize Pabbly Connect to access your Stripe account. Once connected, you can test the trigger to ensure it captures the new customer data correctly.

Configuring Gist Action for New Customers

After setting up the Stripe trigger, the next step is to configure Gist as the action application in Pabbly Connect. Select Gist from the app list and choose the action event as ‘Create or Update Contact’. This allows you to create a new contact or update an existing one in Gist based on the Stripe customer data.

To connect your Gist account, click on the ‘Connect with Gist’ button. Authorize Pabbly Connect to access your Gist account, and then map the fields from Stripe to Gist. Ensure that you include essential fields such as the customer’s name, email, and phone number. You can choose to add additional custom fields as needed.

• Map the customer’s first name and last name from Stripe to Gist.
• Include the customer’s email address.
• Optionally add phone number and any other relevant fields.

Once the fields are mapped correctly, you can test this action to verify that it successfully creates or updates a contact in Gist when a new customer is added in Stripe.

Finalizing the Workflow Integration

With both Stripe and Gist configured in Pabbly Connect, it’s time to finalize the workflow. Review all the settings to ensure everything is set up correctly. You can also customize notifications or additional actions if needed.

After reviewing, click on the ‘Save’ button to activate your workflow. This ensures that every time a new customer is added in Stripe, their details will automatically create or update a contact in Gist.

To monitor your workflow, you can check the task history in Pabbly Connect. This will allow you to see if the integration is functioning as expected and help troubleshoot any issues if they arise.

Conclusion

In this tutorial, we have detailed how to create or update contacts in Gist from new Stripe customers using Pabbly Connect. This integration streamlines your workflow, ensuring that customer information is consistently updated across platforms. By following these steps, you can enhance your customer management process efficiently.