Learn how to seamlessly integrate PayKickstart with Thanks.io using Pabbly Connect to automate postcard sending for new sales. Follow our step-by-step guide. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start the integration process, first access Pabbly Connect by typing ‘Pabbly.com’ in your browser. Once on the website, hover over the ‘Products’ section and select ‘Connect’ from the dropdown menu.
After clicking on ‘Connect,’ sign in to your account. If you don’t have an account, you can create one for free in just a couple of minutes. Pabbly Connect allows you to set up this integration without needing any coding skills.
2. Creating a New Workflow in Pabbly Connect
Once logged into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. Name your workflow something like ‘PayKickstart to Thanks.io’ and click on ‘Create’ to proceed.
This will bring up the trigger window. In the ‘Choose App’ section, select ‘PayKickstart’ and for the trigger event, choose ‘Transaction Sales.’ This event will trigger the workflow whenever a new sale is made on PayKickstart.
3. Configuring PayKickstart for Integration
To connect PayKickstart with Pabbly Connect, go to your PayKickstart account and navigate to the product you want to integrate. Click on the ‘Edit’ button for that product and find the ‘Integrations’ option at the bottom of the page.
Here, you will see the IPN URL field. Copy the webhook URL from Pabbly Connect and paste it into the IPN URL field. Set the event to ‘Transaction Sales’ and click ‘Save’. This will ensure that any new sales trigger the workflow in Pabbly Connect.
4. Capturing Data from PayKickstart
After saving the integration settings, return to Pabbly Connect and click on the ‘Capture Webhook Response’ button. This puts Pabbly Connect in a waiting state for data from PayKickstart.
To test this, create a dummy sale in PayKickstart. Fill in the required customer details and complete the purchase. Once the sale is made, Pabbly Connect will capture the data, including customer name, email, and address.
- Ensure you have filled all necessary customer details.
- Complete the purchase to trigger the webhook.
- Check Pabbly Connect for the captured data.
Now that the data is captured, you can proceed to send this information to Thanks.io for postcard creation.
5. Sending Postcards through Thanks.io
In your Pabbly Connect workflow, click on the plus button to add an action step. Choose ‘Thanks.io’ as the app and select ‘Send Postcard’ as the action event. Connect your Thanks.io account by entering your API token, which can be found in your Thanks.io account settings.
After connecting, fill in the postcard details using the data captured from PayKickstart. Customize the postcard message, recipient name, and address. Finally, click on ‘Save and Send Test Request’ to send the postcard. You can check your Thanks.io dashboard to confirm that the postcard has been successfully sent.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to integrate PayKickstart with Thanks.io for automatic postcard sending. By following these steps, you can streamline your sales process and enhance customer engagement.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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