How to Send Google Docs as Attachments to New Stripe Customers Using Pabbly Connect

Learn how to integrate Stripe and Gmail using Pabbly Connect to automatically send Google Docs as attachments to new customers. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Stripe and Gmail Integration

In this tutorial, we will explore how to use Pabbly Connect to send Google Docs files as email attachments to new Stripe customers. This integration allows seamless communication with your customers without any coding skills required.

To get started, you’ll need to have accounts set up with Stripe and Gmail. Pabbly Connect will serve as the bridge between these applications, enabling automatic email sending whenever a new customer is created in Stripe.

2. Creating a New Customer in Stripe

The first step in our integration process is to create a new customer in Stripe. This action will trigger the workflow in Pabbly Connect. Log in to your Stripe account and navigate to the Customer section.

• Click on ‘Add Customer’.
• Fill in the customer details, including name and email address.
• Set billing details, including country and address.

Once you have filled in the necessary information, click on ‘Add Customer’ to create the new customer. This action will trigger Pabbly Connect to send an email with the Google Docs attachment to the new customer automatically.

3. Setting Up Pabbly Connect Workflow

To set up the integration, log in to Pabbly Connect and create a new workflow. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Stripe to Gmail’.

Next, select Stripe as the trigger application and choose the event ‘New Customer’. Pabbly Connect will provide you with a webhook URL that you will need to copy into your Stripe account settings.

• Navigate to the Stripe dashboard and go to the ‘Developers’ section.
• Select ‘Webhooks’ and click on ‘Add Endpoint’.
• Paste the copied webhook URL and select the event ‘Customer Created’.

After setting up the webhook, return to Pabbly Connect and click on ‘Test Trigger’ to confirm that the connection is successful.

4. Integrating Google Drive to Share Google Docs

Now that we have set up the trigger in Pabbly Connect, the next step is to integrate Google Drive to share the Google Docs file as an attachment. Choose Google Drive as the action application and select the event ‘Share a File with Anyone’.

Connect your Google Drive account and select the specific Google Docs file you want to share. Pabbly Connect allows you to easily map the file ID from your Google Drive.

Choose the file you want to share from your Google Drive. Click on ‘Save and Send Test Request’ to ensure the file is shared correctly.

Once the file has been shared, Pabbly Connect will provide you with a link to the Google Docs file, which will be used in the next step.

5. Sending Email via Gmail with Attachment

Finally, we will set up the email action using Gmail. Choose Gmail as the action application and select the event ‘Send an Email with Attachment’. Connect your Gmail account to Pabbly Connect.

Fill in the email fields using the mapped data from the Stripe customer creation. Include the recipient’s email address, subject, and body of the email. Attach the Google Docs link obtained from the previous step.

Set the recipient email to the new customer’s email address. Craft a welcoming message for the new customer. Attach the Google Docs link as specified.

After filling in all the details, click ‘Save and Send Test Request’ to send the email. You should see a confirmation that the email has been sent successfully. This completes the integration of Stripe and Gmail using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send Google Docs files as email attachments to new Stripe customers automatically. This integration streamlines communication and enhances customer experience without requiring any coding skills.