Send Google Docs File as Attachment on WhatsApp to New Stripe Customers Using Pabbly Connect

Learn how to use Pabbly Connect to send Google Docs files as WhatsApp attachments to new Stripe customers. Step-by-step tutorial with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

Integrating Stripe, Google Drive, and WhatsApp with Pabbly Connect

In this section, we will explore how to use Pabbly Connect to automate sending a Google Docs file as a WhatsApp attachment to new Stripe customers. This integration allows you to efficiently manage customer communications without manual effort.

To begin, you need to log into your Pabbly Connect account. If you don’t have an account, you can create one quickly. Once logged in, navigate to the dashboard and click on ‘Access Now’ under the Connect section. This will allow you to create a new workflow that integrates Stripe, Google Drive, and WhatsApp.

Creating a Workflow in Pabbly Connect

To set up the workflow, click on ‘Create Workflow’ in your Pabbly Connect dashboard. Name your workflow something descriptive, like ‘Stripe to Google Drive to WhatsApp’. This will help you identify the workflow later.

After naming your workflow, you will see two windows: the trigger window and the action window. In the trigger window, select ‘Stripe’ as the application. Then, choose ‘New Customer’ as the trigger event. This means that every time a new customer is added in Stripe, the workflow will be activated.

• Select ‘Stripe’ as the app.
• Choose ‘New Customer’ as the trigger event.
• Click on ‘Create’ to finalize the trigger setup.

Once you have set up the trigger, Pabbly Connect will wait for data from Stripe whenever a new customer is created. This sets the stage for the next steps in the workflow.

Setting Up Stripe to Capture Customer Data

Now, navigate to your Stripe account and go to the ‘Developers’ section. Here, you will find the ‘Webhooks’ option. Click on it and then select ‘Add Endpoint’ to create a new webhook endpoint.

In the endpoint URL field, copy the webhook URL provided by Pabbly Connect and paste it into Stripe. Set the event to ‘customer.created’. This configuration allows Stripe to send customer data to Pabbly Connect whenever a new customer is added.

• Go to Stripe’s ‘Developers’ section.
• Select ‘Webhooks’ and click ‘Add Endpoint’.
• Paste the Pabbly Connect webhook URL and set it to ‘customer.created’.

After saving the endpoint, Pabbly Connect will successfully capture the data whenever a new customer is created in Stripe, which you can then use in your workflow.

Integrating Google Drive to Share Files

Next, we will set up Google Drive in your Pabbly Connect workflow to share the Google Docs file. In the action window, select ‘Google Drive’ as the application and choose ‘Share a File with Anyone’ as the action event.

Click on ‘Connect’ to link your Google Drive account. Select the Google account that contains the file you want to share, and authorize Pabbly Connect to access your Google Drive. After connecting, choose the specific Google Docs file you want to share.

Select ‘Google Drive’ in the action window. Choose ‘Share a File with Anyone’ as the action event. Connect your Google Drive account and select the file.

Once the file is selected, Pabbly Connect will generate a shareable link that can be sent via WhatsApp to the new customer.

Sending WhatsApp Message with Pabbly Connect

Finally, we will use Pabbly Connect to send the WhatsApp message. In the action window, select ‘Chat API’ and choose ‘Send File’ as the action event. This requires you to enter your Chat API URL and token, which you can obtain from your Chat API account.

After entering the required details, you will need to fill in the fields for the WhatsApp message. Map the phone number from the Stripe data, and use the shareable link generated from Google Drive in the message body. This ensures that the new customer receives the Google Docs file directly on WhatsApp.

Select ‘Chat API’ and choose ‘Send File’ as the action event. Enter your Chat API URL and token. Map the phone number and shareable link in the message.

Once configured, Pabbly Connect will automatically send the WhatsApp message with the attached Google Docs file whenever a new customer is added to Stripe. This completes the integration process.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send a Google Docs file as an attachment on WhatsApp to new Stripe customers. By following these steps, you can streamline customer communication and improve efficiency.