Learn how to automate file delivery on WhatsApp after successful payments in Stripe using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Access Pabbly Connect for Integration

To start automating file delivery on WhatsApp for successful payments in Stripe, first, access Pabbly Connect. This platform allows seamless integration between various applications, including WhatsApp and Stripe.

Log in to your Pabbly Connect account. If you do not have an account, you can easily create one. Once logged in, navigate to the dashboard where you can create a new workflow.


2. Create a New Workflow in Pabbly Connect

Creating a new workflow in Pabbly Connect is essential for setting up the integration. Click on the ‘Create Workflow’ button and give your workflow a name that reflects its purpose.

Next, you will need to set the trigger for this workflow. In this case, select Stripe as the application and choose the ‘Payment Successful’ trigger event. This will ensure that the workflow starts whenever a payment is successfully processed.

  • Choose Stripe from the list of applications.
  • Select the trigger event ‘Payment Successful’.
  • Connect your Stripe account to Pabbly Connect.

After setting up the trigger, test it to ensure it captures a successful payment correctly. This step is crucial to confirm that the integration is working as intended.


3. Configure WhatsApp Integration in Pabbly Connect

Once the Stripe trigger is successfully set, it’s time to integrate WhatsApp through Pabbly Connect. Select WhatsApp as the action application. This will allow you to send messages automatically after a successful payment.

Choose the action event as ‘Send Message’. You will then need to connect your WhatsApp account. Make sure to input the required details such as the WhatsApp number and the message template you wish to send.

  • Select WhatsApp from the list of action applications.
  • Choose the action event ‘Send Message’.
  • Connect your WhatsApp account to Pabbly Connect.

After configuring the WhatsApp integration, make sure to test it. This will help verify that messages are being sent correctly to the specified WhatsApp number upon successful Stripe payments.


4. Set Up File Delivery on WhatsApp

To finalize the integration, you need to set up the file delivery process on WhatsApp using Pabbly Connect. In the WhatsApp action settings, specify the file you want to send after a successful payment.

Upload the file from your Google Drive or any other file storage you are using. Ensure that the file link is accessible and properly formatted so that it can be delivered via WhatsApp.

Test the entire workflow to ensure that when a payment is made in Stripe, the designated file is sent automatically through WhatsApp. This step is crucial to confirm the success of your automation.


5. Final Testing and Verification of the Workflow

After completing the setup, it’s important to conduct final testing and verification of the entire workflow in Pabbly Connect. Make a test payment through Stripe to see if the WhatsApp message and file delivery function as expected.

If everything works correctly, you will receive a WhatsApp message with the file attached right after the payment is confirmed. This automation saves time and enhances customer experience significantly.

Monitor the workflow for any issues and make adjustments as necessary. Ensure that you regularly check the logs in Pabbly Connect to troubleshoot any potential problems that may arise in the future.


Conclusion

This tutorial demonstrated how to deliver files on WhatsApp for successful payments in Stripe using Pabbly Connect. By following these steps, you can automate your workflow and enhance communication with your customers efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.