How to Create Stripe Payment Link for TidyCal Booking Using Pabbly Connect

Learn how to automate Stripe payment link creation for TidyCal bookings using Pabbly Connect. Follow this detailed step-by-step tutorial to streamline your booking process. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Stripe payment link for TidyCal bookings, you first need to access Pabbly Connect. This platform acts as the central hub for automating your integration between TidyCal and Stripe.

Start by opening your web browser and searching for Pabbly Connect. Once on the landing page, you will see options to sign in or sign up for free. If you don’t have an account, click on the ‘Sign Up for Free’ button, which only takes two minutes and provides you with 100 tasks free every month.

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, you will be directed to the dashboard. Here, you need to create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Stripe Payment Link for TidyCal Booking,’ and click on the Create button.

• Click on ‘Create Workflow’
• Name your workflow
• Click ‘Create’

Now, you will see two boxes: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. In this case, your trigger will be a new booking in TidyCal.

3. Setting Up the Trigger with TidyCal

In the trigger section of Pabbly Connect, search for TidyCal and select it as your trigger application. Choose the trigger event as ‘New Booking’ and click on ‘Connect’. This step links TidyCal to Pabbly Connect.

Once connected, you’ll need to authorize Pabbly Connect to access your TidyCal account. After successfully connecting, you can test the trigger by creating a new booking in TidyCal. This action will send booking details back to Pabbly Connect, confirming that the trigger is working correctly.

• Search for TidyCal in the trigger section
• Select ‘New Booking’ as the trigger event
• Connect and authorize Pabbly Connect

Once you have created a booking, go back to Pabbly Connect and click on ‘Save and Send Test Request’ to confirm that the trigger is working. This will show you the booking details received from TidyCal.

4. Setting Up the Action with Stripe

Now, you need to set up the action in Pabbly Connect. Search for Stripe and select it as your action application. Choose the action event as ‘Create Payment Link’. Like before, you will need to connect Stripe with Pabbly Connect by entering your API key.

To find your API key, log into your Stripe account, navigate to the Developers section, and select API Keys. Copy your secret key and paste it into the token field in Pabbly Connect. After saving, you will be able to create a payment link.

Search for Stripe in the action section Select ‘Create Payment Link’ as the action event Enter your API key from Stripe

Once connected, you can fill in the required details for the payment link, such as price ID and quantity. After completing the setup, click on ‘Save and Send Test Request’ to generate the payment link.

5. Finalizing the Integration and Testing

After successfully creating the payment link, Pabbly Connect will provide you with a URL for the payment link. You can copy this URL and test it by pasting it into a new browser tab to ensure it works as expected.

This entire process automates the creation of a Stripe payment link whenever a new booking is made in TidyCal. This integration not only saves time but also ensures that your clients can easily make payments for their bookings.

To summarize, you have set up a trigger for new bookings in TidyCal, created a filter for specific events, and established an action to create a Stripe payment link. With Pabbly Connect, you can automate this workflow without any coding skills.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create a Stripe payment link for TidyCal bookings. By automating this process, you can streamline your booking and payment collection efficiently. This integration enhances your workflow and improves client management.