Automate Your Stripe Payment Workflow Using Pabbly Connect

Learn how to automate your Stripe payment workflow with Pabbly Connect, integrating Slack, Gmail, and ActiveCampaign for seamless notifications and student management. 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. Accessing Pabbly Connect for Integration

To start your automation journey, you need to access Pabbly Connect. Begin by signing in to your Pabbly Connect account. If you’re a new user, you can sign up for free and get 100 free tasks each month.

Once logged in, you will see various applications in front of you. Click on Pabbly Connect to access the dashboard. Here, you can create a workflow to automate your Stripe payment process.

2. Creating Your Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect for automating your Stripe payment notifications. Click on the top right corner button that says ‘Create Workflow’.

• Name your workflow as ‘Automate Stripe Payment Workflow’.
• Select a folder to save your workflow, for example, ‘Stripe Automations’.
• Click on the Create button to finalize your workflow setup.

Your workflow will now appear with two main sections: Trigger and Action. The Trigger is the event that starts your automation, while the Action is what happens as a result. In this case, we will set Stripe as the trigger application.

3. Setting Up the Trigger with Stripe

To set up the trigger, select Pabbly Connect for the trigger application and choose ‘New Charge’ as the trigger event. This means that whenever a new payment is received, it will trigger the workflow.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect Stripe to Pabbly Connect. Log in to your Stripe account and navigate to the Developers section to set up the webhook.

• Click on ‘Webhooks’ and then on ‘Add Endpoint’.
• Paste the webhook URL from Pabbly Connect.
• Select ‘Charge Succeeded’ as the event to listen to.

After saving the endpoint, you can perform a test payment to ensure that Stripe is correctly connected to Pabbly Connect.

4. Adding Actions to Notify Team and Students

Next, we will add action steps to notify your team on Slack and send an email to your student. For the first action, select Pabbly Connect and then choose ‘Filter by Pabbly’ to filter out specific conditions for the workflow to run.

Set the filter to check if the payment amount is equal to the specific course fee. For example, set it to 499 for your online PHP course. Once the filter is set, click ‘Save and Send Test Request’ to confirm that the filter works correctly.

Add another action step and select ‘ActiveCampaign’. Choose ‘Create or Update Contact’ as the action event. Map the data from the previous Stripe charge response to create a new contact.

This ensures that whenever a student purchases a course, their details are automatically added to your ActiveCampaign account.

5. Sending Email Notifications to Students

Finally, we will set up an action to send a thank you email to your students. Select Pabbly Connect again and choose ‘Gmail’ as the action application. For the action event, select ‘Send Email’.

Map the recipient’s email address from the Stripe charge response, and fill in the subject and body of the email. For example, set the subject to ‘Welcome to Online PHP Course’ and include course details in the email body.

Include the student’s name and a temporary password in the email content. Make sure to personalize the message for a better student experience. Click ‘Save and Send Test Request’ to ensure the email is sent correctly.

Once tested successfully, your workflow is now complete. Whenever a student purchases a course, they will receive an email, and your team will be notified on Slack, all thanks to Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate your Stripe payment workflow using Pabbly Connect. By integrating Slack, Gmail, and ActiveCampaign, you can streamline your student management and notifications efficiently. This setup ensures a seamless experience for both your team and your students.