How to Add Stripe Customers to Wave as Customers

Step 1: Sign up to Pabbly Connect

First, visit the Pabbly Connect website & there click the ‘Sign-Up Free‘ button. On the registration page signup using your existing Gmail account or manually fill the form details to get into the system.

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Step 2: Access Pabbly Connect

After signing up successfully, hit the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.

Step 3: Workflow for Stripe with Wave Integration

(a) Start with a New Workflow

Start with creating a workflow to auto-create Wave customers on every new customer entry on Stripe & to do this push the ‘Create New Workflow’ button first.

(b) Name the Workflow

Now, name the workflow as per your need (for instance: Stripe to Wave etc) and push the ‘Create’ button available here.

Step 4: Setting Trigger for Stripe – Wave Integration

To automatically add newly added Stripe customers on Wave, you’ll need to set-up a trigger on the new Stripe customers and its respective action to create a customer on Wave using Pabbly Connect.

(a) Select Application you want to integrate

When you push the create button to generate the workflow, a trigger window will open next.

You’ll need to select the ‘Stripe’ option from the ‘Choose App’ field drop-down options.

(b) Select Method & Copy Webhook URL

Select the method in here to be ‘New Customer’ & then click on the ‘Copy’ button that is present right next to the Webhook URL link.

Step 5: Connecting Stripe to Pabbly Connect

Sign-in your Stripe account and go to the ‘Developers’ option in the verticle menu available.

(a) Go to Your Stripe Account & Add an Endpoint

When you click on the ‘Developers’ option in the left verticle menu, a secondary menu will open up. Hit the ‘Webhook’ option from this menu.

Lastly, click the ‘Add endpoint’ button.

(b) Paste Webhook URL & Select Event

A window will pop open, paste the copied Webhook URL from Pabbly Connect here and also select the event as ‘customer.created’.

(c) Click on Add Endpoint

Hit the ‘Add endpoint’ button to create an endpoint.

Step 6: Test the Trigger Response in Pabbly Connect Dashboard

As we can see we are done setting up the trigger to gather the data of a newly added Stripe customer. So, let’s just test the trigger by making a test order on Stripe.

(a) Capture Webhook Response

To test a trigger, hit the ‘Capture Webhook Response’ button on the Pabbly Connect trigger window.

(b) Add New Customer

Go to your Stripe account and strike the ‘Customers’ option from the left verticle menu.

Next, click the ‘+ New’  button available on the top right.

(c) Add Account Information

A window will open up for filling up the customer’s details. Add all the required account information in it.

(d) Enter Billing Details

Select the country, enter the billing address, contact number and time zone.

(e) Click on Add Customer

Lastly, select the language & currency. Also, mention the invoice prefix and next invoice sequence.

Press the ‘Add Customer’ button once you are done with the description.

(f) Trigger Response

Check the trigger response, you can sell all the customer data in it.

Step 7: Setting Action to Format the Currency

As we can see in the Stripe trigger response, the currency value that we got is in lowercase and Wave accepts the currency value in uppercase. So, let’s just format the currency value as per ‘Wave’ currency format.

(a) Integrate Text Formatter

Click the plus button next to your Stripe trigger window.

And then select the ‘Text Formatter’ app to integrate from the ‘Choose App’ field.

(b) Connect with Text Formatter

Select the method in here as ‘Text (Basic Formatting)’ and hit the ‘Connect with Text Formatter’ button.

(c) Map Currency

Map the currency from the Stripe trigger response to the String field.

To map a value, place your cursor in the field.

Then, click the menu button (or three horizontal lines) next to that particular field.

Lastly, click-select the value that you want to map with the respective field.

(d) Select Transform Parameter

Select the ‘Uppercase’ option from the Transform drop-down.

Then, click on the ‘Save & Send Test Request’ button.

(e) Check the Formatter Response

Lastly, check the formatted response.

Step 8: Setting Action for Stripe – Wave Integration

Up to this point, we’ve gathered all the necessary data from Stripe to create a customer on Wave. So, let’s proceed to the very last step of setting and action on Wave to create a customer on Wave.

(a) Select Application you want to integrate

First, click the plus button next to your Text Formatter window.

And then select the ‘Wave’ app to integrate from the ‘Choose App’ field.

(b) Connect with Wave

Select the method in here as ‘Create a New Contact’ and then click the ‘Connect with Wave’ button.

(c) Authorize Wave

In the next window that slides in from the right, click on ‘Connect with Wave’ button and allow your Wave account to connect with Pabbly Connect.

(d) Map the Values

Check the ‘Business’ field’s value and then map all the required fields from the Stripe trigger response.

(e) Map Formatted Currency

Map the formatted currency value from the formatted response.

Also, map the address values.

Remember to map the province field in the format IN-MP.

(f) Send Test Request for Action

Map the country and postal code.

And push the ‘Save & Send Request’ button.

Step 8: Check the Action’s Response

Check the action response for the customer’s entry on Wave for the Stripe customer.

(a) Check the Action API’s Response

You can check the response of your API in the action window. If everything is good, the response will start showing the sent values. On the other hand, if there is some error then the response will show the error details.

(b) Check the Customer Entry on Wave

Also, you can check the entry of a new customer in your connected Wave account.

Step 9: Save the Workflow

Lastly, save the gathered API response and Webhook manually for the smooth working more further.

(a) Save the Wave Action API’s Response

Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.

(b) Save the Workflow

As we can see the workflow is working as expected. So, simply save the webhook by clicking the save button in the trigger window.