Automate SMS Notifications with Pabbly Connect: Stripe and Twilio Integration

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect. Type Pabbly Connect in your browser and navigate to the website. Once there, click on the ‘Products’ section and select ‘Connect’. You will need to sign in or create an account if you haven’t already.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Stripe to Twilio’, and hit ‘Create’. This sets the stage for integrating Stripe and Twilio through Pabbly Connect.

2. Setting Up the Stripe Trigger in Pabbly Connect

In the workflow creation window, select Stripe as the app for your trigger. Choose the method as ‘New Charge’ since we want to send an SMS when a new charge is made. This trigger essentially checks for new charges in Stripe and initiates the workflow in Pabbly Connect.

Next, navigate to your Stripe account and go to the ‘Developers’ section, then click on ‘Webhooks’. Here, you will add a new endpoint by clicking on ‘Add Endpoint’. Copy the webhook URL provided by Pabbly Connect and paste it into the endpoint URL field in Stripe, ensuring to select the event type as ‘Charge Succeeded’. This setup allows Pabbly Connect to listen for new charges in Stripe.

3. Capturing Data from Stripe in Pabbly Connect

After setting up the webhook, return to Pabbly Connect and click on ‘Capture Webhook Response’. This will allow Pabbly Connect to capture data from Stripe whenever a new charge occurs. To test this, create a dummy payment in your Stripe account.

Once the payment is confirmed, Pabbly Connect should display the captured data, including the amount and transaction details. However, customer information like name and phone number may not be included. To retrieve this, you will need to add another action in your workflow using Pabbly Connect to fetch customer details from Stripe.

4. Retrieving Customer Information from Stripe

To get customer details, click on the plus button in your workflow and select Stripe again. This time, choose the action as ‘Retrieve Customer’. You will need to connect your Stripe account by providing the API token, which you can find under the ‘Developers’ section in your Stripe account.

Map the Customer ID from the previous webhook response to ensure that you retrieve the correct customer information. After saving and sending the test request, Pabbly Connect will now have access to all relevant customer data, including their name, email, and phone number.

5. Sending SMS via Twilio Using Pabbly Connect

Now that you have both charge and customer information, it’s time to send an SMS through Twilio. Click the plus button again and select Twilio as the app. Choose the action as ‘Send SMS’. Connect your Twilio account by entering your Account SID and Authentication Token, which you can find in your Twilio account settings.

In the SMS body, you can customize the message using the customer’s name and address retrieved earlier. Map the sender and recipient numbers accordingly. Once everything is set, click ‘Save and Send Test Request’. If successful, you should receive the SMS confirming the charge.

This integration allows you to automate SMS notifications for every new charge made in Stripe using Pabbly Connect and Twilio, ensuring that customers are promptly informed of their transactions.

Conclusion

By using Pabbly Connect, you can seamlessly integrate Stripe and Twilio to automate SMS notifications for new charges. This integration not only saves time but also enhances customer communication effectively.