Automate Stripe Payment Workflow with Pabbly Connect

Learn how to automate your Stripe payment workflow using Pabbly Connect, integrating Slack and Gmail for seamless notifications and updates. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating your Stripe payment workflow, first access Pabbly Connect. Sign in to your account on the Pabbly Connect website or create a new account for free to get started.

Upon logging in, you will see the dashboard with various applications. Click on the ‘Access Now’ button next to Pabbly Connect to enter the dashboard where you can create your workflow.

2. Creating Your Stripe Payment Workflow

Next, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name.

• Name your workflow, for example, ‘Automate Stripe Payment Workflow’.
• Select a folder to save your workflow, such as ‘Stripe Automations’.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This will set up your workflow interface where you can define your trigger and action steps.

3. Setting Up the Trigger for Stripe Payments

In the workflow interface, the first step is to set up a trigger. Choose Pabbly Connect as your trigger application and select ‘Stripe’ as the trigger event. Here, you will select ‘New Charge’ to capture payment events.

After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL and proceed to your Stripe account to set up the webhook.

• Log into your Stripe account and navigate to the Developers section.
• Select Webhooks and click on ‘Add Endpoint’.
• Paste the copied webhook URL and select ‘Charge Succeeded’ as the event.

Click on ‘Add Endpoint’ to finalize the connection between Stripe and Pabbly Connect.

4. Defining Action Steps in Pabbly Connect

Once the trigger is set, define action steps in your workflow. Start by adding a filter step using Pabbly Connect to ensure actions only occur for specific payment amounts, such as the fee for your online course.

After setting the filter, add an action step to create a contact in ActiveCampaign. Select ActiveCampaign as the action application and choose ‘Update or Create Contact’ as the event. Connect your ActiveCampaign account by providing the API key and URL.

Map the data from the previous step to create the contact. Ensure you include the customer’s email and name.

After successfully mapping the data, your contact will be created in ActiveCampaign whenever a payment is received through Stripe.

5. Sending Notifications via Slack and Gmail

To keep your team informed, set up an action step to send notifications via Slack. Select Slack as the action application and choose ‘Send Channel Message’ as the action event. Connect your Slack account to Pabbly Connect and select the channel for notifications.

Compose the message you want to send, including relevant payment details. You can map the data such as student name and email into the message to provide context for your team.

Ensure your message includes a summary of the purchase. Test the message to confirm it appears correctly in Slack.

Finally, set up another action step to send a thank-you email to the student via Gmail. Map the student’s email and include course details in the email body. This ensures the student receives all necessary information immediately after their purchase.

Conclusion

In this tutorial, we explored how to automate your Stripe payment workflow using Pabbly Connect. By integrating Stripe, Slack, and Gmail, you can streamline notifications and enhance communication. This setup not only saves time but also ensures a smooth onboarding experience for your students.