Learn how to automate thank you emails to Stripe customers using Pabbly Connect. This detailed guide walks you through the integration process step-by-step. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Stripe Gmail Integration
To start using Pabbly Connect for automating thank you emails to Stripe customers, first visit the Pabbly Connect landing page. Here, you can sign up for a free account, which provides free automation tasks every month. After signing up, log in to access the Pabbly Connect dashboard.
Once you are in the dashboard, click on the ‘Create Workflow’ button. You can name your workflow according to your preference, such as ‘Stripe Thank You Email Automation’. After naming it, click on the ‘Create’ button to move to the next step where you will set up your trigger and action.
2. Setting Up Trigger with Stripe in Pabbly Connect
In this section, we will set up the trigger in Pabbly Connect. The trigger application is Stripe, which will initiate the workflow whenever a payment is received. Search for ‘Stripe’ in the trigger application selection and select it.
Next, select the trigger event as ‘New Charge’. This event will activate the workflow when a customer’s credit card is charged. After selecting the trigger event, you will receive a webhook URL. Copy this URL to connect it with your Stripe account.
- Go to your Stripe dashboard and navigate to Developers > Webhooks.
- Click on ‘Add Endpoint’ and paste the copied webhook URL.
- Select the event ‘charge.succeeded’ to listen for successful payments.
After setting this up, your Stripe account will send data to Pabbly Connect whenever a payment is made, allowing you to capture the necessary customer information for the thank you email.
3. Capturing Payment Data from Stripe
Once the Stripe trigger is set, it’s time to test the setup. Make a test payment using a test card in Stripe. After completing the payment, return to Pabbly Connect to see if the payment data has been captured successfully. You should see the details like customer name, email, and payment amount.
In the test payment, ensure that the payment amount is correctly formatted. If the amount appears with extra zeros, you will need to use the number formatter feature in Pabbly Connect to correct it. This feature will allow you to divide the amount by 100 to remove the extra zeros.
- Select the Number Formatter application in Pabbly Connect.
- Choose the operation ‘Perform Math Operation’ to divide the amount.
- Map the amount from the Stripe trigger and input 100 for division.
This step ensures that the amount is correctly formatted before it is included in the thank you email sent to the customer.
4. Sending Thank You Email via Gmail
Now that you have formatted the payment amount, the next step is to send a thank you email through Gmail using Pabbly Connect. Click on the plus icon to add another action step and select Gmail as the application.
Choose the action event as ‘Send Email’. Connect your Gmail account by selecting ‘Add New Connection’ and follow the prompts to authorize access. In the email setup, map the recipient’s email address from the Stripe data captured earlier. This ensures that the thank you email is sent to the correct customer.
Set the email subject as ‘Thank You for Your Payment’. In the email body, include a message thanking the customer and mention the payment amount. Map the customer name and payment amount into the email content for personalization.
Finally, test the email setup by sending a test email to ensure everything is working correctly. This step confirms that the automation is functioning as intended.
5. Finalizing Your Automation with Pabbly Connect
After successfully sending a test email, your automation is nearly complete. Review the entire workflow in Pabbly Connect to ensure all steps are correctly set up. This includes verifying the Stripe trigger, the number formatting, and the Gmail action.
Once everything looks good, save your workflow. This automation will now run in the background, sending thank you emails automatically whenever a payment is received through Stripe. You only need to set it up once, and it will continue to work seamlessly.
By implementing this automation, you can enhance customer satisfaction and save time on manual email sending. Whenever a customer makes a payment, they will receive a personalized thank you email without any additional effort on your part.
Conclusion
In summary, automating thank you emails using Pabbly Connect for Stripe and Gmail integration is a powerful way to enhance customer relationships. By following the steps outlined in this tutorial, you can set up a seamless workflow that saves time and improves customer satisfaction. Start using Pabbly Connect today to streamline your email communications!
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