Automate WhatsApp Messages on Stripe Payments Using Pabbly Connect

Learn how to automate WhatsApp messages on Stripe payments using Pabbly Connect. This step-by-step guide covers the integration process in detail. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Stripe and WhatsApp Integration

To start automating WhatsApp messages for Stripe payments, you need to access Pabbly Connect. This integration allows you to streamline communication with your customers after they make a purchase.

Begin by signing into your Pabbly Connect account. If you’re a new user, you can sign up for free and receive 100 tasks per month. Once logged in, navigate to the Pabbly Connect dashboard to create a new workflow.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that automates the sending of WhatsApp messages upon receiving payments via Stripe. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. using Pabbly Connect

• Name your workflow appropriately, e.g., ‘Send Automated WhatsApp Message on Stripe Payment’.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

Once the workflow is created, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result.

3. Configuring Trigger with Stripe in Pabbly Connect

Now, set up the trigger for your workflow. Select Stripe as your trigger application and choose ‘New Charge’ as the trigger event. This means that every time a new payment is made, the workflow will be activated.

Pabbly Connect will provide a unique webhook URL. Copy this URL and head over to your Stripe account. In Stripe, navigate to the Developer section and create a new webhook endpoint using the copied URL.

• In Stripe, go to ‘Event Destinations’ and click on ‘Add Endpoint’.
• Paste the webhook URL from Pabbly Connect and select the ‘Charge Succeeded’ event.
• Click ‘Add Endpoint’ to save your settings.

After setting this up, return to Pabbly Connect and test the connection by making a test payment in Stripe to ensure everything is working correctly.

4. Retrieving Customer Details from Stripe

Once the trigger is set and tested, the next step is to retrieve customer details using the customer ID captured from the Stripe payment. In the Action section of your workflow, select Stripe again and choose ‘Retrieve Customer by ID’ as your action event. using Pabbly Connect

You’ll need to connect your Stripe account again if prompted, using the API token available in your Stripe account’s Developer section. After connecting, map the customer ID from the previous step to retrieve the customer’s details, including their phone number.

Click on ‘Add New Connection’ and paste the API token. Map the Customer ID from the previous response to retrieve the required customer details. Click ‘Save and Send Test Request’ to ensure the customer details are fetched correctly.

After successfully retrieving the customer details, you will have access to their phone number, which is essential for sending WhatsApp messages.

5. Sending WhatsApp Messages Using Pabbly Connect

Now that you have the customer’s phone number, it’s time to send them a WhatsApp message using the WhatsApp Cloud API. In the Action section, select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event. using Pabbly Connect

Connect to WhatsApp Cloud API using the required credentials such as the token and phone number ID. Once connected, select the template you created for sending confirmation messages to customers. Map the customer’s phone number and relevant details into the message template.

Enter your WhatsApp Business Account ID and the token. Map the recipient’s phone number and any variables needed for the message body. Click ‘Save and Send Test Request’ to send the message.

Upon successful execution, the customer will receive a WhatsApp message confirming their payment, enhancing their experience with your business.

Conclusion

This tutorial demonstrated how to automate WhatsApp messages for Stripe payments using Pabbly Connect. By integrating these applications, you can enhance customer communication and streamline your payment confirmation process, ensuring a seamless experience for your customers.