How to Create ActiveTrail Contact for New Stripe 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 ActiveTrail Integration

(a) Start with a New Workflow

Start with creating a workflow to auto-create ActiveTrail contact 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 ActiveTrail etc) and push the ‘Create’ button available here.

Step 4: Setting Trigger for Stripe – ActiveTrail Integration

To automatically add newly added Stripe customers on ActiveTrail, you’ll need to set-up a trigger on the new Stripe customers and its respective action to create a contact on ActiveTrail 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) 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 for Stripe – ActiveTrail Integration

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

(a) Select Application you want to integrate

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

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

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

(b) Go to Your ActiveTrail Account

Log in to your ActiveTrail account and then click on ‘Integrations’. A drop-down will open-up, click the ‘API’ option on it, another sub-menu will open up. Finally, select the ‘API Keys’ option from it.

(c) Generate API Key

Next, click on the ‘New’ button to generate an API key.

(d) Name the Key & Click ‘Save’

Next, in the pop-up window, mention a name for the API key and click the ‘Save’ button at the bottom-right corner.

(e) Copy API Key

A window with the API key will open-up, Click the ‘Copy to clipboard’ button to copy the API key generated.

(f) Paste API Key

Paste the API key in the Pabbly Connect window and click ‘Save’ to connect with Pabbly Connect.

(d) Map Fields

Map the email id from the Stripe trigger response to the ‘Email Address’ 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.

(f) Send Test Request for Action

Map all the required fields.

And push the ‘Save & Send Request’ button.

Step 8: Check the Action’s Response

Check the action response for the customer’s entry on ActiveTrail 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 Contact Entry on ActiveTrail

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

Step 9: Save the Workflow

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

(a) Save the ActiveTrail 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.