Learn how to use Pabbly Connect to automatically add paid Stripe invoice details in Google Sheets. Follow this detailed tutorial for step-by-step guidance. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Stripe and Google Sheets Integration
To begin the process of adding paid Stripe invoice details in Google Sheets, you need to access Pabbly Connect. This platform is essential for creating automated workflows that integrate various applications, including Stripe and Google Sheets. Start by visiting the Pabbly Connect website and either sign in or create a new account.
Once logged in, navigate to the dashboard where you can create new workflows. This is where you will set up the integration between Stripe and Google Sheets through Pabbly Connect. By following the simple steps provided, you will be able to automate the invoice tracking process effectively.
2. Creating a New Workflow in Pabbly Connect
In this section, you will create a new workflow within Pabbly Connect. Click on the ‘Create Workflow’ button on the dashboard. A pop-up window will appear prompting you to name your workflow. For this integration, name it something like ‘Add Paid Stripe Invoice Details in Google Sheets’.
- Select the appropriate folder for your workflow.
- Define your trigger application as Stripe.
- Choose the trigger event as ‘Invoice Payment Succeeded’.
After setting up these details, you will see the workflow interface, which consists of a trigger and an action section. This is where Pabbly Connect will facilitate the connection between Stripe and Google Sheets by executing the defined actions based on the trigger.
3. Setting Up the Trigger with Stripe in Pabbly Connect
Now it’s time to configure the trigger using Pabbly Connect. Select Stripe as your trigger application and set the event to ‘Invoice Payment Succeeded’. This means that every time a payment is made through Stripe, Pabbly Connect will activate this workflow.
To connect Stripe with Pabbly Connect, you will need to use the webhook URL provided in the workflow. Copy this URL and head over to your Stripe account. In the Developer section of Stripe, navigate to Webhooks and click on ‘Add Endpoint’. Paste the copied webhook URL into the endpoint URL field and set the event to ‘Invoice Payment Succeeded’.
Once you have configured the webhook in Stripe, return to Pabbly Connect. It will show that it is waiting for a response. To test this, make a payment on an invoice in Stripe, which will trigger the webhook and send the invoice details back to Pabbly Connect.
4. Adding Invoice Details to Google Sheets
After receiving the response from Stripe, you can now set up the action to add the invoice details to Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the action event as ‘Add New Row’. This will allow you to input the details of the paid invoice into your Google Sheets document.
- Connect your Google Sheets account with Pabbly Connect.
- Select the specific spreadsheet where you want the details added.
- Map the fields from the Stripe response to the appropriate columns in Google Sheets.
Once you have mapped all the required fields, save the workflow. Now, every time a new invoice payment is processed through Stripe, Pabbly Connect will automatically add the corresponding details into your Google Sheets, streamlining your invoicing process.
5. Testing the Integration and Confirmation
To ensure that your integration works seamlessly, you should perform a test by making a payment on a Stripe invoice. Once the payment is successful, Pabbly Connect will capture the details and add them to your designated Google Sheets document. Check your Google Sheets to confirm that the new row has been added with the correct invoice details.
If everything is set up correctly, you will see the invoice ID, customer name, email, product name, quantity, unit price, total amount, and other relevant details populated in your Google Sheets. This confirms that the integration between Stripe and Google Sheets through Pabbly Connect is functioning as intended.
In conclusion, this automation saves you time and reduces the chances of errors in manual data entry. You can now manage your paid invoices effectively with real-time updates in Google Sheets, all thanks to Pabbly Connect.
Conclusion
In this tutorial, you learned how to use Pabbly Connect to automate the process of adding paid Stripe invoice details in Google Sheets. By following the steps outlined, you can streamline your invoicing process and manage your transactions efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!