Learn how to automate your CopeCart payments by creating ConvertKit subscribers using Pabbly Connect in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for CopeCart Automation
Setting up Pabbly Connect is crucial for automating the process of creating ConvertKit subscribers when payments are received via CopeCart. To start, navigate to the Pabbly Connect homepage and either sign in or create a new account. Once logged in, you will have access to the dashboard where you can manage your workflows.
To initiate the automation, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this example, name it ‘Create ConvertKit Subscriber for CopeCart Payment.’ After naming, select the folder where you want to save this workflow and click on ‘Create’ to proceed.
2. Configuring Trigger for CopeCart Payments
In this step, we focus on configuring the trigger to capture payments from CopeCart. Select CopeCart as your trigger application and choose the trigger event as ‘Instant Payment Notification.’ This event will automatically trigger the workflow whenever a new payment is made.
- Select CopeCart as the trigger application.
- Choose ‘Instant Payment Notification’ as the trigger event.
- Copy the provided webhook URL for integration.
After copying the webhook URL, navigate to your CopeCart account settings. Under the settings, find the option for API and Connections, then click on ‘New Integration.’ Select the integration type as ‘Generic’ and paste the webhook URL you copied from Pabbly Connect into the notification URL field. Save the changes to activate the connection.
3. Testing the Connection Between CopeCart and Pabbly Connect
With the connection established, it’s time to test if everything is working correctly. Go back to your CopeCart product section and make a test payment. Ensure you use dummy details for the customer, such as a random name, email, and address. using Pabbly Connect
Once the test payment is processed, return to Pabbly Connect. You should see a successful response indicating that the payment has been captured. This response will contain all relevant customer details necessary for creating a subscriber in ConvertKit.
- Make a test payment in CopeCart.
- Check Pabbly Connect for the webhook response.
- Ensure all customer details are captured correctly.
Confirming the successful capture of customer data ensures that the integration between CopeCart and Pabbly Connect is functioning as expected, setting the stage for the next steps.
4. Adding Subscriber in ConvertKit Using Pabbly Connect
Now that we have verified the connection, the next step is to set up ConvertKit as the action application in Pabbly Connect. Select ConvertKit and choose the action event ‘Add Subscriber to a Form.’ This action will automatically add the customer who made the payment as a subscriber in ConvertKit.
To establish this connection, you will need to provide your ConvertKit API key and API secret. Access your ConvertKit account, navigate to Account Settings, and find the API section to retrieve these details. Paste the API key and secret into the respective fields in Pabbly Connect and save the connection.
Select ConvertKit as the action application. Choose ‘Add Subscriber to a Form’ as the action event. Map the customer details from the CopeCart response.
Mapping involves linking customer details such as name and email from the CopeCart payment response to the respective fields in ConvertKit. This ensures that each new payment results in a new subscriber being created automatically.
5. Verifying Successful Integration of CopeCart and ConvertKit
After setting up the action in ConvertKit, it’s essential to verify that the integration is successful. Make another test payment through CopeCart, ensuring you use different customer details. Once the payment is processed, check ConvertKit for the new subscriber.
You should find that the new subscriber has been added successfully with the correct details. This confirms that the automation is working flawlessly, allowing you to focus on other aspects of your business while the integration handles your subscriber management.
In summary, this integration between CopeCart and ConvertKit through Pabbly Connect automates the process of adding subscribers without any manual intervention. This saves time and ensures that your customer database is always up-to-date.
Conclusion
This tutorial has outlined how to create ConvertKit subscribers for CopeCart payments using Pabbly Connect. By automating this process, you can efficiently manage your subscriber list without any manual effort, enhancing your workflow and productivity.
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