How to Generate and Send GST Invoice on Successful Stripe Payment Using Pabbly Connect

Learn how to automate GST invoice generation and emailing after a successful Stripe payment using Pabbly Connect. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Automation

To begin generating and sending GST invoices on successful Stripe payments, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or create a new account. If you are new, click on the ‘Sign Up for Free’ button, which will allow you to create an account in just a few minutes.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow to automate your invoicing process. Click on the ‘Create Workflow’ button and name your workflow according to its purpose, for example, ‘Generate and Send GST Invoice on Successful Stripe Payment.’ This naming helps in identifying your automation easily later.

2. Setting Up Trigger for Stripe Payments

In this step, Pabbly Connect allows you to set up a trigger for your workflow. Select Stripe as your trigger application. The trigger event should be set to ‘Checkout Session Completed,’ which activates the workflow whenever a payment is successfully made via Stripe.

• Choose Stripe from the list of applications.
• Select ‘Checkout Session Completed’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.

Next, you must connect this webhook URL to your Stripe account. In Stripe, navigate to the Developers section and select Webhooks. Click on ‘Add Endpoint’ and paste the copied URL. Fill in the description as ‘GST Invoices’ and choose the latest API version. Finally, select the event for ‘Checkout Session Completed’ and add the endpoint. This completes the trigger setup in Pabbly Connect.

3. Filtering GST Details from Stripe

After setting up the trigger, the next step in Pabbly Connect is to filter the GST details. This ensures that you only proceed to generate an invoice if the customer has provided their GST number during payment. You will add a filter action to your workflow.

• Select ‘Filter by Pabbly’ as the action application.
• Choose ‘Filter Values’ as the action event.
• Set the condition to check if the GST number field is not empty.

Once the filter is set, you can save the configuration and test it. If the condition is met, you will be able to proceed to the next step of the workflow, which involves generating the GST invoice using the details captured from the Stripe payment.

4. Generating GST Invoice Using Pabbly Connect

Now that you have the necessary details and the filter set up, you can generate the GST invoice using Pabbly Connect. Select the application ‘Generate’ to create the invoice. The action event should be set to ‘Create Invoice.’ You will need to provide various details such as the invoice title, customer name, GST number, and product details.

Make sure to map the fields correctly from the previous steps to ensure all data is accurately reflected in the invoice. You will also need to provide your company details, including the name, GST number, and email address. Once everything is set up, save and test this step to confirm that the invoice is generated successfully.

5. Sending the Invoice via Email Using Gmail

The final step in this automation process is to send the generated GST invoice to the customer via email. In Pabbly Connect, add a new action and select Gmail as the application. Choose the action event ‘Send Email’ to configure the email settings.

Fill in the recipient’s email address, which will be the customer’s email captured from the Stripe payment. Set the email subject to ‘GST Invoice for Your Purchase’ and include a message body that thanks the customer and provides details about their purchase. Finally, attach the generated GST invoice PDF to the email. Once configured, save and test this action to ensure the email is sent successfully.

Conclusion

In this tutorial, we demonstrated how to automate the process of generating and sending GST invoices on successful Stripe payments using Pabbly Connect. By setting up triggers, filters, and actions, you can streamline your invoicing process effectively. This automation not only saves time but also ensures accuracy in your invoicing system.