How to Send Google Docs File as Attachment on WhatsApp to New Stripe Customers Using Pabbly Connect

Learn how to automatically send Google Docs files as WhatsApp attachments to new Stripe customers 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. Introduction to Pabbly Connect for WhatsApp Integration

In this tutorial, we will explore how to use Pabbly Connect to send Google Docs files as WhatsApp attachments to new Stripe customers. This integration allows seamless communication with customers once they are added to your Stripe account. By automating this process, you can save time and enhance customer experience.

To get started, you need to have accounts set up for Stripe, Google Drive, and WhatsApp. Pabbly Connect will serve as the central platform to facilitate the integration, ensuring that when a new customer is added in Stripe, a message with the Google Docs file is sent via WhatsApp.

2. Setting Up Pabbly Connect Workflow for Stripe and WhatsApp

First, log in to your Pabbly Connect account. Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Here, you can name your workflow, for example, ‘Stripe to Google Drive to WhatsApp’. This will help you keep track of your integration processes.

Next, you will see two windows: the trigger window and the action window. In the trigger window, select Stripe as the application and choose the trigger event as ‘New Customer’. This means that every time a new customer is added in Stripe, it will trigger the workflow.

• Log in to your Pabbly Connect account.
• Click on ‘Create Workflow’ and name it.
• Select Stripe and ‘New Customer’ as the trigger event.

After setting up the trigger, you’ll need to connect your Stripe account to Pabbly Connect. This involves creating an endpoint in your Stripe developer settings, where you will paste the endpoint URL provided by Pabbly Connect. This will allow Stripe to send data to Pabbly Connect every time a new customer is created.

3. Capturing Customer Data from Stripe

Once the trigger is set up, it’s time to test if Pabbly Connect can capture the new customer data from Stripe. Go back to your Stripe account and add a new customer. Fill in the necessary details like name, email, and phone number, then click on ‘Add Customer’.

After creating the customer, return to Pabbly Connect to check if the data has been captured successfully. You should see the customer’s details in the Pabbly Connect interface, confirming that the integration is functioning correctly. This includes the customer’s name, email, and phone number, which will be used later for sending the WhatsApp message.

• Add a new customer in Stripe with full details.
• Return to Pabbly Connect to verify data capture.
• Ensure customer details appear correctly in the interface.

This step is crucial as it establishes the connection between Stripe and Pabbly Connect, allowing for further actions to be taken based on new customer data.

4. Sending Google Docs File via WhatsApp

Now that you have successfully captured customer data, the next step is to send the Google Docs file as an attachment via WhatsApp. In the action window of Pabbly Connect, select Google Drive and choose the action event as ‘Share a File with Anyone’. This action will create a shareable link for the Google Docs file stored in your Google Drive.

Connect your Google Drive account to Pabbly Connect, allowing it to access the files you want to share. Select the specific Google Docs file you wish to send, ensuring it is set to be shareable. Once you have selected the file, save your settings.

Choose Google Drive in the action window. Select ‘Share a File with Anyone’ as the action event. Connect your Google Drive account and select the desired file.

This integration with Pabbly Connect ensures that your Google Docs file is accessible to the new Stripe customer via WhatsApp, enhancing customer communication and providing necessary documentation promptly.

5. Finalizing the WhatsApp Message with Pabbly Connect

The last step involves sending the WhatsApp message with the Google Docs file link. In the action window, select Chat API and choose the action event as ‘Send File’. You will need to connect your Chat API account to Pabbly Connect by entering your API URL and token from your Chat API account.

Once connected, you can map the necessary fields such as the recipient’s phone number (from the Stripe data), the message body, and the file link. Customize the message to greet the customer and provide instructions for accessing the document. After setting everything up, send a test request to ensure the message is sent successfully.

Select Chat API and ‘Send File’ as the action event. Enter your API URL and token to connect. Map the phone number, message body, and file link in the fields.

With this final integration step using Pabbly Connect, you can confirm that your new Stripe customers receive their Google Docs file via WhatsApp, streamlining your customer onboarding process.

Conclusion

In conclusion, using Pabbly Connect, you can seamlessly send Google Docs files as WhatsApp attachments to new Stripe customers. This integration simplifies communication and enhances customer experience, ensuring that essential documents are delivered promptly.