How to Tag ConvertKit Subscriber for New Stripe Subscription Using Pabbly Connect

Learn how to tag ConvertKit subscribers automatically for new Stripe subscriptions using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start tagging ConvertKit subscribers for new Stripe subscriptions, you need to access Pabbly Connect. Open your browser and type in Pabbly.com/connect. This will take you to the Pabbly Connect landing page.

Here, you can either sign in if you are an existing user or click on the ‘Sign Up for Free’ button if you are new. Every month, new users receive 100 tasks for free, which is perfect for setting up your automation.

2. Creating a New Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, navigate to your dashboard. In the top right corner, click on the ‘Create Workflow’ button. A dialog box will appear where you can name your workflow.

• Name your workflow: How to Tag ConvertKit Subscriber for New Stripe Subscription
• Select a folder for saving the workflow, e.g., Stripe to ConvertKit Automation

After naming your workflow and selecting a folder, click on ‘Create’ to proceed. You will now arrive at the trigger and action setup window, which is crucial for the automation process.

3. Setting Up Trigger for New Stripe Subscription

In this step, you will set up the trigger event in Pabbly Connect. Click on the trigger window and search for Stripe as your trigger application. The trigger event you need is ‘New Subscription’.

Select the trigger event, which occurs when a new subscription is created in your Stripe account. This is essential for ensuring that the automation reacts to new subscriptions effectively.

• Choose Stripe as the trigger application.
• Select the trigger event: New Subscription.

Once the trigger is set, you can proceed to the next step of connecting your Stripe account with Pabbly Connect.

4. Connecting Stripe to Pabbly Connect

Now, you need to establish a connection between Stripe and Pabbly Connect. Go to your Stripe account and navigate to the Developers section, then select Webhooks. Here, you will add a new endpoint.

Copy the webhook URL provided by Pabbly Connect and paste it in the endpoint URL field. Choose the latest API version and select the event ‘Customer Subscription Created’ to listen to.

Paste the webhook URL from Pabbly Connect into Stripe. Select the event: Customer Subscription Created.

After adding the endpoint, click on ‘Add Events’ and then ‘Add Endpoint’. This completes the connection, allowing Pabbly Connect to receive data whenever a new subscription is created.

5. Tagging ConvertKit Subscriber with Pabbly Connect

In this final step, you will set up the action in Pabbly Connect to tag a subscriber in ConvertKit. Search for ConvertKit as your action application and select the action event to tag a subscriber.

Before doing this, ensure you have connected your ConvertKit account to Pabbly Connect by providing the API key and API secret. Once connected, you can map the customer details received from Stripe to create a new subscriber.

Select ConvertKit as the action application. Map the subscriber’s email and tag it appropriately.

After mapping the necessary details, click on ‘Save and Send Test Request’. If successful, you will see a new subscriber created in ConvertKit with the specified tag, completing the automation process.

Conclusion

This tutorial demonstrated how to tag ConvertKit subscribers for new Stripe subscriptions using Pabbly Connect. By following these steps, you can automate your subscriber management effectively and enhance your marketing efforts.