Send Google Docs File As Attachment to New Stripe Customers Using Pabbly Connect

Learn how to use Pabbly Connect to automatically send Google Docs files as attachments to new Stripe customers. Step-by-step guide included! 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 Stripe Integration

Pabbly Connect is an excellent integration platform that facilitates the automation of processes between different applications. In this tutorial, we will explore how to use Pabbly Connect to send Google Docs files as attachments to new Stripe customers. This process is straightforward and does not require any coding skills.

To begin, you’ll need to access Pabbly Connect by visiting its official website. Once there, you can create a free account or log in if you already have one. After logging in, you will be directed to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the ‘Create Workflow’ button to initiate your integration. In the workflow creation window, name your workflow something descriptive, such as ‘Stripe to Gmail’. This name will help you identify the workflow later.

• Click on ‘Create’ to proceed.
• Select ‘Stripe’ as your trigger application.
• Choose ‘New Customer’ as the trigger event.

Once you select the trigger event, a webhook URL will be generated. This URL is essential for connecting Stripe to Pabbly Connect. You will need to copy this URL for the next steps in your integration process.

3. Connecting Stripe to Pabbly Connect

To connect Stripe to Pabbly Connect, navigate to your Stripe dashboard. In the development section, find the Webhooks option and click on it. Here, you will add the endpoint you copied earlier.

• Click on ‘Add Endpoint’.
• Paste the webhook URL into the provided field.
• Select the event ‘Customer Created’ to ensure the integration works correctly.

After setting this up, return to Pabbly Connect and click on the ‘Test Trigger’ button to check if the connection is successful. This step confirms that Pabbly Connect is ready to receive data from Stripe.

4. Adding Google Drive to Your Workflow

Next, you will need to add Google Drive to your Pabbly Connect workflow to retrieve the Google Docs file you want to send. Click on the ‘Add Action’ button and select Google Drive as your action application.

Choose the action event ‘Share a File with Anyone’. Connect your Google Drive account to Pabbly Connect. Select the Google Docs file you want to share.

Once you have selected the file, save the settings to ensure Pabbly Connect retrieves the correct file link for the next action step. This step is critical as it prepares the file for sending to the new Stripe customer.

5. Sending Email with Attachment via Gmail

Finally, to send the email with the Google Docs attachment, add Gmail as the next action in your Pabbly Connect workflow. Select the action event ‘Send Email with Attachment’ to proceed.

Connect your Gmail account to Pabbly Connect. Map the recipient’s email address from the Stripe customer data. Fill in the subject and body of the email, and attach the Google Docs file link you retrieved earlier.

After configuring these settings, click ‘Save and Send Test Request’ to send a test email. Check the recipient’s inbox to confirm that the email with the attachment has been successfully sent. This final step demonstrates how Pabbly Connect effectively automates the process of sending Google Docs files to new Stripe customers.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send Google Docs files as attachments to new Stripe customers. By following these steps, you can automate your email process without any coding knowledge, enhancing your workflow efficiency.