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

Learn how to send Google Docs files as attachments to new Stripe customers using Pabbly Connect. This step-by-step tutorial covers the entire integration process. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect Integration

In this section, we will discuss how to use Pabbly Connect to send Google Docs files as attachments to new Stripe customers. This process automates the workflow, enabling seamless communication without the need for coding skills. Through Pabbly Connect, you can easily set up this integration to enhance your customer interaction.

To start, you need to have both a Stripe account and a Google account. Pabbly Connect acts as the intermediary, ensuring that when a new customer is added in Stripe, an email with the Google Docs file is automatically sent to them. This setup is designed to be user-friendly, allowing anyone to follow along easily.

2. Creating a New Customer in Stripe

The first step in this process is to create a new customer in Stripe. This action will trigger the integration set up in Pabbly Connect. Log in to your Stripe account and navigate to the customer section. Here, you can add a new customer by providing necessary details.

• Enter the customer’s name, for example, Parker.
• Provide an email address, such as [email protected].
• Fill in the billing details, including country, address, and phone number.
• Choose the currency as Indian Rupee (INR).

Once you click on the ‘Add Customer’ button, the new customer will be created in Stripe. This action will initiate the trigger in Pabbly Connect, allowing the subsequent steps to occur seamlessly.

3. Setting Up Pabbly Connect for Integration

Next, we will set up Pabbly Connect to automate the process. Start by logging into your Pabbly Connect account and creating a new workflow. Name it appropriately, such as ‘Stripe to Gmail Integration’. This will help you identify the workflow easily in the future.

After naming your workflow, you will encounter a trigger window. Here, select Stripe as your trigger application and choose the event as ‘New Customer’. This setup allows Pabbly Connect to listen for any new customers added in your Stripe account.

• Copy the webhook URL provided by Pabbly Connect.
• Go back to Stripe and navigate to the Webhooks section in the Development area.
• Add a new endpoint using the copied URL and select the event ‘Customer Created’.

Once this is done, Pabbly Connect will be set to capture the new customer data from Stripe whenever a new customer is created.

4. Integrating Google Drive to Share Files

After setting up the Stripe trigger, the next step is to integrate Google Drive through Pabbly Connect. This step allows you to share the Google Docs file with the new customer. In the action window of Pabbly Connect, select Google Drive as the application and choose the action event as ‘Share a File with Anyone’.

You will need to connect your Google Drive account to Pabbly Connect. Once connected, specify the file ID of the Google Docs file you wish to share. This is crucial as it determines which document will be sent to the customer.

Select the Google Docs file you want to share. Ensure the file is accessible to anyone with the link. Save the settings and test the request to confirm the link is generated.

With this integration, Pabbly Connect ensures that the Google Docs file is ready to be sent as an attachment in the next step.

5. Sending Email Using Gmail with Attachment

The final step is to send an email with the attached Google Docs file using Gmail. In the action window of Pabbly Connect, select Gmail as the application and choose the action event as ‘Send Email with Attachment’. This will allow you to send the email to the new customer automatically.

Connect your Gmail account to Pabbly Connect and fill in the required fields. Use the email address captured from the Stripe trigger as the recipient. You can customize the subject and body of the email, making it personal for the new customer.

Set the recipient’s email to the new customer’s email. Craft a welcoming message, such as ‘Welcome to Stripe’. Attach the Google Docs link generated in the previous step.

Once everything is set, click on ‘Save and Send Test Request’. This will send the email, confirming that the integration works perfectly. Pabbly Connect seamlessly connects Stripe and Gmail, ensuring that new customers receive their welcome documents instantly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send Google Docs files as attachments to new Stripe customers. The integration simplifies the process, automating customer communications without any coding required. By following the steps outlined, you can enhance your customer engagement effortlessly.