Do you want to add a tag to ConvertKit subscriber for new Stripe charges?
If yes then check out the step by step procedure given in this blog for the same. As manually integrating Stripe and ConvertKit could be difficult and time-consuming. So, here we are going to use Pabbly Connect service for this integration as it doesn’t require any coding knowledge and is very easy to use as well.
But, before getting started with the workflow, let’s understand a little bit about the services that are involved. Stripe is a payment processing system that facilitates invoicing, issuing cards, financing, business spends management etc to its users of all kinds of businesses.
On the other hand, ConvertKit is an email service provider for online creators. It provides features like landing pages, email designer, email sign up forms etc that can be used to build a relationship with the audience & grow a business.
By connecting these two tools, you can automatically add a tag to ConvertKit subscriber for newly created Stripe charges. This way whenever a sale happens on Stripe the same customer is tagged to ConvertKit.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Pabbly Connect helps you connect multiple services for sharing information in real-time. Moreover, you’ll find the interface of this software very easy to use that even a person of no prior coding knowledge can use it to automate manual tasks.
Additionally, all the premium features of Pabbly Connect such as instant triggers, multi-step calls & premium apps for unlimited workflows are accessible without any restriction even in the free plan.
Now, without any further ado, let’s follow the step by step procedure to integrate Stripe and ConvertKit.
Step 1: Sign up to Pabbly Connect
Initially, visit the Pabbly Connect website & hit the ‘Sign-Up Free‘ button. Next on the registration page that opens subsequently either use your existing Google account or manually fill the registration form to signup.
Step 2: Access Pabbly Connect
After successfully logging in, hit the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.
Step 3: Workflow for Stripe with ConvertKit Integration
(a) Start with a New Workflow
Start with creating a workflow to tag a ConvertKit subscriber for every new Stripe customer entry & to do this push the ‘Create Workflow’ button first.
(b) Name the Workflow
Now, name the workflow as per your need (for instance: Stripe to ConvertKit etc) and push the ‘Create’ button available here.
Step 4: Setting Trigger for Stripe to ConvertKit Integration
To automatically tag ConvertKit subscriber for the newly added Stripe customers, you’ll need to set-up a trigger on the new Stripe customers and its respective action to tag a ConvertKit subscriber using Pabbly Connect.
(a) Select Application you want to integrate
When you click on the create button to generate the workflow, a page containing the trigger window will open next.
Select the ‘Stripe’ app from the ‘Choose App’ field drop-down options.
(b) Select Method & Copy Webhook URL
Select the method in here to be ‘New Customer’ & then hit the ‘Copy’ button that is right next to the Webhook URL link.
Step 5: Connecting Stripe to Pabbly Connect
Sign-in your Stripe account & click on the ‘Developers’ option in the verticle menu available.
(a) Go to Your Stripe Account & Add an Endpoint
When you strike the ‘Developers’ option in the left verticle menu, another secondary menu will open up below it . Click on the ‘Webhook’ option from this menu.
Lastly, push the ‘Add endpoint’ button.
(b) Paste Webhook URL & Select Event
A window will pop up, paste the copied Pabbly Connect trigger Webhook URL here in the ‘Endpoint URL’ field & also select the event as ‘customer.created’.
(c) Click on Add Endpoint
Click on the ‘Add endpoint’ button at the bottom to create an endpoint.
Step 6: Test the Response in Pabbly Connect Dashboard
We are done setting up the trigger to gather the data of a newly added Stripe customer. So, now let’s just test the trigger by making a test order on Stripe.
(a) Capture Webhook Response
To test a trigger, click on the ‘Capture Webhook Response’ button on the Pabbly Connect trigger window.
(b) Go to Stripe & Add Charge
Log in to your Stripe account and make a charge.
First, select the payment time, amount and currency.
Next, hit the ‘+ Add new customer’ button available on the top right.
(c) Add Account Information
A window will pop up for containing fields for customer details. Add all the required customer information in it.
(d) Fill the Billing Details
Select the country and fill in the address information. Also, mention the phone number of the customer.
(e) Add Language, Currency & Click on ‘Add Customer’
Select the language, currency and then click on ‘Add customer’.
(f) Click on ‘Submit Payment’
Add description, statement description and card information. Then, hit the ‘Submit payment’ button on the top right.
(g) Trigger Response
Check the trigger response, you can check all the customer data in it.
(h) Save the Workflow
Click on the ‘Save’ button to save the response as well as the trigger settings.
Step 7: Setting Action for Stripe to ConvertKit Integration
Up to this point, we’ve gathered all the necessary data from Stripe in trigger response to tag a ConvertKit subscriber. So, let’s proceed to the very last step of setting an action.
(a) Select Application you want to Integrate
First, click the plus button next to your trigger window.
And then select the ‘Stripe’ app to integrate from the ‘Choose App’ field.
Select the method in here as ‘Retrieve a Customer’ and then click the ‘Connect with Stripe’ button.
(b) Go to your Stripe Account & Reveal the API Key
Now, go to your Stripe account and click on the ‘Developers’ option in the left verticle menu.
A secondary menu will open-up below it, click on the API keys option in ti.
Lastly, click on the ‘Reveal test key’ button.
(c) Copy the API Key
Click on the revealed API key and it will get copied to clipboard.
(d) Paste the Stripe API Key on Pabbly Connect
Paste the copied Stripe API key on Pabbly Connect action.
(e) Map Fields & Send Test Request
First, map the customer response detail in the ‘Customer ID’ field.
To map a value, place your cursor in the field.
Then, click the menu button (three horizontal lines) next to that particular field.
Click-select the value that you want to map with the respective field.
And then push the ‘Save & Send Test Request’ button.
(f) Check API Response
You can check all the customer data will start showing this response.
(g) Save the API Response
Save the Stripe API response by pushing the ‘Save’ button next to the response.
Step 8: Connecting ConvertKit with Pabbly Connect
(a) Select Application you want to Integrate
Next. push the plus button next to the Stripe action.
Select the app to integrate as ‘ConvertKit’ and method as ‘Tag a Subscriber’.
Lastly, click on the ‘Connect with ConvertKit’ button.
(b) Go to your ConvertKit Account Settings & Copy API Key
Log in to your ConvertKit account and click on the profile icon from the horizontal menu available on the top.
Next click on the ‘Account Settings’ option available in the vertical menu that opens.
Copy the ‘API Key’ that is available on the page.
Next, click on the ‘Show’ button present below ‘API Secret’ field.
(c) Paste the ConvertKit API Key
Paste the copied ConvertKit API key on Pabbly Connect action.
Also, go back to the ConvertKit account and copy the ‘Secret kay’.
Lastly, paste the copied secret key in the ‘API Secret’ field as well.
(d) Select Tag, Map Fields & Send Test Request
Now, select the tag and map the email & first name fields.
Next, click on the ‘Save & Send Test Request’.
Step 9: Check the Action’s Response
Check the action response for the tagged subscriber on ConvertKit for the Stripe customer.
(a) Check the Action API’s Response
You can check the response of your API in the action window. If everything is good, the response will show success. On the other hand, if there is some error then the response will show the error details.
(b) Save the ConvertKit Action API’s Response
Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.
Step 10: Check Response on ConverKit
Also, you can check the tagged subscriber on your connected ConvertKit account.
Wind-Up
Well, this is all about ‘How to tag ConvertKit subscriber for newly added Stripe charges’. Consequently, after completing the step by step procedure, you will end up tagging a ConvertKit subscriber from new Stripe customers automatically.
Also, you can try Pabbly Connect for FREE for all its premium features.
For any further queries/suggestions, do comment below.
