Top 5 Stripe Automation: A Complete Guide Using Pabbly Connect

Discover how to automate Stripe with Pabbly Connect, integrating Gmail, Facebook, YouTube, Google Sheets, and more in this detailed guide. 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. Setting Up Pabbly Connect for Stripe Integration

To begin automating your Stripe transactions, start by accessing Pabbly Connect. This platform enables seamless integration between Stripe and multiple applications. First, visit the Pabbly Connect dashboard and create a new workflow.

When creating a workflow, select Stripe as your trigger application. The trigger event will be set to ‘New Charge’, which activates the workflow whenever a payment is successfully processed in Stripe. This initial step establishes a connection between Pabbly Connect and Stripe, allowing you to capture payment data.

2. Connecting Stripe to Pabbly Connect

After setting up your workflow, the next step is to connect your Stripe account to Pabbly Connect. You will receive a webhook URL that needs to be added to your Stripe account. Navigate to the Developers section in Stripe and select Webhooks.

• Click on ‘Add Endpoint’.
• Paste the webhook URL provided by Pabbly Connect.
• Select the event ‘charge.succeeded’ to listen for successful payments.

Once you save this configuration, Pabbly Connect will be ready to receive data from Stripe whenever a new payment is processed. This connection is crucial for automating subsequent actions based on payment data.

3. Processing Payment Data with Pabbly Connect

With the Stripe connection established, the next step involves processing the payment data received through Pabbly Connect. When a payment is captured, various details such as customer name, email, and payment amount will be sent to Pabbly Connect.

However, note that Stripe may send the payment amount with extra zeros. To correct this, utilize the Number Formatter feature in Pabbly Connect. This allows you to perform mathematical operations on the payment amount, specifically dividing it by 100 to get the accurate figure.

• Select ‘Number Formatter’ as the action application.
• Choose the action event ‘Perform Math Operation’.
• Map the payment amount and set the operation to ‘Divide’ by 100.

This correction ensures that the payment details sent to other applications reflect the accurate amount, thus maintaining data integrity throughout your automation workflow.

4. Sending Automated Emails via Gmail

After processing the payment data, the next step is to send automated thank you emails to customers using Gmail. This integration is facilitated through Pabbly Connect, allowing you to automatically send emails without manual intervention.

In your Pabbly Connect workflow, add Gmail as the action application. Select the action event ‘Send Email’ and connect your Gmail account. Map the recipient’s email address from the Stripe payment data, and customize the email subject and body to express gratitude for the customer’s payment.

Set the subject to something like ‘Thank You for Your Payment!’ In the email body, include the customer’s name and payment amount.

This automation not only saves time but also enhances customer relations by ensuring timely communication. Once you test this action, customers will receive their thank you emails immediately after payment confirmation.

5. Integrating with Other Applications

Beyond sending emails, Pabbly Connect allows you to integrate Stripe with various other applications, such as Google Sheets, Facebook, and YouTube. This flexibility enables you to streamline multiple workflows based on payment events.

For instance, you can set up an integration to log payment details in Google Sheets automatically. By selecting Google Sheets as the action application, you can map the relevant payment data to the spreadsheet fields, ensuring all transactions are recorded for future reference.

Similarly, you can integrate with Facebook to send notifications to your team or create YouTube videos based on payment milestones. The possibilities are endless with Pabbly Connect, allowing your business to operate more efficiently.

Conclusion

In this guide, we explored how to automate Stripe transactions using Pabbly Connect. By integrating with Gmail, Google Sheets, and other applications, businesses can enhance their operational efficiency and customer engagement. Automating these processes not only saves time but also improves accuracy in handling payment data.