How to Invite Customers to a Private Channel Using Pabbly Connect with Stripe Payments

Learn how to automate inviting customers to a private channel using Pabbly Connect and Stripe Payments. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate the process of inviting customers to a private channel, you need to start by accessing Pabbly Connect. This integration platform allows you to set up workflows without any coding skills. Begin by creating your free Pabbly Connect account, which you can do by following the link provided in the video description.

Once you’ve signed up and logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. You can name your workflow something like ‘Invite Customers to Private Channel’. After naming your workflow, click on ‘Create’ to proceed.

2. Configuring Stripe as the Trigger Application

In this step, you will set up Stripe as the trigger application in Pabbly Connect. Select Stripe from the list of applications and choose the trigger event as ‘New Charge’. This will ensure that whenever a payment is received, it will trigger your workflow.

• Select Stripe as the trigger application.
• Choose the ‘New Charge’ event.
• Copy the webhook URL provided by Pabbly Connect.

After selecting the trigger, you will receive a webhook URL. This URL is crucial as it connects Pabbly Connect to your Stripe account. Navigate to your Stripe dashboard, click on ‘Developers’, and then select ‘Webhooks’. Here, you will add a new endpoint using the URL you copied.

3. Testing the Stripe Connection

To test the connection, you need to make a test payment through Stripe. Use a test card to complete the payment process. Once the payment is successful, go back to Pabbly Connect to capture the webhook response. This response will contain all the details of the payment made, including the amount and customer information.

After making the test payment, you should see the payment details reflected in your Pabbly Connect dashboard. This confirms that the webhook connection is working properly. If you encounter any issues, ensure that the webhook URL is correctly set up in your Stripe dashboard.

4. Formatting Payment Details with Pabbly Connect

Once you have captured the payment details, you may notice that the amount is not formatted correctly. To resolve this, you can use the ‘Number Formatter’ feature in Pabbly Connect. This feature allows you to perform mathematical operations on the captured data.

• Select ‘Number Formatter’ as the action application.
• Choose ‘Perform Math Operation’ and select ‘Division’.
• Divide the captured amount by 100 to correct the format.

After setting up the number formatter, map the amount field from the Stripe response and perform the division. This will give you the correctly formatted amount, which you can use in subsequent steps of your workflow.

5. Inviting Customers to the Private Channel

The final step is to invite customers to your private channel using Gmail. In this step, you will set up Gmail as the action application in Pabbly Connect. Choose the action event as ‘Send Email’ and connect your Gmail account.

In the email setup, map the recipient’s email from the Stripe payment data, and customize the email content to include an invitation link to your private channel. Ensure that you personalize the email with the customer’s name and the amount they paid. This will make the email more engaging and informative.

After completing all the steps, you can test the email sending functionality. Once confirmed, your automation is set up, and customers will be invited to your private channel automatically after making a payment through Stripe.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

With Pabbly Connect, you can streamline your customer engagement process and boost your business efficiency by automating invitations to private channels seamlessly.