Capture Multiplan Payment Details from Pabbly Subscription Billing to Google Sheets

Learn how to automate capturing Multiplan payment details from Pabbly Connect to Google Sheets using Pabbly Connect in this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To capture Multiplan payment details from Pabbly Subscription Billing to Google Sheets, start by accessing Pabbly Connect. You can do this by visiting Pabbly.com/connect and signing up for a free account. Once logged in, navigate to the dashboard to create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow. For example, you can name it ‘Multiplan Subscription Payment Details into Google Sheets’. After naming it, click on the ‘Create’ button to proceed to the workflow configuration page where you will set up your trigger and action.

2. Configuring Trigger in Pabbly Connect

In this step, you will configure the trigger event in Pabbly Connect. Select ‘Pabbly Subscription Billing’ as your trigger application. The trigger event will be set to ‘Payment Successful’. This ensures that every time a payment is made, Pabbly Connect will capture the details.

Once you select the trigger event, you will be provided with a webhook URL. This URL will be used to connect Pabbly Connect with your Pabbly Subscription Billing account. Follow the instructions provided on the screen to set up the webhook in your subscription billing settings.

• Choose ‘Pabbly Subscription Billing’ as the trigger app.
• Set the trigger event to ‘Payment Successful’.
• Copy the webhook URL provided by Pabbly Connect.

After saving the webhook URL in your Pabbly Subscription Billing settings, you are ready to test the connection. Perform a test purchase to ensure that Pabbly Connect captures the payment details correctly.

3. Conducting a Test Purchase

To verify that Pabbly Connect is capturing the payment details, conduct a test purchase using the secure checkout page created in Pabbly Subscription Billing. Select one of your subscription plans, fill in the necessary customer details, and complete the order using a test card.

Once the test purchase is complete, return to your Pabbly Connect workflow to see if the payment details have been captured successfully. You should see the response section populated with customer information and payment details, confirming that the integration is working as intended.

• Select a subscription plan for the test purchase.
• Fill in customer details and use a test card for payment.
• Check the response section in Pabbly Connect after completing the order.

Ensure that you see all relevant payment details, such as the transaction amount and customer information, which will be used in the next steps.

4. Integrating Google Sheets with Pabbly Connect

Now that you have successfully captured the payment details, the next step is to send this information to Google Sheets. In your Pabbly Connect workflow, add an action step and select ‘Google Sheets’ as the application.

Choose the action event as ‘Add New Row’. Connect your Google account and select the spreadsheet you created for storing payment details. Make sure to map the relevant fields from the captured payment data to the corresponding columns in your Google Sheet.

Select ‘Google Sheets’ as the action app. Choose ‘Add New Row’ as the action event. Map payment details to the appropriate columns in Google Sheets.

After mapping the fields, save your changes and send a test request to ensure that the data is being added to your Google Sheet correctly.

5. Setting Up Conditional Routing for Multiple Plans

If you have multiple subscription plans, you can set up conditional routing in Pabbly Connect to direct payment details to different sheets based on the plan purchased. Use the router feature to create separate routes for each plan.

Each route will have a filter that checks the plan name. Based on the plan selected, the data will be directed to the appropriate Google Sheet. For example, create routes for the Pro, Standard, and Ultimate plans, and map their corresponding details to the respective sheets.

Once you have set up the routes, save your workflow. This setup allows you to automate the data entry process for all your subscription plans effectively.

Conclusion

In this tutorial, we explored how to capture Multiplan payment details from Pabbly Subscription Billing to Google Sheets using Pabbly Connect. By automating this process, you can save time and streamline your subscription management tasks efficiently. Follow these steps to set up your integration today!