How to Add Details in Google Sheets on Pabbly Subscription Billing Payment

Learn how to integrate Google Sheets with Pabbly Connect using Pabbly Connect to automate payment details logging effortlessly. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets Integration

To begin automating the addition of payment details in Google Sheets using Pabbly Connect, first, access the platform. Visit the Pabbly Connect homepage by entering the URL in your browser. If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 300 tasks every month.

If you are an existing user, click on ‘Sign In’. After signing in, you will be directed to the Pabbly Connect dashboard where you can create workflows that connect various applications, including Google Sheets and Pabbly Subscription Billing.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a workflow that captures payment details. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, name your workflow something descriptive, such as ‘Add Details in Google Sheets on Pabbly Subscription Billing Payment’.

• Select a folder to organize your workflows.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see the trigger and action setup areas. The trigger is the event that starts your workflow, while the action is what happens as a result. In this case, the trigger will be a successful payment in Pabbly Subscription Billing.

3. Configuring the Trigger with Pabbly Subscription Billing

In this section, you will configure the trigger for your workflow using Pabbly Connect. Select Pabbly Subscription Billing as your trigger application. Choose the event type as ‘Task Successful Payment’. This selection ensures that whenever a payment is successfully received, the automation will trigger.

After selecting the trigger, you will receive a webhook URL. Copy this URL as it will be used to connect your Pabbly Subscription Billing account to Pabbly Connect. Log into your Pabbly Subscription Billing account, navigate to the settings, and select ‘Webhooks’.

• Click on ‘Add Webhook’.
• Enter a name for your webhook and select the product associated with the payment.
• Paste the copied webhook URL and select the event for triggering.

After saving the webhook, you will be ready to capture payment details once a test payment is made.

4. Testing the Integration with a Test Payment

To ensure that your integration works correctly, it’s time to perform a test payment. Using the Pabbly Subscription Billing payment page, enter the necessary customer details, such as name, email, and billing information. Use a test card for this transaction.

After completing the test payment, return to Pabbly Connect to check for the webhook response. This response should contain all the details of the payment, confirming that the integration is functioning as intended. You will see the event type, customer details, and payment information captured in Pabbly Connect.

Once the test payment is successful, you can proceed to add these details automatically into Google Sheets.

5. Adding Payment Details to Google Sheets

Now that your trigger is set up and tested, the next step is to add the payment details into Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the action event as ‘Add a New Row’. This action ensures that every time a payment is received, a new row is created in your Google Sheets document.

Connect your Google Sheets account to Pabbly Connect by clicking on ‘Sign In with Google’ and granting the necessary permissions. After connecting, select the spreadsheet and the specific sheet where you want the payment details to be logged.

Map the fields from the payment response to the corresponding columns in Google Sheets. Ensure that customer name, email, order number, order date, and product name are included.

After mapping the necessary fields, save the workflow. Now, every successful payment made through Pabbly Subscription Billing will automatically populate your Google Sheets with the relevant payment details.

Conclusion

By following these steps, you can effectively integrate Google Sheets with Pabbly Subscription Billing using Pabbly Connect. This automation not only saves time but also ensures accurate tracking of payment details, enhancing your subscription management process.