Automate Promotional SMS with Pabbly Connect and Twilio After Stripe Payments

Learn how to automate sending promotional SMS using Pabbly Connect and Twilio after receiving payments via Stripe. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send automated promotional SMS using Pabbly Connect, start by accessing the Pabbly Connect landing page. Simply search for ‘Pabbly.com/connect’ in your browser. This platform will facilitate the integration between Stripe and Twilio.

Once on the landing page, you will see options to either sign in or sign up for free. If you’re a new user, click on ‘Sign up for free’ to explore the application, which gives you 100 free tasks each month. Existing users can click on ‘Sign in’ to access their accounts.

2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button to begin setting up your automation. You will be prompted to choose between the new or classic workflow builder. Select the new one for a modern experience.

• Select a workflow name, e.g., ‘Send Automated Promotional SMS Using Twilio After New Stripe Payment’.
• Choose a folder to save your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to proceed.

Once created, you will see the workflow window, which is crucial for setting up triggers and actions. The trigger is an event that starts the workflow, while the action is what happens as a result.

3. Setting Up Stripe as the Trigger Application

To set up your trigger in Pabbly Connect, click on the ‘Add Trigger’ button and select Stripe as your application. This is essential because you want the workflow to trigger whenever a new payment is received.

Choose the trigger event as ‘New Charge’ and click on ‘Connect’. Pabbly Connect will provide you with a webhook URL, which you need to copy. This URL will allow Stripe to communicate with Pabbly Connect.

• Open your Stripe account and navigate to the ‘Developers’ section.
• Click on ‘Webhooks’ and then ‘Add Endpoint’.
• Paste the copied webhook URL into the endpoint URL field.
• Set the event to ‘Charge Succeeded’ and click ‘Add Endpoint’.

After adding the endpoint, you can test the connection to ensure everything is set up correctly. This step is crucial for capturing the webhook response.

4. Connecting Twilio for Sending SMS

Now that your trigger is set up, the next step in Pabbly Connect is to add the action application, which in this case is Twilio. Click on ‘Add Action’ and select Twilio as the action application.

For the action event, select ‘Send SMS’ and click on ‘Connect’. You will need to enter your Twilio account SID and authorization token to establish the connection. These credentials can be found in your Twilio dashboard.

Copy the Account SID and Authorization Token from Twilio. Paste these credentials into the respective fields in Pabbly Connect. Click ‘Save’ to complete the connection.

After successfully connecting Twilio, you can now configure the SMS message details, including the recipient’s phone number and the message body.

5. Sending Automated SMS After Payment

In this final step using Pabbly Connect, you will set up the SMS content that will be sent to customers. Enter the body of the SMS message and map the customer’s name from the Stripe payment details.

For the sender’s number, input your Twilio phone number. Then, for the recipient’s number, you can map the phone number from the Stripe payment response. However, for testing, you may enter your own number to receive the SMS.

Once everything is set, click on ‘Save and Send Test Request’ to send a test SMS. If successful, you will receive a confirmation that the SMS was sent, and you can check your phone for the message.

With this setup, you have successfully automated the process of sending promotional SMS using Pabbly Connect after a new payment is received through Stripe. This automation will run in the background, allowing you to focus on other aspects of your business.

Conclusion

By using Pabbly Connect, you can efficiently automate sending promotional SMS via Twilio whenever a new payment is made through Stripe. This integration enhances customer engagement and streamlines your communication process.