How to Send AI-Powered Follow-Up Emails After Payment via Stripe with Pabbly Connect

Learn how to use Pabbly Connect to automate AI-powered follow-up emails after payments made through Stripe. Step-by-step tutorial included! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Automation

To send AI-powered follow-up emails after payment via Stripe, the first step is accessing Pabbly Connect. Open a new tab in your browser and go to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’.

Once on the landing page, you have the option to either sign up for a free account or sign in if you’re an existing user. New users can click on ‘Sign up for free’ and receive 100 free tasks monthly to explore the application. If you’re an existing user, simply click on ‘Sign in’ to access your account.

2. Creating a New Workflow in Pabbly Connect

After signing in, you will see all the Pabbly applications. Click on ‘Access Now’ for Pabbly Connect. This will take you to your dashboard. To create a new workflow, click on the ‘Create Workflow’ button.

You will be prompted to select a workflow builder. Choose between the new workflow builder for a modern interface or the classic one. For this tutorial, we will use the classic option. Name your workflow something descriptive, like ‘Send AI-Powered Follow-Up Emails After Stripe Payment,’ and select a folder to save it in.

• Click on ‘Create’ to finalize your workflow setup.
• This opens the workflow window where you can set triggers and actions.

In this window, you will define the trigger and action for your workflow. The trigger will be a new payment from Stripe, and the actions will be to generate an email through OpenAI and send it via Gmail.

3. Setting Up the Stripe Trigger in Pabbly Connect

Now, let’s set up the trigger for our workflow. In the trigger application field, search for and select Pabbly Connect as the application. For the trigger event, choose ‘New Charge’ from the dropdown menu.

Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need it to connect Stripe with Pabbly Connect. Open your Stripe account, navigate to the ‘Developers’ section, and select ‘Webhooks’. Here, you will add a new endpoint.

• Paste the copied webhook URL into the endpoint URL field.
• For the event type, select ‘Charge Succeeded’ from the dropdown menu.

Click on ‘Add Endpoint’ to complete this action. Once the endpoint is added, return to your Pabbly Connect workflow, which should now be waiting for a webhook response.

4. Testing the Workflow with a Payment Submission

To capture the webhook response, you need to perform a test submission. Go back to your Stripe dashboard and navigate to ‘Payment Links’. Select a product, such as the ‘Natural Glow Refreshing Face Toner’, and proceed to purchase it as a test user. using Pabbly Connect

Fill in the required details, including your email and payment information, and click ‘Pay’. Once the payment is processed, return to your Pabbly Connect workflow. You should see that the webhook response has been captured, displaying the details you entered during the test submission.

Check that the customer details are correctly captured in the workflow. This confirms that the trigger step is successfully completed.

With this, we have successfully set up the trigger for our workflow, which will activate whenever a charge is succeeded in Stripe.

5. Generating and Sending Emails via OpenAI and Gmail

Next, we will set up the action steps to generate emails using OpenAI and send them via Gmail. In the action application field, select OpenAI and choose ‘ChatGPT’ as the action event. using Pabbly Connect

To connect OpenAI, you will need to enter your API key. Follow the instructions to create a new secret key on the OpenAI platform, then paste it into Pabbly Connect. After connecting OpenAI, select the AI model you want to use, such as GPT-4.

Enter a prompt that specifies the type of email you want to generate. Use mapping to insert customer details dynamically into the email.

Once the email body is generated, add another action step to send the email via Gmail. Connect your Gmail account and fill in the recipient’s email, subject line, and email body. Use mapping to personalize the email with the customer’s name and ensure the email content type is set to HTML.

Conclusion

In this tutorial, we explored how to send AI-powered follow-up emails after payments via Stripe using Pabbly Connect. By automating this process, businesses can enhance customer engagement and save time on manual email writing. Try out this powerful integration for your own business today!