How to Send Personalized SMS After Stripe Payment Using Pabbly Connect

Learn how to automate sending personalized SMS messages after receiving payments through Stripe using Pabbly Connect. Step-by-step guide included. 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. Accessing Pabbly Connect for SMS Automation

To start sending personalized SMS after Stripe payments, first, access Pabbly Connect. This platform allows you to automate tasks seamlessly between various applications like Stripe and SMS services.

Open your browser and search for Pabbly Connect. Once on the homepage, you can either sign up for a free account or log in if you already have one. After logging in, you will see the dashboard where you can create new workflows.

2. Creating a Workflow in Pabbly Connect

In this section, you will learn how to create a workflow in Pabbly Connect to automate sending SMS after a payment is received via Stripe. Click on the ‘Create Workflow’ button on the dashboard.

• Enter a name for your workflow, such as ‘Send Personalized SMS After Stripe Payment’.
• Select the folder where you want to save this workflow.
• Choose the ‘New Beta’ option for a more flexible workflow builder.

Once you have configured these settings, click on the ‘Create’ button. This will take you to the workflow builder where you can set up the trigger and actions for your automation.

3. Setting Up the Trigger for Stripe Payments

The next step is to set up the trigger that will initiate the workflow in Pabbly Connect. Click on the ‘Add Trigger’ button and select Stripe as your trigger application.

Choose the event as ‘New Charge’. This means that every time a new payment is received through Stripe, it will trigger the workflow. After selecting this, click on the ‘Connect’ button to link your Stripe account.

Follow the instructions to authenticate your Stripe account. You will be provided with a webhook URL that you need to copy and paste into your Stripe account settings under the Webhooks section. This will allow Stripe to send payment notifications to Pabbly Connect.

4. Retrieving Customer Details from Stripe

Now that your trigger is set up, the next step is to retrieve customer details using Pabbly Connect. Click on ‘Add Action’ and select Stripe again, this time choosing the event ‘Retrieve Customer by Email’.

Map the customer email from the trigger step to get the customer details, including their phone number. This is crucial as you will need this information to send the personalized SMS.

• Ensure you have mapped the email correctly to retrieve the right customer details.
• Check the response to confirm that customer details are correctly fetched.

Once the customer details are retrieved, you can proceed to set up the SMS sending action.

5. Sending Personalized SMS Using Pabbly Hook

The final step is to send the personalized SMS using an SMS sending application integrated with Pabbly Connect. Click on ‘Add Action’ and select your SMS application, such as Pabbly Hook, and choose the event ‘Send SMS Message’.

In this step, you will need to configure the SMS body. Use dynamic fields to personalize the message, such as including the customer’s name and payment confirmation details. For example, your message could be: ‘Hi {Customer Name}, thanks for your purchase! Your payment was received successfully.’

Finally, enter the sender’s number (your SMS application number) and the recipient’s phone number (mapped from the previous step). Click on ‘Save & Send Request’ to test the setup. If everything is configured correctly, you will receive a confirmation SMS on your phone.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending personalized SMS messages after receiving payments through Stripe. By following these steps, you can enhance customer engagement and streamline your payment confirmation process.