Learn how to automate confirmation emails after Stripe payments using Pabbly Connect. Step-by-step guide with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Stripe and Gmail Integration
To begin automating confirmation emails after a Stripe payment, you first need to access Pabbly Connect. You can do this by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.
Once signed in, navigate to the Pabbly Connect dashboard. This is where you will create your workflow. Click on the ‘Create Workflow’ button to start setting up the automation between Stripe and Gmail.
2. Creating a New Workflow in Pabbly Connect
In this step, you will create a new workflow to send automated confirmation emails after a payment is made through Stripe. Click on the ‘Create Workflow’ button and select the new beta workflow builder for a faster experience. using Pabbly Connect
- Name your workflow ‘Send Automated Confirmation Emails After Stripe Payment’.
- Select the folder for your workflow, such as ‘All Automations’.
- Click on ‘Create’ to finalize the workflow setup.
After creating the workflow, a prompt will appear asking you to add a trigger. This trigger will initiate the workflow whenever a new payment is received through Stripe.
3. Setting Up Stripe as the Trigger Application
Now it’s time to set up Stripe as the trigger application in Pabbly Connect. Select Stripe from the trigger application dropdown and choose ‘New Charge’ as the trigger event. Click on connect to establish the connection.
You will receive a webhook URL from Pabbly Connect. This URL acts as a bridge between Stripe and Pabbly Connect. Open your Stripe account, navigate to the developers section, and click on ‘Webhooks’ to add a new endpoint.
- Paste the webhook URL from Pabbly Connect into the endpoint URL field.
- Provide a description, such as ‘Payment Confirmation’.
- Select the event ‘Charge Succeeded’ to capture successful payments.
After saving the webhook, return to Pabbly Connect. At this point, you should see that it is waiting for a response from the webhook.
4. Testing the Connection and Payment
To test the connection, you need to simulate a payment through Stripe. Open your Stripe account and use a payment link to make a test payment. Once the payment is completed, you should receive a response in Pabbly Connect indicating that the payment was successful.
Check the Pabbly Connect dashboard to confirm that the payment details have been captured correctly. This step verifies that the integration between Stripe and Pabbly Connect is functioning properly.
Ensure the payment amount and customer details are accurately reflected in the response. If the response is received, you can proceed to the next step.
Once you have verified that the payment was captured, you can move on to setting up Gmail to send the confirmation email.
5. Setting Up Gmail to Send Confirmation Emails
In this final step, you will use Gmail as the action application in Pabbly Connect. Click on the ‘Add Action Step’ button and select Gmail. Choose ‘Send Email’ as the action event and click connect.
You will need to authenticate your Gmail account. Once connected, you can fill in the details for the confirmation email, such as the recipient’s email address, subject line, and email content. Make sure to map the customer name and payment amount from the previous response to personalize the email.
Use a subject like ‘Payment Received: Your Order is Confirmed’. In the email body, include a thank you message and payment details. Click ‘Save and Send Test Request’ to verify that the email is sent successfully.
After testing, check your Gmail account to confirm that the confirmation email has been received. This completes the automation process using Pabbly Connect.
Conclusion
In this tutorial, we demonstrated how to send automated confirmation emails after a Stripe payment using Pabbly Connect. By integrating Stripe and Gmail, you can streamline your payment confirmation process, saving time and enhancing customer experience. Start using Pabbly Connect today to automate your workflows effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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