Automate Emailing Sales Receipts After Stripe Payments with Pabbly Connect

Learn how to automatically email sales receipts after Stripe payments using Pabbly Connect. Follow our step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate emailing sales receipts after Stripe payments, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website at www.Pabbly.com/connect. Here, you will encounter options to either sign in or sign up for a free account.

If you are a new user, click on ‘Sign Up Free’ to create an account. For existing users, simply click on ‘Sign In’. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create your workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button on your dashboard. You will then be prompted to choose between the new workflow builder and the classic one. Opt for the new workflow builder for a more modern experience.

• Select the workflow name, e.g., ‘Send Stripe Payment Receipt in Email.’
• Choose a folder for your workflow if desired.
• Click the ‘Create’ button to finalize your workflow setup.

Once created, you will see a prompt to add a trigger. This trigger will initiate your workflow whenever a new payment is received through Stripe.

3. Setting Up the Trigger with Stripe

For this automation, the trigger app will be Stripe. Click on the ‘Add Trigger’ button and select Stripe as your trigger app. Next, choose the event that will initiate this workflow, which in this case is ‘New Charge’.

After selecting the event, click on the ‘Connect’ button to establish a connection between Pabbly Connect and Stripe. You will receive a webhook URL that needs to be copied and added to your Stripe account.

• Navigate to your Stripe account and go to the Developers section.
• Select Webhooks and click on ‘Add Endpoint’.
• Paste the webhook URL and select the event as ‘charge.succeeded’.

Once this is set up, your workflow is ready to receive data from Stripe whenever a payment is successfully processed.

4. Setting Up the Action to Send Emails via Gmail

Now that the trigger is established, the next step is to set up the action to send an email through Gmail. Click on ‘Add New Action Step’ and select Gmail as your action app. Choose the action event as ‘Send Email’.

To connect Gmail with Pabbly Connect, click on the ‘Connect’ button. If you already have a connection, select it; otherwise, create a new one by signing into your Google account.

Map the recipient’s email from the Stripe payment data. Enter the sender name, email subject, and email content. Save the action step to finalize the email setup.

With this action set up, every time a payment is made, an email receipt will be automatically sent to the customer’s email address provided during the payment process.

5. Testing the Integration Between Stripe and Gmail

To test the integration, return to your Stripe account and make a test payment using the payment link generated. Fill in the required details and complete the payment process. Once the payment is successful, check your Gmail account.

If everything is set up correctly, you should receive an email containing the payment receipt, including the transaction details. This confirms that Pabbly Connect has successfully automated the process of sending email receipts after Stripe payments.

With this integration, any future payments processed through Stripe will trigger an automatic email receipt to the customer, enhancing your service efficiency and customer satisfaction.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the emailing of sales receipts after Stripe payments. By following the steps outlined, you can streamline your payment confirmation process and improve customer communication effectively.