What if you can automate the manual task of adding every newly added Stripe customer as Autopilot contact in real-time and that too without any hard-coding.
Wouldn’t that be too convenient and time-saving for you? Well, If only you can use a connecting service that can enable you to migrate information then you are all set to achieve this automation.
In this blog, I’ll be using Pabbly Connect to do so as I found it the easiest way to automate my tasks within just a few minutes.
Before getting started with the whole procedure, let’s understand a little bit about the services that are involved in this workflow. Stripe is a payment processing system that helps its users towards invoicing, issuing cards, financing, business spend management etc for all types of businesses.
On the other hand, Autopilot is an email marketing & automation service that helps organisations in connecting their marketing systems, automating their marketing touchpoints, as well as convert more customers.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
By using Pabbly Connect you can connect any number of services and share data between them in real-time. Also, the interface is so easy to use that even a non-programmer can use it to automate their manual tasks.
Moreover, you can access all the premium Pabbly Connect features such as instant triggers, multi-step calls & premium apps for unlimited workflows without any restriction even in the free plan.
Now, without taking more of your time, let’s follow the step by step procedure to integrate Stripe and Autopilot.
Step 1: Sign up to Pabbly Connect
First, go to Pabbly Connect website & click on the ‘Sign-Up Free‘ button. On the registration page that opens next either use any existing Google account or manually fill the registration form to signup.
Step 2: Access Pabbly Connect
After logging in successfully, strike the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.
Step 3: Workflow for Stripe with Autopilot Integration
(a) Start with a New Workflow
Start with creating a workflow to add contacts to Autopilot the list on every new customer entry on Stripe & to do this push the ‘Create New Workflow’ button first.
(b) Name the Workflow
Now, name the workflow as per your need (for instance: Stripe to Autopilot etc) and push the ‘Create’ button available here.
Step 4: Setting Trigger for Stripe to Autopilot Integration
To automatically add newly added Stripe customers as Autopilot contacts, you’ll need to set-up a trigger on the new Stripe customers and its respective action to add a contact on Autopilot using Pabbly Connect.
(a) Select Application you want to integrate
When you push the create button to generate the workflow, a trigger window will open next.
You’ll need to select the ‘Stripe’ option from the ‘Choose App’ field drop-down options.
(b) Select Method & Copy Webhook URL
Select the method in here to be ‘New Customer’ & then click on the ‘Copy’ button that is present right next to the Webhook URL link.
Step 5: Connecting Stripe to Pabbly Connect
Sign-in your Stripe account and go to the ‘Developers’ option in the verticle menu available.
(a) Go to Your Stripe Account & Add an Endpoint
When you click on the ‘Developers’ option in the left verticle menu, a secondary menu will open up. Hit the ‘Webhook’ option from this menu.
Lastly, click the ‘Add endpoint’ button.
(b) Paste Webhook URL & Select Event
A window will pop open, paste the copied Webhook URL from Pabbly Connect here and also select the event as ‘customer.created’.
(c) Click on Add Endpoint
Hit the ‘Add endpoint’ button to create an endpoint.
Step 6: Test the Trigger Response in Pabbly Connect Dashboard
As we can see we are done setting up the trigger to gather the data of a newly added Stripe customer. So, let’s just test the trigger by making a test order on Stripe.
(a) Capture Webhook Response
To test a trigger, hit the ‘Capture Webhook Response’ button on the Pabbly Connect trigger window.
(b) Add New Customer
Go to your Stripe account and strike the ‘Customers’ option from the left verticle menu.
Next, click the ‘+ New’ button available on the top right.
(c) Add Account Information
A window will open up for filling up the customer’s details. Add all the required account information in it.
Here, I’m filling in the first name in the name field and the last name in the Description field as there is no other optional last name field.
(d) Add Billing Details
Add the billing details as per the country chosen.
(e) Click on Add Customer
Lastly, mention the phone number & select the country, language, currency etc.
And hit the ‘Add Customer’ button once you are done with the customer description.
(f) Trigger Response
Check the trigger response, you can sell all the customer data in it.
Step 7: Setting Action for Stripe to Autopilot Integration
Up to this point, we’ve gathered all the necessary data from Stripe to add contact on Autopilot. So, let’s proceed to the very last step of setting and action on Stripe to create contact on Autopilot.
(a) Select Application you want to Integrate
First, click the plus button next to your trigger window.
And then select the ‘Autopilot’ app to integrate from the ‘Choose App’ field.
Select the method in here as ‘Add New Contact to List’ and then click the ‘Connect with Autopilot’ button.
(b) Go to your Autopilot Account & Copy API Key
Log in to your autopilot account and click on the ‘Settings’ tab (i.e, Gear Icon). Next click on the ‘Autopilot API’ option from the second menu that opens.
Lastly, copy the API key.
(c) Paste the API Key
Paste the copied API key and then press ‘Save’.
(c) Map Fields
First, select the list and then map the email.
To map a value, place your cursor in the field. Then, click the menu button (three horizontal lines) next to that particular field. Lastly, click-select the value that you want to map with the respective field.
(k) Send Test Request for the Autopilot Action
Also, map all the required fields.
Hit the ‘Save & Send Test Request’ button once you are done.
Step 8: Check the Action’s Response
Check the action response for the contact entry on Autopilot for the Stripe customer.
(a) Check the Action API’s Response
You can check the response of your API in the action window. If everything is good, the response will show the success status as 1. On the other hand, if there is some error then the response will show the error details.
(b) Check the Contact Entry on Autopilot
Also, you can check the entry of a new contact on your connected Autopilot account.
Step 9: Save the Workflow
Lastly, save the gathered API response and Webhook manually for the smooth working more further.
(a) Save the Autopilot Action API’s Response
Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.
(b) Save the Workflow
As we can see the workflow is working as expected. So, simply save the webhook by clicking the save button in the trigger window.
Well, this is all about ‘How to add new Stripe customers to autopilot contact list’. Consequently, after completing the step by step procedure, you will end up adding Autopilot contacts from new Stripe customers automatically.
Now, try Pabbly Connect for FREE for all its premium features.
For any further queries/suggestions, do comment below.