Searching for a way to add Stripe customers automatically to FreeAgent as contacts? If yes! Then look no further, as here we will tell you the easiest way to integrate Stripe with FreeAgent using Pabbly Connect.
As we all know, Stripe is a payment processing platform that helps businesses of all sizes. On the other hand, FreeAgent is an accounting software that helps small and large businesses to manage invoices, expenses, payroll, tax returns, etc. Hence, by integrating Stripe with FreeAgent, you can easily create new FreeAgent contact for new Stripe customers in real-time.
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
But what’s more amazing is that, apart from the integrations, Pabbly Connect also offers many other useful features:
- Create Unlimited Workflows
- Universal Premium Apps
- Set Countless Triggers & Actions
- Path Routers
And you know what!! To use this software, you don’t need to have any coding skills, even a newbie can use it easily.
Moreover, you can access all the features of Pabbly Connect even in its free plan. Hence, here, we will learn how to integrate Stripe and FreeAgent in real-time.
So, without wasting any of your time, let’s start rolling.
Step 1: Sign up to Pabbly Connect
Let start the procedure by connecting Stripe to FreeAgent by hitting the “Sign Up Free” button on the Pabbly Connect dashboard. You can either fill-up the details manually or sign up via Gmail credentials.
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Following that, after logging into the account, press the “Access Now” button as shown in the above image. Let’s begin the process of building a workflow for integration by pressing the “Create Workflow” button. Afterward, add the name of workflow i.e, “Stripe to FreeAgent”. Even though, it can be changed anytime as per your needs. Next, after building a workflow, now it’s time to select the integration app to create a workflow for connecting Stripe to FreeAgent. Using Pabbly Connect you can avail unlimited actions & triggers, press here to sign up for unlimited workflows for free. Then, choose “Stripe” from the dropdown along with the “New Customer” option to append each customer data from the software into FreeAgent. Subsequently, copy the trigger webhook URL appearing on the dashboard. Moreover, in order to collect customer’s data from Stripe, you need to paste the copied Webhook URL into the software. Hence for that, just login to your Stripe account. Next, after logging in to the Stripe account, just go to the “Developer” section on the left of the dashboard. Then, press the “Webhooks” option. Forthwith, hit “Webhooks” that will redirect you to an endpoint tab. Following that, just tap on the “Add Endpoint” option to paste the Webhook URL. Once you hit the “Add Endpoint” button, a window will open up with specific options. All you have to do is paste the URL copied into the Endpoint URL tab. Now, in the “Event to Send” tab, make sure to pick customer.created. Conclusively, to save the setting, tap on the ‘Add Endpoint’ button. Promptly, go back to the “Customer” section and hit the “New” button to add customers. Then, a page will pop-up after hitting the ‘New’ button. Next, enter all the information you need to fill in & tap on the bottom of the “Add Customer” button. Nevertheless, before that, just go back to the Pabbly Connect dashboard and tap on the button named “Capture Webhook Response”. Furthermore, once you hit the ‘Add Customers’ option, all the entered details will appear on the ‘Pabbly Connect’ dashboard. Succeedingly, simply tap on the ‘Save’ button. Forthwith, to make this Stripe & FreeAgent integration work, all you have to do is choose the action for your trigger. Now, hit the “+” icon then select “FreeAgent” & in the choose method option, select ”Create a Contact”. Later, hit the “Connect With FreeAgent” button after making all the changes. Thereafter, a side panel will open up to authorize the FreeAgent account. And for that, hit the “Connect With FreeAgent” button & authorize it to a Google account linked with FreeAgent. Now, map the required field from the drop-down option. Following that, after entering all the details, hit the “Send Test Request” button to test the Stripe and FreeAgent integration. As you can see, the data has been successfully sent to FreeAgent. Subsequently, just hit the “Save” button to save the complete workflow. Conclusively, when you check the Contact section in FreeAgent, your customer entry will automatically appear there. That’s it! Now you know the answer to your question “How to add Stripe Customers automatically to FreeAgent as contacts in real-time?”. Just follow all the step by step procedure mentioned above & your Stripe to FreeAgent integration is set. So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.Step 2: Access Pabbly Connect
Step 3: Workflow for Stripe to FreeAgent Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Stripe to FreeAgent Integration
(a) Select Application you Want to Integrate
(b) Copy the Webhook URL
Step 5: Connecting Stripe to Pabbly Connect
(a) Go to Developer Section
(b) Click on Add Endpoint
(c) Paste the Webhook URL
(d) Click on Customers
(e) Add Customers
Step 6: Test the Response in Pabbly Connect Dashboard
Step 7: Setting Action for Stripe & FreeAgent Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
(c) Map the Feilds
(d) Test the Submission and Save
Step 8: Check Response
Conclusion –
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