Author: Pabbly Team

Step 1: Sign up to Pabbly Connect

Start the procedure of connecting PayKickstart with Trello by visiting the Pabbly Connect website. Then, hit the ‘Sign-Up Free‘ button available on the home page. Next, either use your existing Google account or manually fill in the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

After that, strike the ‘Access Now’ button of the software ‘Connect’ amongst the Pabbly applications.

Step 3: Workflow for PayKickstart with Trello Integration

(a) Start with a New Workflow

Further, start with creating a workflow to add cards on Trello for every new PayKickstart sale & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Now, name the workflow as per the integration or use-case (for instance: PayKickstart to Trello etc). Finally, hit the ‘Create’ button available on the right bottom of the pop-up window.

Step 4: Setting Trigger for PayKickstart to Trello Integration

To automatically add Trello cards for every PayKickstart sale, you’ll need to set-up a trigger on PayKickstart sales and its respective action to add a card on Trello using Pabbly Connect.

(a) Select Application you want to integrate

When you click on the ‘Create’ button, a page starts representing the trigger window will open up.

Select ‘PayKickstart’ service from the ‘Choose App’ field’s drop-down.

(b) Select Method & Connect with PayKickstart

Also, select the method in here as ‘Transaction Sales’ & after that copy the given webhook URL.

Step 5: Connecting PayKickstart to Pabbly Connect

To connect PayKickstart with Pabbly Connect, login to your PayKickstart account & paste the copied trigger URL.

(a) Go to Your PayKickstart Campaigns

After successfully signing in to your PayKickstart account, click on ‘Campaigns’ from the left-vertical menu.

(b) Edit Any Product

A page will open up carrying all your PayKickstart products. Then, click on the pencil icon to edit any of your product.

(c) Click on Integrations

Scroll to the bottom of the page and then click on the ‘Integrations’ section.

Later, click on the ‘Enable’ button in the IPN URL section and after that, click on the ‘Add’ button.

(d) Paste the Webhook URL

Paste the copied trigger URL in the ‘IPN URL’ field.

Then, select the ‘Transaction Sales’ choice for the ‘SET EVENT’ field’s value.

Finally, hit the ‘Save’ button available at the top-right corner of this page.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for PayKickstart and Trello integration. So, let’s test this trigger by making a test order on PayKickstart.

(a) Capture Webhook Response

To test the trigger first, hit the ‘Capture Webhook Response’ button on the Pabbly Connect trigger window.

(b) Open Your PayKickstart Campaigns

Now, go back to your PayKickstart dashboard & click on ‘Campaigns’ from the verticle menu.

(c) Open Any Product’s Checkout Page

Then, open the checkout page link of the product in which you just did the trigger URL setup.

(d) Copy the Checkout Page URL

Copy the checkout page URL & then open it in an incognito window.

(e) Make a Test Purchase

Fill all the required purchase details to make a test purchase. First, it’ll ask you to provide the contact information, second the billing information and lastly to finalize the test purchase.

(f) Complete the Test Purchase

Complete the transaction by following all the steps required.

(g) Check & Save Trigger Response

After the successful purchase, the Pabbly Connect trigger response will start illustrating the data for the current PayKickstart transaction.

Don’t forget to save this trigger API response.

Step 7: Setting Action for PayKickstart to Trello Integration

Now, as we have gathered all the necessary information to create a card on Trello from the PayKickstart response. We can now continue to feed this information to perform some action. After that, a new card will be created automatically for every PayKickstart sale.

(a) Select Application you want to Integrate

Click on the plus (+) button next to your PayKickstart trigger.

Select the app to integrate as ‘Trello’.

(b) Select Event & Connect with Trello

Then, select the action event as ‘Add New Card’.

Lastly, push the ‘Connect with Trello’ button.

A window will slide in from the right side asking for a username, API key and a token.

Step 8: Connecting Trello to Pabbly Connect

(a) Login to Your Trello Account

First, log in to your Trello account & then press the profile icon available on the top right corner. Then, click on the ‘Profile and Visibility’ option.

A page will open up containing the Username. Copy your username from here.

(b) Paste the Username

Paste the copied username in the Pabbly Connect window.

(c) Click the ‘here’ Text Anchor

Now, for the API key, click on ‘here’ text anchor or go to ‘https://trello.com/app-key/’.

(d) Copy API Token

Copy the API key value from here.

(e) Paste the Copied API Key

Paste the copied API key in the Pabbly Connect trigger’s ‘API Key’ field.

(f) Generate Token

On Trello API key window, you will find a text anchor to generate the token. Click on ‘Token’ to generate a token.

You’ll be direct to authorize your Trello account next. Complete the token generation process.

(g) Copy the Token

Copy the generated token.

(h) Paste the Token

Paste the copied token & then click ‘Save’.

(i) Select the Board & List

Now, select the board, list and map the name & other required fields. Also, you can add some permanent text along with the mapped fields.

To map a value, hit the three horizontal lines (menu icon) given next to any particular field.

After that, find and select the response that you want to map with that field.

(e) Send Test Request

Further, click on the ‘Save & Send Test Request’ button to send a test request for creating a card on Trello.

(f) Check & Save Response

Certainly, you can check the Trello action’s response in the API action response window. And, if there is some error while sending the data for creating the card then it will start showing you the error.

Finally, click on ‘Save’ to save the action API’s response.

Step 9: Check Response in Trello Dashboard

Also, you can see the card’s entry on your connected Trello account.

Step 1: Sign up to Pabbly Connect

Begin the process to add EmailOctopus subscriber for newly added Shopify customers by pressing the “Sign Up Free” icon on the Pabbly Connect home page. Following that, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 1: Sign up to Pabbly Connect

Let’s start the process to create SurveyMonkey contact from new PayKickstart sale by clicking on the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Subsequently, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 1: Sign up to Pabbly Connect

Start the procedure of connecting PayKickstart with SendPulse by visiting the Pabbly Connect website. Then, hit the ‘Sign-Up Free‘ button available on the home page. Next, either use your existing Google account or manually fill in the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

After that, strike the ‘Access Now’ button of the software ‘Connect’ amongst the Pabbly applications.

Step 3: Workflow for PayKickstart with SendPulse Integration

(a) Start with a New Workflow

Further, start with creating a workflow to add subscribers on SendPulse for every new PayKickstart sale & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Now, name the workflow as per the integration or use-case (for instance: PayKickstart to SendPulse etc). Finally, hit the ‘Create’ button available on the window.

Step 4: Setting Trigger for PayKickstart to SendPulse Integration

To automatically add SendPulse subscribers for every PayKickstart sale, you’ll need to set-up a trigger on PayKickstart sales and its respective action to add a subscriber on SendPulse using Pabbly Connect.

(a) Select Application you want to integrate

When you click on the ‘Create’ button, a page starts displaying the trigger window will open up.

Select ‘PayKickstart’ service from the ‘Choose App’ field’s drop-down.

(b) Select Method & Connect with PayKickstart

Also, select the method in here as ‘Transaction Sales’ & after that copy the webhook URL given.

Step 5: Connecting PayKickstart to Pabbly Connect

To connect PayKickstart with Pabbly Connect, sign-in on your PayKickstart account & paste the copied trigger URL.

(a) Go to Your PayKickstart Campaigns

After successfully signing in to your PayKickstart account, click on ‘Campaigns’ on the left vertical menu.

(b) Edit Any Product

A page will open up carrying all your products on PayKickstart. Then, click on the pencil icon to edit any of the created product.

(c) Click on Integrations

Scroll down to the bottom of the page and then click on the third section that is ‘Integrations’.

Later, click on the ‘Enable’ button in the IPN URL section. And after that, click on the ‘Add’ button.

(d) Paste the Webhook URL

Paste the copied trigger URL in the ‘IPN URL’ field.

Then, select the ‘Transaction Sales’ choice for the ‘SET EVENT’ field’s value.

Finally, hit the ‘Save’ button available at the top-right corner of this page.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for PayKickstart and SendPulse integration. So, let’s test this trigger by making a test order on PayKickstart.

(a) Capture Webhook Response

To test the trigger first, hit the ‘Capture Webhook Response’ button on the Pabbly Connect trigger window.

(b) Open Your PayKickstart Campaigns

Now, go back to your PayKickstart dashboard & click on ‘Campaigns’ from the verticle menu.

(c) Open Any Product’s Checkout Page

Then, open the checkout page link of the product in which you just pasted the trigger URL.

(d) Copy the Checkout Page URL

Copy the checkout page URL & then open it in an incognito window.

(e) Make a Test Purchase

Fill all the required purchase details to make a test purchase. First, it’ll ask you to provide the contact details, second the billing details and lastly to finalize the test purchase.

(f) Complete the Test Purchase

Complete the purchase by following all the steps required.

(g) Check & Save Trigger Response

After the successful transaction, the Pabbly Connect trigger response will start illustrating the data for the current PayKickstart purchase.

Don’t forget to save this trigger API response.

Step 7: Setting Action for PayKickstart to SendPulse Integration

Now, as we have gathered all the necessary information to create a subscriber on SendPulse from the PayKickstart response. We can now continue to feed this information to perform some action. After that, a new subscriber will be created automatically for every PayKickstart sale.

(a) Select Application you want to Integrate

Click on the plus (+) button next to your PayKickstart trigger.

Select the app to integrate as ‘SendPulse ‘.

(b) Select Event & Connect with SendPulse

Then, select the action event as ‘Add Subscriber’.

Lastly, push the ‘Connect with SendPulse ‘ button.

A window will slide in from the right asking for an ‘ID’ & ‘Secret Key’.

Step 8: Connecting SendPulse to Pabbly Connect

(a) Go to Your SendPulse Account Settings

Sign-in your SendPulse account and then click on the ‘Profile’ icon. Then click on the ‘Account Settings’ option from the drop-down menu.

(b) Copy ID & Secret Key

From the account settings page, click on the ‘API’ option with several other options available in the verticle menu, and then copy the ID & secret key.

(c) Paste the ID and Secret Key

Now, paste the copied ID and Secret one by one and hit ‘Save’.

(d) Map Fields

Now, map the email & other required fields.

To map a value, hit the three horizontal lines (menu icon) given next to any particular field.

After that, find and select the response that you want to map with that field.

(e) Send Test Request

Further, click on the ‘Save & Send Test Request’ button to send a test request for creating a subscriber on SendPulse.

(f) Check & Save Response

Certainly, you can check the SendPulse action’s response in the API action response window. And, if there is some error while sending the data for creating subscriber then it will start showing you the error.

Finally, click on ‘Save’ to save the action API’s response.

Step 9: Check Response in SendPulse Dashboard

Also, you can see the subscriber’s data on your connected SendPulse account.

Step 1: Sign up to Pabbly Connect

Begin the process of connecting PayKickstart and Twilio by visiting the Pabbly Connect website. Then, click on the ‘Sign Up Free’ button. Formerly, either fill-up all the details manually or sign up using Gmail credentials.

Step 2: Access Pabbly Connect

After logging into the account, hit the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for PayKickstart to Twilio Integration

(a) Start with a New Workflow

Start with creating a workflow of your integration by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Following that, name the workflow according to the integration. Like, we name it as ‘PayKickstart to Twilio’, then click on the ‘Create’ button.

Step 4: Setting Triggers for PayKickstart to Twilio Integration

Promptly, after naming the workflow, now you will have to select the application you want to integrate.

(a) Select Application you want to Integrate

Now, you have to select the application for integration. Here, we are choosing ‘PayKickstart’ for integration and choose method as ‘Transactional Sales’.

(b) Copy the Webhook URL

The next step is to copy the Webhook URL which is appearing on the trigger window.

Step 5: Connecting PayKickstart to Pabbly Connect

Promptly, to connect PayKickstart with Pabbly Connect, you have to paste the copied webhook URL in the software, and for that, you need to log in to your PayKickstart account.

(a) Go to PayKickstart Campaigns

Now, click on the ‘Campaigns’ option available on the left vertical menu in your PayKickstart dashboard.

(b) Select Product

After that, a page will open up carrying all your products on PayKickstart. Then, click on the pencil icon to edit any of the created product.

(c) Click on Integration

Scroll the edit page and then click on ‘Integrations’. Now, click on ‘Enable’ in the IPN URL section and then click on the ‘Add’ button.

(d) Paste the Webhook URL

Thereafter, in the ‘IPN URL’ paste the copied Webhook URL and select the ‘SET EVENT’ as ‘Transactional Sales’. Then, press the ‘Save’ button to save the changes.

Step 6: Test the Response in Pabbly Connect Dashboard

Consequently, we are done setting up the triggers for PayKickstart and Thanks.io integration. So, to check if the integration is capturing data or not, we have to create a sale in PayKickstart and test its response in Pabbly Connect.

(a) Capture Webhook Response

To test the trigger settings click on the ‘Capture Webhook Response’ button on your Pabbly Connect window.

(b) Open your PayKickstart Campaigns

Now, go to your PayKickstart campaign window to select a product.

(c) Open any Product Checkout Page

Thereafter, select the same product on which you paste the Webhook URL and then go to the ‘Show 1 Funnel’ section. Here, click on the Checkout link of that product.

(d) Copy the Funnel URL

Now, a window will pop-up, copy the Funnel URL and open it in a new tab.

(e) Add Customer Details

Subsequently, add customer details by adding name, email, billing info, and at last click on the ‘Next Step’ button to move to next step.

(f) Complete the Test Purchase

Carry out the test purchase by following all the steps needed to make a successful payment. At last, click on the ‘Complete Purchase’ button.

(g) Check and Save Trigger Response

After the product has been successfully purchased. Go back to the Pabbly Connect window and you will see that the response is capture. Now, click on the ‘Save’ button to save the test response.

Step 7: Setting Number Formatter to Change Number Format

In the trigger response, the customer’s phone number is having a gap in between which could create a problem in Twilio so we have to remove that gap.

(a) Select Application to Format Number

To format the phone number click on the plus (+) button and then, select ‘Number Formatter’ in choose app and in the action event select ‘Format Phone Number’.

(b) Connect with Number Formatter

After selecting the application, click on the ‘Connect With Number Formatter’ button.

(c) Map the Fields

Now, you have to map the field to format the phone number. In the Number field, select phone number, then choose ‘To Format’ and lastly enter Country Code.

(d) Save and Sent Test Request

After you map all the details, click on the ‘Save and Sent Request’. Later on, you will see API response and the phone number is formatted in a correct format.

Step 8: Setting Action for PayKickstart to Twilio Integration

Now, as we have gathered all the necessary information to send Twilio message from the PayKickstart response. We can now continue to input this information to perform some action.

(a) Select Application you want to Integrate

To select the application for action, hit the ‘+’ icon, and in the choose app select ‘Twilio’ and set the method as ‘Send SMS Message’.

(b) Connect with Twilio

After choosing the application click on the ‘Connect With Twilio’ button to move to the next step.

Step 9: Connecting Twilio to Pabbly Connect

To connect Twilio to Pabbly Connect, you have to enter the account SID and authorization token of your Twilio account in the Pabbly Connect dashboard. For this, you have to log in to your Twilio account.

(a) Copy Authorization Token

After log in to your Twilio account, go to settings from the Twilio dashboard. There you see, ‘ACCOUNT SID’ and ‘AUTH TOKEN’ simply copy them.

(b) Add Account SID and Authorization Token

Now, paste the Account SID and Authorization Token in the given fields and then click on the ‘Save’ button.

(c) Map the Fields 

To build an SMS, we have to map the details in respective fields like Message Body, Sender and Recipient Number.

(d) Save and Send a Test Request

Once, you are done mapping all the fields click on the ‘Save and Sent Test Request’ button. You will see the API response and the SMS has been sent.  If there is an error in workflow, the API response will show an error. In the end, click the ‘Save’ button to save the overall workflow.

Step 10: Check the Response in Twilio dashboard

Here, you can see that our integration was successful and the message has been sent from the Twilio account automatically for a new sale in PayKickstart.

Now, whenever there will be any new sale in PayKickstart, a message will be automatically sent from your Twilio account to the recipient.

Conclusion:

Now that you have learned how to send Twilio SMS from the new PayKickstart sale. You can integrate any applications via Pabbly Connect to automate your entire workflow without any coding skills.

Hence, signup for a free account now to experience the best integration. In case of any doubts or suggestions, please leave your comments below.

You May Also Like to Read:

• How to Add SendPulse Subscriber from New PayKickstart Subscription
• Zapier Alternatives
• How to Add Sendicate Subscribers from New Shopify Customers
• How to Add Mautic Contact from New PayKickstart Sale

Step 1: Sign up to Pabbly Connect

Start the process to add Sendicate subscribers for newly added Shopify customers by pressing the “Sign Up Free” icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 1: Sign up to Pabbly Connect

We will start the process to add Mautic contact from new PayKickstart sale by clicking on the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Subsequently, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 1: Sign up to Pabbly Connect

Initiate the process of sending Thanks.io postcard from new PayKickstart sale by pressing the “Sign Up Free” button on the Pabbly Connect dashboard. Later on, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Following this, after logging to your account, click the ’Access Now’ button as shown in the image above.

Step 3: Workflow for PayKickstart to Thanks.io Integration

(a) Start with a new Workflow

Launch with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Now, you need to name the workflow according to the use case or integration. As we need to integrate PayKickstart and Thanks.io, so we named the workflow ‘PayKickstart to Thanks.io’. Finally, click on the ‘Create’ button.

Step 4: Setting Trigger for PayKickstart to Thanks.io Integration

As soon as you are done naming the workflow, a trigger window appears where you have to select the application you want to integrate. Pabbly Connect allow you to connect unlimited premium apps, create your free account now.

(a) Select Application you want to integrate

Now, you have to select the application you want to integrate. Here, we are choosing ‘PayKickstart’ in Choose Apps and Trigger Event as ‘Transactional Sales’.

(b) Copy the Webhook URL

The next step is to copy the Webhook URL which is appearing on the dashboard.

Step 5: Connecting PayKickstart to Pabbly Connect

Promptly, to connect PayKickstart with Pabbly Connect, you have to paste the copied webhook URL in the software, and for that, you need to log in to your PayKickstart account.

(a) Go to PayKickstart Campaigns

After, login to your PayKickstart account, click on ‘Campaigns’ option in your PayKickstart dashboard.

(b) Select Product

After reaching the campaigns page, You will see that your products are listed there, select any one of them and then click on the pencil icon to edit them.

(c) Click on Integration

Scroll to the bottom of the page and then click on ‘Integrations’. Now, click on ‘Enable’ in the IPN URL section and then click on the “Add” button.

(d) Paste the Webhook URL

Thereafter, paste the copied Webhook URL in the “IPN URL” field and select the “SET EVENT” as ‘Transactional Sales’. Then, hit the ‘Save’ button which is present at the top right corner of the page.

Step 6: Test the Response in Pabbly Connect Dashboard

Consequently, we are done setting up the triggers for PayKickstart to Thanks.io integration. Now, to test the trigger settings we need to generate a test sale in PayKickstart.

(a) Capture Webhook Response

Click on ‘Capture Webhook Response’ button on your Pabbly Connect window to test the trigger settings.

(b) Open your PayKickstart Campaigns

Now, head back to your PayKickstart window and from the left menu click on ‘Campaigns’.

(c) Open any Product Checkout Page

After that, select the same product on which you paste the Webhook URL and then click on Checkout link of that product.

(d) Copy the Checkout Page URL

Now, a window will pop-up, copy the Checkout URL and paste it in another tab.

(e) Make a Test Purchase

Following this, add all the purchase details to make a test purchase. Begin with adding contact information, after that add billing details and at last wrap up the purchase by clicking on ‘Complete Purchase’.

(f) Complete the Test Purchase

Complete the test purchase by following all the steps required to make a successful payment.

(g) Check and Save Trigger Response

Once you successfully complete the registration, go back to Pabbly Connect window and wait for the response to be captured. After that, click on the ‘Save’ button to save the response.

Step 7: Setting Action for PayKickstart to Thanks.io Integration

Now, as we collected all the needed informations to send postcard through Thanks.io from PayKickstart response. We can now proceed to select an application for action process.

(a) Select Application you want to Integrate

Later on, click on the plus (+) icon and you will see an action window appears. Here, select app to integrate as ‘Thanks.io’.

(b) Select Event and Connect with Thanks.io

After that, select action event as ‘Send 4×6 Postcard’. And, now click on the Connect with ‘Thanks.io’ button to move further.

Step 8: Connecting Thanks.io to Pabbly Connect

Later on, to connect ‘Thanks.io’ to Pabbly connect you need to paste the ‘Access Token’. For that, you have to log in to your Thanks.io account.

(a) Login to Thanks.io

To get the ‘Access Token’, first you have to log in to your ‘Thanks.io’ account.

(b) Click on Gear Icon

Once you log in to your Thanks.io account. In the dashboard, at the topmost section you will see a gear icon click on it and then click on the ‘API Access’ button.

(c) Add Personal Access Token

Afterward, you see API Access page. There, create a ‘Personal Access Tokens’ by scrolling down the page.

(d) Create Token

When you click on the plus (+) button, a window appear where you have to give a name to the token and then click on the ‘Create’ button.

(e) Copy the API Token

Straightaway, a token will generate, just copy it to make the API request.

(f) Paste the Token

Promptly, go to the Pabbly Connect Dashboard and paste the Token in the specific column. Next, hit the ‘Save’ button.

(g) Map the Fields

Subsequently, Pabbly Connect will automatically fetch Image Templates from Thanks.io. Now, you have to select the ‘Handwriting Style’, type a suitable message, and then map all details from drop-down like name, address, city, and so on.

(h) Save and Send Test Request

After mapping all the details, click on ‘Save and Send Test Request’ and you will see that the data has been successfully sent to Thanks.io. If there is any error in workflow, the API response will show error.

Now, click on the ‘Save’ button to save overall workflow.

Step 9: Check Response in Thanks.io Dashboard

At long last, come to the dashboard of Thanks.io and you will notice that a postcard is updated there. Click on it.

If you want to view it just click on the ‘Preview’ button. It means our automation has successfully accomplished.

Promptly, whenever there is a transaction sales happened in PayKickstart, it will automatically be reflected via postcard through Thanks.io.

Conclusion:

That’s it! Here we completely define “How to Send Thanks.io Postcard from New PayKickstart Sale” using Pabbly Connect. Just follow the step by step procedure and your PayKickstart to Thanks.io integration is all done.

So, what are you waiting for? Go ahead and grab your deal by signing up for a free account.

You May Also Like to Read:

• How to Create Xero Invoice from New PayKickstart Sale
• How to Create Agile CRM Contact from New PayKickstart Sale
• Zapier Alternatives
• How to Create Zendesk Sell Lead for New PayKickstart Sale

Step 1: Sign up to Pabbly Connect

Begin the procedure of connecting PayKickstart with Zendesk Sell by visiting the Pabbly Connect website. Then, hit the ‘Sign-Up Free‘ button available. Either use your existing Gmail account or manually fill the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

After that, strike the ‘Access Now’ button of the software ‘Connect’ within the Pabbly applications.

Step 3: Workflow for PayKickstart with Zendesk Sell Integration

(a) Start with a New Workflow

Further, start with creating a workflow to add leads on Zendesk Sell for every new PayKickstart sale & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Now, name the workflow as per the integration or use-case (for instance: PayKickstart to Zendesk Sell etc). Finally, click on the ‘Create’ button available.

Step 4: Setting Trigger for PayKickstart to Zendesk Sell Integration

To automatically add Zendesk Sell leads for every PayKickstart sale, you’ll need to set-up a trigger on PayKickstart sales and its respective action to add a lead on Zendesk Sell using Pabbly Connect.

(a) Select Application you want to integrate

When you click on ‘Create’, a page displaying the trigger window will open up.

Select ‘PayKickstart’ from the ‘Choose App’ field’s drop-down.

(b) Select Method & Connect with PayKickstart

Select the method in here as ‘Transaction Sales’ & then copy the webhook URL given.

Step 5: Connecting PayKickstart to Pabbly Connect

To connect PayKickstart with Pabbly Connect first, log-in your PayKickstart account & paste the copied webhook URL.

(a) Go to Your PayKickstart Campaigns

After successfully logging into your PayKickstart account, hit the ‘Campaigns’ option available on the left vertical menu.

(b) Edit Any Product

A page will open up carrying all the different products that you’ve created on your PayKickstart account. Then, click on the pencil icon to edit any product.

(c) Click on Integrations

Scroll down to the bottom of the page and then click on ‘Integrations’.

Later, click on the ‘Enable’ button in the IPN URL section. After that, click on the ‘Add’ button too.

(d) Paste the Webhook URL

Paste the Pabbly Connect webhook URL in the ‘IPN URL’ field.

Then, select the ‘Transaction Sales’ option for the ‘SET EVENT’ field.

Finally, click on the ‘Save’ button that is available at the top-right corner of the page.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for PayKickstart and Zendesk Sell integration. So, let’s test the trigger setup for a test order on PayKickstart.

(a) Capture Webhook Response

To test the set trigger first, hit the ‘Capture Webhook Response’ button on your Pabbly Connect trigger window.

(b) Open Your PayKickstart Campaigns

Now, go back to your PayKickstart dashboard and hit on ‘Campaigns’ from the left verticle menu.

(c) Open Any Product’s Checkout Page

Then, open the checkout page of the product in which you just set-up the trigger.

(d) Copy the Checkout Page URL

Copy the checkout page URL for any product & then open it in an incognito window.

(e) Make a Test Purchase

Fill in all the required purchase details to make the test purchase. First, it’ll ask you to fill in the contact details, second the billing details & lastly to finalize the test purchase.

(f) Complete the Test Purchase

Make the purchase by completing all the steps required to make a successful payment.

(g) Check & Save Trigger Response

Once you successfully complete the transaction, the Pabbly Connect trigger response will start displaying the data for the current PayKickstart purchase. Also, remember to save this trigger API response.

Step 7: Setting Action for PayKickstart to Zendesk Sell Integration

Now, as we have gathered all the necessary information to create a lead on Zendesk Sell from the PayKickstart response. We can now continue to feed this data to perform the action. After that, a new lead will be created automatically for every PayKickstart sale.

(a) Select Application you want to Integrate

Click on the plus button that is available below your PayKickstart trigger.

Select the app to integrate as ‘Zendesk Sell’.

(b) Select Event & Connect with Zendesk Sell

Then, select the action event as ‘Create Lead’.

Lastly, push the ‘Connect with Zendesk Sell’ button.

(c) Connecting Zendesk Sell to Pabbly Connect

Now, click on the ‘Connect with Zendesk Sell’ button that is available in the window that slides in from the right.

(d) Map Fields

Now, map the first name & other required fields.

To map a value, hit the three horizontal lines given next to a particular field.

After that, select the response that you want to map with that field.

(e) Send Test Request

Further, click on the ‘Save & Send Test Request’ button to send a test request for creating a lead on Zendesk Sell.

(f) Check & Save Response

Certainly, you can check the Zendesk Sell action’s response in the API action response window. And, if there is some error while sending the data for creating lead then it will start showing you the error.

Finally, click on the ‘Save’ button to save the action API’s response.

Step 8: Check Response in Zendesk Sell Dashboard

Also, you can see the lead’s data on your connected Zendesk Sell account.

Step 1: Sign up to Pabbly Connect

Let’s start the process to create Agile CRM contact from new PayKickstart sale by clicking on the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Subsequently, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE