How to Create a Webinar Registration in Demio for New Stripe Customers

How to Create a Webinar Registration in Demio for New Stripe Customers

Are you looking for some way by which you can auto-create the Demio webinar registration for newly added Stripe customers?

Well, if your answer is yes, then do follow this blog and automate your task without touching the codes.

This workflow will help you in creating automatic Webinar registration in Demio for a customer who already paid you on Stripe.

Transferring data between services could be too difficult and time-consuming. So, here we are using Pabbly Connect to do this in a few minutes.

How to Create a Webinar Registration in Demio for New Stripe Customers

Let’s first know a little bit about the services that are involved in this use-case. Stripe is a payment processing system that facilitates invoicing, issuing cards, financing, business spend management etc to its users of all kinds of businesses.

On the other hand, Demio is a webinar software for marketers that provide services like hosting events, uploading videos, sharing presentations, registration form builder, chat facility, polls and many more to its customers.

By connecting these two software will create a Webinar Registration in Demio 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

Sign Up To Pabbly Connect  

Pabbly Connect is an integration software that is used to connect any number of services together to share data between them in real-time. Moreover, the interface is too easy to use that even a non-programmer can use it to automate their manual tasks.

Also, you can access all the premium features of Pabbly Connect i.e, instant triggers, multi-step calls & premium apps for unlimited workflows without any restriction even in the free plan.

Now, without any further ado, let’s follow the step by step procedure to integrate Stripe and Demio.

How to Create a Webinar Registration in Demio for New Stripe Customers (step by step)

Step 1: Sign up to Pabbly Connect

Sign Up

Initially, visit the Pabbly Connect website & hit the ‘Sign-Up Free‘ button. Next on the registration page either use your existing Google account or manually fill the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After successfully logging in, hit the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.

Step 3: Workflow for Stripe with Demio Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow to create webinar registration on Demio for every new Stripe customer entry & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Stripe to Demio Workflow

Now, name the workflow as per your need (for instance: Stripe to Demio etc) and push the ‘Create’ button available here.

Step 4: Setting Trigger for Stripe to Demio Integration

To automatically create Demio webinar registration for the newly added Stripe customers, you’ll need to set-up a trigger on the new Stripe customers and its respective action to create a registration on Demio using Pabbly Connect.

(a) Select Application you want to integrate

Integrate Stripe for Stripe to Demio

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 Method and 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

Developer Webhook Add 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

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

Click on Add EndPint

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

Capture the Webhook Response

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

(b) Add New Customer

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

Add Customer Information for Stripe to Demio

A window will open up for filling up the customer’s details. Add all the required account information in it.

(d) Click on Add Customer

Add Customer Details for Stripe to Demio

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

Trigger API Response

Check the trigger response, you can sell all the customer data in it.

Step 7: Setting Action for Stripe to Demio Integration

Up to this point, we’ve gathered all the necessary data from Stripe to add a webinar registration on Demio. So, let’s proceed to the very last step of setting and action to create one.

(a) Select Application you want to Integrate

Integrate Demio for Stripe to Demio

First, click the plus button next to your trigger window.

And then select the ‘Demio’ app to integrate from the ‘Choose App’ field.

Select the method in here as ‘Create a Webinar Registration’ and then click the ‘Connect with Demio’ button.

(b) Go to your Demio Account & Click on Settings

Click on Demio Settings

Log in to your Demio account and click on the profile area. Next click on the ‘Settings’ option from the menu that opens.

Lastly, copy the API key.

(c) Copy the API Key

Copy API Key & Secret

Go the ‘API’ section of the Demio settings and copy the API key & API Secret.

(d) Paste the API Key

Paste API Key & Secret

Paste the copied API key, secret and then press ‘Save’.

(c) Select Event & Map Fields

Select Events & Map Fields

First, select the event 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 Demio Action

Send Test Request for Stripe to Demio

Map all the required fields & hit the ‘Save & Send Test Request’ button once you are done with mapping the fields.

Step 8: Check the Action’s Response

Check the action response for the registration entry on Demio for the Stripe customer.

(a) Check the Action API’s Response

Action API Response for Stripe to Demio

You can check the response of your API in the action window. If everything is good, the response will show a success. On the other hand, if there is some error then the response will show the error details.

(b) Check the Registration Entry on Demio

Entry on Demio

Also, you can check the entry of a new webinar registration on your connected Demio account.

Step 9: Save the Workflow

Lastly, save the gathered API response and Webhook manually for the smooth working more further.

(a) Save the Demio Action API’s Response

Save Action API's Response for Stripe to Demio

Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.

(b) Save the Workflow

Save Workflow for Stripe to Demio

As we can see the workflow is working as expected. So, simply save the webhook by clicking the save button in the trigger window.

Wind-Up

Well, this is all about ‘How to create a webinar registration in Demio for new Stripe customers’. Consequently, after completing the step by step procedure, you will end up creating Demio webinar registrations from new Stripe customers automatically.

Now, try Pabbly Connect for FREE for all its premium features.

For any further queries/suggestions, do comment below.

You May Also Like to Read:

How to Add Moosend Subscribers for New Shopify Customers

How to Add Moosend Subscribers for New Shopify Customers

Are you in search of a way to add Moosend subscribers for new Shopify customers? If yes, then your search ends here, as we have the perfect solution for your problem called Pabbly Connect.

How to Add Moosend Subscribers for New Shopify Customers

But before we get into the integration process, let’s know a wee bit about the software that we are about to integrate. Basically, Shopify is an e-commerce platform that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products. On the other hand, Moosend is an email marketing platform that automates repetitive tasks so marketers can focus on building client relationships.

Therefore, integrating these two services can help you import all the Shopify customers to Moosend as subscribers in real-time. This way you can keep all your customers updated about all the latest updates and news. Hence, you don’t have to worry about doing redundant work & can ultimately save a lot of time and effort.

Now, the question is how you can integrate Shopify with Moosend? Well, the answer is quite simple and that is known as Pabbly Connect.

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

Sign Up To Pabbly Connect 

Pabbly Connect is one of the best integration and automation tools that can help you integrate unlimited premium applications, set unlimited triggers & actions, create infinite workflows, and so much more. Besides, to do so, you don’t even need to have any coding skills. Just integrate it once and relax, it will handle all the workload afterward. Moreover, you can access all the features even in its free plan.

Hence, without making you wait any more let’s get started with the blog about how to add Moosend subscribers for new Shopify customers.

Step 1: Sign up to Pabbly Connect

Sign Up

Initiate the process to add Moosend subscribers for new Shopify customers by clicking on 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 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with Moosend Integration

(a) Start with a New Workflow

Create New Workflow

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

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow as “Shopify to Moosend”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify with Moosend Integration

As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you Want to Integrate

Select Shopify

Now, you have to select the application that you want to integrate. In this case, we are choosing “Shopify” for integration. In the method section, select “New Customer”.

(b) Copy the Webhook URL

Copy the Webhook URL

After selecting the application, now you have to copy the webhook URL just like in the above-shown image to take further the integration process.

Step 5: Connecting Shopify to Pabbly Connect

To connect Shopify with Pabbly Connect, you have to paste the copied webhook URL in the software. For that, you have to log in to your Shopify account.

(a) Click on Shopify Settings

Click on Settings Shopify

After logging into your Shopify account, click on the “Settings” option given at the bottom of the screen.

(b) Click on Notifications

Click on Notifications Shopify

Next, you need to click on the “Notifications” option given among several other options.

(c) Click on Create Webhook

Click on Create Webhooks Shopify

Now, just scroll down and then click on the “Create Webhook” button to paste the copied webhook URL.

(d) Paste the Webhook URL

Paste the Webhook URL

A dialogue box will appear on your screen, here select “Customer Creation” in the event section and then paste the copied webhook URL. After making all the changes click on the “Save Webhook” button.

Step 6: Add a Sample Customer

To check this integration, we will capture the data from Shopify, and for that, we will create a dummy customer on Shopify.

(a) Click on Create Account

Click on Create Account Shopify

To add a customer, first, you have to open the online store page of Shopify in the new tab and then click on the “Create Account” option.

(b) Add Details

Add Customer Shopify

In this step, now you have to add all the required details of the customer like name, email, etc and hit the “Create” button.

(c) Click Submit Button

Click Submit Shopify

Next, simply click on the captcha checkbox and then click on the “Submit” button. But before clicking on the button, click on the “Capture Webhook Response” in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the “Capture Webhook Response” in Pabbly Connect and “Submit” in Shopify, the customer info will appear on the Pabbly Connect dashboard. Then, click on the “Save” option.

Step 8: Setting Action for Shopify with Moosend Integration

To make this Shopify-Moosend integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Moosend

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Moosend” to integrate and in the method section select “Add New Subscriber”.

(b) Click the Connect Button

Click Connect Moosend

After choosing the application click on the “Connect with Moosend” button to move forward.

Step 9: Connecting Moosend to Pabbly Connect

To connect Moosend to Pabbly Connect, you have to enter the API key of your Moosend account in the Pabbly Connect dashboard. For this, you have to log in to your Moosend account.

(a) Click on Moosend Settings

Click on Settings Moosend

To get the API key click on the settings icon in your Moosend dashboard and then click on the “API Key” option.

(b) Copy the API Key

Copy the API Key

Next, simply copy the given API key to move further with the integration process.

(c) Paste the API Key

Paste the API Key

After copying the API key, now paste it into the Pabbly Connect dashboard and then click on the “Save” button.

(d) Map the Fields

Map the Fields

After connecting with your Moosend account, map all the fields quickly like name, email, etc.

(e) Send Test Request

Send Test Request

Once you are done adding up all field data click on the “Save & Send Test Request” button.

Step 10: Check Response in Moosend Dashboard

Check Response

Here, you can see that integration was successful and the customer has been added to the Moosend account as a subscriber automatically from Shopify. Now, whenever there will be any new customers in your Shopify account, it will be automatically added to your Moosend account as subscribers.

Conclusion –

Hopefully, here we have mentioned all the important steps to add Moosend subscribers for new Shopify customers using software Pabbly Connect. Now you know how easy it is to integrate Shopify and Moosend. One can connect unlimited apps within minutes using this software. Not to forget, it doesn’t cost you a dime to create account and you can work on it without any coding skills.

So, it is high time to give Pabbly Connect a try. Get your access by signing up for a free account. For any doubts or suggestions, please drop your comments down below.

You May Also Like to Read –

How to Add New Stripe Customers to Autopilot Contact List

How to Add New Stripe Customers to Autopilot Contact List

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.

How to Add New Stripe Customers to Autopilot Contact List

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

Sign Up To Pabbly Connect  

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

Sign Up

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.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select 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

Create 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

Stripe to Autopilot 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

Integrate Stripe to Autopilot

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 Method and 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

Developer Webhook Add 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

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

Click on Add EndPint

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

Capture the Webhook Response

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

(b) Add New Customer

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

Add Customer Details for Stripe to Autopilot

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 Billing Details for Stripe to Autopilot

Add the billing details as per the country chosen.

(e) Click on Add Customer

Add Customer for Stripe to Autopilot

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

Trigger Response for Stripe to Autopilot

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

Connect with Autopilot

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

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 API Key

Paste the copied API key and then press ‘Save’.

(c) Map Fields

Map Fields for Stripe to Autopilot

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

Send Test Request for Stripe to Autopilot

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

Action API Response for Stripe to Autopilot

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

Action Response 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 Action API Response for Stripe to Autopilot

Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.

(b) Save the Workflow

Save Workflow for Stripe to Autopilot

As we can see the workflow is working as expected. So, simply save the webhook by clicking the save button in the trigger window.

Wind-Up

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.

You May Also Like to Read:

How to Add New Stripe Charges to AWeber Mailing List as Subscribers

How to Add New Stripe Charges to AWeber Mailing List as Subscribers

Looking for a way to add new Stripe charges to AWeber mailing list as subscribers? If yes! Then look no further, as here we will tell you the easiest way to integrate Stripe with AWeber using Pabbly Connect.

How to Add New Stripe Charges to AWeber Mailing List as Subscribers

As we all know, Stripe is a payment processing platform that helps businesses of all sizes. On the other hand, AWeber is an email marketing app that allows you to create and design newsletters & emails that can be sent to the subscribers on your list. Hence, by integrating Stripe with AWeber, you can easily add subscribers to AWeber automatically for new Stripe charges 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

Sign Up To Pabbly Connect 

But what’s more amazing is that not only integrations but Pabbly Connect also provides 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.

Furthermore, you can access all the features of Pabbly Connect even in its free plan. Hence, here, we will learn how to integrate Stripe and AWeber in real-time.

How to Add New Stripe Charges to AWeber Mailing List as Subscribers (step by step)

So, without wasting any of your time, let’s get started.

Step 1: Sign up to Pabbly Connect

Sign up to Pabbly Connect

Start the procedure by connecting Stripe to AWeber by pressing the “Sign Up Free” button on the Pabbly Connect dashboard. You can either fill-up the details manually or sign up via Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, hit the “Access Now” button as shown in the above image.

Step 3: Workflow for Stripe to AWeber Integration

(a) Start with a New Workflow

Create New Workflow for Stripe to ActiveCampaign Integration

Start the process of building a workflow for integration by hitting the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Consequently, add the name of workflow i.e, “Stripe to AWeber”. Although, it can be changed anytime as per your requirements.

Step 4: Setting Trigger for Stripe & AWeber Integration

After building a workflow, choose the integration app to connect your Stripe account to AWeber. Pabbly Connect enables you to create countless workflows within minutes, tap here to sign up for unlimited workflows for free.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

Forthwith, choose the application i.e, “Stripe” from the dropdown, and then choose the method i.e, “New Charge” to add subscribers to AWeber’s email list automatically.

(b) Copy the Webhook URL

Copy the Webhook URL

Next, copy the webhook URL that is appearing on the dashboard. Either you can copy the link directly or else hit the “Copy” button.

Step 5: Connecting Stripe to Pabbly Connect

Although, to add data in AWeber automatically from new Stripe charges, you gotta paste the copied Webhook URL in the software. Hence for that, you have to log in to your Stripe account.

(a) Go to Developer Section

Go to Developer Section

Once you log into the Stripe account, go to the “Developer” section on the left of the dashboard. Subsequently, click on the “Webhooks” option.

(b) Click on Add Endpoint

Click on Add Endpoint

Following that, when you click on “Webhooks”, an endpoint tab will open up, just hit the “Add Endpoint” option to paste the Webhook URL.

(c) Paste the Webhook URL

Paste the Webhook URL

After you hit on the “Add Endpoint” button, a window will open up with certain options. Just paste the copied URL in the “Endpoint URL” section. Further, you have to make sure that you select charge.succeeded in the “Event to Send” column. Conclusively, hit “Add Endpoint” to save the setting.

(d) Click on Payment Option

Click on Payment Option

Afterward, just go back to the “Payment” section on the left of the dashboard, then hit the “New” button to add payment.

(e) Add Payment

Add Payment to Save New Stripe Charges Automatically to Google Sheets

Once you hit the “New” button, a window will pop-up. Just enter all the required details and hit the “Create Payment” button at the bottom. But before you that, you have to click capture webhook response in the Pabbly Connect dashboard.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response

Once you tap on the “Create Payment” option, the entry will appear on the “Pabbly Connect” dashboard. Then hit the “Save” option.

Step 7: Setting Action for Stripe and AWeber Integration

Next, to make AWeber and Stripe integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

Now hit the (+) icon to select the application you want to Integrate. Then, choose the app as “AWeber” from the drop-down. After that, choose the method “Add Subscriber”. Next, hit the button named “Connect With AWeber”.

(b) Click on the Connect Button

Click on the Connect Button to integrate Stripe with AWeber

Now in order to proceed, hit the “Connect with AWeber” button. Then you have to authorize it with your AWeber account by signing up with your credentials.

Step 8: Map Field Data

Map Field Data to integrate Stripe with AWeber

Next, map all the required field data to add subscribers to AWeber from new Stripe charges automatically. Then, hit the “Save & Send Test Request” button to send data in AWeber mailing list.

Step 9: Test the Response & Save

Test the Response & Save to integrate Stripe with AWeber

Once you are done mapping all the field data, just press the “Save and Send Test Request” button, all the details will be sent to AWeber. Now, tap on the “Save” button to save the whole workflow.

Step 10: Check Response in AWeber

Check Response in AWeber to integrate Stripe with AWeber

Finally, when you check the AWeber, the Stripe charge will get auto-populated in AWeber. This is a one-time process after that, all the Stripe charges will automatically get updated in AWeber as subscribers in the mailing list.

Conclusion –

Hopefully, now you know “How to Add New Stripe Charges to AWeber Mailing List as Subscribers”. All you have to do is follow all the above-mentioned steps and you can easily connect Stripe to AWeber in real-time. Using this automation tool, one can easily avoid manual hard work.

So, don’t wait anymore. Go and try Pabbly Connect for Free.

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How to Automatically Create Trello Cards for New Stripe Charges

How to Automatically Create Trello Cards for New Stripe Charges

Searching for a way to automatically create Trello cards for new Stripe charges? If yes! Then look no further, as here we will tell you the easiest way to integrate Stripe with Trello using Pabbly Connect.

How to Automatically Create Trello Cards for New Stripe Charges

So basically, Stripe is a payment processing platform that helps businesses of all sizes. Whereas, Trello is a collaboration tool that helps small and large businesses to organize projects into boards, cards, etc. Hence, by integrating Stripe with Trello, you can easily create new Trello cards automatically for new Stripe charges 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

Sign Up To Pabbly Connect 

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 Trello in real-time.

How to Automatically Create Trello Cards for New Stripe Charges (step by step)

So, without wasting any of your time, let’s get started.

Step 1: Sign up to Pabbly Connect

Sign up to Pabbly Connect

Start the procedure by connecting Stripe to Trello by pressing the “Sign Up Free” button on the Pabbly Connect dashboard. You can either fill-up the details manually or sign up via Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, hit the “Access Now” button as shown in the above image.

Step 3: Workflow for Stripe to Trello Integration

(a) Start with a New Workflow

Create New Workflow for Stripe to ActiveCampaign Integration

Now start the process of building a workflow for integration by hitting the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Thereafter, add the name of workflow i.e, “Stripe to Trello”. Although, it can be changed anytime as per your requirements.

Step 4: Setting Trigger for Stripe & Trello Integration

After building a workflow, choose the integration app to connect your Stripe account to Trello. Pabbly Connect allows you to create countless workflows within minutes, tap here to sign up for unlimited workflows for free.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

Now, choose the application i.e, “Stripe” from the dropdown, and then choose the method i.e, “New Charge” to create cards in Trello automatically.

(b) Copy the Webhook URL

Copy the Webhook URL

Then, copy the webhook URL that is appearing on the dashboard. Either you can copy the link directly or else hit the “Copy” button.

Step 5: Connecting Stripe to Pabbly Connect

Nevertheless, to create Trello cards automatically from new Stripe charges, you gotta paste the copied Webhook URL in the software. Hence for that, you have to log in to your Stripe account.

(a) Go to Developer Section

Go to Developer Section

Once you log into the Stripe account, go to the “Developer” section on the left of the dashboard. Next, click on the “Webhooks” option.

(b) Click on Add Endpoint

Click on Add Endpoint

Later, when you click on “Webhooks”, an endpoint tab will open up, just hit the “Add Endpoint” option to paste the Webhook URL.

(c) Paste the Webhook URL

Paste the Webhook URL

After you click on the “Add Endpoint” button, a window will open up with certain options. Just paste the copied URL in the “Endpoint URL” section. Further, you have to make sure that you select charge.succeeded in the “Event to Send” column. Conclusively, hit “Add Endpoint” to save the setting.

(d) Click on Payment Option

Click on Payment Option

Subsequently, just go back to the “Payment” section on the left of the dashboard, then hit the “New” button to add payment.

(e) Add Payment

Add Payment to Save New Stripe Charges Automatically to Google Sheets

Once you hit the “New” button, a window will pop-up. Just enter all the required details and hit the “Create Payment” button at the bottom. But before you that, you have to click capture webhook response in the Pabbly Connect dashboard.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response

Once you tap on the “Create Payment” option, the entry will appear on the “Pabbly Connect” dashboard. Then hit the “Save” option.

Step 7: Setting Action for Stripe and Trello Cards Integration

Consequently, to make Trello Cards and Stripe integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

Now hit the (+) icon to select the application you want to Integrate. Then, choose the app as “Trello” from the drop-down. After that, choose the method “Add New Card”. Next, hit the button named “Connect With Trello”.

(b) Click the Given Link

Click the Given Link to Create Trello Cards from new Google Tasks Tasks

Now in order to proceed, hit the “here” button given at the end of the line.

(c) Copy the API Key

Copy the API Key to Create Trello Cards from new Google Tasks Tasks

Subsequently, copy the API key & hit the “Token” to proceed further.

(d) Copy the Username

Copy the Username

After click on the “Token”, now copy the username & then scroll down the page and press the “Allow” button to get the token.

(e) Copy the Token

Copy the Token to integrate Trello with Google Tasks

Now, all you have to do is just copy the Token key.

(f) Paste the Respective Keys & Token

Paste the Respective Keys & Token

Furthermore, paste the copied username, API Key, Token to integrate Trello with Pabbly Connect. Then, hit the “Save” button.

Step 8: Map Field Data

Map Field Data

Next, map all the required field data to create Trello Cards for new Stripe charges automatically. Then, hit the “Save & Send Test Request” button to send data in Trello Cards.

Step 9: Test the Response & Save

Test the Response & Save

Once you are done mapping all the field data, just press the “Save and Send Test Request” button, all the details will be sent to Trello Cards. Now, tap on the “Save” button to save the whole workflow.

Step 10: Check Response in Trello Cards

Check Response in Trello Cards

Finally, when you check the Trello Cards, the Stripe charge will get auto-populated in Trello Cards. This is a one-time process after that, all the Stripe charges will automatically get updated in Trello Cards.

Conclusion –

Hopefully, now you know “How to automatically create Trello cards for new Stripe charges?”. All you have to do is follow all the above-mentioned steps and you can easily connect Stripe to Trello in real-time. Using this automation tool, one can easily avoid manual hard work.

So, don’t wait anymore. Go and try Pabbly Connect for Free.

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How to Add Stripe Customers Automatically to FreeAgent as Contacts

How to Add Stripe Customers Automatically to FreeAgent as Contacts

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.

How to Add Stripe Customers Automatically to FreeAgent as Contacts

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

Sign Up To Pabbly Connect 

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.

How to Add Stripe Customers Automatically to FreeAgent as Contacts (step by step)

So, without wasting any of your time, let’s start rolling.

Step 1: Sign up to Pabbly Connect

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.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Following that, after logging into the account, press the “Access Now” button as shown in the above image.

Step 3: Workflow for Stripe to FreeAgent Integration

(a) Start with a New Workflow

Create New Workflow for Stripe to ActiveCampaign Integration

Let’s begin the process of building a workflow for integration by pressing the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Afterward, add the name of workflow i.e, “Stripe to FreeAgent”. Even though, it can be changed anytime as per your needs.

Step 4: Setting Trigger for Stripe to FreeAgent Integration

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.

(a) Select Application you Want to Integrate

Select Stripe for connecting Stripe to ActiveCampaign

Then, choose “Stripe” from the dropdown along with the “New Customer” option to append each customer data from the software into FreeAgent.

(b) Copy the Webhook URL

Copy the Webhook URL for Connecting Stripe to ActiveCampaign

Subsequently, copy the trigger webhook URL appearing on the dashboard.

Step 5: Connecting Stripe to Pabbly Connect

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.

(a) Go to Developer Section

Go to Developer Section

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.

(b) Click on Add Endpoint

Click on Add Endpoint

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.

(c) Paste the Webhook URL

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.

(d) Click on Customers

Click on Customers to Add New Stripe Customers to ActiveCampaign as Customer

Promptly, go back to the “Customer” section and hit the “New” button to add customers.

(e) Add Customers

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”.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

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.

Step 7: Setting Action for Stripe & FreeAgent Integration

Forthwith, to make this Stripe & FreeAgent integration work, all you have to do is choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

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.

(b) Click the Connect Button

Click the Connect Button

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.

(c) Map the Feilds

Map the Feilds

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.

(d) Test the Submission and Save

Test the Submission and Save

As you can see, the data has been successfully sent to FreeAgent. Subsequently, just hit the “Save” button to save the complete workflow.

Step 8: Check Response

Check Response

Conclusively, when you check the Contact section in FreeAgent, your customer entry will automatically appear there.

Conclusion –

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.

You May Also Like To Read –

How To Get Pabbly Affiliate Links In Your Affiliate Dashboard

If you are already registered under Pabbly. Login to your account with the respective credentials.

Login Link – https://accounts.pabbly.com/login

Once you’re logged in to your account, you’ll see this dashboard.

Pabbly Dashboard

Now, Click to My Subscription option mentioned in the image below –

Pabbly-> My_Subscription

Once, you’ll click on this My Subscription, You’ll directly redirect to the affiliate dashboard.

Go to the Affiliate from the sidebar menu, you’ll see all the Affiliate Links there in the Affiliate-> Overview section.

Affiliate Links

You can directly promote Pabbly using these affiliate links from the Affiliate Dashboard.

 

How to Create Freshdesk Contact for New Chargebee Subscriptions

How to Create Freshdesk Contact For New Chargebee Subscriptions

Tired of looking for ways to create Freshdesk contact for new Chargebee subscriptions? If yes, then you’ve come to the right place. As, in this blog, you will get a step by step guide to add new Chargebee subscriptions to Freshdesk as contacts automatically.

How to Create Freshdesk Contact For New Chargebee Subscriptions

But before we begin, let’s know a wee bit about the software that we are about to integrate. Basically, Chargebee is a cloud-based subscription billing solution that helps you with recurring billing, invoicing, subscriptions, etc. Whereas, Freshdesk is an online cloud-based customer service software providing helpdesk support with all smart automations to get things done faster.

Therefore, integrating these two services can help you import all the Chargebee subscriptions to Freshdesk in real-time. Hence, you don’t have to worry about doing redundant work & can ultimately save a lot of time and effort.

https://www.youtube.com/watch?v=45Mx2J4j3N4

Now, the question is how you can integrate Chargebee with Freshdesk? Well, the answer is quite simple and that is known as Pabbly Connect.

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

Sign Up To Pabbly Connect

Pabbly Connect is one of the best integration and automation tools that can help you integrate unlimited premium applications, set unlimited triggers & actions, create infinite workflows, and so much more. Besides, to do so, you don’t even need to have any coding skills. Just integrate it once and relax, it will handle all the workload afterward. Moreover, you can access all the features even in its free plan.

Hence, without wasting any more time let’s get started with the blog about how to create Freshdesk contact for new Chargebee subscriptions.

Step 1: Sign up to Pabbly Connect

Sign Up

Initiate the process to create Freshdesk contact for new Chargebee subscriptions by clicking on 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 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Chargebee with Freshdesk Integration

(a) Start with a New Workflow

Create New Workflow

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

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow as “Chargebee Integration”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Chargebee with Freshdesk Integration

As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you Want to Integrate

Select-Chargebee

Now, you have to select the application that you want to integrate. In this case, we are choosing “Chargebee” for integration. In the method section, select “New Subscription”.

(b) Click on Connect Button

Click-Connect-Chargebee

After selecting the application, now you have to click on the “Connect with Chargebee” button just like in the above-shown image to take further the integration process.

Step 5: Connecting Chargebee to Pabbly Connect

To connect Chargebee with Pabbly Connect, you have to add the API key and site name in the software. For that, you have to log in to your Chargebee account.

(a) Click on Chargebee Settings

Click-Settings-Chargebee

After logging into your Chargebee account, click on the “Settings” option, and then click on the “Configure Chargebee”.

(b) Click on the API Keys

Click-API-Keys-Chargebee

Next, you need to scroll down and click on the “API Keys” option.

(c) Copy the API Key

Copy-the-API-Key-Chargebee_censored

Now, you have to simply copy the given API key or you can also generate a new API key by clicking on the “Add API Key” button.

(d) Paste the API Key

Paste-the-Credentials-1 Chargebee

After copying the API key, now you have to paste it into the Pabbly Connect dashboard. You can find the Chargebee site name from the subdomain of your Chargebee account. Once, you have pasted all the required details, then hit the “Save” button.

Step 6: Add a Sample Subscriber

To check this integration, we have to send a test request and for that, we will create a dummy subscriber on Chargebee.

(a) Click on Subscriptions

Click-on-Subscriptions-Chargebee

To add a subscriber, first, you have to click on the “Subscriptions” option in your Chargebee dashboard.

(b) Click on Create Subscription

Click-on-Create-Subscription-Chargebee

Once you reach the subscription page, now click on the “Create Subscription” button to add a new subscriber.

(c) Add Details

Add Subscription Details

In this step, now you have to add all the required details of the subscriber like name, company, email, etc.

(d) Create Subscription

Create Subscription

Next, after filling in all the details we will hit the “Create Subscription” button.

(e) Send a Test Request

Send-Test-Request-Chargebee

After adding a new subscriber in Chargebee, now we will capture the data by clicking on the “Save & Send Test Request” button in Pabbly Connect.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the API Response

Once you click on the “Save & Send Test Request” in Pabbly Connect, the subscriber info will appear on the Pabbly Connect dashboard. Then, click on the “Save” option.

Step 8: Setting Action for Chargebee with Freshdesk Integration

To make this Chargebee-Freshdesk integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Freshdesk

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Freshdesk” to integrate and in the method section select “Create Contact”.

(b) Click the Connect Button

Click Connect Freshdesk

After choosing the application click on the “Connect with Freshdesk” button to move forward.

Step 9: Connecting Freshdesk to Pabbly Connect

To connect Freshdesk to Pabbly Connect, you have to enter the API key and subdomain of your Freshdesk account in the Pabbly Connect dashboard. For this, you have to log in to your Freshdesk account.

(a) Click on Profile Settings

Click on Profile Settings

To get the API key and subdomain, click on the profile icon and then click on the “Profile Settings” option.

(b) Copy the API Key

Copy the API Key

Next, simply copy the given API key to move further with the integration process.

(c) Paste the API Key

Paste the API Key Freshdesk

After copying the API key, now paste it into the Pabbly Connect dashboard. You can find the subdomain of your Freshdesk account from the URL. Once you fill in all the details, then click on the “Save” button.

(d) Map the Fields

Map the Fields Freshdesk

After connecting with your Freshdesk account, map all the fields quickly like name, email, etc.

(e) Send Test Request

Map the Details Freshdesk

Once you are done adding up all field data click on the “Save & Send Test Request” button.

Step 10: Check Response in Freshdesk Dashboard

Check Response in Freshdesk

Here, you can see that integration was successful and the subscriber has been added to the Freshdesk account as a contact automatically from Chargebee. Now, whenever there will be any new subscription in your Chargebee account, it will be automatically added to your Freshdesk account as contacts.

Conclusion –

Wrapping up, we have described the entire process of “How to Create Freshdesk Contact For New Chargebee Subscriptions with the help of the best automation and integration tool i.e, Pabbly Connect. Moreover, the process is a cakewalk and you have to do it only once. So go ahead and create your account for free.

We hope the process was clear to you guys. In case you have any doubts, drop it in the comment section below.  We’ll get back to you as soon as possible.

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How to Auto-create Invoices in QuickBooks for New Shopify Orders

How to Auto-create Invoices in QuickBooks for New Shopify Orders

What if I say that creating invoices in QuickBooks for new Shopify orders is like a walk in the park. You might doubt that! Because connecting two different services is a complex process.

Not anymore, here we are going to show you the easiest method to integrate Shopify and QuickBooks using Pabbly Connect to clear all your doubts.

How to Auto-create Invoices in QuickBooks for New Shopify Orders

But before moving forward, let’s understand both software and why there is a need to integrate Shopify with Quickbooks. Shopify is an e-commerce platform that lets you build your own store. And, on the other hand, Quickbooks Online is accounting software that creates invoices, manages expenses and cash flow of small & large businesses.

Hence, by connecting Shopify with Quickbooks Online, you can create Quickbooks Online invoices whenever an order placed in Shopify 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

Sign Up To Pabbly Connect  

But in general, when it comes to connecting this two software, we get caught in between. Then we spend days searching for resources that would easily connect both services. This is a lot of work to do in such a hectic life.

But guess what! Here we are saving all trouble by suggesting affordable integration software named Pabbly Connect. It is the best business integration software that lets you create unlimited workflows, triggers, and actions without knowing any coding skills.

Unlike most of the top integration platforms, Pabbly Connects doesn’t restrict you on any features like workflows, filters, and much more even in its free plan.

Here, in this article, we will learn how to connect Shopify and QuickBooks in real-time.

How to Auto-create Invoices in QuickBooks for New Shopify Orders (step by step)

So, let’s headstart the integration process.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process of connecting Shopify to QuickBooks by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Further, fill-up all the details manually or you can sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, to create a QuickBooks invoice from new Shopify orders, login into the Connect account, then click on the “Access Now” button as shown in the above image.

Step 3: Workflow for Shopify to QuickBooks Integration

(a) Start with a New Workflow

Create New Workflow

Start the process of building a workflow for integration by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Now, add the name of workflow which in our case is “Shopify to QuickBooks”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Shopify to QuickBooks Integration

Next, after building a workflow, you have to choose the integration app to create a workflow for integrating Shopify to QuickBooks. Using Pabbly Connect you can get unlimited actions and triggers, click here to try Pabbly Connect for free.

(a) Select Application you Want to Integrate

Select Shopify

The following step is to select “Shopify” from the dropdown, then choose the “New Order” option to create QuickBooks invoices.

(b) Copy the Webhook URL

Copy the Webhook URL

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

Step 5: Connecting Shopify to Pabbly Connect

To create QuickBooks invoices from Shopify orders, you gotta paste the copied Webhook URL in the software. For that, you have to log in to your Shopify account.

(a) Go to Shopify Settings

Go to Settings

Go to the “Settings” section at the bottom of the dashboard after signing in to your Shopify account.

(b) Click on Notifications

Click on Notifications

Next, when you click on Settings, a tab with a different option will open. To paste the Webhook URL, just click on the “Notifications” option.

(c) Move to Webhook Option

Move to Webhook Option

You will see the Webhook option below in the “Notification” tab, just click on the “Create Webhook” button.

(d) Paste the Webhook URL

Paste the Webhook

As soon as you click on the “Create Webhook” option, it will open up the window with a certain option. In “Event”, choose “Order Creation” from the dropdown, the “Format” would be JSON. Simply paste the copied URL in the “URL” column. Lastly, click on “Save Webhook” to save the setting.

(e) Make a Purchase to Test Shopify Integration

Make a Test Purchase

Consequently, in order to test the integration among Shopify & Pabbly Connect, just make a dummy purchase in your Shopify account of any product. After that, enter all the required details and tap on the “Continue Shipping” button. But before making the purchase, you need to go to the Pabbly Connect dashboard and press the button named “Capture Webhook Response”.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response

As soon as you click on the “Pay Now” option in the Shopify account, the entry will appear on the “Pabbly Connect” dashboard. Further, click on the “Save” option.

Step 7: Setting Action for Customer Creation

To make this Shopify QuickBooks Online integration work, you have to create a customer in QuickBooks for automatically generating its invoice

(a) Select Application you Want to Integrate

Select Quickbooks Online

Click on the “+” icon to add an action for your trigger. Then select the application which is  “Quickbooks Online” in our case. Next, choose the “Create a Customer” option.

(b) Click the Connect Button

Click the Connect Button

Click on the ‘Connected with Quickbooks Online’ button after making all the appropriate adjustments. In addition, the authorization window will open for which you have to log into your QuickBooks Online account.

(c) Map Field Details

Map Field Details

Next, map the required field from the drop-down such as for the display name, select the name, and for the billing address, map the address.

(d) Save and Send Test Request

Save and Send Test Request

Subsequently, after filling all the details, save the setting and then “Send Test Request” to test the Shopify QuickBooks Online integration.

Step 8: Test the Response in Pabbly Connect Dashboard

Test the Response and Save

As you can see we got an API response for customer created in QuickBooks

Step 9: Setting Action Shopify to QuickBooks Integration

Now our final action involves creating invoices in QuickBooks through customer id.

(a) Select Application you Want to Integrate

Select QuickBooks

Click on the “+” icon to add an action for your trigger. Then select the application which is  “Quickbooks Online” in our case. Next, choose the “Create an Invoice” option.

(b) Click the Connect Button

Click the Connect Button

Click on the ‘Connected with Quickbooks Online’ button after making all the appropriate adjustments. In addition, the authorization window will open for which you have to log into your QuickBooks Online account.

(c) Map Field Details

Map Field Data

Next, map the required field from the drop-down such as for the customer id, select the customer id, and fill in all the required details.

(d) Save and Send Test Request

Save and Send Test Request

Subsequently, after filling all the details, save the setting and then “Send Test Request” to test if an invoice gets created in QuickBooks Online.

Step 10: Check Response in QuickBooks Online Dashboard

Check Response in QuickBooks Online Dashboard

Lastly, when you check the Customer section in Quickbooks, your entry will automatically appear there.

Now you know how to add new Shopify Orders to QuickBooks as a customer.

Conclusion –

That’s it! Now you know how to auto-create invoices in QuickBooks for new Shopify orders in real-time. This is a one-time process, now all your manual work will be done by the online business automation and integration tool i.e Pabbly Connect. Just follow the step by step procedure mentioned above and your Shopify to Quickbooks Online integration is set.

So, what’s stopping you now! Go and catch your deal by signing up for a free account.

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How to Add Every New Stripe Customer to Salesforce as Leads

How to Add Every New Stripe Customer to Salesforce as Leads

Do you want to know, how you can easily add every newly created Stripe customer to Salesforce leads automatically without having any coding skills?

If yes then continue following the step by step procedure given in this blog. As we are going to integrate Stripe and Salesforce using Pabbly Connect. This is the simplest way out there on the internet and you’ll end up automating your tasks within a minute interval.

How to Add Every New Stripe Customer to Salesforce as Leads

But first, let’s understand a little bit about the software that are involved here. Stripe is a payment processing interface that facilitates its services such as invoicing, issuing virtual/physical cards, financing, managing business spend etc for varied business sizes.

On the other hand, Salesforce is a CRM software that helps businesses to increase profit by managing and building strategies using the generated reports.

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

Sign Up To Pabbly Connect  

We are using Pabbly Connect for automating our task because it saves your time in repetitive tasks. This software is too easy-to-use that you can easily share data from any number of services in real-time.

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 a further ado, let’s follow the step by step procedure to integrate Stripe and Salesforce.

Step 1: Sign up to Pabbly Connect

Sign Up

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.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After logging in successfully, strike the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.

Step 3: Workflow for Stripe with Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow to auto-create Salesforce leads on every new customer entry on Stripe & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Stripe to Salesforce Workflow

Now, name the workflow as per your need (for instance: Stripe to Salesforce etc) and push the ‘Create’ button available here.

Step 4: Setting Trigger for Stripe to Salesforce Integration

To automatically add newly added Stripe customers as Salesforce leads, you’ll need to set-up a trigger on the new Stripe customers and its respective action to add a lead on Salesforce using Pabbly Connect.

(a) Select Application you want to integrate

Integrate Stripe for Stripe to Salesforce

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 Method and 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

Developer Webhook Add 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

Paste Webhook URL & Select Event

A window will pop-up, paste the copied Webhook URL from Pabbly Connect here and also select the event as ‘customer.created’.

(c) Click on Add Endpoint

Click on Add EndPint

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

Capture the Webhook Response

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

(b) Add New Customer

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

Account Information for Stripe to Salesforce

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 company name in the ‘Description’ field as there is no other options for mentioning a company name which is further required for filling in the Salesforce lead’s company details.

(d) Add Billing Details

Add Billing Details for Stripe to Salesforce

Add the billing details as per the country chosen.

(e) Click on Add Customer

Add Customer for Stripe to Salesforce

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

Trigger Response for Stripe to Salesforce

Check the trigger response, you can sell all the customer data in it.

Step 7: Setting Action for Stripe to Salesforce Integration

Up to this point, we’ve gathered all the necessary data from Stripe to add a lead on Salesforce. So, let’s proceed to the very last step of setting and action on Stripe to create a lead on Salesforce.

(a) Select Application you want to integrate

Integrate Salesforce for Stripe to Salesforce

First, click the plus button next to your trigger window.

And then select the ‘Salesforce’ app to integrate from the ‘Choose App’ field.

Select the method in here as ‘Create Lead’ and then click the ‘Connect with Salesforce’ button.

(b) Connect with Salesforce

Connect with Salesforce

In the next window that slides in from the right, click the ‘Connect with Salesforce’ button and complete the authentication by allowing your Salesforce account with Pabbly Connect.

(c) Map Fields

Map Fields for Stripe to Salesforce

Map the last name.

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 Salesforce Action

Send Test Request for Stripe to Salesforce Action

Also, map the GitHub issue body with the card description field.

Hit the ‘Save & Send Test Request’ button once you are done.

Step 8: Check the Action’s Response

Check the action response for the card entry on Salesforce for the Stripe customer.

(a) Check the Action API’s Response

Action API Response for Stripe to Salesforce

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 Lead Entry on Salesforce

Action Response on Salesforce Leads

Also, you can check the entry of a new lead on your connected Salesforce account.

Step 9: Save the Workflow

Lastly, save the gathered API response and Webhook manually for the smooth working more further.

(a) Save the Salesforce Action API’s Response

Save Action API Response for Stripe to Salesforce

Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.

(b) Save the Workflow

Save 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.

Wind-Up

Well, this is all about ‘How to add every new Stripe customer to Salesforce as leads’. Consequently, after completing the step by step procedure, you will end up adding Salesforce leads from new Stripe customers automatically.

Now, try Pabbly Connect for FREE for all its premium features.

For any further queries/suggestions, do comment below.

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