How to Create New Salesforce Contact for New Stripe Customers

How to Create New Salesforce Contact for New Stripe Customers

Are you tired of searching for a way to create new Salesforce contact for new Stripe customers? If yes! Then here we are going to tell you about one of the easiest way to integrate Stripe with Salesforce using Pabbly Connect.

How to Create New Salesforce Contact for New Stripe Customers

As we all know, Stripe is a payment processing platform that helps businesses of all sizes. On the other hand, Salesforce is a CRM and Marketing tool. Hence, by integrating Stripe with Salesforce, you can easily create new Salesforce 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 

To be very precise!! Pabbly Connect is one of the best integration software available in the market. Through this software, you can avoid all the repetitive tasks by integrating just for once to save a lot of time & effort. Moreover, by using this software you can transfer data between several different applications in real-time. And you know what!! To use this software, you don’t need to have any coding skills, even a newbie can use it easily.

Besides, this software doesn’t restrict on any of its features such as unlimited workflows, premium apps, and so much more even in its free plan. Therefore, here, we will learn how to integrate Stripe and Salesforce in real-time.

How to Create New Salesforce Contact for New Stripe Customers (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’s get started by connecting Stripe to Salesforce by hitting the “Sign Up Free” button on the Pabbly Connect dashboard. Following that, you can either fill-up the details manually or else 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 Salesforce 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 hitting the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

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

Step 4: Setting Trigger for Stripe to Salesforce Integration

Consequently, after building a workflow, now it’s time to select the integration app to create a workflow for connecting Stripe to Salesforce. With the help of 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

Afterward, it’s time to choose “Stripe” from the dropdown along with “New Customer” option in order to append every customer data from the software into Salesforce.

(b) Copy the Webhook URL

Copy the Webhook URL for Connecting Stripe to ActiveCampaign

Next, you need to just copy the trigger webhook URL which is appearing on the dashboard.

Step 5: Connecting Stripe to Pabbly Connect

Furthermore, in order to collect customer’s data from Stripe, you need to paste the copied Webhook URL into the software. Hence for that, simply log in to your Stripe account.

(a) Go to Developer Section

Go to Developer Section

Consequently, after logging in to the Stripe account, simply go to the “Developer” section on the left of the dashboard. Then, hit the “Webhooks” option.

(b) Click on Add Endpoint

Click on Add Endpoint

Now, hit “Webhooks” that will redirect you to an endpoint tab. Later on, 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

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

(e) Add Customers

Add Customers

Afterward, a page will pop-up after hitting the ‘New’ button. Then, enter all the information you need to fill in & tap on the bottom of the “Add Customer” button. However, 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

Moreover, once you tap on 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 & Salesforce Integration

Now, to make this Stripe and Salesforce 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

The following step is to click on the “+” icon then select “Salesforce” & in the choose method option, select ”Create a Contact”. Then, hit the “Connect With Salesforce” button after making all the necessary changes

(b) Click the Connect Button

Click the Connect Button

Afterward, a side panel will open up to authorize the Salesforce account. Hence for that, just tap on the “Connect With Salesforce” button and authorize it to a Google account linked with Salesforce.

Step 8: Connecting Salesforce to Pabbly Connect

Following the previous step, now it’s time to send Stripe customer data to Salesforce as contacts.

(a) Map the Feilds

How

Now, map the required field from the drop-down option. Choose your Connection along with External id, etc. Next, after entering all the details, hit the “Send Test Request” button to test the Stripe and Salesforce integration.

(b) Test the Submission and Save

Test the Submission and Save to Add New Stripe customers to ActiveCampaign as Customer

As you can see, the data has been successfully sent to Salesforce. Next, simply tap on the “Save” button in order to save the entire workflow.

Step 9: Check Response

Check Response in Salesforce Dashboard

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

Conclusion –

Finally! Now you know how to create new Salesforce contact for new Stripe customers in real-time. This process is only for one-time, after which it will be automatically done by Pabbly Connect. Just follow all the step by step procedure mentioned above & your Stripe to Salesforce 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 Create ActiveTrail Contact for New WooCommerce Customers

How to Create ActiveTrail Contact For New WooCommerce Customers

Are you looking for a way to create ActiveTrail contact for new WooCommerce customers?

How to Create ActiveTrail Contact For New WooCommerce Customers

If yes!! Then, this could be the end of your search. As here, we are going to integrate WooCommerce with ActiveTrail using Pabbly Connect. So that, you can automatically create a contact in ActiveTrail for new WooCommerce customers. Not only that, but this software will also save you from the manual work by automating your tasks based on numerous triggers & actions that you set-up on the connected services.

https://www.youtube.com/watch?v=HqZCFH2VawM

Besides that, Pabbly Connect enables using multiple advanced features like multi-step calls, integration with limitless premium apps, and so much more. Additionally, it also helps using routers, filters, formatters & instant triggers to design unlimited workflows. Apart from that, you can even access all the features without any restriction even in the free plan.

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

Subsequently, let’s follow the step-by-step procedure to create contact in ActiveTrail for new WooCommerce customers in real-time.

Step 1: Sign up to Pabbly Connect

Sign Up

We will begin the process to create ActiveTrail contact for new WooCommerce customers by visiting the website of Pabbly Connect and then click on the “Sign-Up Free” button. On the registration page, either signup using an existing Gmail account or manually fill out the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect.

Step 3 : Workflow for WooCommerce to ActiveTrail Integrations

(a) Create 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 “WooCommerce to ActiveTrail”, you can obviously name the workflow as per your requirements and needs.

Step 4 : Setting Triggers for WooCommerce to ActiveTrail Integrations

After naming your workflow, you 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 WooCommerce

Now, you have to select the application that you want to integrate. In this case, we are choosing “WooCommerce” for integration. After selecting the application select “New Customer Created” in the choose method section.

(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 WooCommerce to Pabbly Connect

To connect WooCommerce with Pabbly Connect, you have to paste the copied webhook URL in the software, for that, you need to log in to your WordPress account.

(a) Go to WooCommerce Settings

Go-to-WooCommerce-Settings

Once you have logged into your WordPress account, now click on WooCommerce then select settings.

(b) Click on Advanced Option

Click on Advanced Option

After clicking on “Settings”, a tab will open up with different options, here you have to select “Advanced”.

(c) Click on Webhooks Option

Click-on-Webhooks-Option

Now, after clicking on” Webhooks”, click on the “Add Webhook” option.

(d) Add Webhook

Paste the Webhook URL

Name the Webhook according to your requirement. Make sure that status should be “Active” and in the topic section, select “Customer Created”. Then in the delivery URL, paste your copied URL from Pabbly Connect. After making all changes, click the “Save Webhook” button.

Step 6 : Add a Customer

To check if the integration is capturing data or not, we will add a sample customer in WooCommerce.

(a) Register Customer

Add Customer

Open the customer registration page in the new tab and add the email address of the customer and then click on the “Register” button.

(b) Add the Details

Add Address

After registering the email address, next you have to add the details like name, country, city, etc of the customer.

(c) Add Customer

Save Address

After filling in all the details, hit the “Save Address” button. But before hitting the button, make sure to click “Capture Webhook Response” in the Pabbly Connect dashboard.

Step 7 : Test the Submission in Pabbly Connect Dashboard

Save the Webhook Response

As soon as you click on the “Save Address” in WooCommerce and “Capture Webhook Response” in Pabbly Connect the entry will appear on the Pabbly Connect dashboard. Then, click on the “Save” option.

Step 8 : Setting Action for WooCommerce to ActiveTrail Integrations

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

(a) Select Application you Want to Integrate

Select ActiveTrail

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

(b) Click the Connect Button

Click Connect ActiveTrail

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

Step 9: Connecting ActiveTrail to Pabbly Connect

To connect ActiveTrail to Pabbly Connect, you have to paste the API key into the Pabbly Connect dashboard from your ActiveTrail account. For this, you have to log in to your ActiveTrail account.

(a) Click on API Keys

Click on API Keys

Once you click on the “Connect” button, a pop-up will slide in from the right side asking for the API key of your ActiveTrail account. Simply click on the first icon from the top right corner and then click on the “API” option in your ActiveTrail dashboard then click on the “API Keys” option.

(b) Click on New Button

Click on New

Next, you need to click on the “New” button to generate a new API key.

(c) Name the API Key

Name the API Key Create ActiveTrail Contact For New WooCommerce Customers

Now, simply name the API key according to your needs and then hit the “Save” button.

(d) Copy the API Key

Copy the API Key Create ActiveTrail Contact For New WooCommerce Customers

After generating the API key in your ActiveTrail account. Just copy the given API key to proceed further.

(e) Paste the API Key

Paste the API Key Create ActiveTrail Contact For New WooCommerce Customers

Next, paste the copied API key into the Pabbly Connect dashboard and then hit the “Save” button.

(f) Map the Fields

Map the Fields Create ActiveTrail Contact For New WooCommerce Customers

After connecting with your ActiveTrail account, map all the fields quickly like first name, last name, email address, etc.

(g) Save and Send Test Request

Send Test Request Create ActiveTrail Contact For New WooCommerce Customers

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

Step 10: Check Response in ActiveTrail Dashboard

Check Response Create ActiveTrail Contact For New WooCommerce Customers

Here, you can see that our integration was successful. The WooCommerce customer has been added as a contact to the ActiveTrail account automatically. Now, whenever there will be any new addition of the customers in your WooCommerce account, they will be updated as contacts in your ActiveTrail account automatically.

Conclusion –

Kudos! Now that you have learned how to create ActiveTrail contact for new WooCommerce customers. Thus, now you can integrate any applications via Pabbly Connect to automate your entire workflow without any coding skills. Moreover, it also helps you to automate your projects to save yourself from wasting a lot of time & effort.

Consequently, signup for a free account now to experience the best automation and integration service. In case of any doubts, please drop your comments below.

You May Also Like to Read –

How to Create Subscriber in AWeber when Customer Added in Stripe

How to Create Subscriber in AWeber when Customer Added in Stripe

Are you looking for a simpler method of integrating Stripe with AWeber without getting your hands in coding or developing anything?

Well in this article, you can find the easiest solution possible for this question. I’ll show you how you can automatically create AWeber subscribers whenever a new customer is added in Stripe. I’m using Pabbly Connect to do this integration.

How to Create Subscriber in AWeber when Customer Added in Stripe

Before getting started, let’s know a little bit about these two services. Stripe is a payment processing software that allows accepting payments as well as manage the payment payouts for e-commerce websites and mobile applications. On the other hand, AWeber is an email marketing service provider that helps you in sending bulk emails as well as manage email lists to keep in touch with your subscribers.

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 proffers 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  

Connecting two software together for the purpose of sharing data can be very tiresome. That’s why I’m suggesting you Pabbly Connect.

Pabbly Connect helps you to automate manual tasks within a few minutes for the purpose of sharing data between two or more services. Additionally, you can make multi-step calls & integrate limitless premium apps along with multiple routers, filters, formatters & instant triggers to design unlimited workflows.

Moreover, you can access all the premium Pabbly Connect features without any restriction even in the free plan. Also, we’ve attached the video link for a tutorial to help you set-up the automation within a few minutes intervals.

Now, let’s follow the step by step procedure to integrate Stripe and AWeber to automatically add the newly added customers as subscribers.

How to Create Subscriber in AWeber when Customer Added in Stripe (step by step)

Step 1: Sign up to Pabbly Connect

Sign Up

Visit Pabbly Connect website & click the ‘Sign-Up Free‘ button. On the registration page either use any existing Google account or manually fill the registration form to signup on the website.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

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

Step 3: Workflow for Stripe with AWeber Integration

(a) Start with a New Workflow

Create New Workflow

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

(b) Name the Workflow

Stripe to AWeber Workflow

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

Step 4: Setting Trigger for Stripe to AWeber Integration

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

(a) Select Application you want to integrate

Integrate Stripe

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 Info

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) Click on Add Customer

Click the Add Customer Button

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 AWeber Integration

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

(a) Select Application you want to integrate

Integrate Aweber

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

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

Select the method in here as ‘Add Subscriber’ and then click the ‘Connect with AWeber’ button.

(b) Connect with AWeber

Connect with AWeber

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

(c) Select List & Map Fields

Map Fields

Select the List ID and then map fields.

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 AWeber Action

Send Test Request for 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 AWeber for the Stripe customer.

(a) Check the Action API’s Response

Action API Response

You can check the response of your API in the action window. If everything is good, the response will show nothing. On the other hand, if there is some error then the response will show the error details.

(b) Check the Subscriber Entry on AWeber

Response on AWeber

Also, you can check the entry of a new subscriber in your connected AWeber account.

Step 9: Save the Workflow

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

(a) Save the AWeber Action API’s Response

Save Action Response

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

(b) Save the Workflow

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 create subscriber in AWeber when customer added in Stripe’. Consequently, after completing the step by step procedure, you will end up adding AWeber subscribers 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 Chargebee Subscription to QuickBooks as Customer

How to Add New Chargebee Subscription to QuickBooks as Customer

In case you are searching for a way to add new Chargebee subscription to QuickBooks as customers? Then, you’re at the right place as we are going to show you the easiest way to integrate Chargebee and QuickBooks using Pabbly Connect.

How to Add New Chargebee Subscription to QuickBooks as Customer

But before moving forward, let’s understand both software and why there is a need to integrate Chargebee with Quickbooks. Chargebee offers a subscription and recurring billing system for subscription-based SaaS businesses. Whereas Quickbooks Online is accounting software that handles payment, create invoices, and much more.

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 proffers 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 connecting Chargebee with Quickbooks Online, one can automatically send every Chargebee subscriptions to Quickbooks Online, so that it can create customers and manage all payouts in a single dashboard.

Although there is direct integration available to connect Chargebee with Quickbooks, but it has a complex integration approach which can be a lot for people with no coding experience. This is why people lookout for ways to smooth this tedious process. And in such cases, Pabbly Connect is a real gem.

Pabbly Connect is one of the best integration tool available in the market that connects multiple premium apps in a matter of time. Using this software, you can avoid all your manual work for data transmission. Plus, to operate the software you don’t need any kind of coding skill.

Not just this, you can access its features like filters, path routers, and much more even in its free plan.

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

How to Add New Chargebee Subscription to QuickBooks as Customer (step by step)

So, let’s start the integration process.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process of connecting Chargebee 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 add Chargebee subscriptions as QuickBooks customers, login into the Connect account, then click on the “Access Now” button as shown in the above image.

Step 3: Workflow for Chargebee 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

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

Step 4: Setting Trigger for Chargebee to QuickBooks Integration

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

(a) Select Application you Want to Integrate

Select Chargebee

The following step is to select “Chargebee” from the dropdown, then choose the “New Subscription” option to save QuickBooks customers on every new subscription.

(b) Click the Connect Button

Click the Connect Button

After making all the appropriate changes, click on the “Connected with Chargebee” button. In addition, the permission window asking for an API key will appear.

Step 5: Connecting Chargebee to Pabbly Connect

To connect Chargebee to QuickBooks, you need to paste the “API Key” for which you have to log in to your Chargebee account.

(a) Go to Chargebee Settings

Go to Chargebee Settings

Click on the “Settings” option on the left of the dashboard after signing into your Chargebee account.

(b) Click on Configure Chargebee Option

Click on Configure Chargebee Option

In addition, click on the “Configure Chargebee” button.

(c) Go to API Keys and Webhooks Option

Go to API Keys and Webhooks Option

When you click on the option “Configure Chargebee” to open certain options, simply choose the “API Keys and Webhook” option.

(d) Copy an API Key

Copy an API Key

Finally, you just have to copy an API key that appears on the dashboard.

(e) Create a Test Subscription

Create a Test Subscription

Now go back to “Subscriptions” and then to create a customer, click “Create New Subscription.” Just fill in all the info and click the button below to “Create Subscription.”

Step 6: Paste API Key in Pabbly Connect Dashboard

You need to move back to the Pabbly Connect dashboard and paste the API key in order to save QuickBooks customers for new Chargebee subscriptions.

(a) Fill API Key and Sitename

Fill API Key and Sitename

Now as soon as you press the “Connected with Chargebee” button, you will be taken to the Basic Authorization page where you simply have to paste your API key. Leave the password choice blank and paste the initial of your Chargebee URL in the Sitename. Simply click the Save” button after making all the changes.

(b) Save and Send Test Request

Save and Send Test Request

Now after clicking the save button, press “Save and Send Test Request” to verify whether or not the data from Chargebee is being retrieved.

(c) Test the API Response

Test the API Response

Now, as you can see, Pabbly Connect software fetches your submitted subscription. All that you have to do is press the “Save” button.

Step 7: Setting Action for Chargebee to QuickBooks Integration

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

(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 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 Chargebee QuickBooks Online integration.

Step 8: Check Response in QuickBooks Online Dashboard

Check Response in QuickBooks Dashboard

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

Now you know how to add new Chargebee subscription to QuickBooks as customer. This is a one-time process, now all your manual work will be done by the online business automation tool i.e Pabbly Connect.

Conclusion –

Okay! Here we have mentioned all the crucial steps to add new Chargebee Subscription to QuickBooks as customer using software Pabbly Connect. Now you know how easy is to integrate Chargebee with QuickBooks. Not only this, one can use this software to connect unlimited apps within minutes. Not to forget, almost every industry prefers automation software to reduces manual effort.

So no more questioning yourself! Assert your access by subscribing to a free account.

You May Also Like To Read –

How to Create Cards in Trello when New Customer Added in Stripe

How to Create Cards in Trello When New Customer Added in Stripe

Have you ever tried to automatically create Trello cards from the new Stripe customer entries yet?

Maybe yes! But I’m suggesting you the simplest way to integrate Stripe and Trello using Pabbly Connect. The very first thing is it doesn’t require coding skills. You can easily set-up a workflow that is user-friendly and automate your task as per the use-case.

Stripe is an online payment processing software & Trello is a list building application. In this workflow, we are going to send the data from Stripe to Trello.

How to Create Cards in Trello When New Customer Added in Stripe

Pabbly Connect helps you in automating your manual tasks within a few minutes. It sustains easy data sharing between two or more services. Additionally, you can use multiple routers, filters, formatters & instant triggers to design unlimited workflows. Also, you can make multi-step calls & integrate limitless premium apps.

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 proffers 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  

You can access all the premium Pabbly Connect features without any restriction even in the free plan. Also, we’ve attached the link to a video tutorial to help you set-up the automation within a few minutes intervals.

Now, let’s follow the step by step procedure to integrate Stripe and Trello to automatically add the newly added customers as cards.

Step 1: Sign up to Pabbly Connect

Sign Up

First, visit the Pabbly Connect website & there click the ‘Sign-Up Free‘ button. On the registration page signup using your existing Gmail account or manually fill the form details to get into the system.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

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

Step 3: Workflow for Stripe with Trello Integration

(a) Start with a New Workflow

Create New Workflow

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

(b) Name the Workflow

Stripe to Trello Workflow

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

Step 4: Setting Trigger for Stripe to Trello Integration

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

(a) Select Application you want to integrate

Integrate_stripe_with_pc

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

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) Click on Add Customer

Add a Customer

Lastly, mention the phone number & select the country, language, currency etc.

And hit the ‘Add Customer’ button once you are done with the customer description.

(f) Trigger Response

Trigger API Response

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

Step 7: Setting Action for Stripe to Trello Integration

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

(a) Select Application you want to integrate

Integrate Trello

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

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

(b) Connect with Trello

Connect with Trello

Select the method in here as ‘Add New Card’ and then click the ‘Connect with Trello’ button.

Step 8: Connecting Trello to Pabbly Connect

As the system is asking for a Trello account username, API key and token, log in to your Trello account and feed the necessary field details.

(a) Login to Your Trello Account

Copy Username

First, log in to your Trello account and then press the profile icon. 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 Username

Paste the copied username in the Pabbly Connect trigger connection window.

(c) Click the ‘here’ Text Anchor

Click On Here

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

(d) Copy API Token

Copy API Ke

Copy the API key from here.

(e) Paste the Copied API Key

Paste API Key

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

(f) Generate Token

Click on Generate Token

On the Trello API Key window, you will find a link to generate the token. Click on the Token anchor to generate a token.

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

(g) Copy the Token

Copy Token

Copy the generated token.

(h) Paste the Token

Paste Token & Save

Paste the copied token and then click ‘Save’.

(i) Select the Board & List

Choose Board & List

Once you successfully authorize and connect your Trello account, the system will auto-populate all the boards and lists in it.

Select the board and list that you want to use in this workflow.

(j) Map Fields

Map Fields

Map the email address from the Stripe trigger response to the name field.

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 Trello Action

Send Test Request for Action

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

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

Step 9: Check the Action’s Response

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

(a) Check the Action API’s Response

action API Response

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

(b) Check the Card Entry on Trello

Card Entry on Trello

Also, you can check the entry of a new card in your connected Trello account.

Step 10: Save the Workflow

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

(a) Save the Trello Action API’s Response

Save API Response

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

(b) Save the Workflow

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 create cards in Trello when new customer added in Stripe’. Consequently, after completing the step by step procedure, you will end up creating Trello cards from new Stripe customers automatically. Also, you won’t even need any coding knowledge to follow the steps.

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

For any more questions/suggestions, do comment below.

You May Also Like to Read:

How to Add New Stripe Customers to ActiveCampaign as Customer

How to Add New Stripe Customers to ActiveCampaign as Customer

Are you tired of searching for a way to add new Stripe customers to ActiveCampaign as Customer? If yes! Then here we are going to tell you about one of the easiest way to integrate Stripe with ActiveCampaign using Pabbly Connect.

How to Add New Stripe Customers to ActiveCampaign as Customer

But before we do that, let’s know a little bit about both the software. Well, Stripe is a payment processing platform that helps businesses of all sizes. Whereas, ActiveCampaign is a marketing automation & CRM tool. Therefore, by integrating Stripe with ActiveCampaign, you can add new Stripe customers to ActiveCampaign as customer 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 proffers 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 

To be really honest!! Pabbly Connect is one of the best integration tool available in the market. Using this software, you can save yourself from all the repetitive tasks and save a lot of time & effort. Not only that, but you can also transfer data between several different applications. Besides, to use this software, you don’t need to have any coding skills, even a newbie can use it easily.

Furthermore, this software doesn’t restrict on its any features like unlimited workflows, premium apps, etc even in its free plan. Here, in this article, we will learn how to integrate Stripe and ActiveCampaign in real-time.

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

Step 1: Sign up to Pabbly Connect

Sign up to Pabbly Connect

Begin the process of connecting Stripe to ActiveCampaign by hitting the “Sign Up Free” button on the Pabbly Connect dashboard. Following that, either fill-up the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

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

Step 3: Workflow for Stripe to ActiveCampaign 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 for Stripe to ActiveCampaign Integration

Next, add the name of workflow i.e, “Stripe to ActiveCampaign”. Even though, you can always change the name of the workflow as per your needs.

Step 4: Setting Trigger for Stripe to ActiveCampaign Integration

Moving on, after building a workflow, now select the integration app in order to create a workflow for connecting Stripe to ActiveCampaign. 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

The following step is to choose “Stripe” from the dropdown, and then select “New Customer” option to append every customer data from the software into ActiveCampaign.

(b) Copy the Webhook URL

Copy the Webhook URL for Connecting Stripe to ActiveCampaign

Later on, just copy the trigger webhook URL which is appearing on the dashboard.

Step 5: Connecting Stripe to Pabbly Connect

Afterward, to collect customer’s data from Stripe, you need to paste the copied Webhook URL into the software. And for that, you have to log in to your Stripe account.

(a) Go to Developer Section

Go to Developer Section

After logging in to the Stripe account, just 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

Forthwith, hit “Webhooks”, it will redirect to an endpoint tab. Then, simply click on the “Add Endpoint” option in order to paste the Webhook URL.

(c) Paste the Webhook URL

Paste The Webhook URL

Once you click on the “Add Endpoint” button, a window will open up with certain options. Now, paste the URL that was copied into the Endpoint URL tab. In the “Event to Send” tab, make sure to pick customer.created. Ultimately, to save the setting, hit the ‘Add Endpoint’ button.

(d) Click on Customers

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

On the left of the dashboard, go back to the “Customer” section, then press the “New” button to add customers.

(e) Add Customers

Add Customers

A page will pop-up after pressing the ‘New’ button. Just enter all the information you need & hit the bottom of the “Add Customer” button. But, before you do that, go to the Pabbly Connect dashboard and hit the “Capture Webhook Response” button.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the ResponseAs soon as you hit the ‘Add Customers’ option, the entry will appear on the ‘Pabbly Connect’ dashboard. Later, just hit the ‘Save’ button.

Step 7: Setting Action for Stripe & ActiveCamapign Integration

Subsequently, to make this Stripe and ActiveCampaign integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

The following step is to click on the “+” icon then select “ActiveCampaign” & in the choose method option, select ”Create a Customer”.

(b) Click the Connect Button

Click the Connect Button

Then, hit the “Connect With ActiveCampaign” button after making all the necessary changes. After that, the authentication window will open that will ask for API Key & URL for which you have to log-in to your ActiveCampaign account.

Step 8: Connecting ActiveCampaign to Pabbly Connect

Later, in order to connect Stripe to ActiveCampaign, you need to paste the “API” for which you have to log in to your ActiveCampaign account.

(a) Click on ActiveCampaign Settings

Click on ActiveCampaign Settings

After login, go to the “Settings” option on the left side of the bottom section of the dashboard.

(b) Go to Developer Section

Go to Developer Section to Add New Stripe customers to ActiveCampaign as Customer

Once you go to “Settings”, a tab will open up, where you can see the “Developer” option, simply press on it to proceed further.

(c) Copy the API Key and URL

Copy the API Key and URL to Add New Stripe customers to ActiveCampaign as Customer

Later on, just copy the API & URL appearing on the dashboard.

Step 9: Paste API Key in Pabbly Connect Dashboard

After that, head back to the Pabbly Connect dashboard so that you can paste the API key and URL.

(a) Fill API Key

Fill API Key to Add New Stripe customers to ActiveCampaign as Customer

Consequently, paste API Key, and in the “URL” column, mention URL. After ensuring all this, hit the “Save” button.

(b) Map Field Data

Map Field Data

Now, map the required field from the drop-down option. Choose your Connection along with External id, etc. Next, after entering all the details, hit the “Send Test Request” button to test the Stripe and ActiveCampaign integration.

(c) Test the Submission and Save

Test the Submission and Save to Add New Stripe customers to ActiveCampaign as Customer

As you can see, the data has been successfully sent to ActiveCampaign. Now hit the “Save” button to save the entire workflow.

Step 10: Check Response in ActiveCampaign Dashboard

Check Response in ActiveCampaign Dashboard to Add New Stripe Customers to ActiveCampaign as Customer

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

Conclusion –

That’s it! Now you know how to add new Stripe customers to ActiveCampaign as customer in real-time. This is a one-time process, now all your manual work will be automatically done by the business automation tool i.e Pabbly Connect. All you have to do is follow the step by step procedure mentioned above and your Stripe to ActiveCampaign 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 Send ClickSend SMS for Every New WooCommerce Order

How to Send ClickSend SMS for Every New WooCommerce Order

Do you want to know how to send ClickSend SMS for every new WooCommerce order? If yes, then you are in the right place. Here, we will tell you how you can easily sync these two services via a magic tool called Pabbly Connect.

How to Send ClickSend SMS for Every New WooCommerce Order

But before we get into the syncing process, let’s talk a little bit about these two services first. WooCommerce is a WordPress plugin used for selling different types of goods online. You can easily install this plugin in your WordPress account. It is used by small as well as big merchants. And ClickSend is a cloud-based gateway service for your business that lets you send bulk SMS, email, fax & letters worldwide – at the click of your mouse!

Through Pabbly Connect when you will sync these two services, then whenever there will be a new purchase on your WooCommerce account, the SMS will be automatically delivered to the buyer informing about the purchase via ClickSend. You won’t even have to do anything and you will save a lot of time as well.

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

Aside from the integrations, Pabbly Connect also comes with so many great features:

  • Create unlimited workflows without any restrictions
  • Unlimited premium apps
  • Set unlimited triggers, unlimited actions to those triggers
  • Path routers

and the amazing part is that you can access all the features even with the free plan.

Hence, without any further delay, let’s start the process to send ClickSend SMS for every new WooCommerce order.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s begin the process to send ClickSend SMS for every new WooCommerce order by visiting the website of Pabbly Connect and then click on the “Sign-Up Free” button. On the registration page, either signup using an existing Gmail account or manually fill out the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect.

Step 3 : Workflow for WooCommerce to ClickSend Integrations

(a) Create 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 “WooCommerce to ClickSend”, you can obviously name the workflow as per your requirements and needs.

Step 4 : Setting Triggers for WooCommerce to ClickSend Integrations

After naming your workflow, you 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 WooCommerce

Now, you have to select the application that you want to integrate. In this case, we are choosing “WooCommerce” for integration. After selecting the application select “New Order Created” in the choose method section.

(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 WooCommerce to Pabbly Connect

To connect WooCommerce with Pabbly Connect, you have to paste the copied webhook URL in the software, for that, you need to log in to your WordPress account.

(a) Go to WooCommerce Settings

Go to WooCommerce Settings

Once you have logged into your WordPress account, now click on WooCommerce then select settings.

(b) Click on Advanced Option

Click on Advanced Option

After clicking on “Settings”, a tab will open up with different options, here you have to select “Advanced”.

(c) Click on Webhooks Option

Click on Webhooks Option

Now, after clicking on” Webhooks”, click on the “Add Webhook” option.

(d) Add Webhook

Add Webhook

Name the Webhook according to your requirement. Make sure that status should be “Active” and in the topic section, select “Order Created”. Then in the delivery URL, paste your copied URL from Pabbly Connect. After making all changes, click the “Save Webhook” button.

Step 6 : Make a Test Purchase

To check if the integration is capturing data or not, we will make a test purchase in WooCommerce.

(a) Click on Add to Cart

Add to Cart

Select any of your listed products and then click on the “Add to Cart” button.

(b) Add the Customer Details

Add all the Customer Details

Next, you need to fill in all the customer details like name, company name, country, etc.

(c) Place Order

Click on Place Order

After filling in all the details, hit the “Place Order” button. But before hitting the button, make sure to click “Capture Webhook Response” in the Pabbly Connect dashboard.

Step 7 : Test the Submission in Pabbly Connect Dashboard

Save the Webhook Response Send ClickSend SMS for Every New WooCommerce Order

As soon as you click on the “Place Order” in WooCommerce and “Capture Webhook Response” in Pabbly Connect the entry will appear on the Pabbly Connect dashboard. Then, click on the “Save” option.

Step 8 : Setting Action for WooCommerce to ClickSend Integrations

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

(a) Select Application you Want to Integrate

Select ClickSend Send ClickSend SMS for Every New WooCommerce Order

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

(b) Click the Connect Button

Click Connect ClickSend Send ClickSend SMS for Every New WooCommerce Order

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

Step 9: Connecting ClickSend to Pabbly Connect

To connect ClickSend to Pabbly Connect, you have to paste the API key into the Pabbly Connect dashboard from your ClickSend account. For this, you have to log in to your ClickSend account.

(a) Click on Developers

Click on Developers Send ClickSend SMS for Every New WooCommerce Order

Once you click on the “Connect” button, a pop-up will slide in from the right side asking for the API key of your ClickSend account. Simply click on the “Developers” option in your ClickSend dashboard then click on the “API Credentials” option.

(b) Copy the API Key

Copy API ClickSend

After reaching the API key page of your ClickSend account. Just copy the given API key and username to proceed further.

(c) Paste the API Key

Paste API Key Send ClickSend SMS for Every New WooCommerce Order

Next, paste the copied API key and username into the Pabbly Connect dashboard and then hit the “Save” button.

(d) Map the Fields

Map the Fields Send ClickSend SMS for Every New WooCommerce Order

After connecting with your ClickSend account, map all the fields quickly like number, body of the message, etc.

(e) Save and Send Test Request

Send Test Request Send ClickSend SMS for Every New WooCommerce Order

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

Step 10: Check Response in ClickSend Dashboard

Check Response Send ClickSend SMS for Every New WooCommerce Order

Here, you can see that our integration was successful. The message has been delivered to the WooCommerce customer via ClickSend informing about the purchase automatically. Now, whenever there will be any new purchase in your WooCommerce account, the text message will be automatically sent to the customer via ClickSend.

Conclusion –

At last, this is the most effective and time-saving way to send ClickSend SMS for every new WooCommerce order. Now whenever there will be any sales in WooCommerce, the SMS will be delivered to the buyer via ClickSend automatically after this integration. Pabbly Connect is the answer to all your integration needs, as you just have to make a few clicks and you are good to go.

Therefore, signup for free today and explore the world of hassle-free integrations. In case of any doubts or suggestions, please leave your comments down below. 

You May Also Like to Read –

How to Add FreshBooks Clients Instantly for New Stripe Customers

How to Add FreshBooks Clients Instantly for New Stripe Customers

Are you looking for a simpler way to integrate Stripe and FreshBooks other than coding and getting into hardcore programming?

If yes! Then, you are in the correct place. As we are going to to do it without any coding. Before getting into the solution, let’s discuss the use-case here. We’re going to connect Stripe with FreshBooks to add FreshBooks clients for new Stripe customer. This way, whenever a new customer is created on Stripe, a client for the same will automatically get created on FreshBook as well.

For the easiest and hassle-free integration, I’m suggesting you to use Pabbly Connect software. As it is the simplest option available for these kinds of integration.

How to Add FreshBooks Clients Instantly for New Stripe Customers

Pabbly Connect can help you automate your manual tasks within just few minutes intervals. Also, it supports easy data sharing between two or more software. You can use routers, filters, formatters & instant triggers to design unlimited workflows. Furthermore, you can also make multi-step calls & integrate limitless premium apps.

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 proffers 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  

Moreover now, you can even access all the premium features without any restriction even in the free plan. Also, we’ve attached the link to a video tutorial to help you set-up the automation within a few minutes intervals.

Now, let’s follow the step by step procedure to integrate Stripe and FreshBooks to automatically add the newly added customers.

How to Add FreshBooks Clients Instantly for New Stripe Customers (step by step)

Step 1: Sign up to Pabbly Connect

Sign Up

First, visit the Pabbly Connect website & there click the ‘Sign-Up Free‘ button. On the registration page signup using your existing Gmail account or manually fill the form details to get into the system.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

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

Step 3: Workflow for Stripe with FreshBooks Integration

(a) Start with a New Workflow

Create New Workflow

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

(b) Name the Workflow

Stripe to FreshBooks Workflow

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

Step 4: Setting Trigger for Stripe to FreshBooks Integration

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

(a) Select Application you want to integrate

Integrate_stripe

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 Account Information

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

Here, I’m filling in the first name in the name field and the last name in the Description field as there is no other optional last name field.

(d) Add Billing Details

Add Billing Details

Also, add the billing details of the customer.

(e) Click on Add Customer

Click on Add Customer

Lastly, select the language & currency.

and hit the ‘Add Customer’ button once you are done with the customer description.

(f) Trigger Response

Trigger Response

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

Step 7: Setting Action for Stripe – FreshBooks Integration

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

(a) Select Application you want to integrate

Integrate Freshbooks

First, click the plus button next to your Text Formatter window.

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

Select the method in here as ‘Create a New Contact’ and then click the ‘Connect with FreshBooks’ button.

(b) Connect with FreshBooks

Connect with FreshBooks

In the next window that slides in from the right, click on ‘Connect with FreshBooks’ button and authorize your FreshBooks account to connect with Pabbly Connect.

(c) Map Fields

Map Fields

Map the email address from the Stripe trigger response to the ‘Email’ field.

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.

(f) Send Test Request for Action

Send Test Request for Action

Likewise, map all the required fields with the trigger response, first name with the name field, last name with the description field, organisation name with the address line 1, the primary street with address line 2, city with city, the state with the state, postal code with the postal code and the country with the country.

Remember, for mapping the language, enter the code for the language i.e, en in my case.

And push the ‘Save & Send Request’ button.

Step 8: Check the Action’s Response

Check the action response for the customer’s entry on FreshBooks for the Stripe customer.

(a) Check the Action API’s Response

Action API Response

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

(b) Check the Client Entry on FreshBooks

Client Entry on FreshBooks

Also, you can check the entry of a new customer in your connected FreshBooks account.

Step 9: Save the Workflow

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

(a) Save the FreshBooks Action API’s Response

Save Action API Response

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

(b) Save the Workflow

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 FreshBooks Clients Instantly for New Stripe Customers’. Consequently, after completing the step by step procedure, you will end up creating a FreshBooks client from new Stripe customers automatically. Also, you won’t even need any coding knowledge to follow the steps.

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

For any more questions/suggestions, do comment below.

You May Also Like to Read:

How to Add WooCommerce Customer as Campaign Monitor Subscribers

How to Add WooCommerce Customer as Campaign Monitor Subscribers

Are you looking for a way to add WooCommerce customers as Campaign Monitor subscribers? If so, then here we are going to integrate WooCommerce and Campaign Monitor using Pabbly Connect.

How to Add WooCommerce Customer as Campaign Monitor Subscribers

But before moving forward, let’s understand the need for WooCommerce and Campaign Monitor integration. WooCommerce is the largest eCommerce selling plugin for WordPress users. Whereas Campaign Monitor is an email marketing service provider that manages all your email campaigns.

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 proffers 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   

So with the help of WooCommerce Campaign Monitor integration, you can send emails to customers in the near future about a product, deals, and offers. Also, you can build and manage your WooCommeerce customer’s list in the Campaign Monitor account.

However, integrating two software can be a difficult process this is why we are recommending an affordable business automation tool named Pabbly Connect.

 

Pabbly Connect is one of the best SaaS-based automation platforms that let you connect multiple application for data transmission. It helps you automates all the repetitive tasks.

Using this software, you can transfer data among different applications in real-time. Now, the thing which makes it distinct, it doesn’t require any coding skill to operate even a newbie or amateur can work with it. Further, the software doesn’t restrict you on features like unlimited workflows, premium apps, and much more even in its free plan.

Here, in this article, we will learn how to add WooCommerce customers as Campaign Monitor subscribers in real-time.

So, let’s begin the integration process.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process of connecting WooCommerce to Campaign Monitor by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Next, either fill-up the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Further, after logging into the account, click on the “Access Now” button as shown in the above image.

Step 3: Workflow for WooCommerce to Campaign Monitor Integration

(a) Start with a New Workflow

Create New Workflow

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

(b) Name the Workflow

Name the Workflow

Moreover, add the name of workflow which in our case is “WooCommerce to Campaign Monitor”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for WooCommerce to Campaign Monitor Integration

Next, after building a workflow, you have to choose the integration app to create a workflow for connecting WooCommerce to Campaign Monitor. Using Pabbly Connect you can avail unlimited actions and triggers, click here to sign up for unlimited workflows for free.

(a) Select Application you Want to Integrate

Select WooCommerce

The next step is to select “WooCommerce” from the dropdown, then choose the “New Customer Created” option.

(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 WooCommerce to Pabbly Connect

Now in order to add customers’ details as subscribers in Campaign Monitor, you need to paste the webhook URL in WooCommerce. Proceed with the integration process by login to your WooCommerce account.

(a) Go to WooCommerce Settings

Go to WooCommerce Settings

Once you have signed in to your WordPress account successfully, simply go to the “WooCommerce” section and tap the “Settings” option.

(b) Click on Advanced Option

Click on Advanced Option

Later, when you click Settings, a tab with various options will open, where you need to choose the “Advanced” option.

(c) Click on Webhooks Option

Click on Webhooks Option

Subsequently, when you click on the “Webhooks” button, a new tab with a certain option will open. To paste the Webhook URL, simply tap on the ‘Add Webhook’ option.

(d) Add Webhook

Add Webhook

Now, name the Webhook as per your requirement and change the status to “Active”. Also, in the topic section, select “Customer Created” and paste the URL copied from Pabbly Connect in the delivery URL. Once you are done making all changes, just hit the “Save Webhook” button.

(e) Register User

Register User

Now, create a test customer by opening the registration page in a new tab. Simply enter the entire details and click on the “Register” button. But before you do that, just go back to the Pabbly Connect dashboard and press the “Capture Webhook Response” button.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response

Now, as you can see the response is captured by Pabbly Connect. Simply click on the “Save” option.

Step 7: Setting Action for WooCommerce to Campaign Monitor Integration

Now the following step is to set an action for your trigger. For this, you have to select the application you want to integrate.

(a) Select Application you want to Integrate

Select Campaign Monitor

Next, click on the “+” icon to add an action for your trigger. Here we are going to select “Campaign Monitor” from the dropdown. Then, select the “Add Subscriber” option.

(b) Click the Connect Button

Click the Connect Button

Now, after making all the necessary changes, click on the “Connected with Campaign Monitor” button. Further, it will ask for an “API Key”, for which you have to visit the Campaign Monitor account.

Step 8: Connecting Campaign Monitor to Pabbly Connect

To copy the API key, you have to log in to your Campaign Monitor account.

(a) Go to Account Settings

Go to Account Settings

After logging into your Campaign Monitor account, click on the “Account Settings” option.

(b) Click on API Keys

Click on API Keys

Now scroll down a bit and then click on the “API keys” option.

(c) Copy the API Keys

Copy the API Keys

Now if you are first time user you have to generate the API key by verifying your Campaign Monitor password. After doing that, simply copy the API key appearing on the dashboard.

Step 9: Paste API Key in Pabbly Connect Dashboard

Now after copying the key from Campaign Monitor, simply head back to the Pabbly Connect dashboard to paste the key.

(a) Fill API Key

Fill API Key

Paste the copied API key and click on the “Save” button.

(b) Map Field Data

Map Field Data

Now, all you gotta do is map the required field from drop-down such as for the email field, select the email option, and for the name field select the name option.

(c) Save and Send Test Request

Save and Send Test Request

After mapping all the fields, save the setting and then “Send Test Request”.

Step 10: Check Response in Campaign Monitor Dashboard

Check Response in Campaign Monitor Dashboard

Lastly, when you check the subscriber list in Campaign Monitor, your submitted response will automatically appear there. This is a one-time process, after that, all the WooCommerce customers will automatically get added to your Campaign Monitor contact list.

Conclusion –

This is it! Here we have explained the step by step procedure of “How to Add WooCommerce Customer as Campaign Monitor Subscribers”. We know how daunting a means of integrating two software can be. This is why people are looking for resources that will help them. And, believe us, Pabbly Connect is one of the best Zapier alternatives available on the market that doesn’t put a burden on your pocket. Even in its free trial, you will get access to everything.

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

You May Also Like To Read –

 

How to Create ActiveTrail Contact for New Stripe Customers

Create ActiveTrail Contact for New Stripe Customers

Do you want to integrate Stripe with ActiveTrail without any coding skills?

You may be looking for this connection for automatically creating contact on ActiveTrail for your newly added Stripe customers. Well, if you want to do it directly then this could become a very tedious task and can consume very much time.

This is why I’m suggesting you the easiest way to connect these two services using the Pabbly Connect software.

Create ActiveTrail Contact for New Stripe Customers

Pabbly Connect can help you in automating your manual tasks within just a few minutes intervals. It also allows using routers, filters, formatters & instant triggers to design unlimited workflows. Further, it helps using multiple advanced features such as multi-step calls, integration with limitless premium apps etc.

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 proffers 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  

Moreover now, you can access all the premium features without any restriction even in the free plan. Also, we’ve attached the link to a video tutorial to help you set-up the automation within a few minutes intervals.

Now, let’s follow the step by step procedure to integrate Stripe and ActiveTrail to automatically add the newly added customers.

Step 1: Sign up to Pabbly Connect

Sign Up

First, visit the Pabbly Connect website & there click the ‘Sign-Up Free‘ button. On the registration page signup using your existing Gmail account or manually fill the form details to get into the system.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

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

Step 3: Workflow for Stripe with ActiveTrail Integration

(a) Start with a New Workflow

Create New Workflow

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

(b) Name the Workflow

Stripe to ActiveTrail

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

Step 4: Setting Trigger for Stripe – ActiveTrail Integration

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

(a) Select Application you want to integrate

Integrate Stripe

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

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

Lastly, select the language & currency. Also, mention the invoice prefix and next invoice sequence.

Press the ‘Add Customer’ button once you are done with the description.

(f) Trigger Response

Trigger Response

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

Step 7: Setting Action for Stripe – ActiveTrail Integration

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

(a) Select Application you want to integrate

Integrate ActiveTrail

First, click the plus button next to your Text Formatter window.

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

Select the method in here as ‘Create a New Contact’ and then click the ‘Connect with ActiveTrail’ button.

(b) Go to Your ActiveTrail Account

ActiveTrail API Key

Log in to your ActiveTrail account and then click on ‘Integrations’. A drop-down will open-up, click the ‘API’ option on it, another sub-menu will open up. Finally, select the ‘API Keys’ option from it.

(c) Generate API Key

Click on New

Next, click on the ‘New’ button to generate an API key.

(d) Name the Key & Click ‘Save’

Feed Details & Generate API Key

Next, in the pop-up window, mention a name for the API key and click the ‘Save’ button at the bottom-right corner.

(e) Copy API Key

Copy API Key

A window with the API key will open-up, Click the ‘Copy to clipboard’ button to copy the API key generated.

(f) Paste API Key

Paste API Key

Paste the API key in the Pabbly Connect window and click ‘Save’ to connect with Pabbly Connect.

(d) Map Fields

Map Fields

Map the email id from the Stripe trigger response to the ‘Email Address’ field.

To map a value, place your cursor in the field.

Then, click the menu button (or three horizontal lines) next to that particular field.

Lastly, click-select the value that you want to map with the respective field.

(f) Send Test Request for Action

Send Test Request for Action

Map all the required fields.

And push the ‘Save & Send Request’ button.

Step 8: Check the Action’s Response

Check the action response for the customer’s entry on ActiveTrail for the Stripe customer.

(a) Check the Action API’s Response

API Response for Action

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

(b) Check the Contact Entry on ActiveTrail

Entry on ActiveTrail

Also, you can check the entry of a new customer in your connected ActiveTrail account.

Step 9: Save the Workflow

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

(a) Save the ActiveTrail Action API’s Response

Save Action API's Response

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

(b) Save the Workflow

Save Webhook

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 ActiveTrail contact for new Stripe customers’. Consequently, after completing the step by step procedure, you will end up creating ActiveTrail customers from new Stripe customers automatically. Also, you won’t even need any coding knowledge to follow the steps.

You can also try Pabbly Connect for FREE.

For any more questions/suggestions, do comment below.

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