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How to Create Contact in Salesflare from New Calendly Invitees

How to Create Contact in Salesflare from New Calendly Invitees

Do you know that you can easily create contact in Salesflare from new Calendly invitees using Pabbly Connect? You must have heard of that if you’re familiar with term integration but here in this post, we are going to remove drape from the “how” part.

How to Create Contact in Salesflare from New Calendly Invitees

But before jumping on that let’s understand a wee about both software and the need for integration. As you all know Salesflare is a powerful CRM tool that helps businesses of all sizes. Whereas Calendly is free online appointment scheduling software.

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 Calendly with Salesflare, one can easily collect customer’s details as leads. However, there is no direct integration available for transferring data among software. And doing it manually will consume your time.

This is why software like Pabbly Connect can be a great help that lets you transfer data among software without any coding skill.

The software allows you to build workflows for data transmission. Plus, it is the only integration and automation software available in the market that doesn’t restrict on features like unlimited workflows, applications, actions, triggers, and much more even in its free plan.

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

How to Create Contact in Salesflare from New Calendly Invitees (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Calendly

6. Test the Response

7. Setting Action

8. Connecting to Salesflare

9. Paste API Key

10. Check Response

So, let’s start the integration process.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process of connecting Calendly to Salesflare 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 Calendly to Salesflare 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 “Calendly to Salesflare”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Calendly to Salesflare Integration

Next, after building a workflow, you have to choose the integration app to create a workflow for connecting Calendly to Salesflare. 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 Calendly

The next step is to select “Calendly” from the dropdown, then choose the “Invitee Created” option.

(b) Click on Connect button

Click on Connect Button

As soon as you click on the “Connected with Calendly” button, it will open up the page with the choice “New Credentials”. Below on this page, you will see the option of “API Key” which you need to fill.

Step 5: Connecting Calendly to Pabbly Connect

To move further in the Calendly – Salesflare integration process, you gotta copy the API key for which you have to log in to your Calendly account.

(a) Click on Integrations

Click on Integrations

Tap on the “Integrations” option at the top after signing into your Calendly account.

(b) Copy or Regenerate the API Key

Copy or Regenerate the API Key

In addition, you can either copy the API key that appears on the dashboard or regenerate the key according to your needs.

(c) Paste API Key in Pabbly Connect Dashboard

Paste API Key in Pabbly Connect Dashboard

Gradually shift to the Pabbly Connect dashboard to paste the API key. As we described above in the article, when you click on the “Connected” button, it will open up the page with the “API key” option. Just paste the API. Then, click on the “Save” button.

(d) Schedule the Event to Test Calendly Integration

Schedule the Event

Now to check the Calendly- Salesflare integration we have to schedule an appointment using the software. For this, head back to Calendly software, click on the event section, and copy the link of the event and paste in another tab. Simply book an appointment by filling in all the details. After filling in all the necessary details, click on the “Schedule Event” button.

However, a response can take a while to appear so make sure to click “Capture Webhook Response” in Pabbly Connect before scheduling an event.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response

Go back to the Pabbly Connect dashboard to see the submitted entry API response. Then, to continue the workflow, click on the ‘Save’ button.

Step 7: Setting Action for Calendly to Salesflare Integration

Now the next 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 Salesflare

Next, click on the “+” icon to add an action for your trigger. Here we are going to select “Salesflare” from the dropdown. Then, select the “Create a Contact” option.

(b) Click the Connect Button

Click on Connect Button

Now, after making all the necessary changes, click on the “Connected with Salesflare” button. Further, it will ask for a “Token”, for which you have to visit the Salesflare account.

Step 8: Connecting Salesflare to Pabbly Connect

To copy the “Bearer Token”, you have to log in to your Salesflare account.

(a) Click on Salesflare Settings

Click on Salesflare Settings

Now after logging into your Salesflare dashboard, click on the Gear icon appearing on the bottom left corner.

(b) Select API Keys

Select API Keys

Further, select the “API Keys” option by scrolling down.

(c) Create API Key

Create API Key

Next click on the “+” icon on the bottom, then assign a name to your key. After doing that just hit the “Create” button.

(d) Copy API Key

Copy API Key

Simply copy the API Key appearing on the dashboard.

Step 9: Paste API Key in Pabbly Connect Dashboard

Now after copying the key 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. Now it is necessary to mention custom filled for which you have to create custom filed in the Salesflare account.

(c) Click on Customize Field Option

Click on Customized Field Option

After heading back to the Salesflare account click on the Gear icon on the bottom left corner which will open different options. Simply select “Customize Field”

(d) Assign Name to Customize Field

Assign Name to Customized Field

Now simply click on the “+” icon appearing on the bottom right corner which will open the field assign name and then hit the “Create” button.

(e) Map Custom Field

Map Custom Field

Further add {“name of filed which in our case is Test”:”Text”} in field.

(f) Save and Send Test Request

Save and Send Test Request

After making all the changes, save the setting and then “Send Test Request”.

Step 10: Check Response in Salesflare Dashboard

Check Response in Salesflare Dashboard

Lastly, when you check the contact list in Salesflare, your submitted response will automatically appear there. This is a one-time process, after that, all the Calendly event will automatically get added to your Salesflare contact list.

Conclusion –

There you have it! Here we have successfully answered “How to Create Contact in Salesflare from New Calendly Invitees” software. Just follow all the above-mentioned steps and you’re good to go. We all understand the importance of time and that’s why software like Pabbly Connect is a great help as it provides easy automation and integration of software for data transmission with zero coding skills.

So, don’t confuse yourself anymore. Claim your access by signing up for a free account.

You May Also Like To Read –

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How to Add Stripe Customers to a Group of MailerLite Subscribers

How to Add Stripe Customers to a Group of MailerLite Subscribers

Are you looking for a way to add Stripe customers to a group of MailerLite subscribers? If yes, here in this article we will provide a step by step guide to integrate Stripe with MailerLite using Pabbly Connect.

How to Add Stripe Customers to a Group of MailerLite Subscribers

But before moving forward, let’s know a little bit about both the software & why there is a need to integrate Stripe with MailerLite. As we all know, Stripe is a payment infrastructure that allows you to accept payments and manage payouts for all kinds of businesses. On the other hand, MailerLite is an email marketing service for small businesses that is extremely easy to use.

By connecting Stripe with MailerLite, one can automatically save Stripe customers as subscribers in a specific group in MailerLite. To help you with this we are recommending the best automation and integration software named 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 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 

Pabbly Connect is one of the best automation tools that allow you to integrate unlimited apps without any coding skills. Moreover, you can also access its features such as filters, path routers, etc even in its free plan.

How to Add Stripe Customers to a Group of MailerLite Subscribers (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Stripe

6. Add a Customer

7. Test the Response

8. Setting Action

9. Connecting to Pabbly Connect

10. Check Response

Here in this blog, we will understand how to integrate Stripe and MailerLite using Pabbly Connect. So, let’s begin with the integration process.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to add Stripe customers to a group of MailerLite subscribers 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 Stripe with MailerLite 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 “Stripe to MailerLite”, you can obviously name the workflow as per your requirements and needs.

Step 4 : Setting Triggers for Stripe with MailerLite 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 Stripe

Now, you have to select the application that you want to integrate. In this case, we are choosing “Stripe” for integration. After selecting the application select “New Customer” 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 Stripe to Pabbly Connect

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

(a) Go to Developer Section

Click on Developers

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

(b) Click on Add Endpoint

Click-on-Add-Endpoint-1

Once you reach the developers’ section, your stripe account’s webhook page will appear, here you have to click on the “Add Endpoint” button.

(c) Paste the Webhook URL

Paste-Webhook-URL-1

Next, paste the webhook URL and select “Customer Created” from the event to send section, and then hit the “Add Endpoint” button.

Step 6 : Add a Customer

To check if the integration is capturing data or not, we will add a sample customer to the Stripe account.

(a) Click on Customers

Click-on-Customers-1

Now to add a customer, click on the “Customers”  option in your Stripe dashboard.

(b) Click on New Button

Click-on-New-1

After selecting customers, click on the “New” button.

(c) Add Customer

Add Customer

Add all the details of the customer like name, email, address, etc. After filling up all the required details, hit the “Add Customer” button. But before that, click on the “Capture Webhook Response” button 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 “Add Customer” in Stripe 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 Stripe with MailerLite Integrations

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

(a) Select Application you Want to Integrate

Select Mailerlite

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

(b) Click the Connect Button

Click Connect Mailerlite

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

Step 9: Connecting MailerLite to Pabbly Connect

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

(a) Click on Integrations

Click on Integrations

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

(b) Click on Developer API

Click on Developers API

Next, you have to click on the “Developer API” option to copy the API key.

(c) Copy the API Key

Copy the API Key Add Stripe Customers to a Group of MailerLite Subscribers

After reaching the developer API page of your MailerLite account. Just copy the given API key to proceed further.

(d) Paste the API Key

Paste the API Key Add Stripe Customers to a Group of MailerLite Subscribers

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

(e) Map the Fields

Map the Fields Add Stripe Customers to a Group of MailerLite Subscribers

After connecting with your MailerLite account, map all the fields quickly like group ID, name, etc.

(f) Save and Send Test Request

Send Test Request Add Stripe Customers to a Group of MailerLite Subscribers

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

Step 10: Check Response in MailerLite Dashboard

Check Response Add Stripe Customers to a Group of MailerLite Subscribers

Here, you can see that our integration was successful and the Stripe customer has been saved as a subscriber in a group in your MailerLite account automatically. Now, whenever there will be any new customer in your Stripe account, they will be automatically saved as subscribers in your MailerLite account.

Conclusion –

Well, this is all about “How to Add Stripe Customers to a Group of MailerLite Subscribers”. Consequently, after completing the step by step procedure, you will end up saving all the Stripe customers as subscribers in a specific group in your MailerLite account. More importantly, you don’t even need any coding knowledge to follow the steps. You can also, try Pabbly Connect for FREE. Hence, go ahead and signup for your free account.

For further questions, comment below.

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How to Add YouCanBook.me Bookings to Salesflare CRM as Contacts

How to Add YouCanBook.me Bookings to Salesflare CRM as Contacts

Are you in search of a way to add YouCanBook.me bookings to Salesflare CRM as contacts? If yes, then your search ends here, as we have the perfect solution for your problem called Pabbly Connect.

How to Add YouCanBook.me Bookings to Salesflare CRM as Contacts

As we all know, YouCanBook.me is an online booking platform that allows people to create bookings easily. Whereas, Salesflare is a CRM tool that assists businesses with marketing along with other sales processes. Thus, most of the people want their bookings to auto-populate in Salesflare to outgrow their business through leads generation.

Therefore, in today’s blog, we will be integrating YouCanBook.me with Salesflare CRM via Pabbly Connect. After this integration, whenever there will be any new bookings in your YouCanBook.me account, it will automatically add as Salesflare CRM contact.

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 

Apart from the integrations, the software also offers many other useful 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.

https://youtu.be/wvEkOJlXXRY

 

Pabbly Connect is an amazing integration and automation software, which allows you to integrate two or more applications to automate all the projects. You just have to do the integration once and then everything will be automatically managed by Pabbly Connect. So, without wasting any of your time, lets get started.

How to Add YouCanBook.me Bookings to Salesflare CRM as Contacts (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to YouCanBook.me

6. Make a Booking

7. Test the Response

8. Setting Action

9. Connecting to Pabbly Connect

10. Check Response

Thus, without taking any more of your time, let’s get started with the blog about how to add YouCanBook.me bookings to Salesflare CRM as contacts.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s start the process 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 YouCanBook.me to Salesflare CRM 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 “YouCanBook.me to Salesflare CRM”, you can obviously name the workflow as per your requirements and needs.

Step 4: Setting Triggers for YouCanBook.me to Salesflare CRM Integrations

After creating a workflow, you have to select the application you want to integrate. Using Pabbly Connect, you can integrate any two or more than two applications, create your free account now.

(a) Select Application you want to Integrate

Select Youcanbookme

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

(b) Copy the Webhook URL

Copy 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 YouCanBook.me to Pabbly Connect

To connect with YouCanBook.me, you have to paste the copied Webhook URL in the software. For that, you need to log into your YouCanBook.me account.

(a) Select a Booking Page

Select Booking

Here, you can select any booking page that you want to integrate.

(b) Click on Notifications

Click Notifications

After selecting the booking page, now you have to click on “Notifications”, then a page will appear with certain options, you have to click on the “After new booking made” option. After selecting these options, now you have to click on the “+” sign.

(c) Click on Webhook

Click on Webhook

After you click on the “+” button, a dialogue box will appear, here you have to click on “Webhook”.

(d) Paste the Webhook URL

Paste the Webhook URL

Next, you have to paste your webhook URL and change the HTTP method to “POST”. After making all changes, click the “Save Changes” button.

Step 6 : Make a Test Booking

To test this integration, we will be making a dummy booking to check if the integration is working or not.

(a) Click on Live Booking

How to Send Emails for New YouCanBook.me Bookings via Gmail

Open the YouCanBook.me booking page by hitting the ‘Live Booking Page’ option.

(b) Select Date & Time

How to Send Emails for New YouCanBook.me Bookings via Gmail

Next, select the date and time to book a slot.

(c) Confirm the Booking

How to Send Emails for New YouCanBook.me Bookings via Gmail

Now, enter all the required details to complete the booking and lastly hit the ‘Confirm Booking’ button. Before clicking the button, click on the “Capture Webhook Response” button in Pabbly Connect.

Step 7 : Test the Submission in Pabbly Connect Dashboard

How to Send Emails for New YouCanBook.me Bookings via Gmail

As soon as you click on the “Confirm Booking” in YouCanBook.me 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 YouCanBook.me to Salesflare CRM Integrations

In this step, we will be adding an action for your trigger to complete this integration process.

(a) Select Application you want to Integrate

Select Application you want to Integrate

Now in this step, click on the (+) button below and choose “Salesflare CRM” and in the method section select “Create a Contact”.

(b) Click on Connect Button

Click on Connect Button

After choosing the application click on the “Connect With Salesflare” button to move forward.

Step 9 : Connecting Salesflare CRM to Pabbly Connect

To connect Salesflare with Pabbly Connect, you need to authorize your Salesflare account that you want to integrate.

(a) Authorize Application

Authorize Application

When you click on the “Connect” button, a window will slide in from the right, here you have to click on the “Setting>API Keys” link in order to get the API key from the Salesflare account that you want to integrate.

(b) Copy the API Key

Copy the API Key

Now copy the given API key to proceed further.

(c) Paste the API Key

Paste the API Key

Afterward, paste the API key that you have copied from Salesflare account. Then, simply click on the “Save” button.

(d) Map the Fields

Map the Fields

After you are connected with your Salesflare CRM account, now you have to add all the field’s data like name, email id, etc. Map up all the fields quickly. Once you are done mapping up all fields click on the “Save & Send Test Request” button and then save your workflow.

Step 10 : Check Response in Salesflare CRM Account

Check Response in Salesflare CRM Account

Here, as you can see the integration was successful. Now because of this integration, whenever there will be any new bookings in your YouCanBook.me account, the contact will get added to Salesflare CRM automatically.

Conclusion –

Finally, so this is our way and it is the easiest and fastest method to add YouCanBook.me bookings to Salesflare CRM as Contacts. Because of Pabbly Connect, you can integrate unlimited apps, create unlimited workflows, automate all your projects, and so much more. You can experience all of these perks without even paying anything as you get to signup for free. You just have to make a few clicks and you are good to go. Therefore, signup now to experience the best integration and automation service.

In case of any queries or suggestions, leave your comments below. We will try to get back to you as soon as possible.

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How to Create Tribe Community Member from New Stripe Customers

How to Create Tribe Community Member from New Stripe Customers

Are you trying to create Tribe community members automatically for new Stripe customers? I can tell you the simplest way possible for doing this using Pabbly Connect.

But before getting started, let’s understand the need to connect Stripe and Tribe. Stripe is a payment processing platform and helps in transferring money from one customer to another. On the other hand, Tribe is a social media best practice community platform that connects, engage and retain users.

And integrating these two software can lead to hardcore programming. That’s why we are going to do this using Pabbly Connect. As it supports connecting any number of services together and share information in between without any coding skills.

How to Create Tribe Community Member from New Stripe Customers

Pabbly Connect allows designing task automation within just a minute interval. You can even access all the premium features without any restriction even in the free plan.

Furthermore, the software also allows you to use multiple advanced features like making multi-step calls, integration with limitless premium apps etc. Moreover, it also helps using routers, filters, formatters & instant triggers to design unlimited workflows.

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  

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

To do this, we’ll be adding a trigger on the Stripe customer entries & its respective action for adding the same person on Tribe community.

How to Create Tribe Community Member from New Stripe Customers (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create a Workflow

4. Setting Trigger

5. Connecting to Stripe

6. Test the Trigger

7. Setting Action

8. Check Action’s Response

9. Save the Workflow

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 Tribe Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow to automatically add the newly added Stipe customers on Tribe community & to do this push the ‘Create New Workflow’ button first.

(b) Name the Workflow

Stripe to Tribe Workflow

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

Step 4: Setting Trigger for Stripe – Tribe Integration

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

(a) Select Application you want to integrate

Integrate Stripe

When you push the save button to create 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 & Copy Webhook URL

Select the method in here to be ‘New Customer’ & click on the ‘Copy’ button.

Step 5: Connecting Stripe to Pabbly Connect

Sign-in your Stripe account and go to the backend dashboard.

(a) Go to Your Stripe Account’s Developer Section

Developer Webhook Add EndPoint

After logging into your Stripe account, click on the ‘Developers’ option in the left verticle menu and then on ‘Webhook’ on the secondary 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 in it 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 add newly added Stripe customers to Tribe too. So, let’s just test the trigger by making a test order on Stripe.

(a) Capture Webhook Response

Capture Webhook Response

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

(b) Add New Customer

Add New Customer

Go to the Stripe account and strike the ‘Customers’ option from the left verticle menu.

Next, click the ‘+ New’  button.

(c) Add Account Information

Feed Account Information

Add all the required account information.

(d) Enter Billing Details

Enter Billing Details

Enter the billing details asked.

(e) Click on Add Customer

Click on 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 API Response

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

Step 7: Setting Action for Stripe – Tribe Integration

Up to this point, we’ve gathered all the necessary data from Stripe to add a member on the Tribe community. So, let’s proceed to the very last step of setting action on Tribe to add a member in the community.

(a) Select Application you want to integrate

Integrate Tribe

Click the plus button next to your Tribe trigger window.

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

(b) Connect with Salesforce

Connect with Tribe

Select the method in here as ‘Invite User’ and hit the ‘Connect with Tribe’ button.

(c) Authorize Tribe Account by Inserting Credentials

Insert Credentials

To connect a Tribe account with Pabbly Connect, you’ll need to insert the credentials along with the hostname that is specified on your tribe URL.

(d) Map the Fields

Map Fields

Map the ‘Email’ from the Stripe trigger response.

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.

(e) Send Test Request for Action

Send Test Request for Action

Lastly, push the ‘Save & Send Request’ button.

Step 8: Check the Action’s Response

Check the action response for the lead’s entry on Salesforce for the Tribe form.

(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 success values as 1. On the other hand, if there is some error then the response will show the error details.

(b) Check the Invitation on Tribe

Response on Tribe

Also, you can check the entry of a new invitation on your connected Tribe account.

Step 9: Save the Workflow

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

(a) Save the Wave 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 workflow by clicking the save button in the trigger window.

Wind-Up

Well, this is all about ‘How to create Tribe community member from new Stripe customers’. Consequently, after completing the step by step procedure, you will end up adding Tribe community members from Stripe automatically. Also, you won’t even need any coding knowledge to follow the steps.

You can also try Pabbly Connect for FREE.

Do comment us, for more queries.

You May Also Like to Read:

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How to Create Leads in Salesforce for New Typeform Entries

How to Create Leads in Salesforce for New Typeform Entries

Typeform is a form builder software whereas Salesforce is a customer relationship management solution. And sometimes we want to automatically generate leads in our Salesforce account utilising the form entries.

This is possible by integrating Typeform with Salesforce using the service Pabbly Connect. This way, the service will save your time from manually doing any task by automating it based on various triggers & actions.

How to Create Leads in Salesforce for New Typeform Entries

To do this, we’ll be adding a trigger on the Typeform entries & its respective action for creating a lead on Salesforce.

Furthermore, Pabbly Connect also allows you to use multiple advanced features like making multi-step calls, integration with limitless premium apps etc. Moreover, it also helps using routers, filters, formatters & instant triggers to design unlimited workflows.

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  

Pabbly Connect allows designing task automation within just a minute interval. You can even access all the premium features without any restriction even in the free plan.

Now, let’s follow the step by step procedure to integrate Typeform and Salesforce to automatically add the newly added form entries as leads.

How to Create Leads in Salesforce for New Typeform Entries (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create a Workflow

4. Setting Trigger

5. Connecting to Typeform

6. Test the Trigger

7. Setting Action

8. Check Action’s Response

9. Save the Workflow

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 Typeform 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 form entry on Typeform & to do this push the ‘Create New Workflow’ button first.

(b) Name the Workflow

Typeform to Salesforce Workflow

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

Step 4: Setting Trigger for Typeform – Salesforce Integration

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

(a) Select Application you want to integrate

Integrate Typeform

When you push the create button to generate the workflow, a trigger window will open next.

You’ll need to select the ‘Typeform’ option from the ‘Choose App’ field drop-down options.

(b) Select Method & Copy Webhook URL

Connect with Typeform

Select the method in here to be ‘New Entry’ & then click on the ‘Connect with Typeform’ button.

Step 5: Connecting Typeform to Pabbly Connect

(a) Authorize Typeform Account

Authorize Typeform

Next, a window will slide in from the right, hit the ‘Connect with Typeform’ button’ there. And also authorize your Typeform account by allowing the access.

(b) Send Test Request for Trigger Connection

Send Test Request for Trigger

Once you authorize your Typeform account, the system will automatically populate all the form within it.

Select the form that you have created for this purpose.

Lastly. hit the ‘Save & Send Test Request’ button.

(c) Connection Request Response

Trigger Connection Response

Watch the connection result in the response.

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 submitted Typeform entry. So, let’s just test the trigger by making a form entry on Typeform.

(a) Capture Webhook Response

Capture Webhook Response

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

(b) Fill the Connected Typeform

Fill the Form

Go to your created form for this purpose and fill in all the fields that are required in the multi-step Typeform.

Complete the form filling by submitting it.

(c) Trigger Response

Trigger Response

Check the trigger response, you can check all the form feeds.

Step 7: Setting Action for Typeform – Salesforce Integration

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

(a) Select Application you want to integrate

Integrate Salesforce

Click the plus button next to your Typeform trigger window.

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

(b) Connect with Salesforce

Connect with Salesforce

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

(c) Authorize Salesforce Account

Authorize Salesforce

Again, to authorize the Salesforce account a window will slide in from the right. Click the ‘Connect with Salesforce’ button there and allow your Salesforce account to connect with Pabbly Connect.

(d) Map the Fields

Map Values

Map the ‘Last Name’ from the Typeform trigger response.

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.

(e) Map All Required Fields

Map All Required Values

Map all the other required values from the trigger response too.

(f) Send Test Request for Action

Send Test Request for Action

Lastly, push the ‘Save & Send Request’ button.

Step 8: Check the Action’s Response

Check the action response for the lead’s entry on Salesforce for the Typeform form.

(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 success values as 1. On the other hand, if there is some error then the response will show the error details.

(b) Check the Lead’s Entry on Salesforce

Entry on Salesforce

Also, you can check the entry of a new lead in 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 Wave 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 create leads in Salesforce for new Typeform entries’. Consequently, after completing the step by step procedure, you will end up creating leads on Salesforce from the Typeform entries automatically. Also, you won’t even need any coding knowledge to follow the steps.

You can also try Pabbly Connect for FREE.

Do comment us, for more quesries.

You May Also Like to Read:

Posted on

How to Add New Stripe Refunds Automatically to Google Sheets as Rows

How to Add New Stripe Refunds Automatically to Google Sheets as Rows

Are you looking for an easy method to add new Stripe refunds automatically to Google Sheets as rows? Well in this article, we will definitely show you a solution to this problem.

How to Add New Stripe Refunds Automatically to Google Sheets as Rows

In this blog, we will explain to you the entire process to integrate Stripe with Google Sheets to automate your work via Pabbly Connect. But first, let’s know a little bit about these two services that we are going to integrate. Stripe is a payment infrastructure that allows you to accept payments and manage payouts for all kinds of businesses. On the other hand, Google Sheets allows users to edit, organize, and analyze different types of information. It allows collaborations, and multiple users can edit and format files in real-time.

On connecting Stripe with Google Sheets, whenever there will be any refunds in your Stripe account, the info will be automatically updated in your Google Sheets. To help you with this we are recommending the best automation and integration software named 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 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 

Pabbly Connect is one of the best automation and integration tools that allow you to integrate unlimited apps without any coding skills. Moreover, you can also access its features such as filters, path routers, etc even in its free plan.

How to Add New Stripe Refunds Automatically to Google Sheets as Rows (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Stripe

6. Test the Response

7. Retrieve Customer Details

8. Trim Amount

9. Setting Action

10. Check Response

Therefore, without taking any more of your time, let’s get into the blog about how to add new Stripe refunds automatically to Google Sheets as rows.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to add new Stripe refunds automatically to Google Sheets as rows 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 Stripe with Google Sheets 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 “Stripe to Google Sheets”, you can obviously name the workflow as per your requirements and needs.

Step 4 : Setting Triggers for Stripe with Google Sheets 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 Stripe

Now, you have to select the application that you want to integrate. In this case, we are choosing “Stripe” for integration. After selecting the application select “New Refund” 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 Stripe to Pabbly Connect

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

(a) Go to Developer Section

Click on Developers

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

(b) Click on Add Endpoint

Click-on-Add-Endpoint-1

Once you click on the webhook link, your stripe account’s webhook page will appear, here you have to click on the “Add Endpoint” button.

(c) Paste the Webhook URL

Paste the Webhook URL

Next, paste the webhook URL and select “Charge Refunded” from the event to send section, and then hit the “Add Endpoint” button.

(d) Click on Payments

Click on Payments

Now to make a refund, click on the “Payments”  option in your Stripe dashboard.

(e) Click on Cancel Payment

Clcik on Cancel Payment

Next, you have to select any one of the payments and then click on the “Cancel Payment” option.

(f) Make the Refund

Click on Refund & Block

Here, you have to select the reason for the refund, we chose the reason as “Fraudulent” you can choose whatever you want. After making all the required changes hit the “Refund and Block” button. But before that, click on the “Capture Webhook Response” button in the Pabbly Connect dashboard.

Step 6 : Test the Submission in Pabbly Connect Dashboard

Save the Webhook Response

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

Step 7 : Retrieve Stripe Customer Details

Now as you see in Test response, it is not capturing email address, name, etc so the next step is to retrieve Stripe customers details such as name, email, address through customers id.

(a) Select Application you want to Integrate

Select Stripe Action

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

(b) Click the Connect Button

Click Connect Stripe

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

(c) Click on the API Keys

Click on API Key

After you click on the connect button, a pop-up will slide in asking for an API key. To get that API key, click on the “Developers” section in your Stripe dashboard and then click on the “API Keys”.

(d) Copy the API Key

Copy the API Key

In the API Keys section, you can find a secret key, simply copy the key to move further.

(e) Paste the API Key

Paste the API Key

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

(f) Retrieve the Customer

Map the Customer ID

After connecting with Stripe via API key, now map the customer ID we got in the trigger section and then hit the “Save & Send Test Request” button.

(g) Save the API Response

Save the API Response

Here we can see that we retrieved the customer info like name, address, email, etc via customer ID. Now click the “Save” button to take the integration process further.

Step 8 : Setting Action to Trim Amount

Now as you know the amount is not in the proper decimal system so we are setting an action to trim the amount.

(a) Select Application you want to Integrate

Select API Action

Now in this step, we will be selecting the “API” as action and in the action event we will select “GET”. We are using this action to trim the amount into a proper decimal system. So, to trim the amount, paste “https://forms.pabbly.com/api/trim_amount” in the endpoint URL section, and in the parameters section fill the amount and select the amount from the dropdown. After filling in all the details, click on the “Save & Send Test Request” button.

(b) Save the API Response

Save the API Response ( API Action)

Here via API action, we have retrieved the amount into the proper decimal system. Now hit the “Save” button to save the API response.

Step 9: Setting Action for Stripe with Google Sheets Integration

To make this Stripe-Google Sheets integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select-Google-Sheets

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

(b) Click the Connect Button

Click-Connect-G-Sheets

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

(c) Authorize Application

Authenticate Application

When you click on the “Connect” button, a window will slide in from the right, here you have to again click on the “Connect with Google Sheets” button and then choose the account through which you want to log into your Google account to connect Google Sheets.

(d) Map the Fields

Map the Fields

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

(e) Save and 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 Google Sheets

Check Response

Here, you can see that our integration was successful and the Stripe refund info has been updated in Google Sheets automatically. Now, whenever there will be any new refund in your Stripe account, the info will be automatically saved in your Google Sheets.

Conclusion –

Now, you know how to add new Stripe refunds automatically to Google Sheets as rows. This is a one-time process, after this every time there will be any new refunds in your Stripe account the info will be automatically updated in your Google Sheets. All you have to do is follow all the above-mentioned steps and you’re good to go. Using Pabbly Connect, you can integrate limitless applications & create unlimited workflows. So let’s start your automation and integration work with a free account on Pabbly Connect. Moreover, if you have any queries, you can always contact us.

You May Also Like to Read –

Posted on

How to Create Xero Invoices Automatically for New Stripe Payments

How to Create Xero Invoices Automatically for New Stripe Payments

Have you ever tried to create Xero invoices automatically for new Stripe payments? You might have but here we are going to show the simplest way to integrate Stripe and Xero using Pabbly Connect.

How to Create Xero Invoices Automatically for New Stripe Payments

But before jumping on that, let’s understand why there is a need of connecting Stripe with Xero. Stripe is a payment processing platform that helps companies of all sizes. The software allows companies to issue virtual and physical cards, obtain support, control company expenses, and much more.

Whereas Xero is a software for business accounting that monitors for other accounting activities such as creating an invoice, balance of bank accounts, and much more. Many times we want to send an invoice to customers instantly as soon as the Stripe payment is received. But doing it manually consumes times so we search for a way to integrate both the software.

But believe us, Integrating this software can be a troublesome process as there is no such direct integration available. This is exactly why we are recommending Pabbly Connect which allows you to integrate both software in a matter of 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  

Pabbly Connect allows you to create seamless workflows without the need for any technological expertise. The software makes business automation a walk-in park. It can be used to move data in real-time.

Not only this but also in its free plan, it offers features like limitless apps, filters, path-routers and much more.

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

How to Create Xero Invoices Automatically for New Stripe Payments (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Stripe

6. Test the Response

7. Retrieve Stripe Customer Details

8. Trim Amount

9. Setting Action

10. Check Response

So, without any further ado, let’s start the integration process.

Step 1: Sign up to Pabbly Connect

Sign Up

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

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

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

Step 3: Workflow for Stripe to Xero 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 “Stripe to Xero”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Stripe to Xero Integration

Next, after building a workflow, you have to choose the integration app to create a workflow for connecting Stripe to Xero. 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 Stripe

The accompanying step is to choose “Stripe” from the dropdown, then choose the “New Charge” option to create Xero 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 Stripe to Pabbly Connect

To create Xero invoices automatically for new Stripe payments, you gotta paste the copied Webhook URL in the software. For that, you have to log in to your Stripe account.

(a) Go to Developer Section

Go to Developer Section

After logging into the Stripe account, go to the “Developer” section on the left of the dashboard. Then click on the “Webhooks” option.

(b) Click on Add Endpoint

Click on Add Endpoint

Further, when you click on “Webhooks”, it will open up an endpoint tab, Just click on the “Add Endpoint” option to paste the Webhook URL.

(c) Paste the Webhook URL

Paste the Webhook URL

As soon as you press the ‘Add Endpoint’ button, the options window opens. Simply paste the copied URL into the segment called Endpoint URL. In the “Event to Send” tab, be sure to pick charge.succeeded. Finally, to save the setting, click on ‘Add Endpoint’.

(d) Click on Payment Option

Click on Payment Option

On the left of the dashboard, go back to the “Payment” tab, then click on the “New” button to add payment.

(e) Add Payment

Add Payment

After clicking on the “New” button, a pop-up will appear. Just fill in all the required details and hit the “Submit Payment” button at the bottom. But before pressing the button, make sure to click capture webhook response in the Pabbly Connect dashboard.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response

As soon as you click on the “Add Payment” option, the entry will appear on the “Pabbly Connect” dashboard. Then, click on the “Save” option.

Step 7: Retrieve Stripe Customers Details

Now as you see in Test response, it is not capturing email address so the next step is to retrieve Stripe customers details such as name, email, address through customers id.

(a) Select Application you want to Integrate

Select Stripe

Now in this step, click on the + button below and choose “Stripe” and in the method section select “Retrieve a Customer”.

(b) Click on Connect Button

Click on Connect Button

After choosing the application click on the “Connected with Stripe” button to move forward.

(c) Click on Developers

Click on Developers

A window will slide in from the right side asking for a “Bearer Token” after clicking on the connect button. Next, click on the ‘Developers’ button and then click on the ‘API Keys’ button on the Stripe account to copy the API key.

(d) Copy the API Key

Copy the API Key

To go on, simply copy the API key provided in front of the “Secret key.”

(e) Paste the API Key

Paste the API Key

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

(f) Map Customer ID

Map Customer ID

Now all you have to do is map the customer id from the dropdown.

(g) Save and Send Test Request

Save and Send Test Request

Now after mapping all the fields, just hit the “Save & Send Test Request” button.

(h) Test the Response

Test the Response

Here, you will see, from the customer ID, we have obtained the customer’s details including name, email, address, etc. Save the response from the API and move forward.

Step 8: Setting Action to Trim Amount

Now as you know the amount is not exact so we are setting an action to trim the amount.

(a) Select Application you want to Integrate

Select API

Next, click on the + button below and choose “API” and in the Choose Action Event method, select “GET”.

(b) Paste Endpoint URL & Set Parameters

Paste Endpoint URL & Set Parameters

Now in the URL section paste “https://forms.pabbly.com/api/trim_amount” to trim the amount. In the parameters column, fill the amount and then select the amount of data from the dropdown.

(c) Save and Send Test Request

Save and Send Test Request

Now after filling endpoint URL and parameters, click on “Save and Send Test Request”.

(d) Test the Response

Test the Response

As soon as you click on the “Save and Send Test Request”, we will get the API response. Now all you have to do is hit the “Save” button.

Step 9: Setting Action for Stripe to Xero Integration

To make this Stripe Xero integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Xero

In addition, press the + icon to add an action to your trigger. We will choose “Xero” from the drop-down field here. Then, select the choice to “Create an Invoice”.

(b) Click the Connect Button

Click the Connect Button

Now, after making all the necessary changes, click on the “Connected with Xero” button.

(c) Authorize Xero Account

Authorize Xero Account

Further, it will ask for account authorization for which you have to click on the “Connect” button.

(d) Map Field Data

Map Field Data

Further, it will automatically fetch the data of the organization and type after successful login. Now, all you have to do is add 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.

(e) Save and Send Test Request

Save and Send Test Request

After making all the changes, save the setting and then “Send Test Request”.

Step 10: Check Response in Xero Dashboard

Check Response in Xero Dashboard

Lastly, when you check the Xero dashboard, the entered customer’s invoice gets automatically drafted in software.

Now you know how to create Xero invoices for new Stripe payments. This is a one-time process, after this every time whenever a purchase happens, the customer’s invoice will get append in business accounting software.

Conclusion –

Okay! Now you know how easy is to create Xero invoices automatically for new Stripe payments. We understand how daunting a way of integrating two applications can be. This is why individuals are searching for assets that can support them. You can prevent manual hard work and improve your work productivity with the help of a business automation tool. And software such as Pabbly Connect can be a great help in such situations, allowing you to connect and create infinite workflows.

So, wait no longer. By signing up for a free account, go and grab your access.

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How to Create Contact in GetResponse for New WooCommerce Orders

How to Create Contact in GetResponse for New WooCommerce Orders

Are you looking for a way to create a contact in GetResponse whenever a new order is placed in WooCommerce?

How to Create Contact in GetResponse for New WooCommerce Orders

If yes!! Then, this could be the end of your search. As here, we are going to integrate WooCommerce with GetResponse using Pabbly Connect. So that, you can automatically create a contact in GetResponse for new WooCommerce orders. 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.

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  

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.

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

How to Create Contact in GetResponse for New WooCommerce Orders (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create a Workflow

4. Setting Trigger

5. Connecting to WooCommerce

6. Test the Response

7. Setting Action

8. Connecting to GetResponse

9. Paste the API Key

10. Check the Response

Step 1: Sign up to Pabbly Connect

Sign Up

First of all, visit Pabbly Connect & then hit the “Sign-Up Free” button. On the registration page, you can either signup using an existing Gmail account or else manually fill the form details.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After signing up successfully, just hit the “Access Now” button of the software “Connect” in the Pabbly application.

Step 3: Workflow for WooCommerce with GetResponse Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow to create GetResponse customers on every new WooCommerce order. And, to do this hit the “Create New Workflow'” button.

(b) Name the Workflow

Name the Workflow

Now, name the workflow as per your need such as “WooCommerce to GetResponse” and click on the ‘Save’ button.

Step 4: Setting Trigger for WooCommerce – GetResponse Integration

Moving forward, in order to add new WooCommerce order as GetResponse contact, you’ll need to set-up a trigger for WooCommerce and its respective action as GetResponse using Pabbly Connect.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

Next, you have to select the application that you want to integrate. As here, we are choosing “WooCommerce” for integration. Following that, after selecting the application, choose “New Order Created” from the choose method section.

(b) Copy the Webhook URL

Copy the Webhook URL

After selecting the application, just copy the webhook URL as shown in the above image to take further the integration process.

Step 5: Connecting WooCommerce to Pabbly Connect

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

(a) Go to WooCommerce Settings

Go to WooCommerce Settings

Once you have logged into your WordPress account, press on the WooCommerce then select “Settings”.

(b) Click on Advanced Option

Click on Advanced Option

Thereafter, go to “Settings”, then a screen will pop up with different options, here you have to click on the “Advanced” option.

(c) Click on Webhooks Option

Click on Webhooks Option

After pressing on the ”Webhooks”, just press the “Add Webhook” option.

(d) Add Webhook

Add Webhook

Now, add the name to the Webhook & change the status to “Active”. Also, in the topic section, select “Order Created”. Then in the delivery URL, simply paste your copied URL from Pabbly Connect. Once you make all changes, hit the “Save Webhook” button.

(e) Make a Purchase

Make a Purchase

Later on, make a dummy purchase by opening the product checkout page in a new tab. Simply fill-up all the details & click on the “Place Order” button. But before that, go back to the Pabbly Connect dashboard & hit the “Capture Webhook Response” button.

Step 6: Test the Response in Pabbly Connect Dashboard

Send Test Request to Create Contact in GetResponse for New WooCommerce Orders

Afterward, to see the response of WooCommerce data, simply go to the Pabbly Connect dashboard. As you can see, all the enter details has been captured in the Pabbly Connect dashboard. Then, tap on the “Save” option.

Step 7: Setting Action for WooCommerce and GetResponse Integration

After, setting up the trigger, now it’s time to set-up the action to integrate WooCommerce with GetResponse.

(a) Select Application you want to integrate

Integrate GetResponse

The next step is to hit the plus button next to your WooCommerce trigger window. And then select the “GetResponse” app to integrate from the “Choose App” field.

(b) Connect with GetResponse

Connect with GetResponse to Create Contact in GetResponse for New WooCommerce Orders

Now, select the method in here as “Create a New Contact” and then hit the “Connect with GetResponse” button.

Step 8: Connecting GetResponse to Pabbly Connect

Consequently, in order to connect WooCommerce to GetResponse, you need to paste the “API Key” for which you have to log in to your GetResponse account.

(a) Click on Menu Icon in GetResponse Dashboard

Click on Menu Icon in GetResponse Dashboard

After logging into your GetResponse account, just hit the “Menu” appearing on the dashboard.

(b) Move to Integrations and API

Move to Integartion and API to Create Contact in GetResponse for New WooCommerce Orders

Moreover, press the “Integration and API” option.

(c) Click on API Option

Click on API Option

When you hit “Integration and API”, a  new window will open up. There you will see the “API” option, simply click on it.

(d) Generate and Copy a API Key

Generate and Copy a Key to Create Contact in GetResponse for New WooCommerce Orders

Now, all you have to do is generate an API key and then simply copy it.

Step 9: Paste API Key in Pabbly Connect Dashboard

Now, move back to the Pabbly Connect dashboard & paste the API key to add customer details as subscribers to GetResponse.

(a) Fill API Key

Fill API Key

Later on, paste the copied API key, but before pasting the key don’t forget to mention the API-key string in starting. After pasting the key, just press the “Save” button.

(b) Map Field Data

Map Field Data to Create Contact in GetResponse for New WooCommerce Orders

As you see the app has already fetched the campaign id. Now, map the fields from the drop-down region, like the email field, select the email option, & select the name option for the name field.

(c) Save and Send Test Request

Save and Send Test Request

Finally, after entering the entire details, save the setting & then “Send Test Request” to test the WooCommerce aGetResponse integration.

Step 10: Check Response in GetResponse Dashboard

Check Response in GetResponse Dashboard to Create Contact in GetResponse for New WooCommerce Orders

Eventually, your submission will immediately appear there when you search the contact segment of GetResponse.

Conclusion –

Congratulations! Now that you have learned how to create contact in GetResponse for new WooCommerce orders. This is a one-time operation. 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 integration service.

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How to Add New Stripe Customers as Contacts in Sendinblue

How to Add New Stripe Customers as Contacts in Sendinblue

In this blog, we are going to illustrate the step by step procedure to add new Stripe customers as contacts in Sendinblue automatically using Pabbly Connect. This will automate the contact creation in your Sendinblue account from new Stripe customers.

How to Add New Stripe Customers as Contacts in Sendinblue

But before moving forward, let’s know a wee bit about both the software & why there is a need to integrate Stripe with Sendinblue. As we all know, Stripe is a payment infrastructure that allows you to accept payments and manage payouts for all kinds of businesses. On the other hand, Sendinblue is a SaaS solution for relationship marketing that offers a cloud-based marketing communication software suite with email marketing, SMS marketing, etc.

By connecting Stripe with Sendinblue, one can automatically create contacts in Sendinblue on every new customer addition in Stripe. To help you with this we are recommending the best automation and integration software named 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 automation tools that allow you to integrate unlimited apps without any coding skills. Moreover, you can also access its features such as filters, path routers, etc even in its free plan.

How to Add New Stripe Customers as Contacts in Sendinblue (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Stripe

6. Add a Customer

7. Test the Response

8. Setting Action

9. Connecting to Pabbly Connect

10. Check Response

Here in this blog, we will understand how to integrate Stripe and Sendinblue using Pabbly Connect. So, let’s start the integration process.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to add new Stripe customers as contacts in Sendinblue 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 Stripe with Sendinblue 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 “Stripe to Sendinblue”, you can obviously name the workflow as per your requirements and needs.

Step 4 : Setting Triggers for Stripe with Sendinblue 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-Stripe-Trigger

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

(b) Copy the Webhook URL

Copy-the-Webhook-URL-5

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. After copying the URL, click on the given webhook settings link to paste the URL.

Step 5 : Connecting Stripe to Pabbly Connect

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

(a) Go to Developer Section

2020-09-08_11h02_31

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

(b) Click on Add Endpoint

Click-on-Add-Endpoint

Once you click on the webhook link, your stripe account’s webhook page will appear, here you have to click on the “Add Endpoint” button.

(c) Paste the Webhook URL

Paste-Webhook-URL

Next, paste the webhook URL and select “Customer Created” from the event to send section, and then hit the “Add Endpoint” button.

Step 6 : Add a Customer

To check if the integration is capturing data or not, we will add a sample customer to the Stripe account.

(a) Click on Customers

Click-on-Customers

Now to add a customer, click on the “Customers”  option in your Stripe dashboard.

(b) Click on New Button

Click-on-New

After selecting customers, click on the “New” button.

(c) Add Customer

Add Customer

Add all the details of the customer like name, email, address, etc. After filling up all the required details, hit the “Add Customer” button. But before that, click on the “Capture Webhook Response” button 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 “Add Customer” in Stripe 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 Stripe with Sendinblue Integrations

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

(a) Select Application you Want to Integrate

Select Sendinblue

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

(b) Click the Connect Button

Click Connect Sendinblue

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

Step 9: Connecting Sendinblue to Pabbly Connect

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

(a) Click on the API Link

Click on Link to get API Key

Once you click on the “Connect” button, a pop-up will slide in from the right side asking for the API key of your Sendinblue account. Simply click on the given link to get the API key.

(b) Copy the API Key

Copy API Key Sendinblue

After you click on the API link, you will reach the SMTP & API page of your Sendinblue account. Just copy the given API key to proceed further.

(c) Paste the API Key

Paste the API Key Sendinblue

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

(d) Map the Fields

Map the Fields Sendinblue

After connecting with your Sendinblue account, map all the fields quickly like list ID, name, etc.

(e) Save and Send Test Request

Send Test Request Sendinblue

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

Step 10: Check Response in Sendinblue Dashboard

Check Response Sendinblue

Here, you can see that our integration was successful and the Stripe customer has been saved as a contact in your Sendinblue account automatically. Now, whenever there will be any new customer in your Stripe account, they will be automatically saved as contacts in your Sendinblue account.

Conclusion –

Finally, now you know how to add new Stripe customers as contacts in Sendinblue. 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 this step by step procedure mentioned above and your Stripe to Sendinblue integration is all set. So, what’s stopping you now! Go and catch your deal by signing up for a free account. In case of any queries, please drop your comments below. We will try to reach you as soon as possible.

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How to Add Stripe Customers to Wave as Customers

How to Add Stripe Customers to Wave as Customers

We are going to integrate Stripe with Wave using the service Pabbly Connect to automatically create customers on Wave using the newly added Stripe customers in real-time.

Pabbly Connect saves your time from manually doing any task by automating it based on various triggers & actions.

How to Add Stripe Customers to Wave as Customers

For this, we’ll simply add a trigger on Stripe’s new customer entry & its respective action for creating a respective customer on Wave.

Moreover, Pabbly Connect also allows using multiple advanced features such as multi-step calls, integration with limitless premium apps etc. Further, it helps using routers, filters, formatters & instant triggers to design unlimited workflows.

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  

Pabbly Connect allows designing task automation within just a minute interval. You can even access all the premium features without any restriction even in the free plan.

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

How to Add Stripe Customers to Wave as Customers (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create a Workflow

4. Setting Trigger

5. Connecting to Stripe

6. Test the Trigger

7. Setting Formatter

8. Setting Action

9. Check Action’s Response

10. Save the Workflow

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 Wave Integration

(a) Start with a New Workflow

Create New Workflow

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

(b) Name the Workflow

Stripe to Wave Workflow

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

Step 4: Setting Trigger for Stripe – Wave Integration

To automatically add newly added Stripe customers on Wave, you’ll need to set-up a trigger on the new Stripe customers and its respective action to create a customer on Wave 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 & 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 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

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

(d) Enter Billing Details

Add Billing Details

Select the country, enter the billing address, contact number and time zone.

(e) Click on Add Customer

Click on 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

Stripe Trigger Response

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

Step 7: Setting Action to Format the Currency

As we can see in the Stripe trigger response, the currency value that we got is in lowercase and Wave accepts the currency value in uppercase. So, let’s just format the currency value as per ‘Wave’ currency format.

(a) Integrate Text Formatter

Integrate Text Formatter

Click the plus button next to your Stripe trigger window.

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

(b) Connect with Text Formatter

Connect with Text Formatter

Select the method in here as ‘Text (Basic Formatting)’ and hit the ‘Connect with Text Formatter’ button.

(c) Map Currency

Map Currency

Map the currency from the Stripe trigger response to the String 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.

(d) Select Transform Parameter

Send Test Request for Formatter

Select the ‘Uppercase’ option from the Transform drop-down.

Then, click on the ‘Save & Send Test Request’ button.

(e) Check the Formatter Response

Formatter Response

Lastly, check the formatted response.

Step 8: Setting Action for Stripe – Wave Integration

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

(a) Select Application you want to integrate

Integrate Wave

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

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

(b) Connect with Wave

Connect with Wave

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

(c) Authorize Wave

Authorize Wave

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

(d) Map the Values

Map Details

Check the ‘Business’ field’s value and then map all the required fields from the Stripe trigger response.

(e) Map Formatted Currency

Map Formatted Currency

Map the formatted currency value from the formatted response.

Also, map the address values.

Remember to map the province field in the format IN-MP.

(f) Send Test Request for Action

Send Test Request for Action

Map the country and postal code.

And push the ‘Save & Send Request’ button.

Step 8: Check the Action’s Response

Check the action response for the customer’s entry on Wave 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 Customer Entry on Wave

Entry on Wave

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

Step 9: Save the Workflow

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

(a) Save the Wave Action API’s Response

Save Action API

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 add Stripe customers to Wave as customers’. Consequently, after completing the step by step procedure, you will end up creating Wave 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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Partners

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How
How

Developer

Integrations

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MagnetBrains LLC DBA Pabbly © 2025. All Rights Reserved.
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