Automate Customer Creation in Retently with Stripe Payments Using Pabbly Connect

Learn how to automate customer creation in Retently upon receiving payments in Stripe using Pabbly Connect with this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate customer creation in Retently upon receiving payments in Stripe, you need to access Pabbly Connect. This platform serves as the central hub for connecting various applications seamlessly.

If you’re new to Pabbly Connect, visit Pabbly.com/connect and sign up for a free account. Existing users can simply log in to the dashboard to start creating workflows.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Stripe to Retently Customer Creation’.

Next, you’ll see two sections labeled ‘Trigger’ and ‘Action’. In the trigger section, select Stripe as the application and choose the ‘New Charge’ event. This event will trigger the automation whenever a payment is made.

• Click on the ‘Create’ button to proceed.
• Copy the provided webhook URL from Pabbly Connect.
• Log in to your Stripe account and navigate to the ‘Developers’ section.

After completing these steps, you will be ready to connect Stripe with Pabbly Connect.

3. Setting Up Stripe for Webhooks

In the Stripe dashboard, go to the ‘Webhooks’ section and click on ‘Add Endpoint’. Here, paste the webhook URL you copied from Pabbly Connect. Select the event ‘Charge Succeeded’ to ensure that every successful payment is captured.

Once you have configured the endpoint, click ‘Add Endpoint’ to save your settings. This will allow Stripe to send payment information to Pabbly Connect whenever a charge is successful.

• Ensure that the test mode is enabled in Stripe for testing purposes.
• Make a test payment using test card details to generate a webhook response.

After making a test payment, return to Pabbly Connect to check if the response has been received correctly.

4. Connecting Retently to Pabbly Connect

After successfully capturing the payment data in Pabbly Connect, the next step is to connect Retently. In the action section of your workflow, select Retently and choose the ‘Create or Update Customer’ action event.

Click on ‘Connect’ to link your Retently account. You will need to provide your API key for this connection. You can find the API key in your Retently account settings.

Copy the API key from Retently and paste it into Pabbly Connect. Click ‘Save’ to establish the connection.

Once connected, you will be able to map the customer details captured from Stripe to Retently.

5. Mapping Customer Details to Retently

In this final step, you will map the customer details from Stripe to Retently using Pabbly Connect. This involves selecting the fields from the Stripe response and matching them with the corresponding fields in Retently.

For example, you can map the customer’s email address, first name, and last name. You can also add additional details such as city and company name by copying the required syntax.

Select the email field from the Stripe response. Map the first name and last name accordingly. Include any additional information you want to send to Retently.

After mapping all necessary fields, click on ‘Save and Send Request’. Once the request is sent, check your Retently account to confirm that the customer has been created successfully.

Conclusion

By following these steps, you can easily automate customer creation in Retently upon receiving payments in Stripe using Pabbly Connect. This integration streamlines your workflow and ensures that customer feedback can be collected efficiently.

With Pabbly Connect, you can automate various processes across multiple applications, making your business operations smoother and more efficient.