Automate Sending Stripe Payment Receipts via Email with Pabbly Connect and SendGrid

Learn how to automate sending Stripe payment receipts via email using Pabbly Connect and SendGrid with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate sending Stripe payment receipts via email, we will use Pabbly Connect, an integration platform that facilitates seamless connections between different applications. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free to get started.

Once you’re logged in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that will automate the process of sending payment receipts from Stripe through SendGrid. This step is essential as it sets the groundwork for the integration you will build.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send Stripe Payment Receipts Automatically via Email using SendGrid’. This naming helps you identify the workflow later on. using Pabbly Connect

• Select the new beta workflow builder for a modern experience.
• Choose a folder for your workflow to keep your integrations organized.
• Click on ‘Create’ to set up your workflow.

After creating the workflow, you will be prompted to add a trigger application. This is where you will select Stripe as the trigger app, specifically setting it to trigger on a new payment. This setup ensures that every time a new payment is made, the workflow will activate.

3. Connecting Stripe with Pabbly Connect

To connect Stripe to your workflow, you need to select the ‘New Charge’ event as the trigger. When you click on ‘Connect’, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it acts as a bridge to connect Stripe with Pabbly Connect. using Pabbly Connect

• Open your Stripe account and navigate to the Developers section.
• Go to Webhooks and click on ‘Add Endpoint’.
• Paste the webhook URL from Pabbly Connect and select the ‘Charge Succeeded’ event.

After configuring the webhook, test the connection by making a new payment in Stripe. This step is essential to ensure that Pabbly Connect captures the response from Stripe, confirming that the integration is set up correctly.

4. Setting Up SendGrid to Send Emails

Once the Stripe connection is confirmed, the next step is to set up SendGrid as the action application. In Pabbly Connect, click on ‘Add Action Step’ and select SendGrid. Choose the action event as ‘Send Email’. using Pabbly Connect

If you have an existing SendGrid connection, use that. Otherwise, create a new connection. Enter your SendGrid API key to authenticate the connection. Map the email fields using data from the Stripe payment response.

In this step, you will customize the email content, including the recipient’s email, subject, and body. Use the mapping feature in Pabbly Connect to dynamically insert the payment details from Stripe into the email.

5. Testing the Integration

After configuring SendGrid, it’s crucial to test the workflow to ensure everything is functioning correctly. Trigger a new payment in Stripe and check if the email is sent through SendGrid.

Monitor your email inbox to verify that the payment receipt arrives as expected. The email should include all relevant payment details, confirming that the integration between Stripe, SendGrid, and Pabbly Connect is successful.

Should you need to make adjustments, you can easily return to Pabbly Connect to modify the workflow settings or email content as needed. This flexibility allows for ongoing optimization of your automation process.

Conclusion

In this tutorial, we explored how to automate sending Stripe payment receipts via email using Pabbly Connect and SendGrid. By following these steps, you can streamline your payment processes and enhance customer communication effectively.