Do you want to integrate Stripe with ActiveTrail without any coding skills?
You may be looking for this connection for automatically creating contact on ActiveTrail for your newly added Stripe customers. Well, if you want to do it directly then this could become a very tedious task and can consume very much time.
This is why I’m suggesting you the easiest way to connect these two services using the Pabbly Connect software.
Pabbly Connect can help you in automating your manual tasks within just a few minutes intervals. It also allows using routers, filters, formatters & instant triggers to design unlimited workflows. Further, it helps using multiple advanced features such as multi-step calls, integration with limitless premium apps etc.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect proffers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Moreover now, you can access all the premium features without any restriction even in the free plan. Also, we’ve attached the link to a video tutorial to help you set-up the automation within a few minutes intervals.
Now, let’s follow the step by step procedure to integrate Stripe and ActiveTrail to automatically add the newly added customers.
Step 1: Sign up to Pabbly Connect
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.
Step 2: Access Pabbly Connect
After signing up successfully, hit the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.
Step 3: Workflow for Stripe with ActiveTrail Integration
(a) Start with a New Workflow
Start with creating a workflow to auto-create ActiveTrail contact on every new customer entry on Stripe & to do this push the ‘Create New Workflow’ button first.
(b) Name the Workflow
Now, name the workflow as per your need (for instance: Stripe to ActiveTrail etc) and push the ‘Create’ button available here.
Step 4: Setting Trigger for Stripe – ActiveTrail Integration
To automatically add newly added Stripe customers on ActiveTrail, you’ll need to set-up a trigger on the new Stripe customers and its respective action to create a contact on ActiveTrail using Pabbly Connect.
(a) Select Application you want to integrate
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 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
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
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
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
To test a trigger, hit the ‘Capture Webhook Response’ button on the Pabbly Connect trigger window.
(b) 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
A window will open up for filling up the customer’s details. Add all the required account information in it.
(d) Click on Add Customer
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
Check the trigger response, you can sell all the customer data in it.
Step 7: Setting Action for Stripe – ActiveTrail Integration
Up to this point, we’ve gathered all the necessary data from Stripe to create contact on ActiveTrail. So, let’s proceed to the very last step of setting and action on Stripe to create a customer on ActiveTrail.
(a) Select Application you want to integrate
First, click the plus button next to your Text Formatter window.
And then select the ‘ActiveTrail’ app to integrate from the ‘Choose App’ field.
Select the method in here as ‘Create a New Contact’ and then click the ‘Connect with ActiveTrail’ button.
(b) Go to Your ActiveTrail Account
Log in to your ActiveTrail account and then click on ‘Integrations’. A drop-down will open-up, click the ‘API’ option on it, another sub-menu will open up. Finally, select the ‘API Keys’ option from it.
(c) Generate API Key
Next, click on the ‘New’ button to generate an API key.
(d) Name the Key & Click ‘Save’
Next, in the pop-up window, mention a name for the API key and click the ‘Save’ button at the bottom-right corner.
(e) Copy API Key
A window with the API key will open-up, Click the ‘Copy to clipboard’ button to copy the API key generated.
(f) Paste API Key
Paste the API key in the Pabbly Connect window and click ‘Save’ to connect with Pabbly Connect.
(d) Map Fields
Map the email id from the Stripe trigger response to the ‘Email Address’ field.
To map a value, place your cursor in the field.
Then, click the menu button (or three horizontal lines) next to that particular field.
Lastly, click-select the value that you want to map with the respective field.
(f) Send Test Request for Action
Map all the required fields.
And push the ‘Save & Send Request’ button.
Step 8: Check the Action’s Response
Check the action response for the customer’s entry on ActiveTrail for the Stripe customer.
(a) Check the Action API’s Response
You can check the response of your API in the action window. If everything is good, the response will start showing the sent values. On the other hand, if there is some error then the response will show the error details.
(b) Check the Contact Entry on ActiveTrail
Also, you can check the entry of a new customer in your connected ActiveTrail account.
Step 9: Save the Workflow
Lastly, save the gathered API response and Webhook manually for the smooth working more further.
(a) Save the ActiveTrail Action API’s Response
Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.
(b) Save the 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.
Well, this is all about ‘How to create ActiveTrail contact for new Stripe customers’. Consequently, after completing the step by step procedure, you will end up creating ActiveTrail customers from new Stripe customers automatically. Also, you won’t even need any coding knowledge to follow the steps.
You can also try Pabbly Connect for FREE.
For any more questions/suggestions, do comment below.