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

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.

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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 Trello Integration

(a) Start with a New Workflow

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

(b) Name the Workflow

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

Step 4: Setting Trigger for Stripe to Trello Integration

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

(a) Select Application you want to integrate

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.

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

(d) Click on Add Customer

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

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

(f) Trigger Response

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

Step 7: Setting Action for Stripe to Trello Integration

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

(a) Select Application you want to integrate

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

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

(b) Connect with Trello

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

Step 8: Connecting Trello to Pabbly Connect

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

(a) Login to Your Trello Account

First, log in to your Trello account and then press the profile icon. Then, click on the ‘Profile and Visibility’ option.

A page will open up containing the Username. Copy your username from here.

(b) Paste the Username

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

(c) Click the ‘here’ Text Anchor

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

(d) Copy API Token

Copy the API key from here.

(e) Paste the Copied API Key

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

(f) Generate Token

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

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

(g) Copy the Token

Copy the generated token.

(h) Paste the Token

Paste the copied token and then click ‘Save’.

(i) Select the Board & List

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

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

(j) Map Fields

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

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

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

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

(k) Send Test Request for the Trello Action

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

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

Step 9: Check the Action’s Response

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

(a) Check the Action API’s Response

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

(b) Check the Card Entry on Trello

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

Step 10: Save the Workflow

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

(a) Save the Trello Action API’s Response

Save 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.