How to Add Stripe Invoice Details to Airtable Using Pabbly Connect

Learn how to integrate Stripe with Airtable using Pabbly Connect to automate the addition of invoice details seamlessly. 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 begin the integration process, you will need to access Pabbly Connect. Start by navigating to the Pabbly Connect website at the URL Pabbly.com/connect. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on the ‘Sign up for free’ tab, which allows you to create an account in under two minutes. Upon account creation, you will receive 800 free tasks to get started with automating your workflows using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, go to the dashboard and click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. For this integration, name it ‘Stripe Airtable Integration’.

• Click on the ‘Create’ button to proceed to the next step.
• Select ‘Stripe’ as the trigger application.
• Choose ‘New Invoice’ as the trigger event.

After selecting the trigger, you will receive a webhook URL. This URL will be used to connect Pabbly Connect with Stripe, allowing it to access invoice details automatically.

3. Setting Up the Stripe Webhook

To set up the webhook, go to your Stripe dashboard and navigate to the ‘Developers’ section. From there, select ‘Webhooks’ and click on ‘Add Endpoint’. Paste the webhook URL you copied from Pabbly Connect into the designated field.

• Select the latest API version.
• Choose ‘Invoice Created’ as the event to trigger.
• Click ‘Add Events’ and then ‘Add Endpoint’ to finalize the setup.

Once the webhook is added successfully, return to Pabbly Connect and click on ‘Waiting for Webhook Response’ to test the connection.

4. Testing the Integration with a Sample Invoice

To test the integration, create a test invoice in Stripe by navigating to the ‘Payments’ section and selecting ‘Invoices’. Click on ‘Create a Test Invoice’, fill in the customer details, and add items.

Select an item and input the quantity and price. Review the invoice and send it.

After sending the invoice, return to Pabbly Connect to check if the webhook response has captured the invoice details. You should see customer information, but not yet the product details.

5. Finalizing the Integration with Airtable

To retrieve additional invoice details, add another action step in Pabbly Connect by selecting Stripe again and choosing ‘Retrieve Invoice by ID’ as the action event. Connect using the existing connection and map the invoice ID received from the previous step.

Add a number formatter action to adjust the amount due. Create an action for Airtable to add a new record with the collected data.

Finally, map all the required fields from Stripe to your Airtable base, including customer name, email, phone number, quantity, and product details. Once completed, send a test request to ensure the integration works seamlessly, and check your Airtable account for the new record.

Conclusion

In this tutorial, we demonstrated how to integrate Stripe with Airtable using Pabbly Connect, allowing you to automate the addition of invoice details effortlessly. By following these steps, you can streamline your invoicing process and enhance productivity.