How to Add Stripe Payment Details in Zoho Sheet Using Pabbly Connect

Learn to automate adding Stripe payment details to Zoho Sheet using Pabbly Connect with this step-by-step tutorial. No coding required! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Stripe and Zoho Sheet Integration

To begin the automation of adding Stripe payment details into Zoho Sheet, you first need to access Pabbly Connect. This platform allows you to create workflows without any coding. Start by signing up for a free account on the Pabbly Connect website.

Once you’ve logged into your Pabbly Connect dashboard, you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Add Stripe Payment Details in Zoho Sheet’. This naming will help you identify the workflow easily in the future.

2. Configuring Stripe as the Trigger Application in Pabbly Connect

In this step, you will set up Stripe as the trigger application in Pabbly Connect. Search for Stripe in the trigger application section and select it. The trigger event you need to choose is ‘New Charge’. This event will activate the workflow each time a payment is captured.

• Select ‘New Charge’ as the trigger event.
• Copy the provided webhook URL for later use.
• Set up your Stripe dashboard to accept this webhook.

After setting this, you will need to add the webhook URL in your Stripe dashboard under the ‘Developers’ section, specifically in the ‘Webhooks’ tab. This will ensure that every time a payment is processed, the information is sent to Pabbly Connect.

3. Testing the Stripe Integration with Pabbly Connect

Once the webhook is configured, it’s time to test the integration. Create a test payment in Stripe using the payment link generated for your product. This step is essential to verify that the payment details are being sent to Pabbly Connect as expected.

After making the test payment, check the Pabbly Connect workflow to see if the payment data has been captured. You should see details like customer name, email, and payment amount displayed in the response from Stripe. This confirms that the integration is functioning correctly.

4. Adding Zoho Sheet as the Action Application in Pabbly Connect

After confirming that Stripe is sending data to Pabbly Connect, the next step is to configure Zoho Sheet as the action application. Search for Zoho Sheet in the action application section of Pabbly Connect and select it. The action event should be set to ‘Create a Row’.

Connect your Zoho Sheet account by providing the required domain and authorizing Pabbly Connect to access your Zoho account. After the connection is established, select the appropriate workbook and worksheet where the payment details should be saved.

• Map the customer name, email, and corrected payment amount from the previous steps.
• Ensure the data fields correspond to the headers in your Zoho Sheet.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ to see if the data is correctly inserted into your Zoho Sheet. This will create a new row with the payment details you just tested.

5. Finalizing the Automation and Workflow

After testing and confirming that the payment details are added to your Zoho Sheet, your automation is now complete. With the workflow set up in Pabbly Connect, every time a payment is received via Stripe, the details will automatically populate in your Zoho Sheet without any manual intervention.

This automation significantly streamlines your payment tracking and record-keeping processes. You can now focus on other aspects of your business while Pabbly Connect handles the integration seamlessly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding Stripe payment details into Zoho Sheet. With just a few simple steps, you can set up this integration to save time and enhance efficiency in your workflow. Start automating today to optimize your payment management!