How to Connect Stripe to Gmail Using Pabbly Connect

Learn how to automate sending confirmation emails from Stripe to Gmail using Pabbly Connect in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Stripe and Gmail Integration

To initiate the Stripe and Gmail integration, first access Pabbly Connect by navigating to the official website. If you are a new user, create your free account to start automating your tasks. Pabbly Connect offers 100 free tasks, allowing you to set up this integration without any cost.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, click on the blue button to create a new workflow. Name your workflow something descriptive, such as ‘Send Payment Confirmation to Customers When Under Review in Stripe’. This naming convention helps you easily identify the workflow later.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select Stripe as your application and choose the trigger event as ‘New Charge’. This event will activate the workflow whenever a new charge is created in Stripe.

• Select Stripe as the application.
• Choose ‘New Charge’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, go to your Stripe dashboard to set up the webhook. Enable test mode, click on ‘Add Endpoint’, and paste the copied URL. Ensure you select the ‘Charge Succeeded’ event to capture successful payments. This step is crucial for linking Stripe with Pabbly Connect.

3. Testing the Webhook Connection

After configuring the webhook, it’s time to test the connection between Stripe and Pabbly Connect. To do this, make a test payment in your Stripe account. This will generate a response that Pabbly Connect can capture, confirming the integration is functioning correctly.

Once the payment is processed, return to Pabbly Connect and check if the response has been recorded. You should see the details of the payment, including the amount and the customer’s email address. If the payment is marked as elevated risk, you can proceed to set up the email confirmation.

4. Filtering Payments Based on Risk Level

In this section, you will set up a filter in Pabbly Connect to determine if the payment should trigger an email confirmation. Use the filter feature to check if the risk level is either elevated or highest. This ensures that only payments requiring verification will send an email.

• Select the ‘Risk Level’ field to filter.
• Set conditions for elevated and highest risk levels.
• Save the filter settings to proceed.

After saving the filter, you can proceed to the next step, which involves sending the email confirmation through Gmail. This setup allows for automated responses based on the payment verification status, streamlining your customer communication.

5. Sending Email Confirmation via Gmail

Now that you have set up the filter, it’s time to configure the Gmail action in Pabbly Connect. Select Gmail as the application and choose the action event ‘Send Email’. Connect your Gmail account to Pabbly Connect, allowing it to send emails on your behalf.

In the email setup, map the recipient’s email address from the payment details captured earlier. Customize the subject and body of the email to inform the customer about the verification needed for their payment. Ensure that the email content is clear and includes a call to action for the customer to respond.

Conclusion

In this tutorial, we explored how to automate sending confirmation emails from Stripe to Gmail using Pabbly Connect. By setting up triggers, filters, and actions, you can streamline your payment verification process. This integration saves time and enhances customer communication efficiency.