How to Log Stripe Payment Details into Airtable for Financial Tracking Using Pabbly Connect

Learn how to log Stripe payment details into Airtable for financial tracking using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To log Stripe payment details into Airtable for financial tracking, you need to use Pabbly Connect. Start by opening a new browser window and navigating to the Pabbly Connect website at pabby.com/connect. This platform allows you to automate tasks without any coding skills.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you are a new user, click on the sign-up option to create your account and receive 100 free tasks. Existing users can simply sign in. After signing in, access the Pabbly Connect dashboard where you can create and manage your automations.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow that integrates Stripe with Airtable using Pabbly Connect. Click on the ‘Create Workflow’ button in your dashboard. You will be prompted to name your workflow; enter ‘Log Stripe Payment Details into Airtable for Financial Tracking’.

• Select the appropriate folder for your workflow.
• Choose the trigger application as Stripe.
• Set the app event to ‘New Charge’.

After configuring these settings, click on the ‘Create’ button. This step initiates the workflow that will trigger whenever a new payment is made in your Stripe account.

3. Connecting Stripe to Pabbly Connect

To connect Stripe to Pabbly Connect, you need to set up a webhook. Go to your Stripe dashboard and navigate to the ‘Developers’ section, then select ‘Webhooks’. Click on ‘Add Endpoint’ to create a new webhook destination.

• Paste the webhook URL provided by Pabbly Connect.
• Select the event type as ‘Charge Succeeded’.
• Click on ‘Add Endpoint’ to finalize the connection.

Once the webhook is added, return to your Pabbly Connect workflow. The system will be waiting for a response from Stripe, confirming that your integration is functioning correctly.

4. Testing the Integration with a Sample Payment

To test the integration, perform a sample payment on your Stripe account. This involves using the payment link to purchase a product. Fill in the required details such as email, name, and payment method.

After completing the payment, go back to Pabbly Connect. You should see a successful webhook response indicating that the payment details have been logged correctly. This confirms that your Pabbly Connect integration is working as intended.

5. Logging Payment Details into Airtable

Now that you have confirmed the connection between Stripe and Pabbly Connect, it’s time to log the payment details into Airtable. Click on the plus icon to add a new action and select Airtable as the application. using Pabbly Connect

Set the app event to ‘Create Record’. Connect your Airtable account by granting access. Select the base name where you want to log the payment details.

Map the fields from the Stripe response to the corresponding fields in Airtable. This includes mapping the name, email, payment amount, and payment method. Once you have completed the mapping, click on ‘Save and Send Test Request’ to log the payment details into Airtable. You should receive a positive response confirming that the details have been logged successfully.

Conclusion

In this tutorial, you learned how to log Stripe payment details into Airtable for financial tracking using Pabbly Connect. By following these steps, you can automate the process of tracking payments efficiently, ensuring that your financial records are always up-to-date without manual effort.