Learn how to log Stripe payments in Google Sheets and send summary emails automatically using Pabbly Connect. Step-by-step guide for seamless integration. 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. Accessing Pabbly Connect for Automation
To log Stripe payments in Google Sheets and send summary emails automatically, you need to access Pabbly Connect. Start by visiting the official Pabbly website and signing in to your account. If you are a new user, you can sign up for free and get started with 100 tasks monthly.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the integration between Stripe and Google Sheets. Click on ‘Create Workflow’ to begin setting up your automation.
2. Creating a Workflow in Pabbly Connect
In this step, you will create a workflow to log Stripe payments. Select the new beta workflow builder for a faster experience. Name your workflow as ‘Log Stripe Payments in Google Sheets and Send Summary Emails Automatically’ and choose a relevant folder for organization.
- Click on ‘Create’ to finalize the workflow setup.
- Set the trigger application as Stripe.
- Choose the trigger event as ‘New Charge’.
After configuring the trigger, you will be prompted to connect your Stripe account with Pabbly Connect. This connection will allow the workflow to receive payment details automatically whenever a new charge occurs.
3. Connecting Stripe to Pabbly Connect
To connect Stripe, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge between Stripe and your Pabbly workflow. Open your Stripe account and navigate to the Developers section, then click on Webhooks.
- Add a new webhook destination.
- Set the event to ‘Charge Succeeded’.
- Paste the webhook URL from Pabbly Connect.
Once the webhook is configured, perform a test transaction in Stripe to ensure that the connection is working. After the test payment, return to your Pabbly Connect workflow to see if it has captured the payment details successfully.
4. Logging Payments in Google Sheets
After confirming that your Stripe connection is working, the next step is to log the payment details into Google Sheets. In your Pabbly Connect workflow, add a new action step and select Google Sheets as the application.
Choose the action event as ‘Add New Row’. Connect your Google Sheets account to Pabbly Connect. Select the spreadsheet where you want to log the payment details.
Map the fields from the Stripe response to your Google Sheets columns, such as name, email, address, and price. This mapping ensures that whenever a new payment is captured, the relevant details are automatically added to your Google Sheets.
5. Sending Summary Emails Automatically
The final step in this workflow is to send summary emails automatically using Gmail. In your Pabbly Connect workflow, add another action step and select Gmail as your application.
Choose the action event as ‘Send Email’ and connect your Gmail account to Pabbly Connect. Fill in the email details, including sender name, recipient email (mapped from Stripe), subject, and email content. Ensure to map the dynamic fields like customer name and transaction ID for personalization.
Once all details are filled, execute the workflow. This step will send an email to the customer confirming their payment and providing transaction details, completing the automation process.
Conclusion
Using Pabbly Connect, you can seamlessly log Stripe payments in Google Sheets and send summary emails automatically. This integration not only saves time but also enhances your business operations by automating payment tracking and communication.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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