How to Send Follow-Up Emails After Payment via Stripe Using SendGrid with Pabbly Connect

Learn how to automate follow-up emails after payments via Stripe using SendGrid with Pabbly Connect. Step-by-step tutorial 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. Setting Up Pabbly Connect for Integration

To begin sending follow-up emails after payment via Stripe using SendGrid, first, access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Simply visit Pabbly Connect and log in to your account.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to start the process. Name your workflow something like ‘Send Follow-Up Email After Payment via Stripe Using SendGrid’ and select a folder for organization. After creating the workflow, you will set up the trigger and action between Stripe and SendGrid using Pabbly Connect.

2. Configuring the Stripe Trigger in Pabbly Connect

The next step is to configure the trigger for your workflow. In Pabbly Connect, select Stripe as your trigger application. Choose the event ‘New Charge’ to initiate the workflow whenever a new payment is processed.

• Select ‘Stripe’ from the application list.
• Choose ‘New Charge’ as the trigger event.
• Connect your Stripe account using the webhook URL provided by Pabbly Connect.

Once you have set the trigger, you need to configure Stripe to send data to Pabbly Connect. Go to your Stripe dashboard, navigate to the ‘Developers’ section, and select ‘Webhooks’. Here, add a new endpoint using the webhook URL generated by Pabbly Connect. This will allow Stripe to communicate with your workflow.

3. Testing the Stripe Connection

After configuring the webhook in Stripe, it’s time to test the connection. Make a test payment in your Stripe account to ensure that the webhook is functioning correctly. This will send a response back to Pabbly Connect, confirming that the connection is successful.

To perform the test, complete a payment using the Stripe payment link. Once the payment is processed, return to your Pabbly Connect workflow to see if the response is captured. If successful, you will see the details of the payment displayed in your workflow dashboard.

4. Setting Up the SendGrid Action in Pabbly Connect

The final step is to configure SendGrid as the action application in your workflow. In Pabbly Connect, select SendGrid and choose the action event ‘Send Email’. This action will trigger the sending of a follow-up email once a payment is confirmed.

• Select ‘SendGrid’ from the application list.
• Choose ‘Send Email’ as the action event.
• Connect your SendGrid account using the API key.

Input the necessary details for the email, such as the recipient’s email (mapped from the Stripe response), subject, and email body. Ensure to map the payment amount and user details dynamically from the previous steps. This setup will allow Pabbly Connect to send personalized follow-up emails automatically.

5. Conclusion

In conclusion, using Pabbly Connect to automate follow-up emails after payments via Stripe using SendGrid is a straightforward process. By setting up triggers and actions, you can enhance customer engagement effortlessly. This integration not only saves time but also ensures timely communication with your customers.

With Pabbly Connect, you can streamline your business processes and improve customer satisfaction. Explore more automation possibilities with Pabbly Connect to take your online business to the next level.