How to Send Refund Information from Stripe to ConvertKit Using Pabbly Connect

Learn how to integrate Stripe and ConvertKit using Pabbly Connect to automate refund notifications and tag subscribers effectively. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of sending refund information from Stripe to ConvertKit, we need to access Pabbly Connect. This platform acts as the central hub for integrating these two applications effectively.

Begin by navigating to the Pabbly Connect website at Pabbly.com/connect. If you already have an account, click on ‘Sign In’. New users can easily sign up for free in under two minutes.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button located on the dashboard. In the dialog box that appears, name your workflow something like ‘Stripe to ConvertKit Integration’.

• Workflow name: Stripe to ConvertKit Integration
• Trigger Application: Stripe
• Action Application: ConvertKit

After naming the workflow, click on ‘Create’. You will be directed to a new window with two modules: Trigger and Action. The trigger application is Stripe, and the event that will initiate this workflow is a ‘New Refund’.

3. Setting Up the Trigger for Stripe Refunds

In Pabbly Connect, select Stripe as your trigger application and choose the event ‘New Refund’. This event will activate the workflow whenever a refund is processed in Stripe.

Upon selecting the trigger, you will receive a webhook URL. Copy this URL as it will be used to connect Stripe with Pabbly Connect. Next, log into your Stripe account and navigate to the ‘Developers’ section, then click on ‘Webhooks’.

• Go to Developers > Webhooks in Stripe
• Click on ‘Add Endpoint’ and paste the copied URL
• Select ‘Charge Refunded’ as the event

After setting this up, click on ‘Add Endpoint’ to finalize the webhook integration. This allows Stripe to send refund notifications to Pabbly Connect.

4. Testing the Webhook Connection

Now that your webhook is set up, it is crucial to test the connection. Go back to Pabbly Connect and click on ‘Test Submission’. This action will prompt Stripe to send a test refund notification.

To generate a test refund, go to the ‘Payments’ section in Stripe and find a successful payment. Click on the three dots next to the payment and select ‘Refund Payment’. Fill in the reason for the refund and confirm the action.

Select a successful payment to refund Click on ‘Refund Payment’ and confirm Check Pabbly Connect for the webhook response

Once the test is successful, you should see the refund details reflected in Pabbly Connect, confirming that the integration is working correctly.

5. Sending Data to ConvertKit

With the refund information successfully received in Pabbly Connect, the next step is to set up the action application, which is ConvertKit. Select ConvertKit and choose the action event ‘Tag a Subscriber’.

To connect ConvertKit, you will need your API key and API secret. Retrieve these from your ConvertKit account under the settings section. Paste the API key and secret into Pabbly Connect to establish the connection.

Retrieve API key and secret from ConvertKit Paste the credentials in Pabbly Connect Map the subscriber’s email and name to tag them properly

After mapping the required fields, click ‘Save and Send Test Request’. This process will tag the subscriber in ConvertKit as ‘Refund Stripe’. You can verify this by checking the subscriber list in ConvertKit to ensure the tag has been applied successfully.

Conclusion

In conclusion, integrating Stripe with ConvertKit using Pabbly Connect allows you to automate the process of tagging subscribers when refunds are issued. This integration enhances your workflow efficiency and keeps your subscriber list updated automatically.

By following the steps outlined in this tutorial, you can ensure that your refund processes are seamlessly managed through Pabbly Connect, enhancing your overall operational efficiency.