Learn how to automate sending WhatsApp order summaries for Stripe sales using Pabbly Connect. This step-by-step guide simplifies the integration process. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Order Summary

To begin automating the process of sending WhatsApp order summaries for Stripe sales, first, you need to access Pabbly Connect. Open your browser and type in the URL Pabbly.com to reach the Pabbly homepage.

Once on the homepage, sign in to your existing account using the ‘Sign In’ option located at the top right corner. If you’re new to Pabbly, you can sign up for free, which grants you access to 100 tasks monthly. After signing in, navigate to the Pabbly Connect application to start creating your automation workflow.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow using Pabbly Connect to integrate Stripe and WhatsApp. Click on the ‘Create Workflow’ button within the dashboard. You will be prompted to choose between the classic or modern workflow builder; select the classic option.

  • Name your workflow as ‘Send WhatsApp Order Summary for Stripe Sales’.
  • Select the folder for organization, such as ‘WhatsApp Automations’.
  • Click on ‘Create’ to finalize the workflow setup.

Upon creating your workflow, you will see two boxes appear: one for the trigger and one for the action. The trigger will be set to Stripe, while the action will be set to WhatsApp Cloud API, enabling the automation to send order summaries whenever a new payment is made.

3. Setting Up the Trigger with Stripe

The next step is to set up the trigger for your workflow using Pabbly Connect. In the trigger application section, select ‘Stripe’ and then choose ‘New Charge’ as your trigger event. This will initiate the workflow whenever a new payment is received.

To connect Stripe with Pabbly Connect, you will need to set a webhook URL. Copy the provided webhook URL from Pabbly Connect and go to your Stripe account, specifically in the ‘Developers’ section under ‘Webhooks’. Here, click on ‘Add Endpoint’ to create a new webhook.

  • Paste the copied webhook URL into the ‘Endpoint URL’ field.
  • Set the description to ‘New Charge Succeeded’.
  • Select ‘Listen to Events on Your Account’ and choose the event as ‘Charge Succeeded’.

After configuring the webhook, click on ‘Add Endpoint’ to finalize the connection. This step ensures that every new payment in Stripe triggers the automation in Pabbly Connect.

4. Testing the Webhook Connection

Once the webhook is set up, it’s crucial to test the connection between Pabbly Connect and Stripe. Go back to your Pabbly Connect dashboard, and you will see a message indicating it is waiting for a webhook response. To generate this response, you need to perform a test payment.

In your Stripe account, navigate to ‘Payment Links’ and select a product. Copy the payment link and paste it into a new tab. Fill in the required payment details and complete the transaction. Once the payment is successful, return to Pabbly Connect to check if the webhook has captured the response.

Verify that the payment details, including the email and amount, are displayed in the Pabbly Connect workflow. This confirms that the connection between Stripe and Pabbly Connect is successful.

With the data from the payment now available in Pabbly Connect, you can proceed to format the amount for WhatsApp messaging.

5. Sending the WhatsApp Order Summary

Now that you have successfully captured the payment details, it’s time to send the order summary via WhatsApp using Pabbly Connect. Add a new action step and select ‘WhatsApp Cloud API’ as the action application. Choose the action event ‘Send Template Message’.

To set up this action, you will need to connect your WhatsApp account to Pabbly Connect. Enter the required details, including the API token, phone number ID, and WhatsApp business account ID, which you can find in the Meta for Developers dashboard.

Map the recipient’s phone number from the Stripe response. Select the template ID for your WhatsApp message, ensuring it includes dynamic variables for customization. Click on ‘Save and Send Test Request’ to send a test message.

After sending the test request, check your WhatsApp for the order summary message. This confirms that your workflow is functioning correctly, allowing you to automatically send WhatsApp messages for Stripe sales through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send WhatsApp order summaries for Stripe sales. By following these steps, you can automate your communication process effectively. With Pabbly Connect, integrating multiple applications becomes seamless and efficient.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.