How to Sync Stripe with Workiom Using Pabbly Connect

Learn how to integrate Stripe with Workiom using Pabbly Connect to automate payment updates seamlessly. Follow our step-by-step tutorial for effective workflow management. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Stripe and Workiom Integration

To begin the integration of Stripe with Workiom, you must first access Pabbly Connect. This platform is essential for automating workflows between different applications. Start by going to the Pabbly Connect website and signing up for a free account if you haven’t done so already.

Once you have signed up, log into your account. After logging in, you will find the dashboard where you can create new workflows. Click on ‘Create Workflow’ to initiate the process of connecting Stripe and Workiom.

2. Creating a Workflow to Connect Stripe and Workiom

In Pabbly Connect, you will need to create a workflow specifically for integrating Stripe with Workiom. Name your workflow appropriately, such as ‘Stripe to Workiom Integration’. This will help you identify the workflow later.

Next, you will be presented with two options: Trigger and Action. For the trigger, select Stripe as the application and choose the event ‘New Charge’. This means that every time a new payment is made in Stripe, Pabbly Connect will capture this event.

• Select Stripe as the app.
• Choose ‘New Charge’ as the trigger event.
• Click on ‘Save’ to continue.

After saving, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it connects your Stripe account to Pabbly Connect. Copy this URL for the next steps.

3. Setting Up Webhook in Stripe

Now that you have the webhook URL from Pabbly Connect, go to your Stripe account. Navigate to the Developers section and find the Webhooks option. Here, you will add a new endpoint using the copied URL.

In the Webhooks section, click on ‘Add Endpoint’ and paste the webhook URL. Select the event ‘Charge Succeeded’ to ensure that Pabbly Connect captures successful payments. This step is vital for the integration to work correctly.

• Go to Stripe Developers > Webhooks.
• Click on ‘Add Endpoint’.
• Paste the webhook URL and select ‘Charge Succeeded’.
• Save the endpoint.

Once the endpoint is added, every time a charge is successful, Stripe will send the data to Pabbly Connect, allowing you to update records in Workiom.

4. Updating Workiom Records Upon Payment

With the webhook set up, the next step is to update the records in Workiom using Pabbly Connect. Go back to your Pabbly Connect workflow and add an Action step. Search for Workiom and select it as your app.

For the action event, choose ‘Update Record’. This step will ensure that once a payment is received, the corresponding record in Workiom is updated accordingly. You will need to connect your Workiom account by entering the API key, which can be found in your Workiom account settings.

Select Workiom as the app. Choose ‘Update Record’ as the action event. Enter your Workiom API key to connect.

After connecting, map the fields from the Stripe payment data to the corresponding fields in Workiom. For instance, ensure that the email and status fields are correctly mapped to reflect the payment status.

5. Testing the Integration

Now that everything is set up in Pabbly Connect, it’s time to test the integration. Make a test payment using your Stripe payment link. Once the payment is processed, Pabbly Connect will capture the event and update the Workiom record accordingly.

Check your Workiom account to see if the record status has changed from ‘Invoice Sent’ to ‘Onboarding’. This confirms that your integration is working smoothly. If the status updates correctly, your workflow is functioning as intended.

In case of any issues, revisit the setup steps in Pabbly Connect to ensure everything is configured correctly. This integration allows for seamless updates, making your workflow efficient and automated.

Conclusion

Integrating Stripe with Workiom using Pabbly Connect enhances your payment processing efficiency by automating record updates. Follow the steps outlined to streamline your workflows and improve operational effectiveness.