Integrating Stripe with WhatsApp using Pabbly Connect: A Step-by-Step Guide

Learn how to automate WhatsApp messages for new Stripe payments using Pabbly Connect. This tutorial covers all steps for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Stripe and WhatsApp Integration

To start the integration process, you must first access Pabbly Connect. Navigate to your browser and go to Pabbly.com/connect. Here, you can create a new account or sign in if you already have one. After logging in, click on the ‘Create Workflow’ button and name your workflow, for example, ‘Stripe to WhatsApp.’ This sets the stage for automating your payment notifications.

Once your workflow is created, you will see two main sections: the trigger window and the action window. The trigger window is where you will collect payment details from your Stripe account. The action window will be used to send WhatsApp messages. This setup allows Pabbly Connect to facilitate the integration seamlessly.

2. Configuring Stripe as the Trigger in Pabbly Connect

In the trigger window, search for ‘Stripe’ and select it. Choose the trigger event as ‘New Charge’. This event will activate the workflow whenever a new payment is received. After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial for connecting Stripe to Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your Stripe dashboard.
• Navigate to the ‘Developers’ section and click on ‘Webhooks’.
• Add a new endpoint and paste the webhook URL.

After setting up the webhook, select the event ‘charge.succeeded’ to ensure that Pabbly Connect receives data only when a payment is successfully processed. This step effectively links Stripe with Pabbly Connect, allowing for real-time notifications.

3. Testing the Integration with a Dummy Payment

To verify that your integration works correctly, you need to make a test payment. Go back to your Stripe account and navigate to the products section. Select a product and copy its payment link. Open this link in an incognito tab and fill in the details of a dummy customer.

Make sure to enter a valid phone number, as this is where the WhatsApp message will be sent. After entering the payment details, click on ‘Pay’. Once the payment is successful, return to your Pabbly Connect workflow.

• Check if Pabbly Connect shows a response indicating that it has received payment data.
• Make sure the response includes customer details such as email and phone number.

This step confirms that Pabbly Connect is properly capturing payment details from Stripe, setting the foundation for sending WhatsApp notifications.

4. Sending WhatsApp Messages Using WhatsApp Cloud API

Next, you will set up the action to send a WhatsApp message. In the action window of Pabbly Connect, search for ‘WhatsApp Cloud API’ and select it. Choose the action event as ‘Send Template Message’. This action will send a predefined message to the customer who made the payment.

Before proceeding, ensure you have created a WhatsApp template message in your WhatsApp Cloud API account. You will need to input the template name, phone number ID, and your permanent access token. These details can be found in your WhatsApp Cloud API dashboard.

Enter the phone number ID and WhatsApp Business Account ID. Paste your permanent access token to authenticate the connection. Select the template message you created earlier.

After entering all required information, map the customer’s phone number and payment amount into the message template. This ensures that each customer receives a personalized confirmation message via WhatsApp, facilitated through Pabbly Connect.

5. Final Verification of the Workflow

To ensure everything is functioning correctly, make another test payment using the same process as before. After completing the payment, check the WhatsApp account associated with the phone number provided during the payment process. You should receive the WhatsApp message confirming the payment.

This final verification step is crucial. It confirms that your integration between Stripe, WhatsApp Cloud API, and Pabbly Connect is successful, allowing for automated payment notifications.

Additionally, you can revisit your Pabbly Connect dashboard to monitor and manage this workflow. You can also clone this workflow for future use or modify it as needed. This flexibility is one of the key benefits of using Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Stripe with WhatsApp using Pabbly Connect. By following the steps outlined, you can automate the process of sending WhatsApp messages for new payments, enhancing customer communication. This integration not only saves time but also ensures that your customers receive timely payment confirmations.