This Stripe Automation Email Customers Automatically

Learn how to automate customer email notifications using Pabbly Connect and Stripe in this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate email notifications using Pabbly Connect, start by visiting the Pabbly website. You can access it by typing Pabbly.com in your browser. Once there, you’ll need to either sign in or sign up for a new account.

If you are an existing user, click on the ‘Sign In’ button located at the top right corner. New users can sign up for free and receive 100 tasks monthly to test the platform. After signing in, navigate to the Pabbly Connect application to initiate the automation process.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on ‘Create Workflow’ to start setting up your automation. You will be prompted to select between the new beta version or the classic version of the workflow builder. Choose the new beta for a more modern experience.

• Select the workflow name as ‘This Stripe Automation Email Customers Automatically’.
• Choose a folder for the workflow, such as ‘All Automations’.
• Click on ‘Create’ to finalize the setup.

Once the workflow is created, a box will appear asking for the trigger application. A trigger is an event that starts the automation. In this case, select Stripe as the trigger application.

3. Configuring the Stripe Trigger in Pabbly Connect

With Pabbly Connect, you need to set up Stripe as your trigger application. Select ‘New Charge’ as the trigger event and click on ‘Connect’. This will require you to link your Stripe account with Pabbly Connect.

To establish this connection, navigate to your Stripe account and access the Developers section. Here, you will need to add a webhook. Set the API version to the latest and select ‘Charge Succeeded’ as the event. Copy the webhook URL provided by Pabbly Connect and paste it into Stripe, adding a description like ‘Payment Successful’.

4. Testing the Webhook Response in Pabbly Connect

After adding the webhook, return to your Pabbly Connect workflow. You should see a message indicating that it is waiting for a webhook response. To test this, initiate a payment through Stripe to simulate a new charge. using Pabbly Connect

Once the payment is processed, check back in Pabbly Connect. The response should show the details of the transaction, including the customer’s name and email. This confirms that your Stripe and Pabbly Connect integration is functioning correctly.

5. Sending Email Notifications via Gmail

Now that your trigger is set up and tested, it’s time to send an email notification using Gmail through Pabbly Connect. Add a new action step and select Gmail as the action application. Choose ‘Send Email’ as the action event and click on ‘Connect’ to link your Gmail account.

In the email setup, fill in the sender name and use mapping to dynamically insert the recipient’s email address from the Stripe response. Compose your email content, including payment details, and finalize the setup. Once everything is configured, click on ‘Save and Send Test Request’ to send a test email.

Check your inbox to confirm that the email was received successfully, completing the automation process. You have now automated customer email notifications for Stripe payments using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate email notifications for Stripe payments using Pabbly Connect. By following these steps, you can streamline your customer communication and enhance your business efficiency.