Stripe Integration

🔌 Stripe Integration

The Stripe integration in WhautoMail allows you to automatically send emails based on your SaaS customer lifecycle events—such as new sign-ups, trial reminders, subscription updates, payment failures, cancellations, and more.

🚀 How to Integrate Stripe with WhautoMail

Step 1: Go to Integrations

1. Open the WhautoMail app
2. From the left menu, click Integrations

Step 2: Connect Stripe

1. Find Stripe in the list of integrations
2. Click the Connect button

Step 3: Configure the Stripe Integration

To complete the setup, you'll need to configure three parts:

1. Webhook URL
2. Webhook Secret
3. Stripe API Key

(1) Configure Webhook URL

In WhautoMail:

1. On the Stripe integration page in WhautoMail, copy the Webhook URL

In Stripe:

1. Log in to your Stripe account
2. Search for "Webhooks" in the top search bar and select it
3. Click "+ Add Destination"
4. Setup the Destination:
   • Events from: Your Account
   • API Version: Leave as default (latest)
   • Scroll to the Events section

Enable These Events:

Category	Events to Enable
CUSTOMER EVENTS	customer.created, customer.updated, customer.deleted
SUBSCRIPTION LIFECYCLE	customer.subscription.created, customer.subscription.updated, customer.subscription.deleted, customer.subscription.trial_will_end
PAYMENT & BILLING	invoice.payment_succeeded, invoice.payment_failed

5. Click Continue
6. Set:
   • Destination Type: Webhook Endpoint
   • Destination Name: WhautoMail
   • Endpoint URL: Paste the Webhook URL you copied
7. Click Create Destination

(2) Configure Webhook Secret

1. After saving the webhook, Stripe will generate a Signing Secret (e.g., whsec_XXXXXXX)
2. Copy the Signing Secret
3. Go back to WhautoMail → Stripe Integration
4. Paste it into the Webhook Secret field

(3) Configure Stripe API Key

1. In Stripe, search for "API Keys" in the search bar

2. Click "+ Create restricted key"

3. Choose "Providing this key to another website" → Continue

4. Enter:

   • Name: WhautoMail
   • Website: https://www.whautomail.com/

5. Customize Permissions:

   • Turn ON permission for Customers (Read Only)
   • Set all other permissions to None

   Important: Use only a restricted API key with read-only permissions. This key is used to pull customer email details from Stripe events to trigger your automations.

6. Click Create Key

7. Copy the Token value

8. Paste it into the Stripe API Key field in WhautoMail

(4) Complete the Setup

1. Set Contact Status:

   • Choose how new contacts should be created in WhautoMail:
     • Subscribed, OR
     • Pending

   Note: If you select Pending, contacts will automatically receive a Double Opt-in email. Make sure your Double Opt-in Automation is active.

2. Save the Integration

   • Click Save Integration to finish your Stripe setup

Your Stripe and WhautoMail connection is now active—test it to ensure everything works smoothly.

⚡ WhautoMail Stripe Automations

Once integrated, you can activate powerful prebuilt automations to handle different stages of your SaaS customer lifecycle.

How to Access Stripe Automations:

1. Go to the WhautoMail app → select Automations
2. Click the + Add Automation button
3. You'll see a list of Stripe-related automation templates
4. Install the ones that fit your business needs

📧 Available Stripe Email Automations:

• Stripe Payment Failed Dunning Series
  Automatically recover failed payments with friendly reminders and helpful support links

• Stripe Subscription Welcome & Onboarding
  Welcome new subscribers and provide a premium onboarding experience

• Stripe Subscription Cancellation Win-Back
  Reconnect with canceled subscribers using feedback requests and exclusive offers

• Stripe Trial Ending Reminder
  Remind users when their trial is about to end and encourage them to upgrade

• Stripe Trial Welcome Series
  Greet new trial users and introduce key features to help them get started

🎨 Customizing Your Stripe Automations

WhautoMail provides default email templates for each of these automations. You can fully customize them using:

• Two powerful email editors (Drag & Drop Editor or Simple Editor)
• Predefined, ready-to-use email templates

Make your automations match your brand tone, design, and communication style effortlessly.

✅ You're All Set!

Once fully configured, the Stripe integration will automatically handle:

• New customer emails
• Trial reminders
• Subscription updates
• Payment failure alerts
• Cancellation follow-ups

...all without manual work. Your SaaS lifecycle communication becomes automated, consistent, and customer-friendly.