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How to use workflows to automate payments in Bubble.io?

Learn how to automate payments in Bubble.io using workflows. Set up Stripe, create a payment form, handle success and errors, test, and deploy seamlessly.

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Overview

Learn how to streamline your payment processes in Bubble.io by leveraging its powerful workflows. Automate transactions with ease by integrating Stripe and setting up actions triggered by payment events like initiation, success, and failure. You'll start by installing and configuring the Stripe plugin, then create a user-friendly payment form. Follow step-by-step instructions to build and test workflows that handle transactions smoothly, ensuring both you and your users have a seamless payment experience.
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How to use workflows to automate payments in Bubble.io?

  Understanding Workflows in Bubble.io     In Bubble.io, workflows are a series of actions that are triggered by an event. To automate payments, you need to set up workflows that communicate with a payment processor (like Stripe) and handle different transaction events such as payment initiation, success, and failure.   Setting Up Stripe in Bubble.io    
  1. Navigate to the Bubble Editor and open your application's settings.
  2. Go to the "Plugins" tab and search for the Stripe plugin.
  3. Install the Stripe plugin and configure it with your Stripe API keys. These keys are available in your Stripe Dashboard.
  Creating the Payment Form    
  1. In the Design view, drag and drop input elements for payment information (like card number, expiration date, CVC).
  2. Add a button that will trigger the payment workflow.
  Setting Up the Payment Workflow    
  1. Go to the "Workflow" tab in the Bubble Editor.
  2. Create a new event for the button click that you added to the payment form.
  3. Add an action: Select "Stripe" and then "Charge the current user".
  4. Configure the action by entering the required parameters such as Amount, Currency, and other payment details. Ensure that the "User" field is set to the current user.
  5. Add additional actions to handle different outcomes (e.g., show a success message, redirect to a different page, or handle errors).
  Handling Payment Success and Errors    
  1. Add an action for the payment success event by clicking "Add an action" after the Stripe charge step.
  2. Select the action that you want to take upon a successful payment, such as displaying a confirmation message or redirecting to a thank you page.
  3. Add another action to handle errors. Create a conditional action that will run if the payment fails, displaying an error message or prompting the user to try again.
  Testing the Workflow    
  1. Before going live, test the entire payment workflow in the Bubble preview mode.
  2. Use test Stripe API keys for this purpose, as they allow you to simulate various transaction scenarios without affecting real money.
  3. Initiate a test payment and verify that your workflows trigger correctly and handle success or errors as expected.
  Deploying and Monitoring    
  1. Once testing is complete and everything works as expected, you can deploy your Bubble application to live.
  2. Switch the Stripe keys from test mode to live mode in the Bubble plugin settings.
  3. Continuously monitor payment workflows through Bubble's built-in logs and Stripe's dashboard to ensure there are no issues.
 

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