Send Files after Payment – Step-by-step Guide

  1. Add Stripe
  2. Set up Trigger
  3. Test Trigger
  4. Found Payment
  5. Add PDF.co
  6. Set up Action
  7. Test Action
  8. PDF Security Output
  9. Password-Protected File

In this tutorial, we will send a password-protected file to your customer after successful payment via Stripe.

Step 1: Add Stripe

In our first step, let’s choose Stripe as the App and the New Payment as the Trigger Event.

Use The New Payment As Stripe Trigger

Step 2: Set up Trigger

We only want to process successful Stripe payments. Let’s set the Include Failed Payments to False.

Only Process Successful Payments

Step 3: Test Trigger

Now, let’s test the Trigger to make sure that we set it up correctly.

Test New Payment Trigger

Step 4: Found Payment

Great! We found the latest payment on Stripe. Let’s move on to the next step.

Found Stripe Payment

Step 5: Add PDF.co

In our next step, let’s choose PDF.co as the App and PDF Security as the Action Event.

Add File Password Protection

Step 6: Set up Action

Let’s configure the PDF Security.

  • In the PDF URL field, enter the source file link. PDF.co has built-in permanent file storage where you can store your PDF files and templates. You can learn more about it here.
  • In the Mode field, select Add Security.
  • In the Owner Password field, enter your password.
  • In the User Password field, enter the customer password to access the file.

Configure The PDF Security
Aside from password protection, there are other file protection options that you can apply to your file according to your requirements. You can allow or deny your customers from changing the file content, printing, copying, etc.

Step 7: Test Action

Click on the Test & Review button to send the PDF Security configuration to PDF.co.

Test The PDF.co Security

Step 8: PDF Security Output

Excellent! We have successfully password-protected the file. You can copy the URL and paste it into your browser to view the result.

PDF Security Result

Step 9: Password-Protected File

This is what your customers will see when they open the file. It will require them to enter the user password before they can see the contents of the file.

 

PDF.co Output Requires User Password
Output Requires User Password

In the third step, you can set this up depending on your requirement. Some of our customers store the file to their Google Drive, and some set up the Gmail Email step to send the files directly to their clients.

In this tutorial, you learned how to set up Stripe to trigger successful payments. You learned how to password-protect your file using PDF.co PDF Security. You also learned the other security parameters that you can apply to your files to allow or deny specific actions.

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