Send Files after Payment – Step-by-step Guide
- Add Stripe
- Set up Trigger
- Test Trigger
- Found Payment
- Add PDF.co
- Set up Action
- Test Action
- PDF Security Output
- 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.
Step 2: Set up Trigger
We only want to process successful Stripe payments. Let’s set the Include Failed Payments to False.
Step 3: Test Trigger
Now, let’s test the Trigger to make sure that we set it up correctly.
Step 4: Found Payment
Great! We found the latest payment on Stripe. Let’s move on to the next step.
Step 5: Add PDF.co
In our next step, let’s choose PDF.co as the App and PDF Security as the Action Event.
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.
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.
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.
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.
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.