How to Create Automations to Activate and Pause New Clients in Online Reviews Based on Their Payment Status in Stripe

If you use Stripe to process payments and Online Reviews to manage your clients, every payment event usually requires action on the other side — activating a new client after a successful charge, pausing access after a failed payment, or handling cancellations without delays.

Managing these updates manually means someone has to monitor Stripe and make changes in Online Reviews for every transaction. That doesn't scale.

With Albato, each payment event in Stripe triggers the right action in Online Reviews — activating, pausing, or updating clients based on what happened.

In this guide, we'll create a set of automations that handle different Stripe payment outcomes and apply the corresponding actions in Online Reviews. Follow the steps below to set it up.

Connecting the apps

The first step is to make sure both apps are connected to Albato.

To do this, go to the Apps tab in the platform, click on Add a connection, and then search for the apps.

In the articles below, you can find more details on this step and how to connect each app:

• How to connect Stripe to Albato and set up Stripe integrations;
• How to connect Online Reviews to Albato.

Once the connections are set up, it's time to create your automations.

Creating the automations

To properly map all scenarios, we'll create four automations. That way, for each payment status in Stripe, the corresponding action will occur in Online Reviews.

To start, go to the Automations tab and click Create new automation.

Then, click on the first step to add the Stripe trigger.

Let's begin with this automation: Checkout completed in Stripe → Create new client in Online Reviews

After clicking to add the trigger, select Checkout Session Completed from the list of Stripe events.

A Webhook URL will be automatically generated. This is the address you need to add in Stripe so that whenever this event occurs, the corresponding automation is triggered in Albato.

Please, note: This process is the same for all automations you will create. For each event, you'll need to go into Stripe and add the generated webhook.

Log in to your Stripe account and click on Developers.

Then click on Webhooks and Add Destination.

Keep the default settings. In the Events section, search and select Checkout Session Completed.

For the other automations, repeat this process for each generated webhook, selecting the appropriate related event in this step.

After clicking Continue, select Webhook endpoint.

Paste the webhook generated by Albato and click Add endpoint.

Leave this tab open.

In Albato, click on Wait for webhook.

Keep Albato open and go back to Stripe, then click Send test event.

If you don't yet have Stripe's test tool (Stripe CLI), you can download it here:

Getting started with Stripe CLI

Once the event is sent, Albato will show all available fields.

Close this window and proceed to the second step of your automation.

Search for the Online Reviews app and add the action Create New Client.

Click the required fields and map them using the Stripe values you'd like to send to Online Reviews, as shown in the example below.

If desired, you can also fill in the optional fields and then click Save.

Now, click Start and your automation will be ready to use.

Next steps

Repeat the steps above to create the remaining automations:

1. Add the desired Stripe trigger
2. Copy the generated webhook
3. Go to Stripe → Developers → Webhooks
4. Add a new endpoint
5. Select the appropriate event
6. Click Wait for webhook in Albato
7. Send a test using Stripe CLI
8. Add the second step (Online Reviews action)
9. Map the fields and start the automation

If you have questions about any step, refer back to the earlier instructions in this article.

Summary of triggers and actions for each automation

Add Client

• Stripe Trigger: Checkout Session Completed
• Online Reviews Action: Create New Client

Activate Client

• Stripe Trigger: New Payment
• Online Reviews Action: Activate Existing Client

Pause Client

• Stripe Trigger: Failed Payment
• Online Reviews Action: Pause Existing Client

Delete Client

• Stripe Trigger: Canceled Subscription
• Online Reviews Action: Delete Existing Client

Once you've created all four automations, activate them and you'll have all the relevant Stripe statuses mapped and integrated with Online Reviews, streamlining the process for your team and clients.