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How to trigger a Zap with manual form of payment?

  • 5 January 2022
  • 3 replies
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Userlevel 1

I have a series of ZAPs to write to google sheets, send emails, schedule calendar events and download files from panda to google drive folders and record payments via stripe.  Now all works as expected when a customer pays via stripe.  Question is how to run process when customer hands me a check?  I can’t seem to get the data from pandadoc for a document waiting for a payment, in fact the zap cannot even locate docs waiting for payment in panda docs.  All works great when everything is run automatically by customer making stripe payment.

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Best answer by Troy Tessalone 5 January 2022, 02:02

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Userlevel 7
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Hi @BruceF 

Maybe you can manually change the PandaDoc document status: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status

 

Otherwise, you’d have to configure a different set of Zaps to be triggered via a Webhook or the Zapier Chrome Extension.

Webhook: https://zapier.com/apps/webhook/help

Zapier Chrome Extension: https://zapier.com/help/create/other-functions/use-the-zapier-chrome-extension

 

 

Userlevel 1

I’ve got a work around, I am downloading the Panda Doc to a One Drive folder, when Zapier sees that it triggers the event and runs through the zaps.  Works on the timed events, not an instant trigger (preferred) but it is relatively painless.

Userlevel 1

Troy,

I was not aware of the “Change Doc Status” feature.  Thank you for the link.  I will give that a try, looks like best solution.

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