I’m trying to design a workflow to organize a lottery for my kids’ school, 100% online in this weird period. I’m having troubles with my workflow - maybe someone can help. It’s my first experiment with Zapier, so there are optimization potential I’m sure :-)
- Step 1: It start with a list of kids, each with a kid ID - and an Airtable form in which the kid ID is pre-populated from a “prefill” parameter in the URL. This URL is a personalized URL that each kid can send to their relatives asking them to buy tickets and help them win a “best ticker seller” contest. The form creates an entry in an Airtable Transactions table, that has a Transaction ID (the record ID for this row in the Transactions table), and stores the kids ID, the client’s (the one that buys the ticket) name and email address, and the number of tickets desired.
- Step 2: A first Zap watches this Transactions table. When a new record is created, an email is sent to the client, sending them to a dedicated wordpress page, with the transaction ID as a parameter. With the Airpress plugin, I can very easily pull the Airtable transaction data corresponding to this transaction ID and setup a Paypal donation form with this data (amount in particular but also client name and email). The client on the wordpress page clicks on a “pay now” image and gets redirected to Paypal, where they pay (it’s called “Donate” in paypal). As stated before, I can pass the correct amount retrieved from Airtable to Paypal in the amount field of the Paypal form. My plan is to pass the transaction ID in the custom field at this stage (Transaction ID which was created during step 1, i.e. when the Airtable form was submitting, creating an entry in the Transactions table)
- Step 3: A second Zap is triggered by a Paypal transaction, and updates the Transaction table with Paypal payment confirmation (amount paid, name and email to store them next to the transaction details collected in the initial Airtable form). In order to know which Airtable record to update in the Transactions table, my plan is to retrieve the previously passed transaction ID in Paypal’s custom field and match it to the Airtable transaction ID.
The thing is that the default Paypal transaction used to test workflows in Zapier doesn’t have any “custom” parameter, so I can’t really check the workflow unless I actually pay something on Paypal… I’d like to be able to test end to end and probably will need to do that several times.
- Does this workflow make sense, or am I complicated something that could be way easier?
- Can we pass a “custom” field to Paypal from a form and then retrieve it in Zapier?
Thanks a lot for your help.
Best answer by steph.n