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Duplicate Stripe Order in Keap Max Classic

  • 11 June 2022
  • 3 replies
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Does anyone know how to create a Zap that will duplicate a Stripe payment into Keap Max Classic? We use Keap to keep record of our financials, and it would be helpful to have any payments made in stripe be recorded in Keap!

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Best answer by christina.d 15 June 2022, 01:04

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Hey there, @WayForward Adventures! Thanks for reaching out and welcome to the Community! We’re so excited to have ya. 

Do you think you may be able to make use of the StripeNew Payment” trigger and either the KeapCreate Note” or “Create Invoice” actions?

You can also check out some of the associated Triggers and Actions for each app above as well. Keep us posted on your progress!

We’d love to know how you’re getting along! 🤗

Thank you for the response! I am currently trying to utilize the “Create Order” action, but can’t quite figure it out! Is there a resource guide on this?

 

Hey there, @WayForward Adventures! Thanks for reaching out and welcome to the Community! We’re so excited to have ya. 

Do you think you may be able to make use of the StripeNew Payment” trigger and either the KeapCreate Note” or “Create Invoice” actions?

You can also check out some of the associated Triggers and Actions for each app above as well. Keep us posted on your progress!

We’d love to know how you’re getting along! 🤗

 

Userlevel 7
Badge +9

Hiya @WayForward Adventures! It looks like you were able to open a ticket with our friends in support which is amazing. This was their recommendation in case it’s helpful for anyone following along:
 

… [if] you would like to trigger for newly paid invoices, you'll want to use the New Event in Stripe (legacy) trigger:
 
 

(Click here to view larger)
 
And select the invoice.payment_succeeded event. 
 
We can then add a Filter by Zapier step, to only continue if amount_remaining > (number) lesser than 1 for fully paid invoices, (number) greater than 0 for partially paid invoices or not use a Filter step to trigger on both scenarios.
 
More info on Filter by Zapier can be found here:
 
https://zapier.com/help/create/customize/add-conditions-to-zaps-with-filters