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I cannot figure this one out.

I am looking to set up an automation that triggers when a client of mine makes their first (of many, or just the 1) payment in Stripe, and then they get a welcome email sent their way.

I’ve got:
Stripe → Filter → Email 

I’m not familiar enough with this stuff to know how “simple” this really is, so apologies in advance. 

 

Thanks Zap Fam.

Hey ​@zap_daddy,

Try this workflow-

  • New Payment Trigger
  • Filter action
  • Send Outbound Email action( Can also use Gmail/ Outlook)

Hope it helps!


Hello! Thanks for the reply.

So this works for only someones first payment, right? I don’t want this to trigger after their first one at all.


Hi ​@zap_daddy 

Try this approach…

Use a Zapier Table to log data to function as a lookup table.

Zapier Tables steps in Zaps count as 0 Tasks.

 

STEPS

  1. Trigger: Stripe - New Payment
  2. Action: Zapier Tables - Find Record
    1. Enable the checkbox to create record if not found
    2. Log the email address and timestamp and any other data points you want to track
  3. Action: Filter
    1. Found = false
      1. This is a data point from Zap step 2
  4. Action: Gmail - Send Email

 


Hey ​@zap_daddy,

I think you can Filter action step for it.

You can probably filter by Customer Next Invoice Sequence= 2 or the Description= Subscription Creation to check for first time payments.

Hope it helps!


@zap_daddy 

Are they subscription payments?
If so you could use the New Subscription Trigger. Which should only fire the once on creation of the subscription. 


Hey ​@zap_daddy - just checking in! Did the suggestions from Troy, Sparsh and Badger help you to get this solved? 

Keep us posted on how you get on here, want to make sure you’re all set! 🙂