Hello community, I am finalizing a Zap where the idea is for it to fill out a form, then create a document from that form, and only send the document after the payment is confirmed. I managed to set everything up, but the document is being sent at the same time as the payment link. How can I make it so that the document is only sent once the payment, which will be processed via Stripe, is confirmed?
Question
How do I delay sending a form-generated document until Stripe payment is confirmed?
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+14- Zapier Expert
- 31375 replies
Hi
You will need 2 separate Zaps.
Zap 1: Form > Document > log in a lookup table
Zap 2: Stripe > Lookup Table > Email
Lookup Table resources:
+6- Zapier Staff
- 2617 replies
Hi
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
We're looking forward to your response.
- Beginner
- 3 replies
Hello, thank you for the message.
His guidance was very helpful, but I believe I ended up taking a different path. I managed to set up 95% of my ZAP. Now, I just need to correctly adjust the filter to release the document only after payment has been confirmed. I believe I’ll be able to do it soon, but if you have any tips to help, they would be very useful
.
+6- Zapier Staff
- 2617 replies
Hi
It's great to know that you're almost done with your Zap. Please post a screenshot of the field you are having difficulty with so we can discuss it further.
- Beginner
- 3 replies
Hello again. Thank you so much for your help.
I took some screenshots to better explain my question.
The steps for content creation by ChatGPT and sending by email are working correctly, but now I need to fix the billing setup, the creation of the Payment Intent, and the filter that will only allow the created file to be sent after payment confirmation.
Again, thank you for the help.
+6- Zapier Staff
- 6528 replies
Hi
I’m jumping in to see if I can help!
Does the “Confirm Payment” action returns the information that the payment has been confirmed? If so, I recommend mapping that data to the Filter step.
I'll be keeping an eye out for your response!
- Beginner
- 3 replies
That's right, exactly.
It's precisely with the filter that I'm having issues. What rule should I set there so it only sends the document once payment is confirmed?"
+6- Zapier Staff
- 6528 replies
Hi
Thanks for confirming!
If the payment confirmation data is being returned by the “Confirm Payment” action you will need to use that field that returns that data in the first field of the Filter step. Like so:
Then, you will choose either “Exactly matches” or “Contains” as your condition. After that, you will type the value that you want to compare the field against.
You can learn more about the Filter step here: https://help.zapier.com/hc/en-us/articles/8496276332557-Add-conditions-to-Zaps-with-filters#h_01HBG78VG30E8SQD8HK52QDJCA
Kindly give it a try and let me know how it goes? I'll keep an eye out for your response!
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