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So this is what I have created:

Zap A:

Trigger:

  1. New subscriber in Mailchimp
  2. Stripe: Create new customer in Stripe based on MC records name/email/address
  3. Stripe: Create Payment Link
  4. Zapier Email: Send outbound email with Payment Link
  5. MC: Update Mailchimp subscriber’s record to ‘sent’

Zap B:

  1. Stripe: New Payment
  2. Zapier: filter checks if ‘Status’ in new payment is ‘Succeeded’ 
  3. MC: update subscriber’s record from sent to paid

This works. BUT, I have (two) issues where I really hope someone might be able to help me out.

Turns out that if a user that is added as a new customer in Stripe now pays with the Stripe payment link via the Zapier Email, the payment wont be registered at the records of the this specific customer (even when they use the exact same email address at check out). What Stripe does is just register a payment on the Payment Link, thats it. 

So I am trying to figure out a solution where Stripe would be able to recognize the user coming to the Payment Link from the Zapier Email as a known customer. And idealy for example be able to prefill the name/email address in the Payment Link field 😅.

Which resolves my two issues:

  1. No risk of human error when typing in a different/wrong name/email address when filling out  the Payment Link
  2. Have Stripe record the payment to the existing Stripe customer

And the second solution isnt even that big of a deal, it would be even ok to leave out the ‘Create New Customer’’ step and just create and email the Payment Link straight away. As long as solution 1 works :)

 

Would be awesome if someone can help me out!

 

Matt

 

Hello ​@Mattieman 

Thanks for sharing your setup! I noticed there wasn’t a mention of a search step in your Zap. To ensure the correct items are updated, you’d likely need to add a search step to find existing data first—like checking for an existing Stripe customer by email. Once the item is found, the Zap can proceed to update or use it as needed.

Here’s a helpful guide on using search steps in Zaps that might give you exactly what you’re looking for. Let me know if you need any help setting this up! 😊

Best,

Hi ​@Mattieman 

From the Stripe Zap trigger, check if there is a Customer ID returned to use with this Zap action: Stripe - Find Customer

 

Or try using this Zap trigger: Stripe - Checkout Session Completed

That should include data points related to the Customer and Payment Link. (e.g. plink_xxxxxxxxxxxxxxx)

​@PatriciaF 

Is there a need to create the Stripe customer record, if you are going to be using payment links?

If there is have you considered creating an invoice instead of a link, as this is directly linked to the customer. This is achieved by adding the newly created Customer ID into the invoice. 

This would satisfy both your requirements and you can either be notified or check stripe when the invoice is paid. If you don’t need to have the customer in stripe then just send the payment link.

Alternatively, you could add the Stripe Customer ID into a meta field on the create payment link step, so it is recorded to the payment link. 

It may be worth testing if the customer exists, does the payment link payment get associated with that customer.

Hi ​@PatriciaF,
 
We just wanted to see how everything is going with your Zap. Did Badger'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.

Thanks for all the answers! 

I did create it in a different way, by sending my leads to a Stripe payment link directly form a MailChimp web form outside of Zapier. That made it easier to not have to mess around with creating customers. 

And from that point on, I created zaps that are compairing MC email field to the Stripe New Charge email fields. 

Wow! Thank you for confirming that your workaround got the Zap running. This will significantly help our Community members to have as a reference for the same issue.

Reply


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