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Question

Stripe invoice creates Salesforce opportunity

  • October 4, 2024
  • 4 replies
  • 31 views

I’ve created a zap that whenever an invoice is sent from Stripe an opportunity in Salesforce is created. I’ve created a specific record type for these opportunities called “Invoice Opportunity” (likely not necessary for the questions but FYI).

 

This zap runs almost flawlessly but I am having some trouble with customers that have autopay enabled on their stripe subscriptions. For those that do not have autopay enabled I have been able to use the “Due date” data from Stripe. However, this breaks for autopay customers. Does anyone know what might be causing this?

 

First 4 screenshots show the outline of the Zap. Fifth screenshot shows a successful output and sixth shows unsuccessful output at the same stage. 

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4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • October 4, 2024

Hi @BillyM 

One option would be to make the Salesforce Object Field “Close Date” not required.

 


  • Author
  • Beginner
  • October 4, 2024

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • October 4, 2024

@BillyM 

You can try using Formatter Zap actions to generate the desired timestamp and use that as a default value.

 

 


ken.a
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  • Zapier Staff
  • October 7, 2024

Hi @BillyM,

I just came across your post here and wanted to check in here to see how you’re getting on. Were you able to follow Troy’s suggestion here?

Please do let us know if you’re still in need of some help on this at all - happy to assist further! 🤗