Trouble Finding Charges on Stripe to filter through on Zapier

I'm attempting to locate completed checkout sessions on Stripe and sift through the data to categorize customers for a specific email sequence. However, I'm encountering difficulty as I'm unable to locate the Stripe Charge ID on Zapier. Despite Stripe providing all the necessary data, it seems inaccessible through Zapier. Why could this be occurring, and what steps can I take to access the required data on Zapier?

As seen a lot of the items show “no data”. The account shows the general data but has not been updated to include any checkout sessions that have been completed.

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@Alexandra R.

You can map dynamic variables between Zap steps using the ‘CUSTOM’ tab.

Help: https://zapier.com/help/create/basics/set-up-your-zap-action

I was able to find the information needed for a payment transaction using its payment ID. Is there a way where I don’t have to put the specific payment ID but instead acquire the data from somewhere else that includes all the payment IDs from the payment link? If I continue doing it the way I have it set up I would have to input each payment ID which would defeat the purpose of automating the process.

@Alexandra R.

It might be best to consider hiring help.

Directory of Certified Zapier Experts: https://zapier.com/experts

I have done this and no new data is showing up. Payment intent shows up as no data.

@Alexandra R.

Test live means to test with the Zap turned ON and perform the event that would trigger the Zap.

How do I make sure I am testing live? It was on when I tested the trigger but when I moved to the next filter it would not turn on. I also do not see any data displayed. Could you walk me through the process, please?

@Alexandra R.

Stripe Webhooks is an option to explore.

Ultimately testing live will tell if it’s working as expected.

So now moving on do I have to use webhooks and make it live so that I could troubleshoot and get the data I need?

@Alexandra R.

This was a previous suggestion:

OR try turning the Zap ON, then testing live.
You can check the Zap Runs history details to see the DATA IN/OUT for each Zap step to help you troubleshoot: https://zapier.com/app/history/

I attempted and am still encountering the same issue. The trigger still does not have the customer data despite being turned on.

I saw that they had a similar issue to me should I attempt what they did?

@Alexandra R.

It may be related to how things on configured in Stripe.

It may be related to how you are testing, meaning making a real purchases as a end user would via Stripe.

it may be related to the Zap trigger example you are using.

So I can just attempt the last thing you suggested? Could there be another reason why I am not seeing the data I need?

@Alexandra R.

The data from most Zap trigger step apps won’t be created by a Zap.

An advanced approach would be to try using Webhooks in Stripe. (Developers section in Stripe)

Zap Trigger: Webhook - Catch Hook

This will generate a unique webhook URL to configure in Stripe. (essentially same thing as available Zap triggers that are instant)

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts

I was in contact with Stripe and was wondering if because the checkout wasn’t created using Zapier that is the reason why I cannot find the data needed. Is there a way I can retrieve the data?

@Alexandra R.

Custom pill mapping may be an option to help you configure the Zap steps:

OR try turning the Zap ON, then testing live.

You can check the Zap Runs history details to see the DATA IN/OUT for each Zap step to help you troubleshoot: https://zapier.com/app/history/

Yes I have gone through that and it does not show me any new information from completed checkout sessions.

@Alexandra R.

Only the 3 most recent examples events will pull thru when using the Find New Records] button.

What do you mean by pull-through fresh examples in the Zap trigger?

There is a customer who has completed the checkout and I have tried finding their information in the data but it does not appear if that is what you mean by pulling through fresh examples in the trigger data.

@Alexandra R.

From experience, the Zap trigger data for “completed” can be interpreted as a checkout session that has been finished meaning it may have been abandoned, successful, etc.

Did you try testing live as an end user, then pull thru fresh examples in the Zap trigger data?

If I click complete checkout sessions as the trigger does it not already look for test for live examples? I have also clicked find new records and it does not display any new information.

@Alexandra R.

You probably need to test live (complete checkout sessions) and click the button Find New Records] in order to find representative Zap trigger examples to use to configure the Zap action steps.

I have chosen checkout D and F, where it says open for status, and when I move onto the payment intent on the next step it still says no data for both.