Receive Payment Receipts with Zapier

How it works

Zapier is a useful tool that connects apps to work together. You can use a Formli event (like a Formli completion or processed payment) to "trigger" a Zap that completes an action in a third party-app.

You can use Zapier and the "New Payments" Zap to receive email receipts when a payment occurs in Formli. Every time a payment is made, a Zap will trigger.

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In April 2021 we updated from Version 1.4 to 1.5. The current version is Version 1.5.0. While 1.4 still works, if you want to use custom data fields, you must use version 1.5.

For recurring payments: "New Payment" Zaps will trigger for all payments. You can also set a filter on your Zap so it only triggers for specific payments (either "only first" or "only subsequent").

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For a walkthrough on Monthly Receipts, see here

Setup guide

This guide assumes that you already have a Formli with a Payments or Donation Block and have connected Stripe to your Formli account.

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For a walkthrough on creating your first Payment Block, see here. For a walkthrough on connecting Stripe, see here.

Step 1 - Get access to Zapier

Email [email protected] to request Zapier integration access.

Step 2 - Create a Zap to trigger for new payments on your Formli

Create a new Zap on Zapier

Choose Formli (1.5.0)

For the trigger event, select New Payment

Click Continue

Choose the Formli account you’d like to connect

After your selection, click Continue

Select the payment Formli that you want to trigger notifications

Click Continue

Click Test trigger and Zapier will use a payment to show that it is connected correctly

Then click Continue to finish the trigger and move onto the action portion of the Zap

Step 3 - Make email action and include relevant information

Select your desired email app

For this example, we’re using Gmail. Here are other email services you can use:

Name	Pros	Cons	When to use
📧 Gmail	free, easy to maintain	limit 500 sends a day, not a CRM	relatively low volume receipt emails
📁 SendGrid	strong API support, transactional emails	more technical to set up	for transactional emails
🦍 Mandrill	connected with Mailchimp, simple analytics and tracking	cost money	large volume receipt emails
🐵 Mailchimp	strong, integrated CRM	can't send the same campaign to the a contact twice	campaigns, requires tracking

For "action event" select send email from the dropdown menu

Click Continue

Select or add your desired email address

Click Continue

Fill in the email information. The To and Subject boxes are required, but you can also use any other fields that may be useful.

For the email body, you will likely want to include some relevant fields from your Formli. Consider including things like Formli name, payer name and email, payment type, amount paid, total amount paid, recurrence number, and the Stripe charge ID

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be aware of "Full Name" vs "First Name" and "Last Name". They are different fields, so be sure to check which is selected in your Payment Block ("Full name" is default)

Click Continue

Click Test & Continue. You should receive a test email at your specified address.

Click Publish Zap

Click Publish & Turn On

Congrats! Your Zap is now on and you can start receiving payment receipts with Zapier.

ℹ️Create your first Payment Block