Easily integrate your Formstack Document with Stripe —a go-to payment processing platform using their API. With this tool you can automatically send payment receipts, thank you letters, and more!
Set up Document
Step 1: Set up a template for a quote within a Word document. Within the template, use merge fields like {$FirstName}, {$CompanyName}, {$Amount} to insert your customer and opportunity information.
Step 2: Upload the template to Formstack Documents. Select New Document, enter a name, and choose "I have a document I would like to use" from the dialogue box.
Note: You may also use a template or build from scratch right within the Formstack Documents app. See here for more information.
Step 3: Pick how you want it delivered and select Next. You may, for example, want to email it to your customer form them to get their payment receipt. For this, edit the default email delivery and ensure the "To" address correlates with the merge field for your customer’s email address.
Step 4: Choose to Integrate with an external service from the "Choose where the data will come from" dialogue box and select finish to be taken to your uploaded document.
Step 5: Under the Settings tab, customize the settings. Then under Advanced Settings select:
- Save Data to Re-Merge / Download Later
- User Field Map for custom integrations
Connect to Stripe
After you have set up your email delivery, you can then set up the connection to Stripe using an automation connector like Zapier.
Step 1: Inside Zapier, create a new Zap connecting Stripe (New Payment) with Formstack Documents (Create Document Merge).
Note: make sure accounts are active.
Step 2: Zapier will automatically load a list of your Formstack Document templates to choose from. Select the desired one.
Step 3: The selected Formstack Document template's list of merge fields will populate. Match the fields with the corresponding Stripe fields.
Step 4: Test the integration. Once setup has been completed, use the Test functionality that Zapier provides.
Have any further questions? We’re here to help! Please reach out to [email protected] for additional assistance with your use case.
Or check out Professional Services to take on and create projects customized just for you! Schedule a consultation to get started.
