👋 Start Here
Important: Please note that we must have the lead opt-in a form earlier in the funnel in order for this Zapier Stripe integration to work properly. If we do not have an email earlier in the funnel, this will not work. We automatically capture leads from forms on your site when the Cometly base code is installed.
Create a new Zap and choose Stripe as your Trigger
Choose New Payment as your Event for Stripe
For your first action, please select filter. We will use the filter to only send successful payments to Cometly.
For the Filter setup & testing section, configure the filter so it will only continue if the status (text) exactly matches succeeded
Click Continue & test and proceed to the next step.
Choose Cometly as an action and configure the Zap to track orders in Cometly
Follow the steps below to configure the action.
You must include the following fields: Event Time, Email, Amount, and Event.
Event: select 'purchase' (required)
Event Time: write in 'now' (required)
Email: choose the email from Stripe trigger (required)
Full Name: choose the full name from Stripe trigger (recommended)
Amount: choose the amount from Stripe trigger (recommended)
Publish the Zap
Click Publish on the Zap.