Collecting payments online can be a great way to streamline your business. With a tool like Paymill, you can integrate a payment system into your website in a matter of minutes. You can also manage your customers and monthly subscriptions without any headaches.
Another way to streamline the payment process is to use Formstack Documents to automatically populate documents like welcome letters, invoices, receipts, and more.
In this example, we’re going to show you how to generate customized receipts when we receive a new payment in Paymill. To help with the integration, we’ll be using our friends over at Zapier.
To get started, we’re going to setup the template for our receipt in Formstack Documents. We’ll be using the online document builder in Formstack Documents to setup this template. From the Documents page in Formstack Documents, click the New Document button and enter a name. On the next step, please choose the Build Your Own document type.
Next, you’ll be taken to the Document Builder where you can setup your template. We’re going to add our logo, address, and payment information. For the payment info, we’re going to add merge fields that will be replace with the data coming from Paymill. These merge fields look like {$FirstName}, {$Amount}, etc.
After you save your template, you’ll be taken to the Settings tab where you can update options like the type of file that is generated and the name of the file. For this example, we’re going to generate a PDF and include the payment ID in the name of the file.
Next, we’re going to setup the delivery of our document so that the receipt is automatically emailed to our customer. From the Deliver tab, we’re going to edit the default email delivery to send the email to a merge field for the customer’s email address. Feel free to customize any of the other settings.
After we save our email delivery, we’re all done with the setup in Formstack Documents and we’re ready to setup the integration with Paymill using Zapier.
Inside Zapier, we’re going to create a new Zap. For the Trigger, we’re going to select Paymill as the service and then New Transaction Success as the trigger.
Zapier will have you authenticate your Paymill account and pull in a test transaction. Please follow those steps.
For the Action of the Zap, we’re going to choose Formstack Documents as the service and then Create Document Merge as the action.
After we’ve authenticated our Formstack Documents account, Zapier is going to load a list of all the documents that are in our Formstack Documents account. Go ahead and pick the receipt template that you just setup.
Once you pick a document, Zapier is going to load a list of merge fields in that document. For each of the merge fields, you need to pick the corresponding fields from Paymill. This tells Zapier how to send your data to Formstack Documents so that it’s placed in the correct spot on your document.
Once you matched up all of your merge fields, go ahead and save your Zap and it’s time to run a test! Login to Paymill and submit a test transaction. Zapier will detect this new transaction and send the payment information over to Formstack Documents and your receipt will be sent out!
Here’s what our test receipt looked like:
Congrats, you’re all finished! You can now automatically generate all types of documents from your Paymill account. Can you think of any other ways that you could use Formstack Documents to simplify your paperwork process?