How it works

Recurring payments are a great way to create long term supporters.

You can use Zapier and the "New Payments" Zap trigger to send receipts using an email provider whenever a payment occurs in Formli.

<aside> ☝🏽 a Zap will happen when the charge is made, not when the response is finished.

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Using a filter on your Zap will let you choose which payments (first, recurring, or all) should trigger a receipt. By default, "New Payment" Zaps will send for all payments, first and recurring.

<aside> ☝🏼 To use the Formli integration for Zapier, you must request access. Contact [email protected] to make it happen.

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This guide assumes that you already have an Formli with monthly recurring payments created.

<aside> ⚠️ 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.

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Setup Guide

Step 1 - Create a Zap to trigger for new payments on your Formli

  1. Create a new Zap on Zapier

    zap 1.png

  2. Choose Formli (1.5.0)

    zap2.png

  3. Set New Payment as the trigger event

    ZapReceipts 3 .png

  4. Click Continue

    ZapReceipts 4.png

  5. Choose your Formli account. You may have to reconnect the account by clicking please reconnect it here, then logging into Formli.

    ZapReceipts 5.png

  6. Select the payment Formli that you’d like to trigger a Zap

    ZapReceipts 6.png

  7. Click Continue

    ZapReceipts 7.png

  8. Select Test trigger and Zapier will use a payment to show that it is connected correctly

    ZapReceipts 8 .png

    ZapReceipts 9.png

  9. Click Test Trigger

    ZapReceipts 10.png