Instil + Stripe + Filter by Zapier

Add new Stripe payments to Instil for unknown people

Anytime a new payment is created in Stripe, search constituents and transactions, confirming neither exists. Stripe doesn't require a name, but Instil does. This flow supports the creation of the constituent with an unknown name and a contribution from Stripe.

When this happens...
New Payment
Triggers when a new payment is completed.
TriggerInstant
automatically do this...
Search Transactions
Searches for transactions by external ID.
ActionSearch
then do this...
Search Transactions
Searches for transactions by external ID.
ActionSearch
then do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Search Constituents
Searches for constituents by email or external ID
ActionSearch
then do this...
Create Constituent
Creates a new constituent record.
ActionWrite
then do this!
Create Transaction
Creates a new transaction record.
ActionWrite

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Supported triggers and actions

Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Trigger
Instant
Try It
Failed Payment
Triggers when a payment attempt fails.
Trigger
Instant
Try It
- Ignore payments intentsRequired
Trigger
Instant
Try It
New Dispute
Triggers when a customer disputes a charge.
Trigger
Instant
Try It
- Event Types
Trigger
Polling
Try It

- Status
- Collection Method
- Customer ID
- Subscription ID
Trigger
Polling
Try It
- Products
Trigger
Polling
Try It

Updated Subscription
Triggers when a customer subscription has changed.
Trigger
Instant
Try It
- Subscription IDRequired
Action
Write
- ModeRequired
- Price ID
- Quantity
- Success URLRequired
- Cancel URL
- Customer ID
- Customer Email
- Payment Method Types
- Currency
- Billing Address Collection
- Shipping Countries
- Allow Promotion Codes
- Automatic Tax Enabled
- Coupon ID
- Promotion Code ID
- Client Reference ID
- Expires At
Action
Write
- Customer ID
- Description
- Quantity
- Unit Price
- Amount
- Include Tax In Price?
- Item Taxes
- Is Discountable?
- Item Coupons
- Supply Date - Start
- Supply Date - End
- Invoice Item Currency
- Price ID
- Invoice Item Subscription ID
- Tax Code
- Shipping Rate
- Invoice Coupons
- Default Tax Rates
- Payment Collection
- Due Date
- Days Until Due
- Turn On Automatic Collection?
- Default Payment Method
- Memo
- Footer
- Custom Fields
- Tax IDs
- PDF Page Size
- Shipping Details Instructions
- Shipping Details - Name
- Shipping Details - Phone
- Shipping Details - Address Line 1
- Shipping Details - Address Line 2
- Shipping Details - City
- Shipping Details - State
- Shipping Details - Postal Code
- Shipping Details - Country
- Subscription ID
- Automatic Tax Enabled?
- Invoice Currency
- Effective At
- Payment Method Types
- Rendering - Amount Tax Display
- Statement Descriptor
- Pending Invoice Items Behavior
- Invoice Metadata
- Help Text For Finalizing Sending Charging
- Finalize Invoice?
- Send Invoice for Manual Payment?
- Pay Invoice?
- Pay Invoice - Forgive
- Pay Invoice - Off-Session
- Pay Invoice - Paid Out of Band
Action
Write
- PriceRequired
- QuantityRequired
- Minimum adjustable quantity
- Maximum adjustable quantity
- Collect Tax Automatically?
- Allow Promotion Codes?
- Maximum number of times the link can be used
- Collect Customers' Addresses?
- Require customers to provide a phone number?
- Collect Tax ID?
- Create Invoice on Payment?
- Require customers to accept terms of service agreement?
- Confirmation Page
- Metadata
- Payment Method Types
Action
Write
- NameRequired
- Description
- Image
- Tax Code
- Metadata
Action
Write
- Payment LinkRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Account IDRequired
Action
Search
- Find by
- QueryRequired
Action
Search
- Payment Intent IDRequired
Action
Search
- NameRequired
- Status
- Display Name
- Description
- Category
- Url
- Goal Amount
- Stretch Amount
- Start Date
- End Date
- External System Identifier for this ResourceRequired
- External Id Field Name
Action
Write
- Constituent IDRequired
- Constituent TypeRequired
- Email address
- Email label
- Primary email
- Phone number
- Phone label
- Primary phone
- Address Line 1
- Address Line 2
- City
- State
- Country
- Postal code
- Latitude
- Longitude
- Primary address
- Platform
- URL
- Note
- URL
- Note
- Description
- Note 1
- Note 2
- Note 3
- External System Identifier for this Resource
- External Id Field Name
Action
Write
- Constituent IDRequired
- Constituent TypeRequired
- Email address
- Email label
- Primary email
- Phone number
- Phone label
- Primary phone
- Address Line 1
- Address Line 2
- City
- State
- Country
- Postal code
- Latitude
- Longitude
- Primary address
- Platform
- URL
- Note
- URL
- Note
- Description
- Note 1
- Note 2
- Note 3
- External System Identifier for this Resource
- External Id Field Name
Action
Write
- Ticket IDRequired
- Constituent ID
- Campaign ID
- Ticket Type
- Price
- Fair Market Value
- Purchase date
- External System Identifier for this Resource
- External Id Field Name
Action
Write
- Transaction IDRequired
- Constituent ID
- Campaign ID
- DatetimeRequired
- AmountRequired
- Payment MethodRequired
- Fees Amount
- Fees Description
- Is this a recurring transaction?
- External System Identifier for this Resource
- External Id Field Name
Action
Write
- Email Address
- External System Identifier for this Resource
- External Id Field Name
Action
Search
- External System Identifier for this Resource
- External Id Field Name
Action
Search
- Email Address
- External System Identifier for this ResourceRequired
- External Id Field Name
- Constituent TypeRequired
- Email address
- Email label
- Primary email
- Phone number
- Phone label
- Primary phone
- Address Line 1
- Address Line 2
- City
- State
- Country
- Postal code
- Latitude
- Longitude
- Primary address
- Platform
- URL
- Note
- URL
- Note
- Description
- Note 1
- Note 2
- Note 3
Action
Search or write
- External System Identifier for this ResourceRequired
- External Id Field Name
- Constituent IDRequired
- Campaign ID
- DatetimeRequired
- AmountRequired
- Payment MethodRequired
- Fees Amount
- Fees Description
- Is this a recurring transaction?
Action
Search or write

Checkout Session Completed
Triggers when a checkout session is completed.
Trigger
Instant
Try It
Invoice Payment Failed
Triggers when an invoice payment fails.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added.
Trigger
Instant
Try It
New Subscription
Triggers when a customer is signed up for a new plan.
Trigger
Instant
Try It
New Invoice Item
Triggers when a new invoice item is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is completed.
Trigger
Instant
Try It
New Refund
Triggers when a charge is refunded, including partial refunds.
Trigger
Polling
Try It
Updated Dispute
Triggers when a dispute is updated (usually with evidence).
Trigger
Instant
Try It
- Warning
- Payment IDRequired
- Payment Method ID
- Receipt Email
- Error on Requires Action?
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
Action
Write
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next Invoice Sequence
- Tax Status
- Credit Balance
- Metadata
Action
Write
- Warning
- AmountRequired
- CurrencyRequired
- Customer ID
- Payment Method ID
- Confirm Payment Immediately?
- Error on Requires Action?
- Off Session?
- Payment Description
- Receipt Email
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
- Statement Descriptor
- Statement Descriptor Suffix
- Metadata
- Capture Method
Action
Write
- ProductRequired
- Price (in minor units, e.g. cents)Required
- CurrencyRequired
- Recurring or One time?
- Tax Behavior
Action
Write
- Customer IDRequired
- ItemsRequired
- Collection MethodRequired
- Coupon ID
- Cancel at period end?
- Metadata
Action
Write
- Customer IDRequired
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next Invoice Sequence
- Tax Status
- Credit Balance
- Metadata
Action
Write
Find Account Balance
Finds the account balance for your stripe account
Action
Search
- Stripe Charge IDRequired
Action
Search
- Invoice IDRequired
Action
Search
- Customer IDRequired
- Price ID
- Status
Action
Search
- Campaign IDRequired
- Name
- Status
- Display Name
- Description
- Category
- Url
- Goal Amount
- Stretch Amount
- Start Date
- End Date
- External System Identifier for this Resource
- External Id Field Name
Action
Write
- Constituent TypeRequired
- Email address
- Email label
- Primary email
- Phone number
- Phone label
- Primary phone
- Address Line 1
- Address Line 2
- City
- State
- Country
- Postal code
- Latitude
- Longitude
- Primary address
- Platform
- URL
- Note
- URL
- Note
- Description
- Note 1
- Note 2
- Note 3
- External System Identifier for this ResourceRequired
- External Id Field Name
Action
Write
- Constituent IDRequired
- Campaign ID
- Ticket Type
- Price
- Fair Market Value
- Purchase dateRequired
- External System Identifier for this ResourceRequired
- External Id Field Name
Action
Write
- Constituent IDRequired
- Campaign ID
- DatetimeRequired
- AmountRequired
- Payment MethodRequired
- Fees Amount
- Fees Description
- Is this a recurring transaction?
- External System Identifier for this ResourceRequired
- External Id Field Name
Action
Write
- External System Identifier for this Resource
- External Id Field Name
Action
Search
- External System Identifier for this Resource
- External Id Field Name
Action
Search
- External System Identifier for this ResourceRequired
- External Id Field Name
- NameRequired
- Status
- Display Name
- Description
- Category
- Url
- Goal Amount
- Stretch Amount
- Start Date
- End Date
Action
Search or write
- External System Identifier for this ResourceRequired
- External Id Field Name
- Constituent IDRequired
- Campaign ID
- Ticket Type
- Price
- Fair Market Value
- Purchase dateRequired
Action
Search or write
- Only continue if...Required
Action
Filter

About Instil

Instil is a nonprofit CRM platform that supports best practices for major gift operations and constituent management

Related categories

CRM (Customer Relationship Management)

About Stripe

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.

Learn more

Related categories

Payment Processing

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more

Related categories

Related Zap Templates

Update Instil transactions for new Stripe refunds

Related Zap Templates

Update Instil transactions for new Stripe refunds

Instil + Stripe + Filter by Zapier

Add new Stripe payments to Instil for unknown people

Canceled Subscription

Failed Payment

New Charge

New Dispute

New Event

New Invoice

New Payment Link

Updated Subscription

Cancel Subscription

Create Checkout Session

Create Invoice

Create Payment Link

Create Product

Deactivate Payment Link

API Request (Beta)

Find Account by ID

Find Customer

Find Payment

Create Campaign

Append Data to Constituent

Update Constituent

Update Ticket

Update Transaction

Search Constituents

Search Transactions

Find or Create Constituent

Find or Create Transaction

Checkout Session Completed

Invoice Payment Failed

New Customer

New Subscription

New Invoice Item

New Payment

New Refund

Updated Dispute

Confirm Payment

Create Customer

Create Payment

Create Price

Create Subscription

Update Customer

Find Account Balance

Find Charge

Find Invoice

Find Subscription

Update Campaign

Create Constituent

Create Ticket

Create Transaction

Search Campaigns

Search Tickets

Find or Create Campaign

Find or Create Ticket

Only continue if...

About Instil

Related categories

About Stripe

Related categories

About Filter by Zapier

Related categories

Related Zap Templates

Related Zap Templates