1.Monitors checkout session completion
Integrate Stripe and checkout data to detect completed checkout sessions and pull session metadata and line items.
Add new client record when purchase completes at checkout
Automatically monitor checkout session completions across Stripe and Clay. Create and update client records for qualifying packagesβso you can capture contact details, reconcile purchases, and notify coordinators without manual data entry.
How this automation creates client records instantly
When checkout completes but client details land in scattered fields, delays can block coordinator follow-up. This automation detects Stripe checkout session completion, filters for the configured package, parses purchaser details, and creates records in Clayβso your team can act immediately.
Stripeor swap with your favorite app
2.Filters for qualifying package purchases
Integrate Filter by Zapier and eCommerce line items to continue only when the purchased package matches your configured package.
Filter by Zapieror swap with your favorite app
3.Parses custom field into contact data
Integrate Code by Zapier and data parsing tools to split checkout custom text into name, email, and postal code.
Code by Zapieror swap with your favorite app
4.Creates client record in Clay
Integrate Clay and CRM record mapping tools to create or update a client record with email, postal code, and purchase reference.
Clayor swap with your favorite app
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