Although Stripe can make collecting payments for your paid webinar feel seamless, there are some extra things you can do to fully streamline the purchasing process.
To get started, you will need the following:
- Check and set up your Stripe account. It must be an activated Stripe account. If you are new to Stripe and activation is pending, you can still follow this guide and get the workflow configured.
- Set up your products in Stripe
- Create your webinar
- Create your Zapier Zap for Stripe and Demio so that when someone purchases the Stripe product, it will register the customer to your Demio event.
- Integrate Stripe on your website so that any purchase made on your website, will trigger your Zap that is connected between your Stripe and Demio account.
- Finally, test the process yourself by doing a mock purchase.
💡 Check out these resources below on how to integrate Stripe with specific website builders:
- WordPress: You can download the Stripe plugin here
If you need help setting the Stripe plugin up, click here
- Squarespace: You can find out more information here
- Wix: Connecting Stripe as a payment provider here
Now, let us show you how to set up your Zap:
1) Create a Zap
Log in to your Zapier account and click the Make a Zap button on the sidebar.
Then, name your Zap by replacing the placeholder text in the header.
2) Create a Stripe Trigger
Under Choose App & Event, search for and select Stripe.
Next, open up the list of options under Choose Trigger Event and select New Charge. This ensures our action (New charge) will take place when a charge has been incurred.
3) Choose Stripe Account
Now, connect to your Stripe account. To do so, you will need to enter the API key from your Stripe dashboard when prompted.
This is found by going to https://dashboard.stripe.com/account/apikeys. Be sure it is a "secret" and "live" variant.
As seen below, an API key is provided by Stripe—a secret live key.
The live API key must be used for Zapier to pull in real data. The live key is only released after your Stripe account has gone through the activation process.
4) Customize Charge
You will then be prompted to choose the type of charges that will act as the trigger.
You can set it to True.
Once you’ve set-up the Customize Charge, Zapier will attempt to find sample data from Stripe to help set up and test the Zap.
When a live API key is used to connect Stripe, you should see real data samples.
Select Test Trigger to find a recent charge, and proceed to the next step.
5) Add a Filter step (optional)
Filters essentially work as stop signs, allowing you to stop Zaps based on specific conditions.
This step is totally optional and is especially useful when you need to do something very specific in your workflow.
For example, if you sell a variety of products already in Stripe and want to specify a particular product, you can add a filter.
By applying a filter, you can specify specific fields to filter through to the sequence when setting the Zap.
To get started:
- In the Zap editor, click the + icon to add a new step.
- Select Filter by Zapier.
- Click Continue.
Now you will see the configuration page that allows you to set up your filter:
Click on the first dropdown menu which tells the Zap which field or fields to pull.
When the dropdown menu opens, you'll see all the available fields from the trigger step. For example, we've selected Amount to apply this to products with a particular amount.
Other options such as Statement Descriptor might be available depending on the app data. The And option allows you to further refine your search (as shown below), while the Or option expands your criteria to include additional results that will trigger your Zap.
Once you have selected your field, choose the filtering option that best suits your needs in the second dropdown menu.
Click Continue to test and continue with the next step.
6) Find Customer in Stripe
If you decide to do the above (Step 5), there's another step involved at this stage. You will now need to add another step to find a customer by their name and email address.
Choose Stripe as the app and the Event as Find Customer.
Next, you’ll want to choose your Stripe account.
Once connected, you can now pass along the Customer Stripe ID and Query by Customer in the Customize Customer section, as shown below:
After that, you can click on Test & Continue:
7) Configure Demio
With the next step, you will now need you to connect your Demio account. Zapier will ask you to provide the API key and API Secret of your Demio account:
For this, go back to your Demio account and click the API option under Settings:
Note: Be careful not to share your API Secret with people outside of your company. If you do, you can always click 'Regenerate' and you will get a new API Secret, but your existing integrations will have to be updated with the new key.
Copy these keys from here and paste it on below-shown page:
Once connected, you can now choose the Event, pass along the Stripe Name, and Email from the Find Customer in Stripe data in the Customize Registration section as shown below:
Since there might not be any data to test, you can also skip testing.
Next, don't forget to turn on your Zap. Then you’re all set! You can now test out the process! 😎
Once your customers make their Event order, you can give them immediate access to your upcoming webinar with this integration. It will fire off whenever a successful purchase is made on your Stripe, automatically registering the customer to an upcoming webinar event in Demio so you don't have to worry about adding them manually.
Note: If you have multiple events running, you will need to create a new Zap for each event and follow the same steps.