Blog

Automatically Send Thank You Letters to PayPal Customers

Blog

Automatically Send Thank You Letters to PayPal Customers

Blog

Automatically Send Thank You Letters to PayPal Customers

Blog

Automatically Send Thank You Letters to PayPal Customers

Blog

Automatically Send Thank You Letters to PayPal Customers

Blog

Automatically Send Thank You Letters to PayPal Customers

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Blog

Automatically Send Thank You Letters to PayPal Customers

Formstack
/
September 21, 2016
Blog

Automatically Send Thank You Letters to PayPal Customers

MIN
/
September 21, 2016
About the Episode
Episode Highlights
Meet our Guest

Who needs an automatic PayPal receipt generator?

Collecting payments online has never been easier with payment tools like PayPal. PayPal services let you securely collect customer payment data directly on your website to capture orders, donations, and more with the click of a button. On top of collecting payments, it’s important to also communicate with your customers.

With Formstack Documents, you can automatically generate contracts, invoices, receipts and more from PayPal payments. You’ll never have to copy & paste again!

In this example, we’re going to show you how to automatically send a thank you letter to new customers in PayPal.

What do you need for this tutorial?

  1. A receipt template with merge fields ({$FirstName}, {$DealName}, etc.)
  2. PayPal account
  3. Formstack Documents account 
  4. Your Formstack Documents API Key and Secret

Here's a look at the template we're using for this tutorial: 

Follow these Steps to Automated Receipt Generation

We’ll start in your Formstack Documents account. Select “New Document.” You’ll be prompted to give your document a title and set up your template. You have the option to upload a Microsoft Word document, Excel spreadsheet, PowerPoint, or PDF; to start with a Formstack Documents example template; or to build your document from scratch.


Next, choose how you want to deliver your populated document. We’re going to save our document in Formstack’s HIPAA compliant cloud storage tool, Stash, share our document with our clients by email, and send our document for signature using Formstack Sign. Select all three boxes.



Finally, we need to choose where our data is coming from. We'll choose "Integrate with an external service" since we're connecting to PayPal.



After you’ve uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file. For this example, we want our document output to be a PDF.



Next, we'll set up our integration with PayPal using Zapier. In Zapier, click the New Zap button, and then pick PayPal as the Trigger service and Successful Sale as the trigger.


After you authenticate your PayPal account, Zapier will have you load a test payment to make sure everything is working. Follow those steps and continue. For the Action of our Zap we’re going to choose Formstack Documents as the service and then "Create Document Merge" as the action.

After you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your account. Go ahead and pick the letter you just setup and then Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you’ll need to pick the corresponding fields from PayPal. This tells Zapier how to send your payment data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap and then we’re ready for a test! Submit some test payment data to ensure your workflow is working properly. Zapier will send that payment data over to Formstack Documents, and your letter will be generated.

Here’s what our letter looked like ready to mail:


Congrats, you’re all done!  You can now automatically populate all types of documents from your PayPal account. 

Formstack Documents is a great way to simplify your finance processes and many more! Start a free trial today to start streamlining your document workflows. 

Blog

Automatically Send Thank You Letters to PayPal Customers

Blog

Automatically Send Thank You Letters to PayPal Customers

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Who needs an automatic PayPal receipt generator?

Collecting payments online has never been easier with payment tools like PayPal. PayPal services let you securely collect customer payment data directly on your website to capture orders, donations, and more with the click of a button. On top of collecting payments, it’s important to also communicate with your customers.

With Formstack Documents, you can automatically generate contracts, invoices, receipts and more from PayPal payments. You’ll never have to copy & paste again!

In this example, we’re going to show you how to automatically send a thank you letter to new customers in PayPal.

What do you need for this tutorial?

  1. A receipt template with merge fields ({$FirstName}, {$DealName}, etc.)
  2. PayPal account
  3. Formstack Documents account 
  4. Your Formstack Documents API Key and Secret

Here's a look at the template we're using for this tutorial: 

Follow these Steps to Automated Receipt Generation

We’ll start in your Formstack Documents account. Select “New Document.” You’ll be prompted to give your document a title and set up your template. You have the option to upload a Microsoft Word document, Excel spreadsheet, PowerPoint, or PDF; to start with a Formstack Documents example template; or to build your document from scratch.


Next, choose how you want to deliver your populated document. We’re going to save our document in Formstack’s HIPAA compliant cloud storage tool, Stash, share our document with our clients by email, and send our document for signature using Formstack Sign. Select all three boxes.



Finally, we need to choose where our data is coming from. We'll choose "Integrate with an external service" since we're connecting to PayPal.



After you’ve uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file. For this example, we want our document output to be a PDF.



Next, we'll set up our integration with PayPal using Zapier. In Zapier, click the New Zap button, and then pick PayPal as the Trigger service and Successful Sale as the trigger.


After you authenticate your PayPal account, Zapier will have you load a test payment to make sure everything is working. Follow those steps and continue. For the Action of our Zap we’re going to choose Formstack Documents as the service and then "Create Document Merge" as the action.

After you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your account. Go ahead and pick the letter you just setup and then Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you’ll need to pick the corresponding fields from PayPal. This tells Zapier how to send your payment data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap and then we’re ready for a test! Submit some test payment data to ensure your workflow is working properly. Zapier will send that payment data over to Formstack Documents, and your letter will be generated.

Here’s what our letter looked like ready to mail:


Congrats, you’re all done!  You can now automatically populate all types of documents from your PayPal account. 

Formstack Documents is a great way to simplify your finance processes and many more! Start a free trial today to start streamlining your document workflows. 

Panelists
No items found.
Infographic

Automatically Send Thank You Letters to PayPal Customers

Follow these quick and easy steps to automated PayPal receipt generation.
Download InfographicDownload Infographic

Who needs an automatic PayPal receipt generator?

Collecting payments online has never been easier with payment tools like PayPal. PayPal services let you securely collect customer payment data directly on your website to capture orders, donations, and more with the click of a button. On top of collecting payments, it’s important to also communicate with your customers.

With Formstack Documents, you can automatically generate contracts, invoices, receipts and more from PayPal payments. You’ll never have to copy & paste again!

In this example, we’re going to show you how to automatically send a thank you letter to new customers in PayPal.

What do you need for this tutorial?

  1. A receipt template with merge fields ({$FirstName}, {$DealName}, etc.)
  2. PayPal account
  3. Formstack Documents account 
  4. Your Formstack Documents API Key and Secret

Here's a look at the template we're using for this tutorial: 

Follow these Steps to Automated Receipt Generation

We’ll start in your Formstack Documents account. Select “New Document.” You’ll be prompted to give your document a title and set up your template. You have the option to upload a Microsoft Word document, Excel spreadsheet, PowerPoint, or PDF; to start with a Formstack Documents example template; or to build your document from scratch.


Next, choose how you want to deliver your populated document. We’re going to save our document in Formstack’s HIPAA compliant cloud storage tool, Stash, share our document with our clients by email, and send our document for signature using Formstack Sign. Select all three boxes.



Finally, we need to choose where our data is coming from. We'll choose "Integrate with an external service" since we're connecting to PayPal.



After you’ve uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file. For this example, we want our document output to be a PDF.



Next, we'll set up our integration with PayPal using Zapier. In Zapier, click the New Zap button, and then pick PayPal as the Trigger service and Successful Sale as the trigger.


After you authenticate your PayPal account, Zapier will have you load a test payment to make sure everything is working. Follow those steps and continue. For the Action of our Zap we’re going to choose Formstack Documents as the service and then "Create Document Merge" as the action.

After you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your account. Go ahead and pick the letter you just setup and then Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you’ll need to pick the corresponding fields from PayPal. This tells Zapier how to send your payment data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap and then we’re ready for a test! Submit some test payment data to ensure your workflow is working properly. Zapier will send that payment data over to Formstack Documents, and your letter will be generated.

Here’s what our letter looked like ready to mail:


Congrats, you’re all done!  You can now automatically populate all types of documents from your PayPal account. 

Formstack Documents is a great way to simplify your finance processes and many more! Start a free trial today to start streamlining your document workflows. 

Who needs an automatic PayPal receipt generator?

Collecting payments online has never been easier with payment tools like PayPal. PayPal services let you securely collect customer payment data directly on your website to capture orders, donations, and more with the click of a button. On top of collecting payments, it’s important to also communicate with your customers.

With Formstack Documents, you can automatically generate contracts, invoices, receipts and more from PayPal payments. You’ll never have to copy & paste again!

In this example, we’re going to show you how to automatically send a thank you letter to new customers in PayPal.

What do you need for this tutorial?

  1. A receipt template with merge fields ({$FirstName}, {$DealName}, etc.)
  2. PayPal account
  3. Formstack Documents account 
  4. Your Formstack Documents API Key and Secret

Here's a look at the template we're using for this tutorial: 

Follow these Steps to Automated Receipt Generation

We’ll start in your Formstack Documents account. Select “New Document.” You’ll be prompted to give your document a title and set up your template. You have the option to upload a Microsoft Word document, Excel spreadsheet, PowerPoint, or PDF; to start with a Formstack Documents example template; or to build your document from scratch.


Next, choose how you want to deliver your populated document. We’re going to save our document in Formstack’s HIPAA compliant cloud storage tool, Stash, share our document with our clients by email, and send our document for signature using Formstack Sign. Select all three boxes.



Finally, we need to choose where our data is coming from. We'll choose "Integrate with an external service" since we're connecting to PayPal.



After you’ve uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file. For this example, we want our document output to be a PDF.



Next, we'll set up our integration with PayPal using Zapier. In Zapier, click the New Zap button, and then pick PayPal as the Trigger service and Successful Sale as the trigger.


After you authenticate your PayPal account, Zapier will have you load a test payment to make sure everything is working. Follow those steps and continue. For the Action of our Zap we’re going to choose Formstack Documents as the service and then "Create Document Merge" as the action.

After you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your account. Go ahead and pick the letter you just setup and then Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you’ll need to pick the corresponding fields from PayPal. This tells Zapier how to send your payment data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap and then we’re ready for a test! Submit some test payment data to ensure your workflow is working properly. Zapier will send that payment data over to Formstack Documents, and your letter will be generated.

Here’s what our letter looked like ready to mail:


Congrats, you’re all done!  You can now automatically populate all types of documents from your PayPal account. 

Formstack Documents is a great way to simplify your finance processes and many more! Start a free trial today to start streamlining your document workflows. 

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Who needs an automatic PayPal receipt generator?

Collecting payments online has never been easier with payment tools like PayPal. PayPal services let you securely collect customer payment data directly on your website to capture orders, donations, and more with the click of a button. On top of collecting payments, it’s important to also communicate with your customers.

With Formstack Documents, you can automatically generate contracts, invoices, receipts and more from PayPal payments. You’ll never have to copy & paste again!

In this example, we’re going to show you how to automatically send a thank you letter to new customers in PayPal.

What do you need for this tutorial?

  1. A receipt template with merge fields ({$FirstName}, {$DealName}, etc.)
  2. PayPal account
  3. Formstack Documents account 
  4. Your Formstack Documents API Key and Secret

Here's a look at the template we're using for this tutorial: 

Follow these Steps to Automated Receipt Generation

We’ll start in your Formstack Documents account. Select “New Document.” You’ll be prompted to give your document a title and set up your template. You have the option to upload a Microsoft Word document, Excel spreadsheet, PowerPoint, or PDF; to start with a Formstack Documents example template; or to build your document from scratch.


Next, choose how you want to deliver your populated document. We’re going to save our document in Formstack’s HIPAA compliant cloud storage tool, Stash, share our document with our clients by email, and send our document for signature using Formstack Sign. Select all three boxes.



Finally, we need to choose where our data is coming from. We'll choose "Integrate with an external service" since we're connecting to PayPal.



After you’ve uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file. For this example, we want our document output to be a PDF.



Next, we'll set up our integration with PayPal using Zapier. In Zapier, click the New Zap button, and then pick PayPal as the Trigger service and Successful Sale as the trigger.


After you authenticate your PayPal account, Zapier will have you load a test payment to make sure everything is working. Follow those steps and continue. For the Action of our Zap we’re going to choose Formstack Documents as the service and then "Create Document Merge" as the action.

After you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your account. Go ahead and pick the letter you just setup and then Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you’ll need to pick the corresponding fields from PayPal. This tells Zapier how to send your payment data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap and then we’re ready for a test! Submit some test payment data to ensure your workflow is working properly. Zapier will send that payment data over to Formstack Documents, and your letter will be generated.

Here’s what our letter looked like ready to mail:


Congrats, you’re all done!  You can now automatically populate all types of documents from your PayPal account. 

Formstack Documents is a great way to simplify your finance processes and many more! Start a free trial today to start streamlining your document workflows. 

Who needs an automatic PayPal receipt generator?

Collecting payments online has never been easier with payment tools like PayPal. PayPal services let you securely collect customer payment data directly on your website to capture orders, donations, and more with the click of a button. On top of collecting payments, it’s important to also communicate with your customers.

With Formstack Documents, you can automatically generate contracts, invoices, receipts and more from PayPal payments. You’ll never have to copy & paste again!

In this example, we’re going to show you how to automatically send a thank you letter to new customers in PayPal.

What do you need for this tutorial?

  1. A receipt template with merge fields ({$FirstName}, {$DealName}, etc.)
  2. PayPal account
  3. Formstack Documents account 
  4. Your Formstack Documents API Key and Secret

Here's a look at the template we're using for this tutorial: 

Follow these Steps to Automated Receipt Generation

We’ll start in your Formstack Documents account. Select “New Document.” You’ll be prompted to give your document a title and set up your template. You have the option to upload a Microsoft Word document, Excel spreadsheet, PowerPoint, or PDF; to start with a Formstack Documents example template; or to build your document from scratch.


Next, choose how you want to deliver your populated document. We’re going to save our document in Formstack’s HIPAA compliant cloud storage tool, Stash, share our document with our clients by email, and send our document for signature using Formstack Sign. Select all three boxes.



Finally, we need to choose where our data is coming from. We'll choose "Integrate with an external service" since we're connecting to PayPal.



After you’ve uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file. For this example, we want our document output to be a PDF.



Next, we'll set up our integration with PayPal using Zapier. In Zapier, click the New Zap button, and then pick PayPal as the Trigger service and Successful Sale as the trigger.


After you authenticate your PayPal account, Zapier will have you load a test payment to make sure everything is working. Follow those steps and continue. For the Action of our Zap we’re going to choose Formstack Documents as the service and then "Create Document Merge" as the action.

After you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your account. Go ahead and pick the letter you just setup and then Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you’ll need to pick the corresponding fields from PayPal. This tells Zapier how to send your payment data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap and then we’re ready for a test! Submit some test payment data to ensure your workflow is working properly. Zapier will send that payment data over to Formstack Documents, and your letter will be generated.

Here’s what our letter looked like ready to mail:


Congrats, you’re all done!  You can now automatically populate all types of documents from your PayPal account. 

Formstack Documents is a great way to simplify your finance processes and many more! Start a free trial today to start streamlining your document workflows. 

Who needs an automatic PayPal receipt generator?

Collecting payments online has never been easier with payment tools like PayPal. PayPal services let you securely collect customer payment data directly on your website to capture orders, donations, and more with the click of a button. On top of collecting payments, it’s important to also communicate with your customers.

With Formstack Documents, you can automatically generate contracts, invoices, receipts and more from PayPal payments. You’ll never have to copy & paste again!

In this example, we’re going to show you how to automatically send a thank you letter to new customers in PayPal.

What do you need for this tutorial?

  1. A receipt template with merge fields ({$FirstName}, {$DealName}, etc.)
  2. PayPal account
  3. Formstack Documents account 
  4. Your Formstack Documents API Key and Secret

Here's a look at the template we're using for this tutorial: 

Follow these Steps to Automated Receipt Generation

We’ll start in your Formstack Documents account. Select “New Document.” You’ll be prompted to give your document a title and set up your template. You have the option to upload a Microsoft Word document, Excel spreadsheet, PowerPoint, or PDF; to start with a Formstack Documents example template; or to build your document from scratch.


Next, choose how you want to deliver your populated document. We’re going to save our document in Formstack’s HIPAA compliant cloud storage tool, Stash, share our document with our clients by email, and send our document for signature using Formstack Sign. Select all three boxes.



Finally, we need to choose where our data is coming from. We'll choose "Integrate with an external service" since we're connecting to PayPal.



After you’ve uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file. For this example, we want our document output to be a PDF.



Next, we'll set up our integration with PayPal using Zapier. In Zapier, click the New Zap button, and then pick PayPal as the Trigger service and Successful Sale as the trigger.


After you authenticate your PayPal account, Zapier will have you load a test payment to make sure everything is working. Follow those steps and continue. For the Action of our Zap we’re going to choose Formstack Documents as the service and then "Create Document Merge" as the action.

After you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your account. Go ahead and pick the letter you just setup and then Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you’ll need to pick the corresponding fields from PayPal. This tells Zapier how to send your payment data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap and then we’re ready for a test! Submit some test payment data to ensure your workflow is working properly. Zapier will send that payment data over to Formstack Documents, and your letter will be generated.

Here’s what our letter looked like ready to mail:


Congrats, you’re all done!  You can now automatically populate all types of documents from your PayPal account. 

Formstack Documents is a great way to simplify your finance processes and many more! Start a free trial today to start streamlining your document workflows. 

Who needs an automatic PayPal receipt generator?

Collecting payments online has never been easier with payment tools like PayPal. PayPal services let you securely collect customer payment data directly on your website to capture orders, donations, and more with the click of a button. On top of collecting payments, it’s important to also communicate with your customers.

With Formstack Documents, you can automatically generate contracts, invoices, receipts and more from PayPal payments. You’ll never have to copy & paste again!

In this example, we’re going to show you how to automatically send a thank you letter to new customers in PayPal.

What do you need for this tutorial?

  1. A receipt template with merge fields ({$FirstName}, {$DealName}, etc.)
  2. PayPal account
  3. Formstack Documents account 
  4. Your Formstack Documents API Key and Secret

Here's a look at the template we're using for this tutorial: 

Follow these Steps to Automated Receipt Generation

We’ll start in your Formstack Documents account. Select “New Document.” You’ll be prompted to give your document a title and set up your template. You have the option to upload a Microsoft Word document, Excel spreadsheet, PowerPoint, or PDF; to start with a Formstack Documents example template; or to build your document from scratch.


Next, choose how you want to deliver your populated document. We’re going to save our document in Formstack’s HIPAA compliant cloud storage tool, Stash, share our document with our clients by email, and send our document for signature using Formstack Sign. Select all three boxes.



Finally, we need to choose where our data is coming from. We'll choose "Integrate with an external service" since we're connecting to PayPal.



After you’ve uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file. For this example, we want our document output to be a PDF.



Next, we'll set up our integration with PayPal using Zapier. In Zapier, click the New Zap button, and then pick PayPal as the Trigger service and Successful Sale as the trigger.


After you authenticate your PayPal account, Zapier will have you load a test payment to make sure everything is working. Follow those steps and continue. For the Action of our Zap we’re going to choose Formstack Documents as the service and then "Create Document Merge" as the action.

After you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your account. Go ahead and pick the letter you just setup and then Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you’ll need to pick the corresponding fields from PayPal. This tells Zapier how to send your payment data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap and then we’re ready for a test! Submit some test payment data to ensure your workflow is working properly. Zapier will send that payment data over to Formstack Documents, and your letter will be generated.

Here’s what our letter looked like ready to mail:


Congrats, you’re all done!  You can now automatically populate all types of documents from your PayPal account. 

Formstack Documents is a great way to simplify your finance processes and many more! Start a free trial today to start streamlining your document workflows. 

Who needs an automatic PayPal receipt generator?

Collecting payments online has never been easier with payment tools like PayPal. PayPal services let you securely collect customer payment data directly on your website to capture orders, donations, and more with the click of a button. On top of collecting payments, it’s important to also communicate with your customers.

With Formstack Documents, you can automatically generate contracts, invoices, receipts and more from PayPal payments. You’ll never have to copy & paste again!

In this example, we’re going to show you how to automatically send a thank you letter to new customers in PayPal.

What do you need for this tutorial?

  1. A receipt template with merge fields ({$FirstName}, {$DealName}, etc.)
  2. PayPal account
  3. Formstack Documents account 
  4. Your Formstack Documents API Key and Secret

Here's a look at the template we're using for this tutorial: 

Follow these Steps to Automated Receipt Generation

We’ll start in your Formstack Documents account. Select “New Document.” You’ll be prompted to give your document a title and set up your template. You have the option to upload a Microsoft Word document, Excel spreadsheet, PowerPoint, or PDF; to start with a Formstack Documents example template; or to build your document from scratch.


Next, choose how you want to deliver your populated document. We’re going to save our document in Formstack’s HIPAA compliant cloud storage tool, Stash, share our document with our clients by email, and send our document for signature using Formstack Sign. Select all three boxes.



Finally, we need to choose where our data is coming from. We'll choose "Integrate with an external service" since we're connecting to PayPal.



After you’ve uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file. For this example, we want our document output to be a PDF.



Next, we'll set up our integration with PayPal using Zapier. In Zapier, click the New Zap button, and then pick PayPal as the Trigger service and Successful Sale as the trigger.


After you authenticate your PayPal account, Zapier will have you load a test payment to make sure everything is working. Follow those steps and continue. For the Action of our Zap we’re going to choose Formstack Documents as the service and then "Create Document Merge" as the action.

After you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your account. Go ahead and pick the letter you just setup and then Zapier will load a list of all the merge fields in your document.

For each of the merge fields, you’ll need to pick the corresponding fields from PayPal. This tells Zapier how to send your payment data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap and then we’re ready for a test! Submit some test payment data to ensure your workflow is working properly. Zapier will send that payment data over to Formstack Documents, and your letter will be generated.

Here’s what our letter looked like ready to mail:


Congrats, you’re all done!  You can now automatically populate all types of documents from your PayPal account. 

Formstack Documents is a great way to simplify your finance processes and many more! Start a free trial today to start streamlining your document workflows. 

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