Linking GoCardless payment data to customers in Google Sheets via Zapier

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1

Hey folks, I’m stuck on a Zapier automation. I want to update my Google Sheet with GoCardless payment info, but I can’t figure out how to match payments to customers.

The webhook event I get looks like this:

{
  "events": [{
    "id": "EVT123ABC",
    "resource_type": "payments",
    "action": "confirmed",
    "links": {
      "payment": "PAY456DEF"
    },
    "details": {
      "origin": "gocardless",
      "cause": "payment_confirmed"
    }
  }]
}

I think I need to use one of these IDs to find the customer through the API, but I’m not sure how to do this in Zapier. The docs aren’t helping much (or I’m just not getting it).

Has anyone done something similar? Any tips would be super helpful! Thanks!

2

I’ve tackled a similar issue with GoCardless and Zapier before. The key is to use the payment ID from the webhook to fetch additional details. In Zapier, after your webhook trigger, add a ‘Find Payment’ action from the GoCardless app. Use the ‘PAY456DEF’ ID from the webhook’s links.payment field as the input.

This action will return full payment details, including the associated customer ID. From there, you can use that customer ID to look up or update the corresponding row in your Google Sheet.

If you need more customer details, add another GoCardless ‘Find Customer’ action using the customer ID from the payment details. This approach ensures you’re working with the most up-to-date information for each transaction.

3

i’ve done smthin like this. use the payment id (PAY456DEF from webhook) to pull payment details. in zapier, add a ‘find payment’ action to get the customer id for updating ur sheet. works well once set, lemme know if help needed!

4

I’ve been down this road with GoCardless and Zapier, and it can be tricky. Here’s what worked for me:

After the webhook trigger, use a ‘Code by Zapier’ step. In this step, you can parse the JSON from the webhook and extract the payment ID (PAY456DEF in your example).

Next, use the GoCardless API to fetch the full payment details. You’ll need to set up an API connection in Zapier for this. The endpoint would be something like GET /payments/{payment_id}.

From the payment details, you’ll get the customer ID. Use this to fetch the customer info from GoCardless.

Finally, use the Google Sheets ‘Update Row’ action. You can use the customer ID or email as a unique identifier to find the right row to update.

It’s a bit complex, but once set up, it runs smoothly. Hope this helps!