PayPal

Integromat Support Team Updated December 29, 2020 07:41

The PayPal modules enable you to monitor notifications, payments, plans, and transactions, create and execute payments and agreements, or manage plans and agreements in your PayPal account.

Getting Started with PayPal

Prerequisites

• A PayPal account (a business account to use in the production environment)

In order to use PayPal with Integromat, it is necessary to have a PayPal account. If you do not have one, you can create a PayPal account at paypal.com.

Connecting PayPal to Integromat

To connect your PayPal account to Integromat, you'll need create a new app in PayPal Developer to obtain the client ID and client secret.

1. Go to PayPal Developer, and log in to your Dashboard.

2. Navigate to Dashboard > My Apps & Credentials, and click Create app to create a new app in the sandbox.

3. Enter the desired app name (e.g., Integromat), and select the sandbox account to associate the app with. 

4. Click Create App.

5. Copy the provided Client ID and Secret, and save them in a safe place.

6. Go to Integromat, and open the PayPal module's Create a connection dialog.

7. Enter the Client ID and Secret you have copied in step 5 in the respective fields.

8. Click the Continue button to establish the connection.

The connection has been established. You can proceed with setting up the module.

To move your application into PayPal's production environment, click on Live:

Triggers

New Notification

Triggers when an Instant Payment Notification is received.

The webhook URL needs to be generated in Integromat and then added to PayPal's integrations settings.

1. Add the New Notification module to your Integromat scenario.

2. Generate and copy the webhook URL.

3. Log in to your PayPal account.

4. Open PayPal IPN settings.

5. Click Choose IPN Settings button.

6. Enter the Webhook URL copied in step 2 above in the Notification URL field, select Receive IPN messages (Enabled), and click Save.

Now, every time the notification is received, the New notification module in your Integromat scenario is triggered.

How To Send Instant Payment Notifications (IPNs) To Multiple Integromat Scenarios

Let's assume that you have already configured the PayPal > New Notification trigger in your PayPal scenario, and you need to execute one or more additional scenarios by one received PayPal notification. The PayPal user interface allows you to set only one URL where the notification will be sent.

1. Create a new scenario. This is the additional scenario that will be executed from your original (existing) PayPal scenario.

2. Add the Webhooks > Custom Webhook module to the newly created scenario, and generate and copy the generated Webhook URL.

3. Open the original PayPal scenario that contains the PayPal > New Notification instant trigger, and add the HTTP > Make a Request module in the scenario.

Fill in the module's fields as follows:

Now, every time the PayPal > New notification module is triggered in your original PayPal scenario, the desired received data will be transferred to your new scenario via the HTTP > Make a request module, where the Webhooks > Custom Webhook module will be triggered.

Creating a new payment

To create a new payment, use these two actions:

1. Create a payment (step 1) 
2. Execute a payment (step 2)

The Create a payment action consists of entering all payment details and getting an approval URL. The approval URL is then sent to a user who logs into his/her PayPal account and approves the payment. Afterwards, the user is redirected to the Redirect URL (Return or Cancel URL) that was specified during Step 1. PaypalPayPal appends to the return URL a Payer ID and Payment ID. Make sure you store these IDs, you will need them in Step 2.

As soon as the user approves the payment, run the Execute a payment action (step 2). Here, fill in the Payer and Payment IDs that were appended to the Return URL. After you run the action, the payment is executed.

Creating an agreement

To create a new agreement, use these two actions:

1. Create an agreement (Step 1) 
2. Execute an agreement (Step 2)

Before creating an agreement, you must define and activate a billing plan (for example, using the action Create a plan).

The first action involves entering all necessary details needed to set up a payment and generate an approval URL. This approval URL is then sent to a user so that the user can approve the agreement. The user must approve the agreement before you can execute it. To activate the agreement, run the Execute an agreement action (Step 2).