How to send a PayPal invoice from a form
A PayPal invoice sent from a short form, with a record of each one.
Form
PayPal
Add a row
5 min read
Apps › Payments
On every plan, Free included.
PayPal automation with Bizomate
Sending a PayPal invoice by hand for every order, then watching for the payment, is work a workflow can do. Bizomate creates and sends the invoice, captures orders your customers approve, and starts the next job the moment PayPal says the money has arrived. Every run leaves a record you can read.
At a glance
| Label | Value |
|---|---|
| Plans | Every plan |
| Connect | Client ID and secret |
| Starts runs | Instantly |
| Kind | Connected app · Payments |
What can start a workflow
Payment captured
When a payment is captured
When a payment is captured
Publishing adds a webhook for the trigger's event to your REST app in PayPal, in Sandbox or Live as the connection is; there is nothing to paste. Bizomate asks PayPal to verify every delivery, and one it does not verify starts nothing.
Invoice paid
When a PayPal invoice is paid
When a PayPal invoice is paid
Refund completed
When a refund is completed
When a refund is completed
What a workflow can do with it
Create an invoice and send it
A PayPal invoice with items, emailed to the customer
A PayPal invoice with items, emailed to the customer
PayPal emails it to the customer, unless you switch off Send it; then it stays a draft in PayPal.
Create an order
An order the customer approves in PayPal, to capture after
An order the customer approves in PayPal, to capture after
The customer approves it in PayPal; then Capture an order takes the money.
Capture an order
Takes the money for an order the customer approved
Takes the money for an order the customer approved
Moves money: takes the money for an order the customer approved.
Refund a capture
Sends money back for a captured payment — all of it, or part
Sends money back for a captured payment — all of it, or part
Moves money: all of a captured payment, or part. A retry of the step sends the same idempotency key, so the customer is refunded once.
Get an order
An order's status and amount
An order's status and amount
Questions about PayPal
Do I set up webhooks in PayPal?
No. Publishing a workflow with a PayPal trigger adds its webhook to your REST app, and every publish sets it up again. Deleting the workflow, or changing it to start another way, removes it.
Can I try it without real money?
Yes. Make a connection with a Sandbox app's keys and choose Sandbox (test); pay orders and invoices with PayPal's sandbox buyer accounts. Keep a Live connection for the published workflow.
Can a refund be sent twice by mistake?
A retry of the same step sends the same idempotency key, so PayPal refunds once. Run again, Test run and Run this step start a new run with a new key, which is why a test run with live keys asks first.