PayPal
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.
Prerequisites
- A PayPal account (a business account to use in the production environment)
In order to use PayPal with Make, it is necessary to have a PayPal account. If you do not have one, you can create a PayPal account at paypal.com.
To connect your PayPal account to Make, you'll need to create a new app in PayPal Developer to obtain the client ID and client secret.
Navigate to Dashboard > My Apps & Credentials, and click Create app to create a new app in the sandbox.
- Click Create App.
Copy the provided Client ID and Secret, and save them in a safe place.
- Go to Make, and open the PayPal module's Create a connection dialog.
- Enter the Client ID and Secret you have copied in step 5 in the respective fields.
- Click the Continue button to establish the connection.
The connection has been established. You can proceed with setting up the module.
If you are logged in to your PayPal account in another browser tab or in the same browser session that the Make website is opened in, the PayPal account you are logged into is then automatically used when creating a connection in Make.
To ensure you connect the correct PayPal account to Make, log out of the PayPal account before you create the connection in Make.
To move your application into PayPal's production environment, click on Live:
A Business account is required to go Live.
Triggers when an Instant Payment Notification is received.
The webhook URL needs to be generated in Make and then added to PayPal's integrations settings.
- Add the New Notification module to your .
- Generate and copy the webhook URL.
- Log in to your PayPal account.
Click Choose IPN Settings button.
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 Make is triggered.
Let's assume that you have already configured the PayPal > New notification trigger in your PayPal , and you need to execute one or more additional by one received PayPal notification. The PayPal user interface allows you to set only one URL where the notification will be sent.
- Create a new . This is the additional that will be executed from your original (existing) PayPal .
- Add the Webhooks > Custom Webhook module to the newly created , and generate and copy the generated Webhook URL.
- Open the original PayPal that contains the PayPal > New Notification instant trigger, and add the HTTP > Make a Request module in the .
Fill in the module's fields as follows:
URL | Enter the Webhook URL from the new you have generated and copied in step 2 (above). |
|---|---|
Method | Select the POST method. |
Body type | Select the Application/x-www-form-urlencoded type. |
Fields | Enter the name of the field in the Key field, and map the desired field from the New notification module to the Value field. These fields will be sent to your new , which will be executed by the Custom Webhook module. |
These fields will be sent to your new Make, which will be executed by the Custom Webhook module.
Enter the name of the field in the Key field, and map the desired field from the New notification module to the Value field.
Now, every time the PayPal > New notification module triggers in your original PayPal , the desired received data will transfer to your new via the HTTP > Make a request module, where the Webhooks > Custom Webhook module will trigger.
To create a new payment, follow these two steps:
- Create a payment
- Execute a payment
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. Afterward, the user is redirected to the Redirect URL (Return or Cancel URL) that was specified during Step 1. Paypal 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.
To create a new agreement, follow these two steps:
- Create an agreement
- Execute an agreement
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).