ClientBloom + PayPal

ClientBloom + PayPal integrations

Track new PayPal payments in ClientBloom

Keep track of successful PayPal payments automatically. When a new payment is received, this Zap records the payment details in ClientBloom. This helps your team stay informed and maintain accurate customer records.

When this happens...
Billing Subscription WebhooksTriggers when a billing subscription event occurs.
TriggerInstant
automatically do this!
Record PaymentRecords a successful payment. Updates client billing status to "Active" and records interaction history.
ActionWrite

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More things you can do with PayPal and ClientBloom

Discover other triggers and actions you can use with PayPal and ClientBloom

- Docs Link
- Events
Trigger
Instant
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- Docs Link
- Events
Trigger
Instant
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- Docs Link
Trigger
Instant
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- Docs Link
- Events
Trigger
Instant
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- Docs Link
Trigger
Instant
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- Amount
  Required
- Currency Code
- Payment Intent
- Description
- Reference ID
- Custom ID
- Invoice ID
- Payer Email
- Payer First Name
- Payer Last Name
- Item Name
- Item Quantity
- Item SKU
- Item Category
- Shipping Type
- Shipping Full Name
- Shipping Email
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping State/Province
- Shipping City
- Shipping Postal Code
- Shipping Country Code
- Return URL
- Cancel URL
- Brand Name
- Shipping Preference
- User Action
- Soft Descriptor
Action
Write
- Authorization ID
  Required
Action
Search

- Invoice ID
  Required
Action
Search
- Plan ID
  Required
Action
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- Refund ID
  Required
Action
Search
Call Analysis Created
Triggers when a new call analysis is created in ClientBloom.
Trigger
Instant
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New CRS Alert
Triggers when a CRS alert is generated in ClientBloom.
Trigger
Instant
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- Emal
  Required
- Step Type
  Required
- Document ID
- Document Name
- Document Status
- Document URL
- Signed At
- Meeting ID
- Meeting Date
- Survey Responses
- Community
- Content
- When Occurred
- External Event ID
Action
Write
- Email
  Required
- Billing Status
- Amount
- Currency
- Receipt URL
- Payment Method
- Invoice ID
- When Received
- External Event ID
Action
Write
- Email
  Required
- Billing Status
- Reason
- Message
- When Cancelled
- External Event ID
Action
Write
- Email
  Required
Action
Search

- Docs Link
- Events
Trigger
Instant
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- Triggering Events
Trigger
Instant
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- Docs Link
- Events
Trigger
Instant
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- Docs Link
- Events
Trigger
Instant
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- Invoice Number
- Reference
- Currency Code
- Invoice Date
- Due Date
- Payment Terms
- Note
- Terms and Conditions
- Memo
- Your Business Name
- Your First Name
- Your Last Name
- Your Email
- Your Phone Country Code
- Your Phone Number
- Your Phone Type
- Your Website
- Your Tax ID
- Your Logo URL
- Your Additional Notes
- Your Address Line 1
- Your Address Line 2
- Your Address Line 3
- Your City
- Your State/Province
- Your Postal Code
- Your Country Code
- Recipient Business Name
- Recipient First Name
- Recipient Last Name
- Recipient Email
- Recipient Phone Country Code
- Recipient Phone Number
- Recipient Phone Type
- Recipient Additional Info
- Recipient Language
- Recipient Address Line 1
- Recipient Address Line 2
- Recipient Address Line 3
- Recipient City
- Recipient State/Province
- Recipient Postal Code
- Recipient Country Code
- Shipping Business Name
- Shipping First Name
- Shipping Last Name
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address Line 3
- Shipping City
- Shipping State/Province
- Shipping Postal Code
- Shipping Country Code
- Item Name
  Required
- Item Description
- Item Quantity
  Required
- Item Unit Amount
  Required
- Unit of Measure
- Item Date
- Item Tax Name
- Item Tax Percentage
- Item Tax Note
- Item Discount Type
- Item Discount Value
- Invoice Discount Type
- Invoice Discount Value
- Shipping Amount
- Shipping Tax Name
- Shipping Tax Percentage
- Custom Charge Label
- Custom Charge Amount
- Allow Partial Payment
- Minimum Amount Due
- Allow Tip
- Tax Calculated After Discount
- Tax Inclusive Pricing
- Template ID
- Additional Recipients (CC)
Action
Write
- Invoice
  Required
- Send to Recipient
- Send Copy to Invoicer
- Email Subject
- Note to Payer
- Additional Recipients (CC)
Action
Write
- Capture ID
  Required
Action
Search
- Order ID
  Required
Action
Search
- Product ID
  Required
Action
Search
- Subscription ID
  Required
Action
Search
Client Created
Triggers when a new client is created in ClientBloom.
Trigger
Instant
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- Event Type
  Required
- Source
  Required
- Client Email
  Required
- External ID
  Required
- Email Body
  Required
- Email Subject
  Required
- From Address
- To Address
- When Received
Action
Write
- Email
  Required
- Amount
- Currency
- Reason
- Processor
- Attempt ID
- Invoice ID
- Error Message
- When Failed
- External Event ID
Action
Write
- Email
  Required
- Channel Id
  Required
- Content
  Required
- Sender Name
- Slack User ID
  Required
- External Id
  Required
- Metadata
- Occurred At
- Event Type
- Source
Action
Write
- Email
  Required
Action
Search

About ClientBloom

ClientBloom is a customer success platform that tracks customer health, predicts risks, and helps teams make data-driven decisions.

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Related categories

CRM (Customer Relationship Management)

About PayPal

PayPal is a fast, safe way to send money, make an online payment, receive money or set up a merchant account. With over 150 million active registered accounts, PayPal helps people and businesses receive and make payments in more than 100 currencies in 203 markets.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

Premium

Related Zap Templates

Track newly cancelled PayPal subscriptions in ClientBloom

Track new failed PayPal payments in ClientBloom