Payment Rails Help & Support

  • How to Get Started with Payment Rails on Zapier
  • Popular Things to do with Payment Rails
  • Common Problems with Payment Rails on Zapier

How to Get Started with Payment Rails on Zapier

When you start creating a Payment Rails Zap, you will be asked to connect your Payment Rails account.

Click to connect Payment Rails

Next, you'll be asked to enter your Payment Rails API key.

Payment Rails API Key

To locate your API Key in your Payment Rails account, please follow these steps:

  1. Log into your Payment Rails account.
  2. Click "Settings" from the Left Menu.
  3. Choose "API Keys".
  4. Click "Create Key".
  5. Copy the generated API Access Key and Secret Key to Zapier.

Payment Rails API Key in account

Paste your key back into your Zapier account and then “Continue.”

If all steps were successful your Payment Rails account will now be successfully connected.

Payment Rails connection successful

Popular Things to do with Payment Rails

  • Create a new Recipient in Payment Rails when a new Vendor is added to QuickBooks

    QuickBooks Online + Payment Rails

    Try It
  • Create a new recipient in Payment Rails when a supplier is added to Xero

    Xero + Payment Rails

  • Create a Todoist task whenever a payment is returned in Payment Rails

    Payment Rails + Todoist

  • Send a SendGrid email when a payment is processed in Payment Rails

    Payment Rails + SendGrid

  • Send a Mandrill Email when a payment is processed in Payment Rails

    Payment Rails + Mandrill

  • Send a Twilio SMS message when a payment is processed in Payment Rails

    Payment Rails + Twilio

Common Problems with Payment Rails on Zapier

Does the Payment Rails account need any special account permissions?

You will need access to Settings and the ability to generate an API Key. This means you will need to have a role of: Owner, Admin, or Developer to connect your Zapier account. Team Members and Read-Only users won't have access. Contact your Payment Rails account Owner or Admin to request access (they would need to upgrade you to an Admin user, if appropriate).

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