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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Billing Plan Webhooks" from PayPal.

Add your action

An action happens after the trigger—such as "Fund Card" in PEX.

You’re connected!

Zapier seamlessly connects PayPal and PEX, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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- Events
Trigger
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- Events
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Trigger
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- Events
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- Docs Link
Trigger
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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
Search
- Refund ID
  Required
Action
Search
- Only when purchase is settled by the merchant?
  Required
- Only when purchase is reviewed and approved by admin ?
  Required
Trigger
Polling
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- First Name
  Required
- Last Name
  Required
- Phone
  Required
- Date of birth
  Required
- Email address
  Required
- Custom Id
  Required
- Profile Address: Line 1
  Required
- Profile Address: Line 2
- Profile Address: City
  Required
- Profile Address: State
  Required
- Profile Address: Zip
  Required
- Shipping Address: Line 1
  Required
- Shipping Address: Line 2
- Shipping Address: City
  Required
- Shipping Address: State
  Required
- Shipping Address: Zip
  Required
- Shipping Address: Contact Name
  Required
- Shipping Phone
  Required
- Shipping Method
  Required
Action
Write
- Transaction ID
  Required
Action
Write
- Cardholder Account ID
- Cardholder Full Name
- Cardholder Custom ID
Action
Search

- Docs Link
- Events
Trigger
Instant
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- Triggering Events
Trigger
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- Docs Link
- Events
Trigger
Instant
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- Docs Link
- Events
Trigger
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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
- Cardholder Account ID
  Required
- Amount
  Required
Action
Write
- Cardholder Account ID
  Required
Action
Write
- Tag ID
  Required
- Option Name
  Required
- Option Value
  Required
- Option Enabled
  Required
Action
Write

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Connect PayPal and PEX to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your PayPal to PEX integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about PayPal + PEX integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with PayPal and PEX

What triggers can be used when integrating PayPal with PEX?

When integrating PayPal with PEX, you can use triggers such as 'Successful Sale,' 'Refunded Sale,' or 'New Invoice.' These triggers will initiate actions in PEX automatically, allowing for seamless workflow automation.

How does the integration between PayPal and PEX handle errors?

In case of an error during an integration task between PayPal and PEX, we automatically retry the action. If it continues to fail, you'll receive a notification with details on what went wrong so you can address it.

Can I set up automated fund transfers from PayPal to PEX?

Yes, by creating specific trigger-action flows like moving funds upon a successful sale in PayPal – this action can be configured to transfer those funds into your PEX account automatically.

Is it possible to create a customized report for my transactions?

Absolutely! You can customize transaction reports by using our integration’s data pull features from both PayPal and PEX, letting you compile comprehensive transaction reports according to your needs.

What actions are available for the integration of PayPal with PEX?

Actions available include adding funds to a PEX card following a payment receipt in PayPal, marking transactions as reconciled after they’ve been verified, and more, providing a range of options for process management.

Are there any limits on the number of transactions in the integration between PayPal and PEX?

While we aim to support as many transactions as possible through our platform integrations, both PayPal and PEX might have their own specific transaction limits that could impact high-volume usage scenarios. It's advisable to review these limits accordingly.

Does this integration require any specific permissions in either application?

The integration will require certain permissions such as access to transaction records and account balances in both applications. Ensuring these permissions are granted will facilitate smooth operation of all integrated features.

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.

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Related categories

Payment Processing

About PEX

PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.

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