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How Zapier works
Zapier makes it easy to integrate PayPal with PEX - no code necessary. See how you can get setup in minutes.
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.
- Docs Link
- Events
Try ItTriggerInstant- Docs Link
- Events
Try ItTriggerInstant- Docs Link
- Events
Try ItTriggerInstant- 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 NameRequired
- Item Description
- Item QuantityRequired
- Item Unit AmountRequired
- 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)
ActionWrite
- Docs Link
- Events
Try ItTriggerInstant- Docs Link
- Events
Try ItTriggerInstant- Docs Link
- Events
Try ItTriggerInstant- AmountRequired
- 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
ActionWrite
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Connect PayPal and PEX to integrate crucial parts of your business
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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.
