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PayPal Connection

Connect PayPal to process payments and manage transactions.

Required Credentials​

  • Client ID
  • Client Secret
  • Sandbox (optional, boolean for test mode)

Setup Steps​

  1. Go to PayPal Developer Dashboard
  2. Create an account or sign in
  3. Go to My Apps & Credentials
  4. Create a new app or use default
  5. Copy the Client ID
  6. Show and copy the Secret
  7. Choose Sandbox or Live mode
  8. Add credentials to your Workflow Builder connections

Sandbox vs Live​

  • Use Sandbox for testing with fake money
  • Switch to Live for real transactions
  • Test thoroughly before going live

Features​

  • Process payments
  • Create invoices
  • Manage subscriptions
  • Handle refunds
  • Verify transactions

Best Practices​

  • Always test in Sandbox first
  • Handle webhook events for payment confirmations
  • Implement proper error handling
  • Store transaction IDs for reference