Zapier

Overview

Zapier is an automation platform that enables you to create workflows between different apps using so-called “Zaps.” Each Zap uses a trigger to initiate the workflow and can include one or more actions.

With the Payrexx integration for Zapier, you can automate your payment processes, access all your transaction and payout information, and gain full access to Payrexx API endpoints.

Links

• Zapier Website

• Sign up on Zapier

• Log in to Zapier

• Integration with Payrexx on the Zapier website

• Zapier Documentation

Features

• ✅ Automate payment processes

• ✅ Access transaction information

• ✅ Access payout information

• ✅ Access Payrexx API endpoints

Integration

The following guide will show you how to connect Zapier to Payrexx.

Configuration of Payrexx

• In the merchant administration section of your Payrexx account, navigate to API & Plugins.

• Click on "Add API Key".

• Give the integration any name you like and click the green "Add" button:

• Click "Copy" next to the Zapier entry to copy the newly created API key to your clipboard — you’ll need it later when configuring Zapier:

Configuration of Zapier

Follow these steps to connect Zapier with Payrexx:

• Create a new Zap and add a trigger.

• Select any Payrexx event and connect a new account.

• Enter your Payrexx instance name (1) and the API key (2) generated during the Payrexx setup into the corresponding fields. Then click on "Yes, continue to Payrexx" (3):

Setting Up Payrexx Webhooks

Payrexx Webhooks can trigger your zaps. To achieve this, you can use the Zapier Webhooks app.

Zapier account

• Log in to your Zapier account.

• In the main menu, navigate to Zaps.

• Create a new Zap and configure it with the following settings:

1. Select "Webhook by Zapier" as the trigger.

2. In the configuration, choose "Catch Hook".

Then click "Continue" twice and copy the webhook URL shown in the final "Test" step to your clipboard. You will need it later in Payrexx.

Payrexx account

• Log in to your Payrexx account.

• Navigate to Webhooks and click on "Add Webhook".

• Configure the settings as follows:

1. Assign a name of your choice to the webhook.

2. Paste the copied webhook URL from Zapier.

3. Select the desired webhook events.

4. Set the webhook type to "JSON".

Click "Add" to create the webhook.

Finish setup

Now everything is ready for you new Zap with a Payrexx webhook trigger. You can send some test data to Zapier to continue with your Zap. There are two ways to do that:

• Send some dummy test data to the webhook URL: This can be executed on the configuration page of the webhook you created in your Payrexx account.

• Send webhook data from an existing transaction: On every transaction, there is a button to manually trigger the webhook for this very transaction. When clicked, the transaction webhook data is sent and your Zap is triggered.

After receiving the first webhook, your Zap will show you the received data and let you build further actions based its content.

Build Zaps

After you connected Payrexx to Zapier, you can make use of all the available events in the Payrexx Zapier Integration.

Gateway

Actions

• Create Gateway: Create a new Payment Gateway.

• Retrieve a Gateway: Retrieve a Payment Gateway by ID.

• Delete a Gateway: Delete a Payment Gateway by ID.

Transaction

Actions

• Create a Cash Transaction: Create a new cash transaction.

• Retrieve a Transaction: Retrieve a transaction by ID.

• Cancel a Waiting Transaction: Cancel a waiting transaction by ID.

• Charge a Pre-Authorized/Reserved Transaction: Debit an amount from a previous tokenized/reserved transaction.

• Refund a Transaction: Create a refund for a previously made transaction.

• Delete a Reserved Transaction: Delete a reserved transaction by ID.

• Send a Transaction Mail Receipt: Send an email receipt for a transaction.

• Update Pre-Authorization/Tokenization Contact Details: Update contact details for a pre-authorization or tokenization transaction.

Search

• Retrieve Transactions: Retrieve a list of transactions.

Paylink

Actions

• Create a Paylink: Create a new Paylink.

• Retrieve a Paylink: Retrieve a Paylink by ID.

• Delete a Paylink: Delete a Paylink by ID.

Subscription

Actions

• Create a New Subscription: Create a new subscription with recurring billing.

• Retrieve a Subscription: Retrieve a subscription by ID.

• Delete a Subscription: Delete a subscription by ID.

• Update a Subscription: Change an existing subscription configuration.

• Login a Subscription Customer: Create an authentication link for subscription users.

QR code

Actions

• Create a QR Code: Create a new QR Code.

• Retrieve a QR Code: Retrieve a QR Code by UUID.

• Delete a QR Code: Delete a QR Code by UUID.

• Delete a QR Code Scan: Delete a QR Code scan by session ID.

Payout

Actions

• Create a Manual Payout: Create a new manual payout.

• Retrieve a Payout with Details: Retrieve a payout by ID with detailed information.

• Retrieve a Payout without Details: Retrieve a payout by ID without detailed information.

Search

• Retrieve Payouts: Retrieve a list of payouts.

Support

If you have any questions about integrating Zapier with Payrexx, our support team is happy to assist you:

If you have questions regarding the creation of automations, please refer to the following documentation or contact Zapier support:

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