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On this page
  • Overview
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  • Features
  • Integration
  • Configuration of Payrexx
  • Configuration of Zapier
  • Creating Automations
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  1. Integration
  2. Business Software

Zapier

Learn in this article how to connect Payrexx and Zapier to create seamless automations for your processes.

Last updated 21 days ago

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Overview

Zapier is an automation software that allows users to connect different web applications and automatically perform recurring tasks.

This is done using so-called Zaps. Each Zap uses a trigger to start the workflow and can include one or more actions.

Links

  • Zapier

  • on Zapier

  • to Zapier

  • on the Zapier website

  • Zapier

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:

  • Click on the "App Connections" menu item:

  • Click on the "+ Add connection" button:

  • Type "payrexx" into the search field (1), click on "Payrexx" (2), and then click "Add connection" (3):

  • A new window will open where you can establish the connection to Payrexx by entering the instance name (1) and the API key (2):

  1. Enter the instance name of your account. If the URL of your Payrexx account is example.payrexx.com, then your instance name is example.

  2. Paste the API key you copied earlier during the Payrexx configuration.

  3. Click on "Yes, Continue to Payrexx".

Zapier and Payrexx are now successfully connected:

Creating Automations

Navigate to Zaps in the main menu on the left side to create your first automation.

  • Click the "+ Create" button in the top right corner and select the "New Zap" option:

  • Click the "Action" button:

  • Search for "payrexx" and click on it:

  • In the window on the right, select an Action Event (e.g. "Create Paylink") and click "Continue":

  • Continue with the automation configuration by following the specifications from the Payrexx API documentation:

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:

Make sure you are to your Payrexx account to get started. If you don't have a Payrexx account yet, you can now.

Make sure you are to your Zapier account to get started. If you don't have a Zapier account yet, you can now.

Click on the icon in the main menu.

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Payrexx Support Portal
Getting startedPayrexx
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Welcome - ZapierZapier
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Adding an API Key in Payrexx
Creating the API Key for Zapier
Copying the API Key from Zapier to the clipboard
Opening the "App Connections"
Adding a connection in Zapier
Adding Payrexx to Zapier
Establishing the connection to Payrexx
Payrexx is now visible under "App Connections" and is successfully connected to Zapier.
Opening the "Zaps" Section in Zapier
Creating a new Zap in Zapier
Creating an "Action" in Zapier
Selecting Payrexx in the search results
Creating a Zap in Zapier