PayPal is a financial technology company that allows you to send money, make online payments, and receive money quickly and securely. The Botmaker platform allows the connection of a PayPal account to generate payment links in your conversations.

Estimated reading time: 06 minutes

Feature characteristics

The PayPal integration on the Botmaker platform allows you to automate your customers' payments with chatbots. To do this, you will need a personal or business PayPal account and follow the step-by-step below:

Step 1

Go to Menu>Configuration>Integrations,

(https://go.botmaker.com/#/integrations/connections) and select PayPal. 

By clicking on Connect, you will access a tutorial that will guide you to complete the connection successfully. The requirements are as follows: 

• Register your account (personal or business).
• Create a PayPal app
• Obtain the API keys of the app.

By clicking on +Connect PayPal, you will see the following screen:

See the tutorial images below:

Step 1

Go to https://developer.paypal.com/ and click on Log into Dashboard.

Step 2

Enter your PayPal email and password. Go to Dashboards/MyApps and Credentials. Select the Live option and click on Create App. Choose a name for your App. Click on Create App.

Step 3

Once the Live App is created, you will be able to see its details. From there, you should copy your Client ID and Secret to enter them in the next step. 

Important: Be sure to copy your Client ID and Secret to a notepad.

Step 4

In the platform connection tutorial (see image above), click Next. You will need your Client ID and your Secret to proceed with the integration.

Step 5

Click on Connect to finish the integration.

Next, you will be able to view the PayPal integration and its details under Menu>Channels and Integrations>Integrations.

Once you have completed the steps and your account is connected and active, you can configure the integration using the corresponding action in Bot Designer. You can also generate PayPal intents in an Intent chatbot (see Annex).

Set up the PayPal integration in Bot Designer

In the part of the flow you want, click on the Add block icon (+), then on  Add Action and then Integrations>PayPal Url, as shown in the screenshots below.

Complete the form that pops up when you click on PayPal Payment Url and click Save.

You're all set! You can now use the PayPal integration to generate payment links in your conversations!

ANNEX: Intents in an Intent Chatbot

On the chatbots screen (Menu>Chatbots), you can access the PayPal actions. In the desired intent, in the responses tab, select the Action -> Others and choose Paypal payment Url.

The action below will be displayed. You will have to fill in the following fields:

• Product name: name that will be shown in the generated link.
• Currency: currency in which it will be charged.
• Price: the unit price of the product. Consider the commission for using PayPal services. You can check it here (Section: Commercial Transaction Rates).
• Quantity: units of the product. If you select quantity 2, price 5.0, the total to pay will be 10.
• Account: the PayPal account that will generate the link and receive the payment.
• Variable where the generated link will be saved: variable that will contain the generated link. This variable must be used in a message so that the user can access it.
• Rule to be executed for successful payment: the rule that indicates that the payment was successful and transmits the information to the user. Generally, it is a message that says: "Successful payment".
• Rule to be executed for payment problems: analogous to the rule to be executed for successful payment but in case the payment has failed.

The generated link will contain the data entered in the Paypal payment Url action. It is important to configure an intent so that the user receives the variable chosen in the "Variable where the generated link will be saved" field in a message following the execution of this intent.

You are all set! You can now automate your payments with PayPal on the Botmaker platform to boost your sales processes.

Remember to visit our Help Center for further information. 

Written by: Botmaker Team

Updated: 12/12/2023