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Select a trigger from PayPal

A trigger is an event that starts your Zap and runs the workflow. For example, with PayPal, a trigger could be "Successful Sale."

A trigger is the event that kicks off your automated workflow.

Setup an action from PEX

An action is what takes place after the automation is triggered. For example, with PEX, the action could be "Fund Card."

An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your PayPal to PEX integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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.

Connect PayPal and PEX to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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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.

Successful Sale
Triggers when a payment is completed successfully.
Trigger
Instant
Try It
Refunded Sale
Triggers when a payment is refunded.
Trigger
Instant
Try It
- Only when purchase is settled by the merchant?
  Required
- Only when purchase is reviewed and approved by admin ?
  Required
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Phone
  Required
- Date of birth
  Required
- Email address
  Required
- Custom Id
  Required
- Profile Address: Line 1
  Required
- Profile Address: Line 2
- Profile Address: City
  Required
- Profile Address: State
  Required
- Profile Address: Zip
  Required
- Shipping Address: Line 1
  Required
- Shipping Address: Line 2
- Shipping Address: City
  Required
- Shipping Address: State
  Required
- Shipping Address: Zip
  Required
- Shipping Address: Contact Name
  Required
- Shipping Phone
  Required
- Shipping Method
  Required
Action
Write
- Transaction ID
  Required
Action
Write

- Cardholder Account ID
- Full cardholder name
  Required
- Custom Id
  Required
Action
Search

Successful Sale (Line Items)
Triggers when a payment is completed successfully (with line item support).
Trigger
Instant
Try It
All Merchant Transactions
Triggers when a new merchant transacation is created, regardless of status.
Trigger
Instant
Try It
- Cardholder Account ID
  Required
- Amount
  Required
Action
Write
- Cardholder Account ID
  Required
Action
Write
- Tag ID
  Required
- Option Name
  Required
- Option Value
  Required
- Option Enabled
  Required
Action
Write

About PayPal

PayPal is a fast, safe way to send money, make an online payment, receive money or set up a merchant account. With over 150 million active registered accounts, PayPal helps people and businesses receive and make payments in more than 100 currencies in 203 markets.

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Related categories

Payment Processing

About PEX

PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.

Related categories

Payment Processing

Connect PayPal to PEX on the world's largest no-code automation platform