Special workflows for PayPal.
Each scenario shows the trigger, the Volimox handoff, and the human checkpoint. These are concrete workflow blueprints, not a claim that every connection is live today.
Approved request to PayPal invoice
Create a payment request from a confirmed Volimox service or quote.
Starts when
A customer request reaches the approved payment stage.
Result
The payment request is tied to a specific customer and service record.
Volimox workflow
- 01Volimox verifies the customer, amount, currency, and service reference.
- 02Volimox prepares the PayPal invoice or payment action.
- 03The operator reviews and sends the payment request through the approved channel.
Human checkpoint
No invoice is sent when the customer or amount cannot be confidently matched.
Payment or refund to finance review
Make PayPal payment and refund events visible to the team that owns the outcome.
Starts when
PayPal reports a completed payment, refund, or dispute for a linked customer.
Result
Payment exceptions become owned work with the right customer context.
Volimox workflow
- 01Volimox reconciles the provider event to the related invoice or booking.
- 02Volimox updates the state and stores the provider reference in the timeline.
- 03A finance or operations owner reviews the customer message or recovery action.
Human checkpoint
Refunds and disputes pause the normal path until a human chooses the next action.
Supported triggers and actions.
A trigger starts the workflow. An action is the controlled operation Volimox performs after the rules pass.
Triggers
- Payment completed
- Refund issued
- Dispute opened
Actions
- Create invoice
- Read payment status
- Send receipt
Detailed connection code.
This server-side TypeScript reference follows the same connection → action → mapped input pattern used by modern automation platforms. Provider credentials remain inside the approved connection; browser code never receives them.
TypeScript · server only
Create a PayPal invoice
import { createZapierSdk } from "@zapier/zapier-sdk"
const zapier = createZapierSdk({
apiKey: process.env.ZAPIER_API_KEY,
})
export async function runPayPalAction() {
const { data: connection } = await zapier.findFirstConnection({
app: "paypal",
owner: "me",
})
if (!connection) {
throw new Error("No approved PayPal connection was found")
}
const result = await zapier.runAction({
app: "paypal",
action: "create_invoice",
connection: connection.id,
input:
{
"recipientEmail": "{{lead.email}}",
"currency": "USD",
"itemName": "{{lead.service}}",
"quantity": 1,
"unitAmount": "{{lead.depositAmount}}",
"note": "Volimox lead {{lead.id}}"
},
})
return result.data
}Connection setup.
The setup path is specific to the provider. We will never ask you to paste credentials into a public page.
PayPal OAuth
A reviewable connection, step by step.
- 01Choose a PayPal business account
- 02Review payment scopes
- 03Verify webhook endpoint
This app is cataloged and its workflow contract is defined. We will enable the connection after provider access and sandbox verification.
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