Understand Payment Workflows
Consider the example of an Order Management application where customers place an order through the Order form. An Order form will consist of customer details such as name, shipping address, mobile number, items purchased, quantity, and total amount. You can configure the payment connection in the Order form by mapping the Total amount field to the Amount field. In this case, the amount displayed in the Total amount field while adding the record in the form will be used as the payment amount. Additionally, you can configure actions to a payment workflow such as order confirmation email, adding the customer information in your CRM system, and adding the transaction details such as transaction ID and reference number in another form.
Payment workflow can be configured in various scenarios such as,
- Collecting registration fees - A user registers for an event like a workshop, certification programme, webinar, etc., on your form, and has to pay a registration fee
- Collecting donations - An organization, especially a not-for-profit or non-governmental (NGO), may create a form through which users can make donations to them
- Selling subscriptions - A user can subscribe to a newsletter, magazine and make payments periodically
Before you configure a payment workflow, you must establish a connection with the payment gateway by mapping your payment gateway credentials in Zoho Creator. This is a one-time process. You can add a payment gateway under Connections in the Microservices section. Learn more
A payment gateway is a service used by e-businesses and online retailers to accept online payments from their customers. The online payment modes accepted by payment gateways include credit cards, debit cards, and e-wallets. A payment gateway acts as the middleman between the customer’s bank and the merchant’s bank. It accepts the payment from the customer and makes sure that it reaches the merchant’s bank account.
Payment gateways supported country-wise
| Payment Gateways | Supported Countries |
| Authorize.Net | United States, United Kingdom, Australia, Canada, Europe |
| Forte | United States, United Kingdom, Canada |
| Payflow Pro | United States, Australia, Canada, New Zealand |
| PaymentsPro | United States, United Kingdom, Canada |
| PayPal | View the list |
PayTabs | Egypt, Jordan, Oman, Saudi Arabia, U.A.E |
| Paytm | India |
| RazorPay | India |
| Stripe | View the list |
Once you have established the connection with any of the above payment gateways, you can configure the payment workflow in your form. When users submit the Creator form, they will be redirected to the payment gateway that you have added and enabled in the Account Setup section.
The payment status will be shown in the list report(the default report based on the form in which the payment workflow is configured) when the transaction is complete.
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