Understand payment workflows | Zoho Creator Help

Understand Payment Workflows

Notes
NoteThe existing version of PayPal, PayflowPro, and Payments Pro has been deprecated on 26th September, 2024 and none of the payment transactions will be processed after this date. To ensure uninterrupted payment processing, migrate to the latest version. Learn more
Payment workflow lets you collect online payments from your users through the forms in your Zoho Creator application. You (application admin) can create the payment workflow by specifying the criteria based on which the payment should be collected. You can also set the action(s) to perform on a payment success or failure.

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

Zoho Creator supports the following payment gateways:
Payment GatewaysSupported Countries
Authorize.NetUnited States, United Kingdom, Australia, Canada, Europe
ForteUnited States, United Kingdom, Canada
Payflow ProUnited States, Australia, Canada, New Zealand
PaymentsProUnited States, United Kingdom, Canada
PayPalView the list
  PayTabs
  Egypt, Jordan, Oman, Saudi Arabia, U.A.E
PaytmIndia
RazorPayIndia
StripeView 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.

Note:

  • The currency type that you choose for the payment field in your form must be same as the payment gateway's currency type that you have added and enabled in the Account setup section.
  • You can add one connection for each payment gateway. However, you can only have one payment gateway enabled in your Zoho Creator account at a time.
  • You can create custom connectors if you want to integrate Creator with a payment gateway other than the ones mentioned in the above table.

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.



      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Understand Form Workflows

                                                                                                                          Form workflow refers to the workflow triggered when there is an activity on a form. The activities that you can perform on a form are listed below. Created - Create a new record in the form Created or Edited - Create a new record or edit an existing ...
                                                                                                                        • Understand Workflows

                                                                                                                          A Workflow comprises of a set of actions executed at specific instances to automate routines in an application. When you trigger the workflow, it executes the set of associated actions. Workflows let you automate and map different activities, data, ...
                                                                                                                        • Understanding form event in workflows

                                                                                                                          To set a workflow to start rolling out, you need to specify on cue of which record event it needs to be triggered. Options are when a record is created, when a record is edited, when a record is created or edited, or when a record in deleted. Then ...
                                                                                                                        • Understand Batch Workflows

                                                                                                                          1. What Does This Page Cover? Learn how you can efficiently split your larger tasks into smaller batches and process them at off-peak hours using batch workflows. 2. Availability Batch workflows feature: Is available only for paid plans of Creator, ...
                                                                                                                        • Understand Connectors

                                                                                                                          Note: The existing version of PayPal, PayflowPro, and Payments Pro has been deprecated on 26th September, 2024 and none of the payment transactions will be processed after this date. To ensure uninterrupted payment processing, migrate to the latest ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources