Understand payment workflows | Zoho Creator Help

Understand payment workflows

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. 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
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.

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.

Related Topics

    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us:  support@zohoforms.com


                            




                          

                        Zoho Marketing Automation

                          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 SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep 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 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. Assume an order management application that follows the below ...
                                                                                    • Create payment workflow

                                                                                      To create a payment workflow, Click the  Add New(+)  icon on the header bar. Note: You can create a new workflow by clicking on the  Add New  icon on the header bar or the  Create Workflow  button from the  Workflow  page. Select  Workflow  in the  ...
                                                                                    • 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 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 connections

                                                                                      Connections are intended to connect to external facilities. They enable you to integrate your Zoho Creator application with various other cloud services. For instance, let's assume you have a product management application in Creator. And, you have ...
                                                                                    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