PayPal Automations
Payment, payout, dispute, and reconciliation flows using PayPal webhooks and APIs.
6 automations for PayPal
Pick any workflow and we'll build it for you.
Payment Captured → CRM Order
Mark deals paid when PayPal settles.
How it works
Webhook payment.completed
Match invoice ID metadata
Mark CRM deal paid
Send receipt email template
Notify fulfilment webhook
Update QuickBooks deposit expectation
Subscription Pause Handling
Sync subscription state to access control.
How it works
Billing subscription suspended event
Revoke SaaS seat API call
Email customer recovery offer
Create CS task
Wait 7 days cancel if unpaid
Archive user data per policy
Dispute Evidence Collector
Gather tracking + invoice automatically.
How it works
Dispute opened webhook
Pull order shipment proof
Attach invoice PDF
Submit evidence packet API
Notify finance Slack thread
Log outcome when resolved
Mass Payout Status Sync
Track affiliate payouts completion.
How it works
Payout batch webhook
Update affiliate ledger sheet
Email affiliate status
Retry failed rows individually
Finance digest if failures > threshold
Close accounting period flag
FX Gain/Loss Journal Stub
Draft journal entries for currency variance.
How it works
Settlement currency differs from invoice
Calculate FX difference
Create journal draft row
Notify accountant review
Post after approval
Archive calculation worksheet
Refund Approval Workflow
Two-person approval for large refunds.
How it works
Refund requested over limit
Route ticket to finance manager
Secondary CFO approval if mega
Execute refund API call
Notify customer timeline
Sync CRM entitlement downgrade
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