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Payments

PayPal + AutomateNexus CRM

Accept PayPal on invoices and bookings.

Invoices — outstanding, overdue, paid this month and drafts above an invoice list with customer, due date, amount and a paid, sent, draft or overdue status
What you can do

PayPal, wired into your pipeline.

  1. 01

    PayPal on invoices

    Customers who prefer PayPal pay from the same invoice link, and the invoice status updates on the record.

  2. 02

    Deposits at booking

    Take a PayPal deposit when someone books through your booking page.

  3. 03

    Multi-processor by design

    Run PayPal alongside Stripe and Square and route by invoice or by client.

How it works

Connected in three steps.

  1. Step 01

    Connect PayPal

    Settings → Payment processors. Credentials are encrypted at rest.

  2. Step 02

    Enable it on invoices or bookings

    Choose where PayPal appears as a payment option.

  3. Step 03

    Get paid

    Payment status writes back to the invoice and the customer record.

Under the hood

Built to be left alone.

  1. Two-way sync

    Changes on either side reconcile in real time. No stale records, no duplicates.

  2. Webhooks

    PayPal events can trigger agents and automations the moment they fire.

  3. No code

    Authorize, map, and go live in minutes — no developer required.

Your turn

Put PayPal to work.

Start your 7-day free trial and connect PayPal on day one. No credit card, no middleware.