Collect Payment (Workflow Task)

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See Manage Integrations for Payment Collection for information on setting up, modifying, and deleting external payment providers integrations. It includes the list of supported external payment providers.

Create workflows for registering and paying for events, making donations and purchases, and more. Use your preferred external payment provider of choice for online payment collection. We will configure the connection and add the interface for the payment provider.

Note: We will not have access to any of your payment provider credentials or debit/credit card information. 

In this article:

• Collect payments in workflows

Collect Payments in Workflows

After configuring your external payment provider for the workspace, you can use it in your workflow.

1. In the workflow builder, click a + below an existing task.
   Note: There must already be at least one user task in the workflow before you can add a Collect Payment task.
2. Add a Web Form task to collect the payer’s basic information (needed for responding and confirming payment) and the payment  amount, which can be either a currency or number field.
3. In the right sidebar, under User Task, select Collect Payment. A Collect Payment task is added to your workflow.
4. Click on the task and in the right sidebar you can configure the task.
5. In the General Configuration tab, set the following:
   • Task Label – Modify the default task label from “Collect Payment” to a label that is meaningful, descriptive, and helps identify the task.
6. In the Payment Details tab, set the following:
   • Payment Provider – Select a payment provider from the dropdown of providers configured for that workspace.
   • Amount to Collect – For the amount to collect, you can choose either:
     • Static Value – If it will always be a fixed amount, select Static Value and enter a static value.
     • Workflow Property – Use an existing workflow property by selecting it from the Select a Property dropdown. This will be a variable amount as it depends on the value of the workflow property.
   • Customize Page Content – This option is only available for the payment providers that support it: Stripe.
     • The content on the left side of the payment page is customizable. Click the Edit button to slide open the Page Content editor and modify it to suit your specifications. Use it to inform your user on where the donation is used, terms and conditions, etc.
7. After you’ve configured all your fields, at the upper-left corner click <- Return to Workflow Model.
8. When you have completed building your workflow, at the upper-right corner, click Publish & Run Workflow and then Run Workflow.
9. When the workflow is run and is at the Collect Payment task, the participant will encounter the form where they can enter their information and amount. 
10. The custom message page with the payment provider interface is displayed.
    Note: The user’s experience varies depending on the payment provider you select.
    • Stripe – Displays the custom page and Stripe form interface for the payer to enter information and click Submit Payment.
    • PayPal – Click PayPal or Debit or Credit Card (via PayPal) and their corresponding modal will popup where you can complete the transaction.
11. The payment will be reflected in your account with the payment provider.

Related Information

Manage Integration for Payment Collections
All About Workflows (Quick Reference)
Types of Tasks (Workflows)
Additional Resources

Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.