Overview
The PayPal Checkout Add-On for Gravity Forms allows you to process payments using PayPal Checkout directly from your forms. See the PayPal Checkout Add-On Documentation for setup instructions.
Gravity Flow Integration
Gravity Flow ensures that when a workflow includes a PayPal Checkout step, the standard post-submission PayPal feed will not execute independently. This provides control over when PayPal payment actions occur in the workflow.
Creating a PayPal Checkout Workflow Step
To add a PayPal Checkout step to the workflow:
- From the Form Editor screen, navigate to Settings → Workflow.
- Select Add New Step and set a Name for the step.
- Choose the PayPal Checkout step as the Step Type.
- Select a PayPal Checkout Feed created using the PayPal Checkout Add-On.
- Click Update Step Settings to save the step.
Note: PayPal automatically cancels (expires) authorized Payments which are not captured within 29 days.
PayPal Checkout Step Settings Reference
| Setting | Description |
|---|---|
| Name | Defines the workflow step name used to identify it within the workflow. Required |
| Description | Provides a short description of what the step does. |
| Step Type | Defines this step as a PayPal Checkout step (Capture Payment). Required |
| Highlight | Highlights this step to visually emphasize it in the workflow. |
| Condition | Enables a condition to determine whether the step will run. |
| Schedule | Determines when the step should run within the workflow timeline. |
| Next Step if Captured | Defines the next step to run when payment is successfully captured. |
| Next Step if Failed | Defines the next step to run when payment authorization or capture fails. |