PayPal

Offer PayPal as a payment option on Plandalf checkouts alongside cards and your broader offer flow.

PayPal lets customers pay with a familiar wallet option while Plandalf keeps the offer, checkout, coupon, bump, invoice, and automation context in one flow.

Use PayPal for payment choice

PayPal is a payment option for the checkout. Keep the offer structure, products, prices, redirects, and follow-up workflow in Plandalf.

The path

  1. Open the PayPal integration from the dashboard and authorize the PayPal Business account that should process payments.

  2. Add PayPal to the offers where customers should see it as a payment method.

  3. Preview the offer and confirm the payment choice appears in the right place beside the rest of the checkout.

  4. After payment, keep using Plandalf redirects, events, webhooks, and Sequences for the next step.

When PayPal helps

What to configure

PayPal setup

Fields
AccountPayPal Business accountrequired

The connected account that should process PayPal payments.

Offer availabilityoffer settingrequired

Which checkouts should show PayPal as an available payment option.

Fallback payment methodpayment option

Keep card payment available when the offer should support both card and wallet buyers.

Completion behaviorredirect | event | webhook

Use the same Plandalf completion path after PayPal payment as you use after card checkout.

Do not split the offer across tools

Avoid sending PayPal buyers through a separate product page or manual checkout path. The goal is one offer flow with multiple payment options.

Builder context

Connect platform setup to the full stack.

Platform docs explain where an external system fits. The related surfaces show how integrations, offers, payments, invoices, and automation stay visible in Plandalf.

The Numi platform settings screen showing connected stack configuration.
Integrations keep external systems visible to the operator.
The Numi integrations settings page showing Stripe, PayPal, Stripe test mode, TaxJar, and Avalara connection options.
Payment processors and tax services are configured before checkout traffic goes live.
The Numi offer editor automation tab showing sequence controls beside the checkout canvas.
Automations decide what happens after the connected platform sends or receives purchase context.

Feature detail