Read transaction summaries and balances with PayPal reporting access.
Explore 6 workflow actions for PayPal, including account permissions and operation limits.
4 read actions2 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Cancel unclaimed payout item
Write
Cancel a payout item that is still UNCLAIMED and return the money to the sender.
Permissions and limits
Account permissions
Payouts enabled on the PayPal account
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create batch payout
Write
Send money to one or more recipients by email, phone or PayPal ID in one batch.
Permissions and limits
Account permissions
Payouts enabled on the PayPal account
Operation limits
This moves money. PayPal refuses a sender_batch_id used in the last 30 days, and the step's idempotency key is sent as PayPal-Request-Id.
A repeated request may repeat the external action. Review the previous result before retrying a write.
List balances
Read
Read PayPal account balance amounts by currency.
Permissions and limits
Account permissions
Balance read access
Operation limits
Balance data may lag by up to three hours. Account identifiers are excluded.
List transactions
Read
Read a bounded page of PayPal transaction summaries for a date range.
Permissions and limits
Account permissions
Transaction Search read access
Operation limits
The requested date range must be no more than 31 days. PayPal can take up to three hours to report a transaction.
Only transaction information is returned. Payer, shipping, and cart data are excluded.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Show batch payout details
Read
Read a payout batch's status and one page of its items.
Permissions and limits
Account permissions
Payouts enabled on the PayPal account
Pagination: page. Check the result for additional pages; a single action may not return every record.
Show payout item details
Read
Read one payout item.
Permissions and limits
Account permissions
Payouts enabled on the PayPal account
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in PayPal. A saved workflow is not a completed provider action.