Integrate Wayforpay with NetHunt to seamlessly accept online payments and automatically record them in your CRM. This is how to do this:
You’ll need to have a Wayforpay account or sign up for one.
Go to the Workflow section in NetHunt CRM and create a new automation. Our trigger will be a webhook event occurrs:
3. Next, you need to copy the webhook URL and add it to your merchant account in Wayforpay:
4. Run a test request so that our webhook receives the fields that Wayforpay sends.
💡Please note: You will need to contact us via the support chat or send an email to support@nethunt.com with the following request:
We have added a webhook to our merchant account on Wayforpay.
- The name of your workspace.
- The name of your workflow.
- Your secret key (don’t worry, this information will be inserted into your webhook on the backend, and we won’t use it for anything else; it’s required so that the webhook can respond to Wayforpay to confirm receipt of payment).
5. Once our managers have processed your request, you can continue setting up your workflow. You will need to send a test request from Wayforpay to the webhook and click ‘Refresh fields’:
6. You now have all the fields provided by your Wayforpay payment system, so you can save this step:
7. Add the "Create a new record" step, mapping the Email or Phone number fields received via webhook to the relevant fields in NetHunt:
8. Add an "Update Record" action to map your CRM fields to the payment data received from Wayforpay, such as the payment status, amount, payment date, and purchased product or service. You can use any of the macros available in the webhook payload. If your workspace doesn’t have all the needed fields, simply create additional custom fields and map them as needed:
9. You can then add further actions or tasks for your managers. Once you have finished setting up the workflow, click "Publish".
Congratulations! We’ve set up this automation, and you can now check your customers’ payments directly on their record details.
Can’t find the answers you’re looking for? Get in touch with us via the support chat directly from the CRM!