How to connect PayPal to Binom: take payment for an order in the conversation, send invoices, set up reminders and mark payments as received. Available on request.
Taking PayPal payments in the Binom chat: your AI employee creates a PayPal order for payment, issues and sends the invoice, reminds about payment, and marks receipt. Clients pay the usual way, and you don't need to issue invoices manually. PayPal is available on request in the Binom dashboard: Integrations → More integrations → PayPal.
What Binom can do with PayPal
Here, Binom refers to your AI employee. After PayPal is connected, it calls the service's actions when the conversation needs that data. You decide which actions are available to it. In the dashboard, each action is labeled: read (Binom only views data), write or delete (Binom changes or deletes data in PayPal).
| Section | What Binom can view | What Binom can change |
|---|---|---|
| Orders | Orders | Creating an order for payment, changing, authorizing and capturing a payment |
| Invoices | Invoices | Draft, edit, delete, send, remind, cancel, invoice number |
| Invoice payments | No | Marking an invoice as paid and as refunded |
| Subscriptions | No | Subscription plan and customer subscription |
| Products | No | Product in the PayPal catalog |
| Payouts | No | Batch payout to multiple recipients |
Can you accept a PayPal payment directly in the chat?
Yes. Binom creates a PayPal order ("Create Order"), the client confirms the payment in PayPal, and then Binom captures the payment ("Capture Order Payment"). The payment is confirmed on PayPal's side, and card or account details never enter the conversation. Binom checks the order status with the "Get Order" action.
PayPal invoices from the conversation
- Binom gets the next invoice number ("Generate Invoice Number") and creates a draft ("Create Draft Invoice").
- Sends the invoice to the client ("Send Invoice").
- If payment is delayed, sends a reminder ("Send Invoice Reminder").
- When the client has paid another way, marks the payment ("Record Invoice Payment").
How to get the PayPal integration
PayPal is connected on request: first, the Binom team sets up the integration for your account. The general catalog rules are described in the instructions on how to connect a service from "More integrations".
- Open Integrations → More integrations, enter "PayPal" in the "Search integrations" field, and open the PayPal card.
- The "PayPal integration for assistant" page will show the message "Integration is available on request. Request it now, and we will set it up for you as a priority." The assistant here is your Binom. The "Authentication" block shows what access will be needed, and the "Actions" list shows everything Binom can do in PayPal.
- Click "Request integration". "Request sent. You will receive a notification when the integration is available." will appear, and the button will change to "Requested".
- A Binom setup specialist will contact you. When the integration is ready, a "Connect" button will appear on the PayPal page.
- Click "Connect", go through the steps in the "Connecting PayPal" window, and click "Done". After "Connecting…", the status will change to "Connected". If "Confirmation hasn't arrived yet. The connection may still complete, so check again in a minute." appears, click "Check again".
How to choose what Binom can do in PayPal
A connected integration does nothing until you allow actions. The workspace states this directly: "Select the actions the assistant may trigger. Until something is selected, it has access to none of them."
- On the PayPal page, check the actions you need in the "Actions" list. The "Filter by actions" field helps you find them by name. The counter shows how many are selected.
- Check the "Ask before changing data" toggle. It is on by default: before any create, update or delete action, Binom will describe what it is about to do and wait for your reply.
- Click "Save". The message "Allowed actions saved" confirms the changes.
To get started, "Create Order", "Get Order", "Create Draft Invoice" and "Send Invoice" are enough. Add update and delete actions when you are ready to let Binom make changes in PayPal.
How to check that the integration works
- Start a new conversation with your Binom, for example through the public chat link, and ask it to create a small test invoice. Then check the invoice in PayPal.
- Cancel or delete the test invoice after checking it.
Possible problems
Binom does not use PayPal data in its answers
What to check: that the PayPal status is "Connected" and the required actions are selected (for example, "Create Order").
What to do: select the actions and click "Save".
How to tell it is resolved: the message "Allowed actions saved" appears, and in a new conversation Binom answers using PayPal data.
"Could not save the request. Please try again."
What to do: click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (PayPal).
How to tell it is resolved: the button shows "Requested".
"Integration is temporarily unavailable – your request has been saved."
Nothing more is needed: your request is saved, and you will receive a notification when PayPal can be connected.
"Reconnection required"
What it means: "The service no longer accepts saved access, so the assistant does not use it."
What to do: open the PayPal page under More integrations, click "Reconnect" and go through the connection window again.
How to tell it is resolved: the status shows "Connected".
"Could not start the connection. Please try again."
What to do: click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (PayPal) and a screenshot of the message.
How to tell it is resolved: the "Connect PayPal" window opens.
"On a paid plan" instead of the connect button
The page will show "Available on a paid plan. Tell us what you need, and we will let you know when it launches." For what each plan includes, see the plans and subscription pricing page, and for how to change your plan, see the guide how to change or upgrade your plan. After changing your plan, return to More integrations and open PayPal again.
"You do not have permission to manage this section."
What this means: only users with the Owner or Admin access level can manage integrations.
What to do: ask the account owner to give you the Admin access level or to connect PayPal yourself. More details: access levels in a team.
How to tell it's resolved: after you refresh the page, the integration settings open.
If the problem persists, write to support@binomai.com or, in the chat with Binom Tutor, type "I want to talk to a human". Include the name of the Binom, the integration, and attach a screenshot of the message.
How to disconnect PayPal
On the PayPal page, click "Disconnect". The "Disconnect PayPal?" window will show a warning: "The assistant will lose access to the service. To restore it, you will need to reconnect the integration and enter the credentials again." Confirm, and "Integration disconnected" will appear.
Other common questions
Do I need a developer to integrate PayPal?
No. You request PayPal in the Integrations → More integrations section, the Binom team sets up the integration, and then you connect the account yourself and choose the actions.
What's next
- Chatbot for Shopify: answers about products and orders
- Xero integration: invoices and payments in accounting
Updated on 21.10.26
PayPal payments in the Binom chat: the Binom AI employee creates a PayPal order for payment, issues and sends the invoice, reminds the customer about payment, and marks receipt of funds. The client pays in their usual way, and you don't need to issue invoices manually. PayPal is available on request in your Binom account: Integrations → More integrations → PayPal.
What Binom can do with PayPal
Binom here refers to your AI employee. After PayPal is connected, it calls the service's actions when the conversation requires that data. You decide which actions it has access to. In the account, each action is labeled: read (Binom only views data), write or delete (Binom changes or deletes data in PayPal).
| Section | What Binom can view | What Binom can change |
|---|---|---|
| Orders and payments | Orders, captured payments, authorizations | Creating an order for payment, updating, authorizing and capturing a payment |
| Refunds | Refunds | Full or partial refund of a captured payment |
| Invoices | Invoices, search by criteria | Draft, update, delete, send, reminder, cancel, payment and refund markings |
| Subscriptions | Subscription plans, subscriptions and their transactions | Plans, sign-up, update, suspend, reactivate and cancel a subscription |
| Disputes | Customer disputes | Dispute message, accepting a claim, escalation to PayPal |
| Products | Catalog products | Creating and updating a product |
| Finances | Transactions, balances, payouts | Batch payout to multiple recipients |
Can you accept PayPal payments directly in the chat?
Yes. Binom creates a PayPal order ("Create Order"), the client confirms the payment in PayPal, and then Binom captures the payment ("Capture Order Payment"). The payment is confirmed on the PayPal side, and card or account details never enter the conversation. Binom checks the order status with the "Get Order" action.
PayPal invoices from the conversation
- Binom gets the next invoice number ("Generate Invoice Number") and creates a draft ("Create Draft Invoice").
- Sends the invoice to the client ("Send Invoice").
- If payment is delayed, sends a reminder ("Send Invoice Reminder").
- When the client has paid by another method, marks the payment ("Record Invoice Payment").
Refunds and PayPal payment disputes
If a client asks for their money back, Binom processes a full or partial refund ("Refund Captured Payment"). If a client has opened a dispute, Binom can see it ("Get Dispute") and can respond ("Send Dispute Message"). With "Ask before changing data" enabled, these actions are carried out after your approval.
What access you will need
Connection method: OAuth 2.0 with app keys. You will need a REST app in your PayPal developer account. Details for each method are shown in the "Authentication" section on the PayPal page in your account.
How to get the PayPal integration
PayPal is connected on request: first, the Binom team sets up the integration for your account. The general catalog rules are described in the instructions how to connect a service from "More integrations".
- Open Integrations → More integrations, type "PayPal" in the "Search integrations" field, and open the PayPal card.
- The PayPal integration page for the assistant will show the message "This integration is available on request. Request it now, and we will set it up for you as a priority." The assistant here is your Binom. The "Authentication" block shows what access will be needed, and the "Actions" list shows everything Binom can do in PayPal.
- Click "Request integration". The message "Request sent. You will get a notification when the integration is available." will appear, and the button will change to "Requested".
- A Binom setup specialist will contact you. When the integration is ready, a "Connect" button will appear on the PayPal page.
- Click "Connect", go through the steps in the "Connecting PayPal" window, and click "Done". After "Connecting…", the status will change to "Connected". If you see "Confirmation hasn't arrived yet. The connection may still complete, so check again in a minute.", click "Check again".
How to choose what Binom can do in PayPal
A connected integration does nothing until you allow actions. The dashboard states this clearly: "Select the actions the assistant may trigger. Until something is selected, it has no access to any of them."
- On the PayPal page, check the actions you need in the "Actions" list. The "Filter by actions" field helps you find them by name. The counter shows how many are selected.
- Check the "Ask before changing data" toggle. It is on by default: before any action that writes or deletes data, Binom will describe what it is about to do and wait for your reply.
- Click "Save". The message "Allowed actions saved" confirms the changes.
To get started, "Create Order", "Get Order", "Create Draft Invoice" and "Send Invoice" are enough. Add actions that modify or delete data when you are ready to trust Binom with changes in PayPal.
How to check that the integration works
- Start a new conversation with your Binom, for example via a public chat link, and ask it to create a small test invoice. Check the invoice in PayPal.
- Cancel or delete the test invoice after checking it.
Possible problems
Binom does not use PayPal data in its answers
What to check: the PayPal status is "Connected" and the required actions are selected (for example "Create Order").
What to do: select the actions and click "Save".
How to tell it is resolved: the message "Allowed actions saved" appears, and in a new conversation Binom answers using PayPal data.
"Couldn't record the request. Please try again."
What to do: click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (PayPal).
How to tell it is resolved: the button shows "Requested".
"The integration is temporarily unavailable. Your request has been recorded."
Nothing else is needed: the request is saved, and you will get a notification when PayPal can be connected.
"Needs to be reconnected"
What this means: "The service no longer accepts saved access details, so the assistant can't use them."
What to do: open the PayPal page in More integrations, click "Reconnect" and go through the connection window again.
How to tell it's fixed: the status shows "Connected."
"Couldn't start the connection. Please try again."
What to do: click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (PayPal) and a screenshot of the message.
How to tell it's fixed: the "Connect PayPal" window opens.
"On a paid plan" instead of the connect button
The page will say "Available on a paid plan. Tell us what you need, and we'll let you know when it launches." For what's included in each plan, see the plans and subscription pricing page. To change your plan, see the guide how to change or upgrade your plan. After changing your plan, return to More integrations and open PayPal again.
"You don't have permission to manage this section."
What this means: only users with the Owner or Admin access level can manage integrations.
What to do: ask the account owner to give you the Admin access level or to connect PayPal yourself. More details: team access levels.
How to tell it's fixed: after refreshing the page, the integration settings open.
If the problem isn't resolved, write to support@binomai.com or send "I want to speak to a person" in the Binom Tutor chat. Include the name of your Binom, the integration, and a screenshot of the message.
How to disconnect PayPal
On the PayPal page, click "Disconnect". The "Disconnect PayPal?" window will show a warning: "The assistant will lose access to the service. To restore it, you'll need to connect the integration again and re-enter the access details." Confirm, and "Integration disconnected" will appear.
Other questions people ask
Do I need a developer to integrate PayPal?
No. You request PayPal in Integrations → More integrations, the Binom team sets up the integration, and then you connect the account yourself and choose the actions.
What's next
Updated October 21, 2026
