Connect Initiative CRM and PayPal integrations
Connect Initiative CRM and PayPal with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Initiative CRM and PayPal to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a record is created or updated.
Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.
Bills an outstanding or a preset amount of an agreement.
Cancels an agreement previously approved by a user.
Creates a subcription agreement and returns an approval url link to obtain buyer's approval.
Creates a new payment order and returns an approval url link to obtain buyer's approval.
Creates and activates a billing plan.
Sets a billing plan to the INACTIVE state. Users will not be able to subscribe to it.
Permanently removes a billing plan.
Executes a subscription agreement approved by a buyer after Step 1.
Executes a payment approved by a buyer after Step 1.
Returns all transactions related to a specific agreement.
Gets details about a specific billing plan.
Gets information about billing plans in a specified state.
Returns subscription agreement details.
Reactivates a previously suspended agreement.
Sets an outstanding agreement amount.
Suspends an agreement previously approved by a user.
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Build your Initiative CRM and PayPal integrations.
Create custom Initiative CRM and PayPal workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.
Bills an outstanding or a preset amount of an agreement.
Cancels an agreement previously approved by a user.
Creates a new record.
Creates a new payment order and returns an approval url link to obtain buyer's approval.
Creates and activates a billing plan.
Creates a subcription agreement and returns an approval url link to obtain buyer's approval.
Sets a billing plan to the INACTIVE state. Users will not be able to subscribe to it.
Deletes a record.
Popular Initiative CRM and PayPal workflows.
Looking to get more out of Initiative CRM and PayPal? With Make you can visually integrate Initiative CRM and PayPal into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Add new PayPal notifications as rows in Google Sheets
Streamline your payment tracking process with this template! Every time a new notification is received from PayPal, Make will automatically add a new row to your Google Sheets. This integration ensures that you have a real-time record of all transactions, making it easier to manage your finances and analyze your payment data efficiently. Perfect for businesses looking to enhance their financial oversight and maintain organized records!
TRY IT ->Create a new contact in Initiative CRM from new events in Canlendly
Every time a new Calendly event is scheduled with you, a new contact will be instantly created in Initiative CRM. You need to have a Calendly premium account to create this integration.
TRY IT ->Create Google Contacts from Initiative CRM contacts
This template periodically checks for new contacts in Initiative CRM and uses the retrieved information to create new Google Contacts. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Create ClickUp tasks from new Initiative CRM contacts
This template periodically checks for new contacts in Initiative CRM and uses the retrieved information to create new tasks in ClickUp. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Create a new contact in Initiative CRM from a Dux-Soup webhook
Every time a new lead is received in Dux-Soup, a new contact will be instantly created in Initiative CRM.
TRY IT ->Create a QuickBooks invoice from a PayPal invoice
Every time a PayPal invoice is created, Make will automatically create a QuickBooks invoice.
TRY IT ->Create a Shopify customer from a PayPal payment
Every time there's a new PayPal payment, Make will automatically create a Shopify customer (provided it doesn't already exist).
TRY IT ->Create a QuickBooks customer from a PayPal payment
Every time there's a new PayPal payment, Make will automatically create a QuickBooks customer (provided it doesn't already exist).
TRY IT ->
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