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How Knack Flows Work

Seamlessly connect PayPal to Knack with Flows to automate your payment operations and keep your data in sync. This PayPal and Knack integration enables you to create, update, and track customers, subscriptions, transactions, invoices, and refunds directly from your app with Knack Flows—no manual entry required. Keep payment data in sync, streamline your billing process, and manage everything in one place without switching platforms. Build live dashboards, track payment activity, monitor failed or canceled transactions, and gain full visibility into every PayPal interaction, all from within your custom Knack portal.

Select a Trigger

Step 1: Select a Trigger

A trigger is an event in your automation that starts your Flow. Begin by selecting a trigger event in PayPal that will initiate your workflow. For example, you might choose “New Successful Sale” or “Subscription Canceled” as the trigger. Knack monitors PayPal for the selected trigger.

Set up an Action

Step 2: Set up an Action in Knack

Determine what happens in Knack once the PayPal trigger is activated. You could set up an action to “Create a New Record” in Knack when a new payment is processed or “Update an Existing Record” when a subscription is canceled.

Add More Actions and Automate

Step 3: Connect and Automate

Add more actions or start running it now. Your PayPal and Knack apps are now seamlessly connected. With Knack Flows, you can automate payment processes, sync data effortlessly, and eliminate manual data entry. Your customer and payment information is accurate and secure.

Popular Knack + PayPal Automations

Effortlessly integrate Knack and PayPal with pre-built templates to save time and improve accuracy.

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Add new PayPal transactions to Knack records
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Add new PayPal customers to Knack
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Create Knack records for new PayPal subscriptions
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Add new PayPal invoices to Knack
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Create new PayPal payment links from Knack records

Top Use Cases for Integrating Knack with PayPal

Knack: No-Code Application Development Platform
Customer & Transaction Tracking

The PayPal and Knack integration syncs your Knack database with your PayPal account. Automatically log new customers and transactions in Knack to build live CRM views, sales dashboards, and payment histories, no manual data entry required.

Knack: No-Code Application Development Platform
Subscription & Billing Management

Manage PayPal subscriptions and billing directly in your Knack app. Capture new subscription signups, plan changes, and payments in real time. Keep customer records up to date and flag cancellations or failed payments automatically, enabling smarter workflows and better visibility for your team.

Knack: No-Code Application Development Platform
Refund & Dispute Handling

Track refunds and disputes from PayPal as they happen. Automatically create or update records in Knack to monitor resolution timelines, trigger alerts, or assign tasks from a single system.

Knack: No-Code Application Development Platform
Checkout & Payment Link Monitoring

Bring payment insights into your Knack app. Log completed PayPal checkout sessions to track orders or signups, and catalog payment links for visibility into which services or campaigns are driving conversions.

Triggers and Actions

Knack Flows help you automate workflows by connecting your data and Actions. A Trigger starts a workflow, and an Action executes a task based on the Trigger.

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Trigger
(Knack) New Record: Record Created
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Trigger
(Knack) Deleted Record
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Trigger
(Knack) New Form Submission
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Trigger
(Knack) Updated Record
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Trigger
(PayPal) Successful Sale
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Trigger
(PayPal) Subscription Canceled
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Trigger
(PayPal) New Invoice Created
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Trigger
(PayPal) Payment Refunded
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Trigger
(PayPal) Dispute Created
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Action
(Knack) Create Record
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Action
(Knack) Update Record
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Action
(Knack) Find Record
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Action
(PayPal) Create Invoice
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Action
(PayPal) Send Invoice
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Action
(PayPal) Refund Payment
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Action
(PayPal) Create Payment Link

About PayPal

PayPal is a digital payment platform that enables individuals and businesses to send and receive money online and in person. Acting as a secure digital wallet, PayPal facilitates transactions between bank accounts, credit cards, and merchants. Known for its ease of use, strong security features, and global reach, PayPal supports transactions in numerous countries and currencies.
PayPal Logo
PayPal Logo

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