PayPal — Docs — Zero Human OS

This is an Express tool. Zero Human has already set up the server address, the permissions and the sign-in, so you connect it by pressing Connect and signing in with your own account. What Express is.

What a member can do

Create, send, list and cancel invoices, send a payment reminder and generate an invoice QR code.
Create orders, take payment for them and issue full or partial refunds.
List and read disputes, and accept a dispute claim.
Create catalogue products, subscription plans and subscriptions, and cancel a subscription.
List transactions, and add or update shipment tracking.

Each task names the PayPal tools it may call. paypal on a task means every tool the PayPal server offers; a name such as paypal.<tool> means that tool alone. A tool the task does not name is refused, whatever the connection allows.

Who connects it

A PayPal connection acts as the PayPal account that signed in when it was connected. It can do what that account can do, and no more.

Anyone who may change tools in your enterprise can connect PayPal for a member or a team. Connecting it for the whole enterprise is for the owner, and the people the owner allows.

A connection can sit on the enterprise, a team, a member, a role or a task, and the one further down replaces the one above: task, then role, then member, then team, then enterprise. A connection on anything but a task also reaches the chat of every member it covers.

What waits for you

In a run, nothing on PayPal waits for you unless the task declares a gate on it. To approve each change before it happens, gate the tools that change something on the task. See Gates and tool scopes.

In a chat, a PayPal tool that its server does not mark as read-only asks you before it runs, unless you chose Always allow for that member and tool.

Setup

Connect it

PayPal is an Express tool, so there is no server address, key or app to set up. Work in one browser window throughout: the sign-in returns to the portal in the window you started from.

In the portal, open the member's page → Tools. To connect it for a team or the whole enterprise, open Tools in the sidebar.
Under Express, find PayPal and choose Connect. On the Tools page you are asked who uses it: one member, a team or the whole enterprise.
PayPal's sign-in opens. Sign in with the account the member should work as, and approve what it asks for.
You are back on Tools, and PayPal shows as connected.
Name the tools on the task, paypal for all of them or each by name.
Check it. Run a task that reads something from PayPal. The run page shows the call and what came back.

You can take the access back at any time: delete the connection on Tools, or remove Zero Human OS from the connected apps in your PayPal account.

A first task to try

With PayPal connected, give a member a task that uses it. For example:

Each Monday, list the invoices unpaid for more than 14 days and send a payment reminder for each.

Start this task in the portal. It opens a conversation with your COO with the request written out. Read it, change what you like and send it. The COO asks what it still needs to know, then proposes the task for you to approve: its name, who owns it, its guardrails, the PayPal tools it may use and its instructions. Nothing is created until you approve it.