Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and PayPal integration
Look up a PayPal transaction in Tidio and issue the refund you just agreed.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and PayPal
Find the payment being discussed
The PayPal transaction and its status answer a payment question in one lookup.
Refund without a second tool
A refund agreed in the conversation is issued through PayPal and confirmed there.
Explain a subscription charge
Recurring payment status shows why a charge appeared when it did.
Handle a dispute properly
A dispute stays a PayPal case, and the chat supplies the context for it.
Overview
PayPal is where the payment, the refund and the dispute live. In a chat the customer usually has a transaction ID or an email, and the agent needs the rest. Reading PayPal into Tidio gives them the transaction, its status and whether a refund already went out, and a refund agreed in the conversation can be issued without a second tool. PayPal stays the payment record, with its own rules on what can be refunded.
Key features
- Transaction in the chat The PayPal payment, its status and any refund already made.
- Refunds from the conversation A refund agreed in chat is issued through PayPal.
- Subscription status See whether a recurring payment is active or failed.
- No card details in chat PayPal keeps the payment method. The chat never sees it.
PayPal
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect PayPal in minutes
1
Connect PayPal and Tidio
Zapier, Integrately or Make links the two, or the Tidio API and a PayPal webhook do it directly.
2
Set refund limits
An amount cap and a rule about who can refund. Everything else goes to finance.
3
Log every action
Refunds and cancellations are recorded in PayPal and on the conversation.
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Feed the numbers your conversations produce into the plans your finance team builds.
Bring support and demand signals from chat into the plans your business runs on.
Answer billing questions with the BlueSnap payment in view, and reach out when one fails.
Give agents the Braintree transaction behind every billing question, and act on disputes sooner.
Use the conversation as dispute evidence, and reach the customer before a case is decided.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the PayPal integration
Should agents be able to refund from a chat?
Within limits that you set before you switch it on: an amount cap, an eligible window, and a log of who did what. A refund an agent can issue in the conversation resolves a complaint faster than a queue does, and an unlimited one is a liability.
What about disputes and chargebacks?
Those stay PayPal cases with their own deadlines, and the chat should not try to be part of that process. What it can do is give whoever handles the case the conversation where the customer explained what happened, which is often the evidence that settles it.
Is the PayPal integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the PayPal integration.