Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Zelo Pay integration
Answer payment questions in Tidio with the Zelo Pay transaction in the panel.
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 Zelo Pay
Explain a failed payment properly
The Zelo Pay decline reason shows in Tidio, so the agent says what to fix rather than suggesting the customer tries again and hopes.
Resend the payment request
For an unpaid invoice, the chat can share the Zelo Pay request again, which turns a billing question into a payment while somebody is engaged.
Check a refund before promising it
The Zelo Pay record shows whether a refund was already issued and when it should land, which stops the second refund nobody meant to send.
Spot a pattern early
When several chats mention the same Zelo Pay failure, tagged conversations make that visible before it shows up in the settlement report.
Overview
Zelo Pay handles payments, invoices and the reporting around them, and the questions it generates arrive in chat within minutes of a failure. Connect Zelo Pay and Tidio with Zapier, Make or the Tidio API and the transaction, its status and any refund can show in the conversation, so an agent answers instead of asking finance. Payments themselves are still initiated in Zelo Pay.
Key features
- Transaction status in the chat The Zelo Pay payment and its state open with the chat.
- Failure reason shown Agents see why a Zelo Pay payment was declined.
- Invoice links shared A chat can send the Zelo Pay payment request again.
- Money moves in Zelo Pay Refunds and payouts are initiated in the platform.
Zelo Pay
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Zelo Pay in minutes
1
Connect Zelo Pay and Tidio with Zapier or the Tidio API
The Zelo Pay API returns transactions and payment requests. Authorize it in your automation tool, or run the calls from a service you host.
2
Look up by reference, not by name
Ask for the payment reference or invoice number in the chat. Matching on a name across a payments platform goes wrong in expensive ways.
3
Read only from the conversation
Show status and reasons. Initiating a payment, voiding one or issuing a refund belongs in Zelo Pay, where approvals and the audit trail are.
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Frequently asked questions
Common questions about the Zelo Pay integration
Can an agent refund from the chat?
No. A refund moves money and needs the approval path in Zelo Pay. The chat can show the transaction, raise a task and tell the customer when to expect it.
How much payment detail should the panel show?
Reference, amount, status and the failure reason. Card data and full account numbers must never reach a chat transcript, whatever the API returns.
What if the customer cannot find their reference?
Match on the email or the amount and date, then confirm with one detail only they would know. A payments lookup is worth doing carefully.
Is the Zelo Pay integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Zelo Pay integration.