PayPal

Finance

Neotask turns PayPal into your autonomous payments operations platform - process transactions, manage invoices, handle disputes, and run your complete payment stack through conversation.

• Create and manage payment orders, capture authorizations, and process refunds through natural language without touching the PayPal dashboard
• Generate and send invoices, track payment status, and manage customer billing at scale
• Handle disputes, manage subscriptions, and monitor transaction activity across your entire PayPal account

What You Can Do

PayPal through Neotask provides 35 actions that span the complete payments and commerce workflow:

Payments & Orders

Actions	What They Do
Create order, capture order, show order details	Full payment order lifecycle from authorization to capture
Authorize payment, capture authorized payment	Two-step payment flows for hold-and-capture scenarios
Refund captured payment, show refund details	Partial and full refunds with status tracking

Invoicing

Actions	What They Do
Create invoice, update invoice, delete invoice	Invoice lifecycle management
Send invoice, send invoice reminder	Invoice delivery and follow-up
List invoices, get invoice, cancel sent invoice	Invoice retrieval and management
Generate invoice number, get invoice QR code	Invoice utilities

Subscriptions & Plans

Actions	What They Do
Create plan, update plan, show plan details, list plans	Subscription plan management
Create subscription, cancel subscription, suspend subscription, activate subscription	Subscriber lifecycle operations
Capture authorized payment on subscription, list subscription transactions	Subscription billing and history

Disputes

Actions	What They Do
List disputes, get dispute details	Dispute visibility and review
Accept dispute claim, provide dispute evidence	Dispute resolution actions

Payouts

Actions	What They Do
Create payout batch, get payout batch details, get payout item details, cancel payout item	Bulk payout processing and management

Webhooks

Actions	What They Do
Create webhook, list webhooks, delete webhook, simulate webhook event	Event notification management

Every action runs autonomously or requires your approval - you decide.

Try Asking

• "Create an invoice for client Acme Corp for $4,500 for March consulting services"
• "Send a payment reminder to all invoices that are 15 or more days overdue"
• "Process a refund for order ID 7GH29847 for the full amount"
• "List all open disputes filed in the last 30 days and summarize the amounts involved"
• "Create a monthly subscription plan at $99/month for our Pro tier"
• "Send a payout batch to our 50 marketplace sellers for this week's earnings"
• "What's the status of the invoice sent to [email protected]?"
• "Cancel the subscription for customer ID CUS-48210 and confirm it's deactivated"
• "Capture the authorization on order 5YK82914 now that we've confirmed inventory"

Pro Tips

• Approval gates on refunds above a threshold ensure customer service decisions go through the right channel before money moves.
• Schedule invoice sending through automations so monthly retainer invoices go out on the first of each month without any manual action.
• Multi-agent teams can process bulk payout batches to hundreds of sellers simultaneously, cutting settlement time dramatically.
• Combine PayPal with your CRM in an app group so invoice status automatically updates deal stages - no manual sync required.
• Dispute monitoring automations can flag new disputes within hours of filing, giving your team maximum time to respond with evidence.
• Two-step authorization and capture is valuable for physical goods - authorize at checkout, capture only when the item ships.

Plans

Works Well With

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