How to Configure a Payment Workflow in InterWeave—Without Writing Any Code

A Step-by-Step Guide to Building Secure, Automated Payment Flows

With InterWeave SmartSolutions, businesses can set up powerful, PCI-compliant payment workflows between systems like Salesforce, Authorize.net, QuickBooks, and others—without any coding. Everything is done through an intuitive web-based interface using configurable profiles and rules.

Here’s how easy it is to configure a fully automated payment workflow using InterWeave.

Use Case Example

Goal: Automatically process a payment through Authorize.net when an Opportunity in Salesforce is marked “Closed-Won,” then record the payment in QuickBooks and update the CRM.

Step-by-Step: No-Code Payment Workflow Setup

Step 1: Create a Payment Profile

1. Log in to your InterWeave SmartSolutions portal
2. Go to Profile Manager → Create New Profile
3. Select the systems you want to connect:
   • Source: Salesforce
   • Action: Trigger Payment
   • Target: Authorize.net (or Stripe, Intuit Payments, etc.)
4. Name your profile: e.g., Salesforce-to-AuthorizeNet-Payment

Profiles are reusable templates that define the logic and rules behind the workflow.

Step 2: Set Workflow Triggers

1. Define when the payment should initiate:
   • Trigger on: Opportunity Stage = Closed Won
   • OR checkbox field: “Ready for Billing” = true
2. You can add filters like:
   • Opportunity Amount ≥ $100
   • Payment Method = Credit Card

No need for Apex triggers or scripting—this is all dropdown-selectable.

Step 3: Map CRM Fields to Payment Gateway

1. In the Field Mapping tab, configure:
   • Opportunity.Amount → Transaction Amount
   • Contact.Email → Customer Email
   • Stored Token (from payment portal) → Payment Method
2. You can also use:
   • ACH or credit card options
   • Customer-specific tokens securely stored in Authorize.net

Secure PCI-compliant tokenization ensures no card data is stored in your CRM.

Step 4: Configure Post-Payment Actions

1. Update Salesforce:
   • Mark Opportunity as “Paid”
   • Add Payment ID to custom field
   • Trigger “Thank You” email via Salesforce Flow
2. Send to QuickBooks (optional):
   • Sync payment details to the related QuickBooks Invoice
   • Mark invoice as Paid
   • Reflect updated AR balance
3. Alert your team (optional):
   • Trigger email or Slack message on payment success/failure

All actions are chosen from dropdowns and logic builders—no scripts required.

Step 5: Test & Activate

1. Run in Test Mode with sandbox data
2. Review logs and success/failure reports in the InterWeave Dashboard
3. Switch profile status to Active when ready

Example Workflow Summary:

Salesforce Opportunity Closed-Won
 InterWeave initiates Authorize.net payment
 Payment processed (real-time)
 Salesforce updated + QuickBooks invoice marked paid
 Customer receives receipt and confirmation

Why It Works (Without Code)

Advanced Options Available

• Recurring Billing Profiles
• Multi-currency & multi-gateway setups
• Self-service Customer Payment Portal with secure token storage
• Declined payment retry logic and alerts