A flow refers to a sequence of actions that can be triggered automatically in response to specific events. These events include editing your checkout experience or creating routing rules for your payment flow. Flows are customizable and configurable to meet specific business needs, making them a valuable tool for automating processes and improving overall efficiency.
To start the creation of a new payment flow in MoneyHash, follow these steps:
- In the Routing & Optimization section, select Payment Flows.
- Click the "+" button to create a new flow.
- Fill in the necessary details, the Flow Name and Accounts to assign to this flow.
You can configure each step as you wish, defining what will happen with each payment and imposing trigger rules for many situations. For example, You can add a trigger for payments initiated by the customer, and the currency is USD. Or you can add a trigger to handle every payment initiated by the customer that is not USD. Then, you can add a provider to define what happens to successful and failed payments.
Refer to the Routing rules page to see more about Routing Rules in MoneyHash.
- After concluding your rules, click Create to create the new payment flow.
Before you can use a flow, it must be published. Here's how to publish a flow:
Locate the flow you wish to publish within the list on the Flows page.
Click on the three-dot menu at the bottom-left of the flow when hovering it.
From the menu that appears, choose Publish Flow.
To add a flow to your accounts and trigger it, follow these steps:
Find the flow you want to add.
Below each flow name, you can find and copy the Flow ID.
Add the parameter
"flow":"#flow_id"to your payload to trigger the flow for the linked accounts.
Pay with a Payment Flow
When creating an intent, to use a
flow_id you cannot send the operation type parameter, as the flow will already
determine the type of operation. To better understand how to use payment flows in a payment process,
refer to the Pay with a Payment Flow page.
You can effortlessly create and integrate flows into your MoneyHash account using these straightforward steps.
Updated 3 months ago