Zoho Checkout Payment Pages with Custom Workflows
🔧 Overview
Zoho Checkout provides a fast and secure way to accept online payments through customizable hosted pages. But for developers, the real power lies in embedding these pages into web or CRM systems and automating post-payment actions via custom workflows.
In this guide, we’ll walk through how to:
- Embed a Zoho Checkout payment page
- Trigger custom workflows upon successful payment
- Capture and process payment data
- Use Zoho CRM, Flow, or Deluge for automation
🧱 1. What is Zoho Checkout?
- Hosted payment solution by Zoho
- Supports one-time and recurring payments
- No coding required for basic setup
- Integrates with Razorpay, Stripe, PayPal, etc.
🖥️ 2. Embedding the Payment Page
Zoho Checkout provides a ready-made HTML embed code for each payment page.
Example Embed Code:
<iframe src=”https://checkout.zoho.com/embed/your-page-id”
width=”100%” height=”700″ frameborder=”0″>
</iframe>
Tips:
- Place it inside your website/app/portal
- Ensure the iframe height accommodates form + success message
- Use JS or event tracking for confirmation
🔁 3. Setting Up Webhooks or Success URLs
After payment, you can:
- Redirect users to a custom Thank You Page (set in Zoho Checkout)
- Use webhooks to trigger backend events or CRM updates
⚙️ 4. Triggering Custom Workflows
📌 Option 1: Zoho Flow
- Set Zoho Checkout as the trigger (payment received)
- Add actions like:
- Create/update CRM records
- Send confirmation email
- Generate invoice
📌 Option 2: Deluge Script in Zoho CRM
- Use webhook to call a custom function (via API)
- Fetch payment details using Zoho Checkout APIs
- Match user/email with CRM contact
- Update deal/contact/lead modules
🧪 5. Real-World Use Case
Use Case: Online Course Enrollment
- Embed Checkout payment page on course site
- On successful payment:
- Add contact to CRM with course tag
- Send welcome email with login details
- Create invoice record in Zoho Books
🔐 6. Security & Best Practices
- Never expose secret keys or tokens in client-side code
- Validate webhook payloads before processing
- Keep logs of failed webhook attempts
🧰 7. Tools & APIs You Might Use
- Zoho CRM API for contact/deal creation
- Zoho Flow (for no-code workflows)
- Zoho Creator or PHP/Node.js for advanced automation
