We look forward to showing you Velaris, but first we'd like to know a little bit about you.
Connect PayPal with Velaris to bring payment activity into customer success — trigger workflows from payments, refunds, subscriptions, and disputes, and keep billing context on every account.
Payment Completed
Fires when a payment capture completes, letting Velaris log revenue events on the customer timeline.
Payment Refunded
Triggers when a payment is refunded, helping Velaris flag possible dissatisfaction and alert the CSM.
Payment Denied
Runs when a payment is denied, letting Velaris start a follow-up workflow before the account is at risk.
Subscription Created
Fires when a new subscription is created, allowing Velaris to kick off onboarding for the account.
Subscription Cancelled
Triggers when a subscription is cancelled, letting Velaris launch churn-save or offboarding playbooks.
Subscription Payment Failed
Runs when a recurring payment fails, helping Velaris surface billing risk in health scores.
Dispute Created
Fires when a customer opens a dispute, letting Velaris escalate the account to the right owner.
Get Order
Retrieves the details of a PayPal order, letting Velaris show purchase context on the account.
Search Transactions
Pulls transaction history for a date range, helping Velaris build a complete picture of payment behavior.
Get Subscription
Retrieves a subscription's status and billing details so Velaris can keep renewal data current.
Create Invoice
Creates a draft invoice in PayPal, letting Velaris automate billing steps from success workflows.
Send Invoice
Sends an existing invoice to the customer, so Velaris can trigger billing at the right moment.
Custom API Call
Make a custom API call to a specific endpoint.
Velaris is an AI-native Customer Success Platform built for mid-market and enterprise B2B SaaS teams. From customer health scoring and churn prediction to onboarding automation, renewals, and expansion workflows, Velaris helps recurring revenue teams understand account health, reduce churn, and scale customer success with greater visibility and control.