NEW
Pursewell
PayPal and Braintree sidebar: payments on the ticket, refunds, dispute deadlines, subscriptions.
連携対象
Support
開発者
Great Work LLC
About this app
See the customer's PayPal and Braintree payments on the ticket, and refund one without opening another tab. Pursewell shows the customer's payments next to the ticket, matched by every email address they use: what they paid, what was refunded, open disputes with their respond-by date, and their subscriptions. Agents you allow can refund, void and manage subscriptions, and every action is written to the ticket as an internal note.
What you see on a ticket
- Disputes first: PayPal cases and Braintree chargebacks with reason, amount, stage and respond-by date, in red when it is less than three days away.
- Subscriptions: PayPal and Braintree subscriptions with status, next payment, failed payments and any balance owed.
- Payments: amount, date, type, invoice or order id, and what has been refunded.
- Look up anything: an email, or a transaction, subscription or dispute id.
What agents can do
- Refund all or part of a PayPal payment or a settled Braintree transaction, with a reason. PayPal emails the reason to the customer.
- Void a Braintree payment that has not settled yet, so it is never charged.
- Cancel a PayPal or Braintree subscription; suspend and reactivate a PayPal subscription.
- Charge a past-due balance on a subscription now (off unless you turn it on).
Each action shows a confirmation, rechecks the payment right before sending, and is sent once, with duplicate-protection keys so a dropped connection can never refund twice. Pursewell blocks over-refunds, refunds on disputed payments and PayPal refunds older than 180 days before anything is sent. You decide who sees payments, who may act (admins only by default), which actions are on, and the largest refund an agent can make without an admin.
Your PayPal and Braintree keys
- Braintree: your private key sits in a Zendesk secure setting. Zendesk adds it to each request on its own servers, so it never reaches an agent's browser.
- PayPal: your secret sits in a Zendesk secure setting and never reaches the browser. PayPal hands back a sign-in token, lasting up to 9 hours, that lives in the agent's browser while Pursewell is open (PayPal's API works no other way from inside Zendesk). If the PayPal app you connect can also send payouts or credits to new recipients, Pursewell refuses to use it. Only agents allowed to see payments ever get a token.
PayPal timing
PayPal adds new payments to its search up to three hours after they happen; paste the transaction id from the receipt to see a newer payment right away.
Pricing
- Starter: $49 per month for up to 3 agents.
- Team: $169 per month for 4 to 11 agents.
- Scale: $25 per agent per month from 12 agents.
Every feature is on every plan, with no limit on customers or payments. Free trial for 14 days (card required), then the plan for your team size. Billed by Zendesk, monthly, cancel anytime.
Your data
Pursewell runs inside Zendesk. There is no Great Work server and no separate account. It reads only the person on the ticket (or what an agent looks up), keeps nothing after the sidebar closes, makes no copies or exports, and uses nothing for AI. When it searches PayPal by email, other customers' rows are discarded as each page arrives. The listing's data access section lists every call.
What it doesn't do
Pursewell does not create charges or invoices, send payouts, store card details, upload dispute evidence (it links to PayPal's and Braintree's dispute pages), or change plans and prices. PayPal Transaction Search must be enabled for your PayPal app; the setup guide shows where.
Pursewell is made by Great Work LLC. It is not made or endorsed by Zendesk, PayPal or Braintree. PayPal and Braintree are trademarks of PayPal, Inc.
Questions go to hello@greatwork.company and a person replies within one business day.
アプリの詳細
インストール方法
- Install Pursewell from the Zendesk Marketplace and start the 14-day trial. Set up PayPal, Braintree or both.
- PayPal: sign in to developer.paypal.com with your PayPal business account, open Apps & Credentials, choose Live (or Sandbox to test) and click Create App. Name it "Zendesk" and keep it for Pursewell only. Under Features keep the payments feature and turn on Transaction search, Customer disputes and Subscriptions if you use them. Leave Payouts, Invoicing and Log in with PayPal off: Pursewell refuses an app that can send payouts. Copy the client id and the secret into Pursewell's settings, and turn on PayPal sandbox only for sandbox credentials.
- Braintree: in the Braintree Control Panel, open Settings > Team and add a user for Zendesk with a custom role that can view transactions and disputes, refund and void transactions, and view and manage subscriptions. Sign in as that user, open Settings > API, generate a new API key, and copy the public key, private key and merchant id into Pursewell's settings. Pursewell refuses the keys of an account admin. Turn on Braintree sandbox only for sandbox keys.
- Choose who sees and who acts: "Who sees payments" (default: all agents) and "Who may take actions" (default: admins) take admin, agent, custom role ids or group:
<id>. Set the largest refund an agent can make without an admin (default 100 in the payment's currency) and turn individual actions on or off. Charging a past-due balance is off until you turn it on. - Check it: open a ticket from a customer who paid you. Their PayPal and Braintree payments appear in the sidebar. If something is missing, the sidebar says which setting or PayPal feature to fix.
Uninstalling removes the settings, including the stored secret and private key. Notes and pursewell_ tags already on tickets stay. Help: hello@greatwork.company, reply within 1 business day.
レビュー投稿にご協力ください
Zendeskコミュニティで体験を共有しましょう
プランと料金
Starter
Free 14-day trial, then $49.00 per month
$49 per month for Zendesk accounts with up to 3 agents and admins. Every feature: PayPal and Braintree payments, refunds, disputes, chargebacks and subscriptions on tickets and user profiles; confirmed refunds, voids and subscription actions, each logged as an internal note.
無料で試すTeam
Free 14-day trial, then $169.00 per month
$169 per month for Zendesk accounts with 4 to 11 agents and admins. Every feature, as in Starter. Email support, reply within 1 business day.
無料で試すScale
Free 14-day trial, then $25.00 per agent, per month
$25 per agent per month, for Zendesk accounts with 12 or more agents and admins. Every feature, as in Starter. Email support, reply within 1 business day.
無料で試す