Transaction types
Each of these is a step you can drop into a checkpoint from the Step Palette to run an actual payment transaction against a gateway.
| Step | What it does | Notes |
|---|---|---|
| Get Payment Method Info | Not itself a transaction – pulls a stored payment method's brand, BIN, and address onto the canvas | Only needed when the checkpoint routes on card attributes (including BIN metadata) or another step needs card details. Otherwise, send the payment method token in the request. |
| Authorization | Reserves funds without capturing them | Requires transaction.amount and transaction.currency; supports stored-credential fields, an SCA provider key, network tokenization flags (attemptNetworkToken, provisionNetworkToken), and a callback URL/format for async (3DS/offsite) results |
| Purchase | Authorizes and captures in one step | Same Gateway Token pattern as Authorization |
| Capture | Completes a previously authorized transaction | Needs the authorizing transaction's token – wire this via Manage Input Data Sources (see the checkpoint guide) |
| Verify | Validates a payment method without moving money | Has its own Gateway Token and SCA provider key fields |
| General Credit | Issues a credit not tied to a prior transaction | Has its own Gateway Token field |
| Void | Cancels a prior authorization or transaction before it settles, releasing the held funds | Needs the authorizing transaction's token – wire this via Manage Input Data Sources (see the checkpoint guide) |
| Credit | Issues a refund against a specific prior transaction | Requires the prior transaction's token – wire this via Manage Input Data Sources (see the checkpoint guide) |
| Get Transaction Info | Read-only lookup that pulls the full state of a previously run transaction (outcome, gateway transaction ID, AVS/CVV codes, processor response, card metadata) onto the canvas | Only needs the transaction token |
Fields common across steps
- Gateway Token – set per step; when set, any transaction.gatewayToken in the request payload is ignored
- environmentKey – overrides your org's default environment for that transaction (see Transaction processing)
- scaProviderKey – identifies the 3DS provider to authenticate against, on steps that support SCA
- retainOnSuccess – retains the payment method after a successful verification
For the full input list any given checkpoint needs, use Copy Schema as JSON from the Trigger node's Expected Data panel – see Building a transaction processing checkpoint.
Updated 30 minutes ago
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