widgemateA payment link from the deal
A manager creates a link in the deal card – the customer opens a page with the payment details and picks their bank. The amount and recipient come from the deal.
All integrations
What it does
Payments are matched by themselves
The widget reads statements of the connected accounts and finds the deal by the amount and payment purpose. A payment note appears in the deal, and the stage moves on.
Several companies
Accounts are assigned to recipients – each deal is paid to the right company, and a hidden account is never shown to the customer.
Salesbot and Digital Pipeline
The payment link is sent by a bot to the customer's messenger or created at a pipeline stage without a manager.
How to set it up
- Install the widget and paste a long-lived Kommo token into its settings.
- Connect a bank: a monobank token, a PrivatBank key or NovaPay access.
- Assign accounts to recipients and choose the main accounts for payment.
- Set the stage the deal moves to and the tasks created after payment.
- Create the first link in a deal card or add a step to Salesbot or Digital Pipeline.