Payment Workflows

Make it easy for your customers to pay you!  A Payment Workflow gives you a standard operating procedure and it simultaneously gives your customers an easy and reliable way to buy from you!

CardConnect + Woocommerce

Connect your CardConnect Merchant account together with Woocommerce and WordPress, by using the CardConnect Payment Gateway Plugin. Set up your ecommerce store and sell products on your website.

Infusionsoft + NMI Gateway

Connect your merchant account to Infusionsoft with NMI

Create entire marketing campaigns with Infusionsoft and accept payments through the built in payment page and shopping cart solution through Infusionsoft.  The sky is the limit with this workflow!

Gmail + CardPointe

Use Gmail and a special Chrome Plugin along with the CardPointe Hosted Payment page and a CardConnect merchant account. 

This workflow is rated a Level 1 and is a perfect fit for you if you like a simple process.

Simplypay + Stripe

In this workflow, I’ll show you how to connect your Stripe merchant account to SimplyPay invoicing software so you can collect payments 24/7 with professionally designed payment pages with this simple workflow.

What Do You Get?

Each workflow has an ASSET list, a BLUEPRINT and a suggested “USE CASE”

You can schedule a call with a payment specialist or you can watch the videos and follow along with the step-by-step tutorials.

Asset List

The asset list is a list of software tools needed to implement the workflow.

Use Cases

The use cases are recommends for best case scenarios for the workflow.

Design Guidelines

Some workflows have webpage design guidelines so you can just take and implement.

The Blueprint

Each workflow comes with a map or blueprint outlining the pages of the workflow.

PDF Resource

Each Workflow as a PDF and a video that you can download to follow along with.


All workflows are posted to YouTube and you have email support if you have problems.

This process saved me… I have been looking for something like this for a long time!

anonymous, YouTube comments


Frequently Asked Questions

If you have questions click the button below to get in touch for a personal payment workflow consultation.

Are these free?

All of the workflows are free.  There is a video and a free PDF download available for you.  If you select a custom workflow, additional consulting is available on an as needed basis.

Do I need to buy the software?

In some cases you will need to purchase a software that is used in the workflow but there are plenty of free tools for use.

I'm not very tech savy...

Don’t worry.  These workflows were created with the non-techy business owner in mind. Most of the workflows use off the shelf tools and are easy to implement.

Do I need a merchant account?

Yes.  You will need a merchant account because ALL of the workflows have a payment processing element to them so there will always be payment pages involved.

Ready to get started?

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