Integration
CardPointe payment workflows with every form detail organized
Accept payments through your CardPointe merchant account on a Maxforms form. Keep the payment and the customer’s answers in the same workflow.
Connect CardPointe directly to Maxforms
CardPointe is a direct payment integration. Connect the gateway account, then choose it on the form’s Payment field.
You need the Site, Merchant ID, API Username, and API Password issued for the gateway account. These differ from your CardPointe portal login.
Set up CardPointe payments
- 01
Connect the gateway account
Open Integrations, select Connect on CardPointe, and enter your gateway credentials. Maxforms verifies the account before connecting.
- 02
Choose the Payment account
Add a Payment field to the form and select the intended CardPointe account.
- 03
Set the amount and collect context
Choose Fixed, Multiple, Products, or Per person or item under How much to charge. Collect the customer details and context needed to match each payment to a real request.
- 04
Publish and test
Test the payment flow and check the response’s payment status before providing the product or service.
Keep payment details in the Payment field
Use the Payment field for card entry. Do not ask respondents to type card numbers or security codes into ordinary text fields.
CardPointe processes the transaction on your merchant account. Maxforms does not hold the funds. Review your own merchant agreement for settlement terms and processing costs.
Review the response and payment together
Use notifications, Google Sheets, Zapier, or webhooks for additional follow-up. These tools are optional; they are not required to connect CardPointe.
Questions
Frequently asked questions
01Is CardPointe a direct Maxforms integration?
Yes. Connect your CardPointe gateway account in Maxforms, then select it on the form’s Payment field. Zapier is not required.
02Which CardPointe credentials do I need?
Enter the Site, Merchant ID, API Username, and API Password issued for your gateway account. These are separate from your CardPointe portal login.
03Does Maxforms hold CardPointe payments?
No. CardPointe processes payments on your merchant account, with settlement governed by your merchant agreement.
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