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Creatio Payment Gateway — InterWeave SmartIntegration Platform
SmartPayment Gateway for Creatio

Creatio
Payment
Gateway

Architecture
Creatio REST API 48+ Merchant Service Providers PCI-DSS Tokenization Real-time · Scheduled · Recurring TLS/SSL encrypted

The InterWeave SmartPayment Gateway (ISPG) integrates Creatio CRM with your preferred Merchant Service Providers to process credit cards, ACH, and eChecks directly within Creatio — supporting real-time, scheduled, and recurring payments, while syncing transaction results back into your CRM and connected accounting systems.

Close the loop from Opportunity → Invoice → Payment → Reconciliation inside Creatio — with 48+ supported MSPs, PCI-DSS tokenization, and automatic posting to QuickBooks, Sage, or Dynamics without sensitive card data ever touching your CRM.

48+
Merchant service providers
3x
Billing modes: real-time · scheduled · recurring
PCI
DSS — no card data in Creatio
Creatio SmartPayment Gateway (ISPG) Live
01Customer submits payment from Creatio Opportunity, Order, or portalCreatio
02InterWeave routes transaction securely to your Merchant Service ProviderMSP
03MSP authorises via card networks or banking rails — result returned instantlyInstant
04Creatio records updated — Invoice Paid, Transaction created, Status syncedCR Updated
05Posted to QuickBooks, Sage, or Dynamics for automatic reconciliationERP Sync
Billing modes supported
Real-time
Scheduled
🔁Recurring
🏦ACH/eCheck
Live transaction stream — Creatio ISPG
Nexus Corp — Opportunity Closed Won
Credit card · real-time · 3m ago
$4,500Authorised
Pinnacle Inc — Monthly subscription
ACH · recurring auto-billed · 22m ago
$2,100Settled
Cascade Group — Invoice INV-8840
Declined · retry workflow triggered
$1,250Declined
Vertex Health — Deferred balance
Scheduled · Tomorrow 10:00 AM
$3,800Scheduled
48+
Merchant service providers
3
Billing modes: real-time · scheduled · recurring
0
Card data stored in Creatio
PCI-DSS compliant tokenization

Three billing modes.
Every payment type.

The InterWeave SmartPayment Gateway (ISPG) supports all three billing modes — individual or in combination — to match your business model, whether you collect one-time payments, run subscriptions, or defer billing to a future date.

Billing ModeDescriptionTypical use caseTrigger in Creatio
Real-time
Immediate
Immediate authorisation of a credit card or eCheck. The result (approved/declined) returns in seconds. Collecting payment at deal close, order confirmation, or point-of-service checkout Opportunity Closed Won, manual "Collect Payment" button, or Creatio workflow trigger
Scheduled / Deferred
Future-dated
A payment is queued for a future date — useful for balance-due arrangements, instalment plans, or deposit + final payment workflows. Deposit paid today, balance collected on delivery; milestone-based billing; deferred net-30 payments Future date set on Creatio Order or Invoice record; ISPG collects automatically when date arrives
Recurring / Subscription
Automated
Automated repeated billing on a configurable schedule — monthly, quarterly, annually, or custom interval. Card-on-file via tokenization. SaaS subscriptions, membership billing, retainer agreements, maintenance contracts Subscription record in Creatio; ISPG charges on schedule with retry logic for failed attempts
// Credit & Debit Cards
Visa, Mastercard, American Express, Discover — all major card networks
Charged from Creatio Opportunity, Order, Invoice, or customer portal
Card-on-file via PCI-DSS tokenization — no raw card data in Creatio
Multi-currency support depending on your Merchant Service Provider
// ACH / eCheck
Direct bank account debit via ACH (US) and EFT (Canada)
Lower processing fees than card — ideal for B2B invoice payments
Checking and savings accounts; processed as Web ACH transactions
Bank verification and pre-note processing configurable per MSP
// Recurring & Subscription
Automated billing schedules — monthly, quarterly, annual, or custom interval
Triggered from Creatio subscription or agreement records
Failed payment retry logic and dunning workflows configurable
Revenue recognition sync to accounting system on each collection
// Deferred & Scheduled
Instalment plans, deposit + balance, and milestone-based payment flows
Future-dated transactions scheduled from Creatio Order or Invoice records
Customers can pay via Creatio portals or the InterWeave SmartPortal
Upcoming scheduled payments visible on Creatio records in real time

48+ MSPs. Your processor. Your rates.

The InterWeave SmartPayment Gateway works with your existing Merchant Service Provider relationship — you keep your negotiated rates, your processor, and your settlement account. InterWeave routes the transaction from Creatio to your MSP and handles the response back.

If your preferred MSP isn't listed, InterWeave can often configure a custom connector — because ISPG is built to support many protocols and connectors, new MSPs can frequently be added via configuration or custom connector work.

Supported Merchant Service Providers (48+)
Authorize.net
First Data / Fiserv
PayPal / Braintree
iCash
Cybersource (Visa)
Banktec
Vanco
PaymentXP
Chase Paymentech
Nuvei
Moneris (Canada)
TransferMate (International)
+ many more — custom connectors available

Detailed feature coverage —
every edition.

The Creatio Payment Gateway editions include the full AR and AP integration feature set — so the gateway connects into a complete Quote-to-Cash and Order-to-Reconciliation workflow, not just payment processing in isolation.

Edition 01 — Professional
Payment Gateway + AR & AP
Foundational payment processing with full AR + AP integration
Accounts Receivable
Creatio Account/Contact → Customer / Job
Creatio Account/Contact → Projects
Creatio Opportunity/Orders → Sales Orders
Creatio Opportunity/Orders/Invoices → Invoices
Creatio Opportunity/Orders → Sales Receipts
Creatio Opportunity/Orders → Estimates
InterWeave iObject → Payments
InterWeave iObject → Payment Received
InterWeave iObject → Credit Memo
Creatio Products → Items
Connection & Error Management, Log Viewer
Automatic email/IM notification on error
Accounts Payable
Creatio Account/Contact → Vendors
Creatio Opportunity/Orders → Purchase Orders
InterWeave iObject → Bills
InterWeave iObject → Vendor Credits
InterWeave iObject → Deposits
InterWeave iObject → Checks
InterWeave iObject → Credit Card Charge
InterWeave iObject → Bill Payment
InterWeave iObject → Statement Charges
Creatio Products → Items
Connection & Error Management, Log Viewer
Automatic email/IM notification on error
iObject is InterWeave-generated for this Solution
Edition 02 — Enterprise
Payment Gateway + Multi-company & Multi-cloud
AI-powered automation — multi-currency, multi-MSP, and multi-company payment workflows
All Professional Edition features, plus:
Multi-currency payment processing — configurable per transaction and customer
Multiple MSP routing — route different payment types to different processors
Composable price books — multiple pricing structures across Creatio
Multiple company files — multi-entity posting across connected ERPs
Multi-Cloud Integration — multiple InterWeave Nodes simultaneously
Multiple Financial Applications — post to QB, Sage, and Dynamics simultaneously
AI-powered workflow automation and adaptive payment routing
Advanced dunning and retry logic configuration
Edition 03 — Ultimate
Payment Gateway + GL + Advanced Inventory + Add-ons
Enterprise-grade, generative AI-driven — the complete Creatio payment and financial automation platform
All Enterprise features, plus GL & Advanced
InterWeave iObject → Account (Chart of Accounts)
InterWeave iObject → Journal Entry
InterWeave iObject → Time Tracking
Combination of Buttons and Flows for Creatio UI triggers
Predictive payment failure and churn analytics
Revenue recognition automation (ASC 606 / IFRS 15)
Generative AI-driven payment intelligence
Additional Solutions Available
Custom Payment Portal for customer self-service
eCommerce Gateway — Shopify, Magento, WooCommerce & more
Inventory Management Integration — multi-location, FIFO, serial/lot
InterWeave SmartPortal — 48+ MSPs for customer invoice payment
Priority support & dedicated success manager
Custom SLA & advanced compliance audit reporting
iObject is InterWeave-generated for this Solution

Choose your edition.

Three editions for the Creatio Payment Gateway — from foundational payment processing to AI-powered, enterprise-grade payment automation. All editions include the full AR and AP integration feature set.

Edition 01
Professional
Foundational payment processing inside Creatio — real-time cards, ACH, and full AR + AP integration from day one.
$7,499/year
+ Configuration, Training and Support charges
Real-time credit/debit card processing in Creatio
ACH / eCheck support
PCI-DSS tokenization — no card data in Creatio
Scheduled and deferred payments
Full AR: Accounts → Customers, Orders → Invoices
Full AP: Accounts → Vendors, Orders → Purchase Orders
Transaction reporting & audit logs
Learn More
Edition 03
Ultimate
Enterprise-grade, generative AI-driven payment intelligence — GL integration, Revenue Recognition, and the complete Creatio financial automation platform.
$13,499/year
+ Configuration, Training and Support charges
Everything in Enterprise
GL: iObject → Chart of Accounts & Journal Entries
ASC 606 / IFRS 15 Revenue Recognition
Predictive payment failure & churn analytics
Custom Portal & eCommerce add-ons
Inventory Management Integration
Generative AI payment intelligence
Priority support & dedicated success manager
Learn More
SmartTracks Service Charge — Creatio Payment Gateway
InterWeave SmartTracks — Service Charges
The service charge covers all Editions and includes the configuration, training, and support hours needed to deploy your Creatio Payment Gateway integration using the InterWeave SmartTracks template. At $4,500 this reflects the complexity of MSP configuration, payment flow testing, and ERP integration alongside the gateway setup.
$4,500
/ service charge (all editions)
What's included
Only Standard Objects in Creatio integrated
Two hours of Project Management included
Up to three Zoom Meetings included
No Additional Solutions selections (standard scope)
Maximum of two InterWeave Profiles
Service hours breakdown
Configuration — 6 hours
Training — 4 hours
Support — 6 hours
Total: 16 hours of expert service time
SmartPortal
The SmartPortal
48+ MSPs — customer self-service invoice payment and management, integrated with Creatio.
$3,600
/ yearLearn More
Payment Processing
Payment Processing
US & Canada and International Payment Processing — keep your existing MSP relationship.
$3,600
/ year · per marketLearn More
eCommerce
eCommerce
44+ eCommerce platforms — real-time inventory, order and customer sync to Creatio.
$3,600
/ yearLearn More
International Payments
International Processing
International Payment Processing with TransferMate — enhanced rates and global reconciliation.
$3,600
/ yearLearn More

How the payment gateway works.

InterWeave ISPG provides the routing, security, workflow, and CRM/ERP integration needed for reliable, PCI-DSS compliant payment processing inside Creatio.

01
// Transaction Routing
Customer submits payment data via Creatio, your site, or portal. InterWeave routes the transaction to your MSP via secure connection. The MSP processes via card networks or banking rails — the result returns in seconds and is recorded in Creatio automatically.
02
// PCI-DSS Tokenization
Sensitive card data never enters Creatio. InterWeave uses tokenization — your MSP issues a secure token representing the card, stored in Creatio instead. Customers can update payment methods without re-entering card details, and your system stays outside PCI scope.
03
// Creatio Record Updates
When a payment is authorised, InterWeave immediately updates the Creatio record — Invoice Paid, Transaction created, Opportunity Stage updated. Sales teams see payment status without leaving CRM. Declined transactions trigger configurable alerts and retry workflows.
04
// ERP & Accounting Sync
Every payment transaction is automatically posted to your connected financial application — QuickBooks, Sage Intacct, Dynamics, or others. Sales Receipts, AR Payments, and Cash entries created without manual posting — giving finance real-time reconciliation without re-entry.
05
// Reporting & Reconciliation
Transaction-level reporting inside Creatio — approved, declined, refunded. Settlement reports for daily batch closings. Real-time dashboards for payments by Account, Order, or Invoice. CSV export and integration with accounting systems for full reconciliation.
06
// Failed Payment Handling
Failed payments logged in Creatio with full transaction detail. Configurable alerts, tasks, or emails notify sales and finance teams. Retry logic and dunning workflows automatically re-attempt failed recurring payments on your defined schedule — reducing involuntary churn.
🔒
PCI-DSS Compliant
Tokenization ensures sensitive card data never reaches Creatio. All payment processing occurs within your MSP's PCI-DSS certified environment — confirm tokenization and vaulting scope with your ISPG implementation team.
🔐
TLS/SSL Encrypted
All data in motion between Creatio, InterWeave, and your MSP uses TLS/SSL encryption. The end-to-end flow is designed to complete within seconds with no unencrypted data at any point.
📋
Audit Logs
Complete transaction-level logging for every payment event — approval, decline, refund, void — with timestamps and outcomes. Exportable for compliance review and reconciliation in Creatio or your connected ERP.
🔄
API-Compliant
InterWeave maintains API-compliant connectors updated alongside Creatio releases — your payment integration remains stable across Creatio upgrades without requiring manual updates on your side.

What customers experience.

The measurable ROI benefits customers see after deploying the InterWeave Creatio Payment Gateway.

Accelerated Cash Collection
In-CRM payment acceptance means invoices get paid faster — teams can collect payment the moment a deal closes, without routing customers to a separate billing portal.
✏️
No Double Entry
One payment in Creatio, automatically recorded in both Creatio and your accounting system. No manual reconciliation — finance has real-time visibility without re-keying data.
📉
Fewer Failed Payments
Automated retry and dunning workflows reduce involuntary churn — recovering subscription revenue that would otherwise be lost silently to expired cards or temporary declines.
👤
Better Customer Experience
Self-service payment options give customers flexibility. Portal-based payment, instalment schedules, and subscription management — all surfaced through Creatio without custom development.
🛡️
Compliance Assurance
PCI-DSS tokenization, TLS/SSL, and complete audit logs give your compliance team confidence that payment data is handled correctly — and that sensitive data never sits in Creatio.

Creatio Payment Gateway
FAQs.

Detailed technical and commercial questions about the InterWeave SmartPayment Gateway (ISPG) for Creatio — covering billing modes, MSPs, security, customisation, and implementation.

01 What is the InterWeave SmartPayment Gateway (ISPG) for Creatio?

The InterWeave SmartPayment Gateway (ISPG) is a solution that integrates Creatio CRM with one or more Merchant Service Providers (MSPs) to process credit cards, ACH, electronic checks, recurring billing, and subscription payments. It handles real-time authorisations, scheduled (deferred) payments, and recurring/subscription billing — routing transactions to your processor and syncing results back into Creatio and your connected accounting system.

02 Which Merchant Service Providers does it support?

InterWeave ISPG supports many major and specialised MSPs including:

  • Authorize.net
  • First Data / Fiserv
  • PayPal / Braintree
  • iCash, Cybersource (Visa), Banktec, Vanco, PaymentXP
  • Chase Paymentech, Nuvei, Moneris, TransferMate
  • And many more — 48+ total

If your preferred MSP isn't listed, confirm with your InterWeave implementation team whether it is supported or can be custom-integrated — ISPG is built to accommodate new MSPs via configuration or custom connector work.

03 How is pricing and licensing structured?

The Creatio Payment Gateway is licensed as an annual subscription: Professional ($7,499/yr), Enterprise ($9,499/yr), Ultimate ($13,499/yr) — all plus the SmartTracks service charge of $4,500. MSP processing fees (charged by your processor), taxes, and implementation costs may not be included in the base subscription. Ask your InterWeave team for full breakdowns including monthly vs. annual options and included support scope.

04 How is security and compliance handled?

Because payment data is sensitive, ISPG must comply with PCI-DSS (Payment Card Industry Data Security Standard). InterWeave uses secure hosting and safeguards to protect data transmission. Critically, ISPG does not store sensitive card data in Creatio — it acts as a conduit to the payment processor, keeping sensitive data off your primary systems via tokenization. Confirm which parts of your payment flow (tokenization, encryption, vaulting) are handled by InterWeave vs. your payment processor during implementation.

05 What billing modes are supported?

InterWeave ISPG supports three billing modes, usable individually or in combination:

ModeDescription
Real-timeImmediate authorisation of a credit card or eCheck — result returned in seconds
Scheduled / DeferredPayment queued for a future date — useful for balance-due, instalment, or milestone billing
Recurring / SubscriptionAutomated repeated billing on a configurable schedule (monthly, annually, custom)
06 How does the payment flow and transaction routing work?
  1. Customer submits payment data (credit card or eCheck) via Creatio, your site, or portal
  2. InterWeave routes the transaction to your chosen MSP via secure connection
  3. The MSP (or acquiring bank) processes via card networks or banking rails
  4. The result (approved/declined) returns via the same chain to InterWeave, which records it in Creatio
  5. Funds are settled into your merchant bank account by the processor

This end-to-end flow is designed to complete within a few seconds in most cases.

07 Can I integrate the Payment Gateway with my accounting software?

Yes — one of ISPG's core purposes is to tightly integrate payment transactions into both your CRM (Creatio) and financial software (QuickBooks, Sage Intacct, or Dynamics) so you maintain a unified data flow. Payment results post automatically to your connected ERP — creating Sales Receipts, AR Payments, or Cash entries without manual re-entry by the finance team.

08 What happens if a payment fails or is declined?

When a transaction fails or is declined, the response is logged in Creatio with full detail. Your system can be configured to:

  • Send notifications or alerts to customer or internal users
  • Apply retry logic (how many times, at what intervals)
  • Handle expired cards, chargebacks, and insufficient funds scenarios
  • Log all outcomes for reconciliation and audit

Work with your implementation team to define failure-handling policies and dunning workflows for recurring billing.

09 What reporting and reconciliation tools are available?
  • Transaction-level reporting in Creatio — approved, declined, refunded
  • Summary metrics — daily totals, settled vs unsettled, chargebacks
  • Reconciliation tools — matching payments to invoices in Creatio and your accounting system
  • Export / API — CSV export and ERP posting for your accounting systems
10 How do refunds, voids, and chargebacks work?
  • Refunds: Full or partial refunds initiated from Creatio, routed to the MSP — implementation specifics depend on your MSP and contract
  • Voids: Unsettled transactions can be voided before settlement occurs
  • Chargebacks: Handled via your merchant account — the gateway logs the dispute and allows you to respond with evidence; timing and fees depend on your MSP
11 Can I customise the payment workflow or logic?

Yes. One of ISPG's core selling points is configurability — you can tailor flows, rules, field mappings, billing schedules, retry logic, and connector routing during implementation. Your team defines which modes to enable (real-time, recurring, scheduled), how failures should be handled, which Creatio fields map to which ERP fields, and how payment results flow back into your systems.

12 What if I need a Merchant Provider that isn't currently supported?

In many cases, you can request a custom integration. Because InterWeave ISPG is built to support many protocols and connectors, new MSPs can often be added via configuration or custom connector development. Confirm with your InterWeave vendor whether your needed MSP is feasible for integration and what the timeline and cost implications are.

See it in action.

Watch InterWeave videos covering the Creatio Payment Gateway, QuickBooks integration, Sage Intacct, MS Dynamics, eCommerce, and payment mastery.

The InterWeave Payment Gateway for Creatio
Full walkthrough — credit card, ACH & eCheck in Creatio CRM
Mastering Payment Integration with Creatio
Deep dive — Creatio, MSPs & the SmartPayment Gateway
Creatio to QuickBooks Integration
AR/AP + Payment Gateway — full workflow
Creatio to Sage Intacct Integration
InterWeave SmartSolutions + Payment Gateway
Creatio to Microsoft Dynamics Integration
D365 + Creatio + ISPG walkthrough
InterWeave eCommerce & Creatio Integration
Connecting your online store to Creatio CRM

Process payments inside Creatio

Opportunity to payment.
Inside Creatio.

Deploy the InterWeave SmartPayment Gateway for Creatio and close the loop from Closed Won to reconciled payment — with 48+ MSPs, PCI-DSS tokenization, and automatic ERP posting.

48+ merchant service providers PCI-DSS tokenization Real-time · Scheduled · Recurring ERP auto-posting $4,500 service charge
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