Connect a payment gateway

Create the Notfy Financial integration with Asaas or Ailos, enter the credentials, choose sandbox or production and set up the automatic payment notice.

To issue charges you need a Notfy Financial integration linked to your Asaas or Ailos account.

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When to use

The first time you charge customers, or when you want to charge through another account (for example, one account per issuing company).

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Before you start

• The company’s plan must include the financial module. The number of gateway accounts you can activate also depends on the plan.
• Have your gateway account credentials at hand.
• You need permission to manage integrations.

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Available gateways

Gateway	How it authenticates	Automatic payment notice
Asaas	API key and webhook token	Yes
Ailos	Cooperative credentials (Client ID, Client Secret, token URL, billing agreement)	No: update the status manually

The gateway cannot be changed after the integration is created. To switch gateways, create another integration.

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Create the integration

1. Open the integrations

   Go to Settings → Integrations and click to create a new integration.

2. Choose the service

   In the service field, select Notfy Financial. In Payment Gateway, choose Asaas or Ailos.

3. Give it a name and save

   Fill in Integration Name (for example, “Asaas headquarters”) and save. Only after saving does the Notfy Financial tab appear, where the credentials go.

4. Enter the credentials

   In the Notfy Financial tab, Payment Gateway section, fill in your gateway’s fields. The data is stored encrypted.

5. Choose the environment

   In the Environment section, choose Sandbox — testing or Production. Use the sandbox to test without moving money and switch to Production only when you are going to charge for real.

6. Set up the payment notice (Asaas)

   In the Webhook section, copy the Webhook URL and register it in your Asaas account’s notifications, using the same Webhook Token you entered in Notfy.

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Fields by gateway

Asaas

Field	What to enter
API Key	Your Asaas account key (required).
Webhook Token	Token you define in Asaas notifications, to validate the notices received.

Ailos

Field	What to enter
Client ID and Client Secret	OAuth2 credentials provided by the cooperative.
Token URL	Token issuance address, provided by the cooperative.
Billing agreement	Agreement number, requested from the cooperative.
Portfolio	Billing portfolio (default 1).
API base URL	Required in production; in the sandbox, it can be left blank.

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Linked issuing company

If your company has more than one account and also uses the tax integration, the optional Linked issuing company field links the financial account to the CNPJ that issues the invoices. When splitting a sale’s charge by company, each part goes out through the linked account.

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Frequently asked questions

Does Stripe appear in the list?

No. Currently the list of gateways offers only Asaas and Ailos.

The charge was paid, but the status didn't change. Now what?

With Asaas, the status changes by itself when the payment notice is configured. If it didn’t change, check the URL and token registration in Asaas and use Update Status on the charge. With Ailos there is no automatic notice: use Update Status whenever you need.

Can I have two accounts of the same gateway?

Yes, within your plan’s account limit. When generating charges you choose which Financial account to use.

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Related pages

Sales and charges

Issue charges using the connected account.

Track charges

Status, manual update and cancellation.