> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://docs.downpay.app/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# CartBot Integration Setup

Learn how to use CartBot with Downpay. With this integration, you’ll be able to add a security deposit with CartBot which can help make various selling strategies easier on Shopify.
---
---

###### On this page:

[Overview of the Integration](#1-overview-of-the-integration)
[Setting up CartBot with Downpay](#1-setting-up-cartbot-with-downpay)
* [Installing and configuring CartBot](#2-installing-and-configuring-cartbot)
* [Installing and configuring Downpay](#2-installing-and-configuring-downpay)
[ Use Cases](#1-use-cases)
* [Using CartBot for add on fees for deposit products](#2-using-cartbot-for-add-on-fees-for-deposit-products)
* [Using CartBot for deferred fees for rentals and demos](#2-using-cartbot-for-deferred-fees-for-rentals-and-demos)
---
---

# Overview of the Integration

With CartBot, you're able to add items to the cart automatically. Coupled with Downpay, this makes offering deferred payments easier.
---
---

[Jump to top](#6-on-this-page)

# Setting up CartBot with Downpay

This section guides you through the steps to working with CartBot and Downpay, ensuring both apps work together seamlessly on your Shopify store.

## Installing and configuring CartBot
 
1. Install [CartBot](https://apps.shopify.com/cartbot-auto-add-to-cart) from the Shopify App store.

## Installing and configuring Downpay

1. Install [Downpay](https://apps.shopify.com/downpay) from the Shopify App store *(if you don't already have it)*.
2. Create a [purchase option](https://docs.downpay.app/en/article/1dt4jnn/).
3. Check out our [getting started](https://docs.downpay.app/en/category/1qvdvm1/) guide for additional support.
---
---

# Use Cases

## Using CartBot for add on fees for deposit products

|| Cart Bot requires obtaining buy consent for adding products with fees to the cart. This is done with a popup, but can be adjusted from the CartBot settings page.
 
CartBot can be used to add fees to a product that is added to cart with Downpay.

Example of use case: 
* Selling a product with a deposit and added an extra fee for processing

1. Create a new Cart Bot with the bot trigger `Products`
2. When setting up the section `When a customer's cart includes` for specific products, click `set subscription option` and select the name of the Downpay plan assigned to that product. This step will ensure CartBot will only add the fee if the product is added to cart with the Downpay deposit. 
3. When setting up the section `Then automatically add`, select the fee product you wish to add to the cart. 
4. In CartBot settings, adjust the wording of the popup consent for and ensure the box `Allow customers to reject the additional items` is unchecked if you want to make sure the fee cannot be avoided.

---

[Jump to top](#6-on-this-page)

## Using CartBot for deferred fees for rentals and demos

CartBot is compatible with Downpay and we recommend using it when you'd like to auto add products to the cart and disallow removal. 

|| Cart Bot requires obtaining buy consent for adding products with fees to the cart. This is done with a popup, but can be adjusted from the CartBot settings page.

Example of use cases:
* Selling a product from your store for a 20$ trial/rental and adding a 0$ deposit 100$ security deposit product to the cart in order to be able to store a card on file and have the ability to charge the customer if they do not return the product.

To complete setup for the above example

1. Set up Downpay and create a new 0$ upfront deposit purchase option and assign your `Security deposit` product.

![](https://storage.crisp.chat/users/helpdesk/website/81f235024a249800/screenshot2024-09-05at102521-a_13zjyf1.png)

2. Install CartBot and click `Create a bot` and use the `Products` bot trigger

3. Add the 20$ trial product in the `When a customer's cart includes:` box

4. Add the deposit product in the `Then automatically add:` box and click `Set subscription option` and choose the Downpay selling plan you've created

![](https://storage.crisp.chat/users/helpdesk/website/81f235024a249800/screenshot2024-09-05at102844-a_4al73v.png)

![](https://storage.crisp.chat/users/helpdesk/website/81f235024a249800/screenshot2024-09-05at102745-a_166queo.png)

5. Review the settings in CartBot to make sure the behaviour suits your workflow and save the bot.

6. In CartBot settings, adjust the wording of the popup consent for and ensure the box `Allow customers to reject the additional items` is unchecked if you want to make sure the fee cannot be avoided.

The bot will now add the 0$ security deposit to the cart and on Checkout, you will see a due later total of the $100 that was deferred. 

6. Should you also wish to place an authorized hold for the remaining balance, please review our [Flow workflow](https://docs.downpay.app/en/article/payment-authorization-or-collection-kk9ihv/#2-authorize-payment-automatically-with-shopify-flow-integration) on how to set this up.

![](https://storage.crisp.chat/users/helpdesk/website/81f235024a249800/screenshot2024-09-05at103425-a_1m3dpvm.png)

To change the wording on the due later line at checkout and on your email notifications, review 
[Modify date and content display about deposits on your theme](https://docs.downpay.app/en/article/modify-date-and-content-display-about-deposits-on-your-theme-13dgsid/).

---

[Jump to top](#6-on-this-page)

 ****