Articles on: Advanced Setup

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
Setting up CartBot with Downpay
Installing and configuring CartBot
Installing and configuring Downpay
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.



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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



Install CartBot from the Shopify App store.

Installing and configuring Downpay



Install Downpay from the Shopify App store (if you don't already have it).
Create a purchase option.
Check out our getting started guide for additional support.



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.

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

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



Install CartBot and click Create a bot and use the Products bot trigger

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

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





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

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.

Should you also wish to place an authorized hold for the remaining balance, please review our Flow workflow on how to set this up.



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.

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Updated on: 31/01/2025

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