bf8c7de8f9
Co-authored-by: Ritik Sahni <ritiksahni0203@gmail.com> Co-authored-by: Kunal Mishra <kunalm2345@gmail.com>
54 lines
2.3 KiB
Plaintext
54 lines
2.3 KiB
Plaintext
---
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title: Credit Card Credentials
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subtitle: Store payment details for purchase and checkout workflows
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slug: cloud/managing-credentials/credit-card-credentials
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---
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Credit card credentials store payment details so the AI can fill checkout forms without you embedding card numbers in prompts or parameters.
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## Creating a credit card credential
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Click **+ Add → Credit Card** from the Credentials page. Provide the full card details:
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| Field | Description |
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|-------|------------|
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| **Name** | A label like "Corporate Visa" to identify it later |
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| **Cardholder Name** | Name printed on the card |
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| **Number** | Full card number (spaces added automatically as you type) |
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| **Brand** | Card network: Visa, Mastercard, American Express, Discover, JCB, Diners Club, Maestro, UnionPay, RuPay, or Other |
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| **Expiration** | Month and year in `MM/YY` format (slash inserted automatically) |
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| **CVV** | 3 or 4 digit security code |
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After saving, the card number is masked — only the last four digits are ever shown again.
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## Using credit cards in workflows
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Credit cards work with **Browser Task** and **Browser Action** blocks that interact with checkout pages. The AI identifies payment fields on the page and fills them with the stored details.
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To reference a credit card, add a **Credential parameter** (type: `credential_id`) and select the card when running the workflow. This lets the same checkout workflow work with different payment methods.
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<Note>
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Credit cards from **1Password** need a text field named **"Expire Date"** in `MM/YYYY` format on the 1Password item. See [Credentials Overview](/cloud/managing-credentials/credentials-overview#1password) for details.
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</Note>
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## Editing and deleting
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Credit card credentials can't be edited after creation. If card details change, delete the old credential and create a new one. Click the **trash icon** to delete — the action is permanent.
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<CardGroup cols={2}>
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<Card
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title="Password Credentials"
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icon="key"
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href="/cloud/managing-credentials/password-credentials"
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>
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Store login details with optional 2FA
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</Card>
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<Card
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title="Credentials Overview"
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icon="lock"
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href="/cloud/managing-credentials/credentials-overview"
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>
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All credential types, external providers, and security model
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</Card>
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</CardGroup>
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