We build secure data-capture journeys that span teams, sites and brands — with Paytia handling the sensitive parts. From e-form data capture to multi-team work queues, the whole workflow runs on SecureFlow, our PCI DSS Level 1 platform.
When the standard products aren't quite enough, we go bespoke. That means tailored configuration on a real product — not a one-off build that only one person understands.
Level 1
PCI DSS certified
SAQ A
PCI scope outcome
Multi-team
Work queues
Weeks
To go live
Bespoke Workflow Solutions are tailored journeys built on SecureFlow — combining secure card capture, e-form data, multi-team approvals and back-office integrations into a single workflow. We use them for enterprises that need to handle complex onboarding, regulated capture, multi-brand operations and complete customer journeys without spreading sensitive data across teams.
Discovery and design workshop
We map your process — what data you're collecting, how it moves between teams, where the sensitive parts sit, and what integrations you need at each stage.
Configuration on SecureFlow
We build the workflow on the SecureFlow platform. Each team queue, permission level, form field and integration point is configured against the spec agreed in discovery.
UAT environment
You get a full test environment to run through the workflow from start to finish before anything goes live. Your teams test every step, approve it, and confirm it matches the process.
Production roll-out
Once UAT sign-off is complete, we move the workflow to production and confirm everything's running correctly.
Ongoing support
We stay on hand for platform support, workflow changes, and any additional configuration you need as your process evolves.
Bespoke Workflow Solutions are delivered on SecureFlow — the same platform that powers Agent Capture Assist, AutoPay IVR, payment links, web checkout and bank rails.
Card details, bank accounts, ID documents, and sensitive form fields — all held inside Paytia's PCI DSS Level 1 environment, with field-level encryption throughout.
You define the steps. Multi-step queues, conditional routing, per-step user permissions, approval and rejection paths, and escalation rules are all configurable on SecureFlow.
Run several brands or business units on one Paytia account, each with its own branding, separated reporting and granular access controls, while sharing the same customer records.
Push to your CRM, trigger webhooks to back-office systems, fire emails and SMS at each step, and pre-fill from upstream sources so nothing needs re-keying.
Every step leaves a full audit trail. We're PCI DSS Level 1 certified and Cyber Essentials Plus accredited, with GDPR data-subject support and an independent annual audit.
We handle discovery, design, configuration, a UAT environment and production roll-out — then stay on hand for ongoing support. You get a real product, not a one-off build.
They're tailored data-capture and payment journeys we build on SecureFlow — our PCI DSS Level 1 platform. We take your process and configure it as a multi-step workflow, so sensitive data (card details, bank accounts, ID, compliance fields) moves through your teams without being exposed at any stage.
Mostly enterprises that need more than the standard payment products can offer — multi-brand groups running several businesses on one account, regulated industries handling onboarding or KYC capture, and organizations with distributed teams that all need to touch a record at different points.
Sensitive fields are captured and held inside Paytia's PCI DSS Level 1 environment, audited annually by a QSA. Each team member sees only what they're authorized to see. That keeps card or bank data off your network entirely, which typically drops your PCI scope from SAQ D (329 controls) to SAQ A (22).
Yes — multi-company support is part of the core configuration. You get separate branding, separated reporting, and granular access controls per team or per brand, all on one Paytia account.
The workflow can push to your CRM, trigger webhooks to back-office systems, fire emails and SMS at each step, and pre-fill from upstream sources so agents aren't re-keying data. We scope all of that during the discovery and design workshop.
The delivery process takes a few weeks from kick-off to production — covering the discovery and design workshop, configuration on SecureFlow, a UAT environment for your team to sign off, then production roll-out. We stay on hand for support after that.
Explore our full range of SecureFlow products on the solutions overview, or read about sensitive data capture.
Tell us what you're collecting, which teams need to touch it, and what it connects to. We'll show you how Bespoke Workflow Solutions handle it — securely, on SecureFlow.
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