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Native Automationen

TrueLayer

Verbinde dich mit TrueLayer, um sichere offene Bankdienstleistungen zu nutzen. Diese Integration ermöglicht eine nahtlose Interaktion mit TrueLayers API, um verschiedene Finanzprozesse zu verwalten.

Zurück zu IntegrationenCRM & Vertrieb40 Aktionen
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Famulor

So läuft der Flow

Ein nativer Automat verbindet TrueLayer mit Anrufen, CRM und Run-History.

1TrueLayer-Konto verbinden
2Automation bauen
3Testen und aktivieren

Was die Engine mitbringt

No-Code-Flows für TrueLayer: Trigger, KI-Steps, CRM und History in Famulor.

Trigger

Calls, Buchungen, Inbound-Webhooks, Zeitpläne und CRM-Events starten den Flow.

KI-Steps

Text erzeugen, Felder extrahieren, Bedingungen und Loops, direkt im Builder.

CRM & Apps

Native CRM-Aktionen plus 1000+ verbundene Apps über die Automationsplattform.

Verfügbare Aktionen

Aktionen, die Famulor in TrueLayer aus einem Automationslauf ausführt.

Cancel Payment

Cancel a payment. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Confirm Mandate Funds

Confirm that the PSU has the given funds. This API can be called using the mandate_token associated with the mandate or using a backend bearer token.

Create Mandate

Create a new mandate. This API must be called using a backend bearer token.

Create Payment

Create a new payment. This API must be called using a backend bearer token.

Create Payment Link

Create a new payment link. This API must be called using a backend bearer token.

Create Payment Refund

Refund a merchant account payment, either fully or partially.

Create payout

Pay out from one of your merchant accounts.

Custom API Call

Make a custom API call to a specific endpoint

Disable Sweeping

Disable automatic sweeping for a merchant account.

Get Mandate

Returns a mandate with the stated ID. This endpoint can be called either by the regular `backend token` or the `mandate token` for that mandate.

Get Mandate Constraints

Retrieve the constraints defined on the mandate, as well as the current utilization of those constraints within the periods.

Get Merchant Account

Get the details of a single merchant account.

Get Payment

Returns payment details. This API can be called using either the `resource_token` associated with the payment or a backend bearer token.

Get Payment Link

Retrieves payment link details. This API must be called using a backend bearer token.

Get Payment Provider

Returns payment provider details. This API can be called without the need for authentication.

Get Payment Refund

Returns refund details for a specific payment.

Get Payment Refunds

Returns all refunds of a payment.

Get Payment Sources

Get the payment sources from which the merchant account has received payments.

Get Payments

List all the payments associated with the payment link. This API must be called using a backend bearer token.

Get payout

Returns payout details.

Get Sweeping Settings

Get the automatic sweeping settings for a merchant account.

Get Transactions

Get the transactions of a single merchant account. If pagination is missing, add a header `tl-enable-pagination: true` to enable pagination.

List Mandates

List all the mandates associated with the client. This API must be called using a backend bearer token.

List Merchant Accounts

List all your TrueLayer merchant accounts. There might be more than one account per currency.

Revoke Mandate

Revoke a mandate. This API must be called using a backend bearer token.

Save Payment Account

Save the account details associated with a payment for subsequent re-use. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Search Payment Providers

Returns a list of payment providers.

Set Up or Update Sweeping

Set the automatic sweeping settings for a merchant account. At regular intervals, any available balance in excess of the configured `max_amount_in_minor` is withdrawn to a pre-configured IBAN.

Start authorization flow

Start the authorization flow for a payout. This API can be called using the `resource_token` associated with the payout you are trying to fetch.

Start Authorization Flow

Start the authorization flow for a mandate. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

Start Payment Authorization Flow

Start the authorization flow for a payment. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit consent

Submit the consent given by the user. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

Submit Consent

Submit the consent given by the user. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit Form

Submit form details filled by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit payments return parameters

Submit direct return query and fragment parameters returned from the provider.

Submit provider selection

Submit the provider details selected by the PSU. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

Submit Provider Selection

Submit the provider details selected by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit Scheme Selection

Submit the scheme details selected by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit User Account Selection

Submit the user account selection option given by the user. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

TrueLayer

Connect with TrueLayer to leverage secure open banking services. This integration allows seamless interaction with TrueLayer's API to manage various financial processes.

In drei Schritten live

TrueLayer in der Automationsplattform verbinden.

  1. 1

    TrueLayer-Konto verbinden

    OAuth, API-Key oder MCP: Credentials bleiben verschlüsselt in der Connection.

  2. 2

    Automation bauen

    Trigger, KI-Steps und TrueLayer-Aktionen im visuellen Builder verknüpfen.

  3. 3

    Testen und aktivieren

    Dry-Run gegen Beispieldaten, dann aktivieren. Jeder Lauf landet in der History.

TrueLayer mit der nativen Engine verbinden?

Starte einen Automationslauf: Trigger, KI-Steps, CRM und Run-History, plus 1000+ weitere Apps.

TrueLayer FAQ

Häufige Fragen zur TrueLayer-Integration

Die Einrichtung dauert weniger als 5 Minuten. Verbinde dein TrueLayer-Konto, konfiguriere die Praeferenzen deines Sprachagenten und starte sofort mit der Automatisierung.