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.
So läuft der Flow
Ein nativer Automat verbindet TrueLayer mit Anrufen, CRM und Run-History.
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.
TrueLayer, für AI Agents gebaut.
Mach TrueLayer agentic-first. Milian baut den Automation-Workflow, verbindet ihn mit deinem Assistant und führt ihn direkt im Gespräch oder zeitgesteuert aus.
AI-Native Automation
Milian erstellt den Workflow aus deinem Briefing und verbindet ihn mit dem passenden Assistant.
Milian Missions
Starte Aufgaben sofort, im Gespräch oder zeitgesteuert. Milian nutzt dabei deine verbundenen Apps.
Agentic CRM & Vertrieb
Agents lesen Kontext, schreiben Daten zurück und führen den nächsten Prozessschritt selbst aus.
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.
01
TrueLayer-Konto verbinden
OAuth, API-Key oder MCP: Credentials bleiben verschlüsselt in der Connection.
02
Automation bauen
Trigger, KI-Steps und TrueLayer-Aktionen im visuellen Builder verknüpfen.
03
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.