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Automatisations

TrueLayer

Connectez-vous avec TrueLayer pour tirer parti des services bancaires ouverts sécurisés. Cette intégration permet une interaction transparente avec l'API de TrueLayer pour gérer divers processus financiers.

Retour aux intégrationsCRM & Sales40 Actions
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Famulor

Comment le flux s'exécute

Une automatisation native relie TrueLayer aux appels, au CRM et à l'historique.

1Connectez votre compte TrueLayer
2Construisez l'automatisation
3Testez et activez

Ce que le moteur inclut

Flux no-code pour TrueLayer : triggers, IA, CRM et historique dans Famulor.

Triggers

Appels, réservations, webhooks, plannings et événements CRM démarrent le flux.

Étapes IA

Générer du texte, extraire des champs, brancher et boucler, dans le builder.

CRM et apps

Actions CRM natives plus 1000+ apps connectées.

Milian pour TrueLayer

TrueLayer, conçu pour les agents IA.

Passez TrueLayer en mode agentic-first. Milian crée le workflow d’automatisation, le connecte à votre assistant et l’exécute dans la conversation ou selon un planning.

AI-Native Automation

Milian transforme votre brief en workflow et le connecte au bon assistant.

Milian Missions

Lancez une tâche maintenant, pendant une conversation ou selon un planning avec vos apps connectées.

CRM & Sales agentic-first

Les agents lisent le contexte, mettent les données à jour et exécutent l’étape suivante.

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40 Actions

Actions disponibles

Actions que Famulor exécute dans TrueLayer depuis un run.

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Cancel Payment

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

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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.

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Create Mandate

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

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Create Payment

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

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Create Payment Link

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

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Create Payment Refund

Refund a merchant account payment, either fully or partially.

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Create payout

Pay out from one of your merchant accounts.

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Custom API Call

Make a custom API call to a specific endpoint

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Disable Sweeping

Disable automatic sweeping for a merchant account.

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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.

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Get Mandate Constraints

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

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Get Merchant Account

Get the details of a single merchant account.

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Get Payment

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

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Get Payment Link

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

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Get Payment Provider

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

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Get Payment Refund

Returns refund details for a specific payment.

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Get Payment Refunds

Returns all refunds of a payment.

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Get Payment Sources

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

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Get Payments

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

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Get payout

Returns payout details.

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Get Sweeping Settings

Get the automatic sweeping settings for a merchant account.

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Get Transactions

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

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List Mandates

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

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List Merchant Accounts

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

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Revoke Mandate

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

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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.

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Search Payment Providers

Returns a list of payment providers.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Submit payments return parameters

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

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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.

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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.

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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.

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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.

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TrueLayer

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

En trois étapes

Connectez TrueLayer dans la plateforme d'automatisation.

  1. 01

    Connectez votre compte TrueLayer

    OAuth, clé API ou MCP : les identifiants restent chiffrés sur la connexion.

  2. 02

    Construisez l'automatisation

    Reliez triggers, étapes IA et actions TrueLayer dans le builder visuel.

  3. 03

    Testez et activez

    Dry-run sur des données d'exemple, puis activez. Chaque run va dans l'historique.

Connecter TrueLayer au moteur natif ?

Lancez un run : triggers, IA, CRM et historique, plus 1000 apps.

TrueLayer FAQ

Questions fréquentes sur l'intégration TrueLayer

La configuration prend moins de 5 minutes. Connectez votre compte TrueLayer, definissez les preferences de votre agent vocal et commencez immediatement a automatiser vos appels.