TrueLayer
Connect with TrueLayer to leverage secure open banking services. This integration allows seamless interaction with TrueLayer's API to manage various financial processes.
How the flow runs
A native automation connects TrueLayer to calls, CRM and run history.
What the engine includes
No-code flows for TrueLayer: triggers, AI steps, CRM and history in Famulor.
Triggers
Calls, bookings, inbound webhooks, schedules and CRM events start the flow.
AI steps
Generate text, extract fields, branch and loop, inside the builder.
CRM & apps
Native CRM actions plus 1000+ connected apps on the automation platform.
Available actions
Actions Famulor can run in TrueLayer from an automation run.
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.
Live in three steps
Connect TrueLayer in the automation platform.
1
Connect your TrueLayer account
OAuth, API key or MCP: credentials stay encrypted on the connection.
2
Build the automation
Wire triggers, AI steps and TrueLayer actions in the visual builder.
3
Test and activate
Dry-run against sample data, then activate. Every run lands in history.
Ready to connect TrueLayer to the native engine?
Start an automation run: triggers, AI steps, CRM and run history, plus 1000+ more apps.
TrueLayer FAQ
Frequently asked questions about the TrueLayer integration
Setup takes less than 5 minutes. Connect your TrueLayer account, configure your voice agent preferences, and start automating your phone calls immediately.