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TrueLayer

40 Actions
CRM & Sales

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

Connect TrueLayer with Famulor's telephony AI to create powerful automated workflows. Our AI phone assistant automates your phone calls and syncs data seamlessly with TrueLayer. Setup takes less than 5 minutes with our no-code platform.

Workflow Examples

See how you can automate your workflows with TrueLayer and Famulor's telephony AI. Our AI phone agent revolutionizes your business processes.

AI Phone Automation

Famulor's telephony AI automatically triggers actions in TrueLayer based on call content and AI agent interactions

1
AI phone interaction
2
Phone agent processes
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TrueLayer action triggered

Feature Highlights

Create no‑code AI phone call systems with TrueLayer integration: never miss a call and convert more leads.

Smart Automation

Transform TrueLayer workflows with AI voice agents.

  • 24/7 automated responses
  • Instant TrueLayer data sync

No‑Code Platform

Set up TrueLayer integration in minutes.

  • Visual workflow builder
  • Pre‑built TrueLayer templates

Advanced Analytics

Get real‑time insights from every TrueLayer interaction.

  • Call success metrics
  • TrueLayer data insights

Available Actions

Actions that Famulor's telephony AI can perform in TrueLayer from your AI phone assistant workflows

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.

Quick Setup Guide

Get started with TrueLayer integration in 3 simple steps

1

Connect your TrueLayer account

Authenticate your TrueLayer account with Famulor using OAuth or API keys. Your credentials are stored securely.

2

Create your workflow

Use our visual workflow builder to connect Famulor voice agents with TrueLayer actions and triggers.

3

Test and deploy

Test your integration with sample data, then deploy it to start automating your workflows in real-time.

Ready to connect TrueLayer with telephony AI?

Start automating your workflows with TrueLayer and Famulor's telephony AI today. Our AI phone assistant revolutionizes your business processes.

FAQ

Frequently asked questions about TrueLayer integration

How quickly can I set up TrueLayer integration?
Setup takes less than 5 minutes. Connect your TrueLayer account, configure your voice agent preferences, and start automating your phone calls immediately.
What data can be synced between TrueLayer and Famulor AI Phone Agent?
Our integration syncs relevant data including contacts, leads, custom fields, tags, and activity history. Call outcomes and recordings are automatically saved back to TrueLayer.
Are there any calling limitations or restrictions?
There are no limitations on the number of calls. Your plan determines call volume and you can upgrade anytime. All calls are compliant and include automatic opt‑out handling.
Can I customize the voice agent for TrueLayer workflows?
Absolutely. You can fully customize personality, script, voice, and responses based on TrueLayer data. Create different agents for different workflows and business objectives.