[ Payments ]
TrueLayer integration for your workflows.
Connect TrueLayer to Collabase once and use 39 actions in your workflows. No code needed, hosted in Switzerland.
TrueLayer in Collabase
Connect TrueLayer to Collabase once and use 39 actions in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Connect with TrueLayer to leverage secure open banking services. This integration allows seamless interaction with TrueLayer's API to manage various financial processes.
How to connect it
- Open the integrations in the workspace settings.
- Choose TrueLayer and connect your account.
- Add a trigger or an action to the workflow.
TrueLayer triggers
TrueLayer does not start a workflow on its own. You use its actions after any other trigger.
TrueLayer actions
| Name | Description | Fields |
|---|---|---|
| Create payout | Pay out from one of your merchant accounts. |
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| Get payout | Returns payout details. |
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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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| Submit payments return parameters | Submit direct return query and fragment parameters returned from the provider. |
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| Create Mandate | Create a new mandate. This API must be called using a backend bearer token. |
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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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| 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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| 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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| 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 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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| Revoke Mandate | Revoke a mandate. This API must be called using 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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| 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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| List Merchant Accounts | List all your TrueLayer merchant accounts. There might be more than one account per currency. | 0 |
| Get Merchant Account | Get the details of a single 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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| 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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| Disable Sweeping | Disable automatic sweeping for a merchant account. |
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| Get Sweeping Settings | Get the automatic sweeping settings for a merchant account. |
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| Get Payment Sources | Get the payment sources from which the merchant account has received payments. |
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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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| Get Payment Link | Retrieves payment link details. This API must be called using a backend bearer token. |
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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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| Create Payment | Create a new payment. This API must be called using 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 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 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 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 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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| 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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| 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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| 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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| Create Payment Refund | Refund a merchant account payment, either fully or partially. |
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| Get Payment Refunds | Returns all refunds of a payment. |
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| Get Payment Refund | Returns refund details for a specific payment. |
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| Search Payment Providers | Returns a list of payment providers. | 0 |
| Get Payment Provider | Returns payment provider details. This API can be called without the need for authentication. |
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| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
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[ Payments ]
Related integrations
Tools that often share a workflow.
Questions about TrueLayer
What can I automate with TrueLayer in Collabase?
TrueLayer brings 39 actions and 0 triggers, for example Create payout, Get payout, Start authorization flow, Submit payments return parameters and 35 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect TrueLayer to Collabase?
You open the integrations in the workspace settings, choose TrueLayer and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.
Does the TrueLayer integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.
