TrueLayer integration
Connect with TrueLayer to leverage secure open banking services. This integration allows seamless interaction with TrueLayer's API to manage various financial processes. Use TrueLayer from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 39 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in TrueLayer
Create payout - AndCreate Mandate
Zoft + TrueLayer
What Zoft can do with TrueLayer.
- 01Voice agentsA phone agent can use TrueLayer actions such as Create payout and Create Mandate during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update TrueLayer while it talks to the customer.
- 03WorkflowsUse TrueLayer as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use TrueLayer actions on its own, and ask for your approval before it sends or changes anything important.
Actions 39
Things Zoft can do in TrueLayer.
- Get payoutReturns payout details.
- Get MandateReturns 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 PaymentReturns payment details. This API can be called using either the `resource_token` associated with the payment or a backend bearer token.
- Submit FormSubmit form details filled by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.
- List MandatesList all the mandates associated with the client. This API must be called using a backend bearer token.
- Create payoutPay out from one of your merchant accounts.
- Cancel PaymentCancel a payment. This API can be called using the `resource_token` associated with the payment or a backend bearer token.
- Create MandateCreate a new mandate. This API must be called using a backend bearer token.
- Create PaymentCreate a new payment. This API must be called using a backend bearer token.
- Revoke MandateRevoke a mandate. This API must be called using a backend bearer token.
Show all 39Show fewer
- Submit ConsentSubmit the consent given by the user. This API can be called using the `resource_token` associated with the payment or a backend bearer token.
- Custom API CallMake a custom API call to a specific endpoint
- Get Mandate ConstraintsRetrieve the constraints defined on the mandate, as well as the current utilization of those constraints within the periods.
- Get Payment LinkRetrieves payment link details. This API must be called using a backend bearer token.
- Get Payment RefundReturns refund details for a specific payment.
- Create Payment LinkCreate a new payment link. This API must be called using a backend bearer token.
- Get Payment RefundsReturns all refunds of a payment.
- Get Payment ProviderReturns payment provider details. This API can be called without the need for authentication.
- Confirm Mandate FundsConfirm 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 Payment RefundRefund a merchant account payment, either fully or partially.
- Get Merchant AccountGet the details of a single merchant account.
- Submit consentSubmit 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.
- List Merchant AccountsList all your TrueLayer merchant accounts. There might be more than one account per currency.
- Submit Scheme SelectionSubmit 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.
- Search Payment ProvidersReturns a list of payment providers.
- Get PaymentsList all the payments associated with the payment link. This API must be called using a backend bearer token.
- Save Payment AccountSave 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.
- Submit Provider SelectionSubmit 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.
- Get Sweeping SettingsGet the automatic sweeping settings for a merchant account.
- Submit User Account SelectionSubmit 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.
- Set Up or Update SweepingSet 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 flowStart 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 FlowStart 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 FlowStart the authorization flow for a payment. This API can be called using the `resource_token` associated with the payment or a backend bearer token.
- Disable SweepingDisable automatic sweeping for a merchant account.
- Get TransactionsGet the transactions of a single merchant account. If pagination is missing, add a header `tl-enable-pagination: true` to enable pagination.
- Submit provider selectionSubmit 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.
- Get Payment SourcesGet the payment sources from which the merchant account has received payments.
- Submit payments return parametersSubmit direct return query and fragment parameters returned from the provider.
Setup
Connect TrueLayer in three steps.
- 01ConnectChoose TrueLayer in Connections and approve access in the TrueLayer sign-in window. Zoft never sees your password.
- 02Put it to workAdd TrueLayer as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
More payments integrations.
See all in Payments
FAQ
TrueLayer on Zoft, answered.
What can Zoft do with TrueLayer?
Zoft supports 39 actions for TrueLayer. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect TrueLayer to Zoft?
Choose TrueLayer in Connections and approve access in the TrueLayer sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use TrueLayer?
Yes. Once TrueLayer is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in TrueLayer without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.