Connect with TrueLayer to leverage secure open banking services. This integration allows seamless interaction with TrueLayer's API to manage various financial processes.
TrueLayer currently provides 39 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.
Create payout
Pay out from one of your merchant accounts.
Get payout
Returns payout details.
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.
Submit payments return parameters
Submit direct return query and fragment parameters returned from the provider.
Create Mandate
Create a new mandate. This API must be called using a backend bearer token.
List Mandates
List all the mandates associated with the client. This API must be called using a backend bearer token.
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.
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.
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 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.
Revoke Mandate
Revoke a mandate. This API must be called using 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.
Get Mandate Constraints
Retrieve the constraints defined on the mandate, as well as the current utilization of those constraints within the periods.
List Merchant Accounts
List all your TrueLayer merchant accounts. There might be more than one account per currency.
Get Merchant Account
Get the details of a single 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.
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.
Disable Sweeping
Disable automatic sweeping for a merchant account.
Get Sweeping Settings
Get the automatic sweeping settings for a merchant account.
Get Payment Sources
Get the payment sources from which the merchant account has received payments.
Create Payment Link
Create a new payment link. This API must be called using a backend bearer token.
Get Payment Link
Retrieves payment link details. This API must be called using a backend bearer token.
Get Payments
List all the payments associated with the payment link. 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.
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 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 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 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 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.
Cancel Payment
Cancel a payment. This API can be called using the `resource_token` associated with the payment or 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.
Get Payment
Returns payment details. This API can be called using either the `resource_token` associated with the payment or a backend bearer token.
Create Payment Refund
Refund a merchant account payment, either fully or partially.
Get Payment Refunds
Returns all refunds of a payment.
Get Payment Refund
Returns refund details for a specific payment.
Search Payment Providers
Returns a list of payment providers.
Get Payment Provider
Returns payment provider details. This API can be called without the need for authentication.
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Use a change in Coherence to run a supported TrueLayer action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create payout
Combine TrueLayer with another integration and Coherence records to keep financial events visible beside the customer, vendor, or project they affect.
Starts with
A Coherence workflow starts
Finishes with
Create payout, then preserve the outcome in Coherence
The exact authentication fields depend on TrueLayer. The workflow structure stays straightforward:
Authorize the TrueLayer account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with TrueLayer or provide a complementary trigger or action.
TrueLayer currently provides 39 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.
TrueLayer currently lists 0 triggers and 39 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported TrueLayer triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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