Billing & Payments ยท CONNECTIONFollow up on unpaid invoices: customer accounts and contacts, invoices, credit notes, dunning, payment promises, communications and tasks.
Explore 91 workflow actions for Billabex, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Adds a user interaction to an account task.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Adds a new contact to the specified account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Applies a credit amount from a credit note to an invoice, reducing the outstanding balance.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Attaches existing tags to the account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Cancels an account task by its ID, optionally recording why.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Searches candidates when identity is unresolved.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Closes a task whose subject was dealt with elsewhere, without asking the agent anything: no model decides the closure and no email is written for it.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a new account for the specified organization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a custom tag owned by the organization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently deletes an account and all associated data.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently deletes a credit note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently deletes an invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detaches a tag from the account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Enables or disables a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Excludes this invoice from the automatic reminders while the other invoices of the account keep being chased.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retrieves detailed information about a specific account.
Explains the customer balance and returns every past and future invoice installment.
Retrieves an account task by its ID.
Returns net outstanding amounts by currency and aging bucket.
Returns one sent SMS or postal reminder when it belongs to the account in the route.
Retrieves detailed information about a specific contact.
Retrieves detailed information about a specific credit note.
Retrieves a specific customer outstanding balance by its ID with associated invoices and credit notes.
Complete calendar months only.
Retrieves a specific incoming email by its ID.
Retrieves a specific incoming email communication by its ID with embedded email details.
Read the current qualification and account of an incoming email in one organization.
Retrieves detailed information about a specific invoice.
Rolling calendar months including the current month.
Get my notification preferences.
Retrieves detailed information about a specific organization.
Retrieves a specific outgoing email by its ID.
Retrieves a specific outgoing email communication by its ID with embedded email details.
Get the payment promise currently standing on an account.
Requires an explicit human decision, confirmed=true and a nonempty justification.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Links a custom source reference to the account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retrieves a paginated list of accounts for the specified organization.
Retrieves active account tasks filtered by account and type.
Returns one currency-specific aging balance row per account, with cursor pagination, filtering and sorting.
Retrieves a paginated list of all emails (incoming and outgoing) for the specified organization.
Retrieves the organization audit journal, newest first: one entry per successful command, with the user, agent or system that ran it.
Retrieves a paginated list of communications, incoming and outgoing together.
Retrieves all contacts associated with an account.
Retrieves a paginated list of credit notes for the specified organization.
Retrieves a paginated list of customer outstanding balances for the specified organization.
Retrieves a paginated list of incoming email communications for the specified organization.
Retrieves a paginated list of incoming email communications for the specified account.
Retrieves a paginated list of incoming emails for the specified organization.
Retrieves a paginated list of invoices for the specified organization.
Retrieves a list of all members of the organization.
Retrieves a paginated list of organizations the authenticated user belongs to.
Retrieves a paginated list of outgoing email communications for the specified organization.
Retrieves a paginated list of outgoing email communications for the specified account.
Retrieves a paginated list of outgoing emails for the specified organization.
List payment declarations and their decisions.
Retrieves the tags available to the organization, custom and predefined.
Suspends automated payment follow-up for a customer account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Validates the selected documents and recipient, then returns the exact credit cost without sending a message.
Lifts the exclusion placed with PUT /invoices/{invoiceId}/dunning-block.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Returns why automated payment follow-up is or is not running on a customer account right now: the suspensions in force and who posted them, any dated hold, and every condition.
Changes no accounting.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Record a payment reported by a customer without changing accounting.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Refresh postal tracking without sending a message or spending credits.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes a contact from the account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes a credit allocation, reversing the credit applied to the invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes the authenticated user profile picture.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes the uploaded logo.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes a member from the organization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Keep the rejected destination excluded, or explicitly authorize retry after resolving registration.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Resumes automated payment follow-up for a suspended customer account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Requires explicit human confirmation of the decision scope.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retrieves a paginated list of account tasks for the organization, with optional filter conditions and sorting.
Sends an email immediately, at the account level, on behalf of the AI agent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set account payment follow-up preferences.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sets a task aside instead of answering it now, optionally naming the date it should come back.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add, replace or remove a documentary origin.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes the custom source reference from the account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates an existing account with the provided information.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates an existing contact with the provided information.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates the refunded amount on a specific credit note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Corrects the payment due date of an already issued invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates the paid amount on a specific invoice.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replaces the complete payment schedule.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update my notification preferences.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates an organization with the provided name and/or email domain name.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates organization settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates an outgoing email communication by modifying the scheduled email.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Updates the lastUpdate date of an existing source reference.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a new contact or updates an existing one based on email or name matching.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Takes back a standing instruction to ask the debtor for a realistic payment date: the next reminders ask for payment again.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Nothing recovers a withdrawn promise.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Billabex. A saved workflow is not a completed provider action.
