Create customer
WriteCreate a customer.
Permissions and limits
Account permissions
- A Helcim API token with write access to customers or invoices
A repeated request may repeat the external action. Review the previous result before retrying a write.
Billing & Payments · CONNECTIONHelcim + NodeHub
Read Helcim card and ACH transactions, batches, payment plans and subscriptions, and manage customers and invoices. No payment is taken or refunded.
Explore 19 workflow actions for Helcim, including account permissions and operation limits.
15 read actions4 write actions
WORKFLOW ACTIONS
What you can configure.
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.
Create invoice
WriteCreate an invoice, estimate, quote or order. No payment is taken.
Permissions and limits
Account permissions
- A Helcim API token with write access to customers or invoices
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get ACH transaction
ReadRead a bank (ACH) transaction.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
Get card batch
ReadRead a card batch.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
Get card transaction
ReadRead a card transaction: status, type, amount, card and approval.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
Get customer
ReadRead a customer with addresses and saved cards.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
Get invoice
ReadRead an invoice with its lines, totals and status.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
Get payment plan
ReadRead a payment plan.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
Get subscription
ReadRead a subscription.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
List ACH transactions
ReadList bank (ACH) transactions by date, amount, status or search, up to 125 a page.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
List card batches
ReadList card batches with their sales and refund totals.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
List card transactions
ReadList up to 1,000 card transactions by date, search, customer, invoice, card or batch.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
List customer cards
ReadList a customer's saved cards (masked).
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
List customers
ReadList or search customers, up to 100 a page.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
List invoices
ReadList invoices by date, number, customer, status, type or currency.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
List payment plans
ReadList recurring payment plans by name or status.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
List subscriptions
ReadList subscriptions by plan, customer or failed payments.
Permissions and limits
Account permissions
- A Helcim API token with read access to this area
Update customer
WriteChange a customer's code, names, phone or addresses.
Permissions and limits
Account permissions
- A Helcim API token with write access to customers or invoices
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update invoice
WriteChange an invoice's lines, customer, status or notes. No payment is taken.
Permissions and limits
Account permissions
- A Helcim API token with write access to customers or invoices
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Helcim. A saved workflow is not a completed provider action.
EXPLORE YOUR STACK
