Connect EasyPost to Modern Treasury

Both apps 26EasyPost 12Modern Treasury 14

• Trigger
  New tracker update

  Triggers when EasyPost reports a tracker was created or updated, such as a new scan or status change on a package.

• Action
  Add address

  Creates an address (a person, place or organization) in EasyPost, optionally verifying it for deliverability. Returns the saved address with any verification results.

• Action
  Add batch

  Creates a batch of shipments in EasyPost, so they can be bought, labelled, manifested or picked up together. A batch can also be created empty and shipments added later.

• Action
  Add pickup

  Creates a pickup request for a purchased shipment and returns the available pickup rates, which must then be bought to schedule the pickup.

• Action
  Add refund

  Requests refunds for one or more purchased shipping labels by carrier and tracking code, and returns the resulting refund records.

• Action
  Add shipment

  Creates a shipment from a destination address, an origin address and a parcel, and returns the shipment with its available shipping rates.

• Action
  Add tracker

  Creates a tracker for a package tracking code (for labels bought outside EasyPost) and returns its current tracking status and history.

• Action
  Buy shipment

  Purchases a shipping label for an existing shipment using the selected rate, returning the tracking code and postage label.

• Action
  Get address

  Returns an address saved in EasyPost by its ID, including its verification results.

• Action
  Get batch

  Returns a batch of shipments, including its state, shipment statuses, consolidated label and scan form.

• Action
  Get pickup

  Returns a scheduled carrier pickup, including its status, confirmation number, address and available pickup rates.

• Action
  Get shipment

  Returns a shipment, including its addresses, parcel, rates, label and tracking details.

• Action
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

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