Connect Feathery to Modern Treasury

Both apps 27Feathery 13Modern Treasury 14

• Trigger
  Data Received

  Triggers when an end user submits or updates data on a Feathery form.

• Trigger
  Form Completion

  Triggers when an end user completes a Feathery form.

• Action
  Create Hidden Field

  Creates a hidden field in your Feathery account.

• Action
  Create or Fetch User

  Creates a Feathery end user with the given ID, or returns the existing user, including its SDK key.

• Action
  Create or Update Submission

  Sets field values for a Feathery user and initializes submissions on the given forms.

• Action
  Delete User

  Deletes a Feathery end user and their submissions.

• Action
  Get User Field Data

  Returns every field value a Feathery user submitted across forms.

• Action
  Get User Form Session

  Returns a Feathery user's form session: every form they are working on and their progress.

• Action
  List Document Templates

  Returns document templates uploaded by your Feathery team, optionally filtered by name or tags.

• Action
  List Forms

  Returns your Feathery forms, optionally filtered by tags or active status.

• Action
  List Form Submissions

  Returns submissions for a Feathery form, optionally filtered by user, completion and update time.

• Action
  List Hidden Fields

  Returns all hidden fields in your Feathery account.

• Action
  List Users

  Returns your Feathery end users, optionally filtered by creation time or a field value.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.