Connect PayPro to Modern Treasury

Both apps 24PayPro 10Modern Treasury 14

• Trigger
  New Sale

  Triggered when a new sale is made, meaning a payment on the PayPro account has been paid.

• Action
  Add customer

  Creates a new customer in PayPro with optional contact, address and company details, and returns the new customer's id.

• Action
  Add payment

  Creates a new payment and returns its id, state and the checkout link to send your customer to.

• Action
  Add refund

  Creates a full or partial refund for a PayPro payment, returning the amount back to the customer from your PayPro balance.

• Action
  Get customer

  Returns a single PayPro customer by id, including contact details, company details and address. An error occurs if the customer is not found.

• Action
  Get payment

  Returns a single payment by its id, including its amount, state, pay method, metadata and related records. An error occurs if the payment is not found.

• Action
  List customers

  Returns all customers created for your PayPro account, most recent first.

• Action
  List payments

  Returns the payments created on the PayPro account, most recent first.

• Action
  List payouts

  Returns the payouts created on your PayPro account, most recent first, optionally limited to a creation date range.

• Action
  List subscriptions

  Returns the subscriptions created for your PayPro account, most recent first.

• 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.