Connect Typeform to Modern Treasury

Both apps 35Typeform 21Modern Treasury 14

• Trigger
  New Form Response

  Polling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token.

• Action
  Create Form

  Create a new form. Provide the full form definition object (title, fields, etc.).

• Action
  Create or Update Webhook

  Create or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl.

• Action
  Create Theme

  Create a new theme (name, colors, font, etc.).

• Action
  Create Workspace

  Create a new workspace with the given name.

• Action
  Delete Form

  Permanently delete a form by its form ID.

• Action
  Delete Theme

  Delete a theme by its ID.

• Action
  Delete Webhook

  Delete a webhook from a form by its tag.

• Action
  Delete Workspace

  Delete a workspace by ID.

• Action
  Get Account

  Retrieve the authenticated user's account/profile (/me).

• Action
  Get Form

  Retrieve a single form definition by its form ID.

• Action
  Get Theme

  Retrieve a single theme by its ID.

• Action
  Get Webhook

  Retrieve a single webhook on a form by its tag.

• Action
  Get Workspace

  Retrieve a single workspace by ID.

• Action
  List Forms

  Retrieve all forms in your Typeform account (paginated).

• Action
  List Images

  Retrieve all images in your account image library.

• Action
  List Responses

  Retrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size).

• Action
  List Themes

  Retrieve all themes in your account (paginated).

• Action
  List Webhooks

  List all webhooks configured on a form.

• Action
  List Workspaces

  Retrieve all workspaces in your account (paginated).

• Action
  Update Form

  Replace an existing form definition (full PUT) by form ID.

• 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.