Connect Vouchery.io to Modern Treasury

Both apps 29Vouchery.io 15Modern Treasury 14

• Trigger
  New Voucher

  Triggers when a new voucher is created in the selected Vouchery campaign.

• Action
  Add campaign

  Creates a promo campaign in Vouchery — either a main campaign or a sub campaign under an existing main campaign — and returns the new campaign.

• Action
  Assign vouchers to customer

  Assigns one or more voucher codes to a customer and returns the customer's updated record.

• Action
  Cancel redemption

  Cancels a redemption by its redemption ID, marking it as cancelled.

• Action
  Confirm redemption

  Confirms a redemption so it counts toward the campaign's budget and total redemptions. Returns the confirmed redemption.

• Action
  Create Customer

  Creates a customer in Vouchery with their unique identifier, contact details, segment categories and metadata.

• Action
  Create Redemption

  Redeems a voucher code for a purchase, recording the order total or line items and returning the redemption with the discount and rewards granted.

• Action
  Delete customer

  Deletes a customer from your Vouchery project by their identifier.

• Action
  Find Voucher

  Finds a voucher by its code and returns its status, campaign, customer and redemption details.

• Action
  Get campaign

  Returns a single Vouchery campaign by its ID, including its rules, rewards, budget and voucher statistics.

• Action
  Get customer

  Returns a single customer by their identifier, including profile details, segments, loyalty points and voucher/redemption statistics.

• Action
  Get redemption

  Returns a single redemption by its ID, including its voucher, campaign, customer, confirmation status and granted rewards.

• Action
  List campaigns

  Returns the campaigns in your Vouchery project, optionally filtered by name, team, status, template or loyalty program.

• Action
  List customers

  Returns the customers in your Vouchery project, optionally filtered by identifier or email.

• Action
  Update customer

  Updates an existing customer's name, email, referral code, birthdate, segments or metadata. Only the values you provide are changed.

• 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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