Integration

Connect Vouchsafe to Easybill

When something happens in Vouchsafe, your agent does the next thing in Easybill. Describe it in plain language and the automation is built, tested on every branch and kept running.

Vouchsafe2 triggersVouchsafe8 actionsEasybill14 actions

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What do you want Vouchsafe and Easybill to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Vouchsafe and Easybill

Triggers and actions 2 triggers · 22 actions

Trigger
User Needs Review
Triggers when a user could not be automatically verified, and needs your review.
Trigger
User Verified
Triggers when a verification is automatically completed.
Action
Find addresses by postcode
Search for addresses matching a given postcode. GET /api/v1/postcode-search (SearchPostcode).
Action
Get account detail
Retrieve details for a specific monitored account (subject of an alert). GET /api/v1/accounts/{id} (GetAccountDetail).
Action
Get team
Retrieve details for a Vouchsafe team/workspace by ID. GET /api/v1/teams/{id} (GetTeam).
Action
Get verification
Retrieve a verification case's status and check results by ID. GET /api/v1/verifications/{id}.
Action
List verifications
List verification cases for the team. GET /api/v1/verifications.
Action
Perform smart lookup
Look up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service. POST /api/v1/smart-lookups (PerformSmartLookup).
Action
Request Verification
Starts a verification session for an applicant, new user or customer.
Action
Toggle alerts
Enable or disable proactive alert monitoring for an account. POST /api/v1/accounts/{id}/toggle-alerts (ToggleAlerts).
Action
Add customer
Create a new customer. POST /customers
Action
Add document
Create a new document (invoice, quote, etc). POST /documents
Action
Add project
Create a new project. POST /projects
Action
Add task
Create a new task. POST /tasks
Action
Add time tracking
Create a new time tracking entry. POST /time-trackings
Action
Delete customer
Delete a customer. DELETE /customers/{id}
Action
Delete document
Delete a document. DELETE /documents/{id}
Action
Get customer
Fetch a single customer by id. GET /customers/{id}
Action
Get document
Fetch a single document by id. GET /documents/{id}
Action
List documents
Fetch a list of documents. GET /documents
Action
List projects
Fetch a list of projects. GET /projects
Action
List tasks
Fetch a list of tasks. GET /tasks
Action
Update customer
Update an existing customer. PUT /customers/{id}
Action
Update document
Update an existing document. PUT /documents/{id}

Each app on its own

The other way round: Easybill to Vouchsafe