What actions can I run in Plastiq?

26 actions are available, including "Get a Payer", "Get a Payment", and "Get a Payment Intent", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Plastiq Integrations

B2B card payments for invoices and supplier payouts. Sync Plastiq invoices, payments, and ledgers with CRM, billing, and ops tools.

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

Watch PaymentsTriggers when a new payment is received.
Watch RecipientsTriggers when there is a new recipient to be monitored.
Get a PayerRetrieves information about a payer from the service.
Get a PaymentRetrieves a single payment from the service.
Get a Payment IntentRetrieves a single payment intent by its ID.
Get a Payment MethodRetrieves a payment method from the service.
Get a RecipientRetrieves information for a specified recipient.
Get Biller DetailsRetrieves details of a specific biller using their unique identifier.
List CategoriesRetrieves a paginated list of categories by query parameters.
List Payment MethodsRetrieves a paginated list of payment methods by query parameters.
List PaymentsRetrieves a paginated list of payments based on query parameters.
List RecipientsRetrieves a paginated list of recipients using query parameters.
List Webhook NotificationsRetrieves a paginated list of webhook notifications by query parameters.
Search BillersRetrieves a list of billers based on specified criteria.
Create a Client SecretCreates a client secret for use with Connect Workflows.
Create a PayerCreates a new payer in the system.
Create a Payment from a Payment IntentCreates a payment based on a specified payment intent.
Create a Payment IntentCreates a payment intent for a specified amount and currency.
Create a Payment MethodCreates a payment method in the service.
Create a RecipientCreates a new payment recipient.
Create a Single-Use Client SecretCreates a single-use client secret for authorization purposes.
Make an API CallMakes an arbitrary API call.
Refund or Cancel a PaymentRefunds or cancels an existing payment.
Update a PayerUpdates a payer's information in the system.
Update a Payment IntentUpdates a payment intent with new information or changes in details.
Update a Payment MethodUpdates a payment method on a user's account.
Update a RecipientUpdates a recipient in the system with new data.
Upload a DocumentUploads a document to the specified platform or service.

When to use Plastiq

Common scenarios where Plastiq automation saves time and reduces manual work.

Use Plastiq's "Watch Payments" trigger to react the instant an event occurs and push data into connected tools.
Automate "Get a Payment" in Plastiq as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Include "Get a Payer" from Plastiq in larger multi-tool workflows to move data end-to-end without hand-offs.

Use in workflow automation

Start from Plastiq’s Watch Payments trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Payment from a Payment Intent as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 28 ready-made steps for finance work, and every run records what went in and what came back.

Plastiq workflow on the canvas: Watch Payments then Create a Payment from a Payment Intent

Frequently asked questions

Common questions about automating Plastiq in your workflows.

Plastiq has 2 triggers, including "Watch Payments" and "Watch Recipients". Use them to start workflows the moment Plastiq events fire — no polling required.

Use in workflow automation

Start from Plastiq’s Watch Payments trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Payment from a Payment Intent as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 28 ready-made steps for finance work, and every run records what went in and what came back.

Plastiq Integrations

When to use Plastiq

Use in workflow automation

Frequently asked questions

Plastiq Integrations

When to use Plastiq

Connect Plastiq to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Plastiq to any app in workflows

Connect Plastiq to any app in workflows

Connect Plastiq to any app in workflows

Plastiq Integrations

Plastiq triggers and actions

When to use Plastiq

Use in workflow automation

Frequently asked questions

What triggers does Plastiq support?

What actions can I run in Plastiq?

Do I need to write code to automate this?

Is the integration secure?

Plastiq Integrations

Plastiq triggers and actions

When to use Plastiq

Connect Plastiq to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Plastiq support?

What actions can I run in Plastiq?

Do I need to write code to automate this?

Is the integration secure?

Connect Plastiq to any app in workflows

Connect Plastiq to any app in workflows

Connect Plastiq to any app in workflows