What actions can I run in Versapay?

37 actions are available, including "Find an Application Token", "Get a Gift Card Balance", and "Get a Monthly Statement PDF", 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.

Versapay Integrations

Accounts receivable and payment portal for B2B invoicing and cash application. When Versapay posts a transaction, update records or alert finance automatically.

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Watch Daily Batch DepositsTriggers when a daily batch deposit is recorded.
Watch Daily Transaction ExpectationsTriggers when daily transaction expectations are set or updated.
Watch DisputesTriggers when a dispute occurs in the system.
Watch Monthly StatementsTriggers when a new monthly statement is available.
Watch Open InvoicesTriggers when an open invoice is detected.
Watch OrdersTriggers when a new order is placed.
Watch Payment AllocationsTriggers when a new payment allocation is recorded.
Watch PaymentsTriggers when a payment is received.
Watch Published OrdersTriggers when published orders are created or updated.
Watch Recent InvoicesTriggers when a recent invoice is created or updated.
Find an Application TokenFinds the application token of an existing application.
Get a Gift Card BalanceRetrieves a gift card balance.
Get a Monthly Statement PDFRetrieves a monthly statement PDF from the service.
Get an InvoiceRetrieves an invoice.
Get an OrderRetrieves an order.
Get a PaymentRetrieves a payment.
Get Application StatusRetrieves the status of an application.
Get a TransactionRetrieves a transaction from the service.
List CommentsRetrieves customer and invoice comments.
List Daily Batch DepositsRetrieves daily batch deposits.
List Daily Transaction ExceptionsRetrieves daily transaction exceptions.
List DisputesRetrieves open and closed disputes.
List Monthly StatementsRetrieves monthly statements.
List Open InvoicesRetrieves a list of open invoices.
List OrdersRetrieves data for all orders from the service and allows fetching multiple results.
List Payment AllocationsRetrieves payment allocations from the system.
List PaymentsRetrieves a list of payments.
List Published OrdersRetrieves a list of published orders from the system.
List Recently Updated InvoicesRetrieves invoices that were recently updated.
List Recently Updated PaymentsRetrieves payments that were recently updated.
Retrieve Rates and TermsRetrieves rates and terms for merchant services.
Activate or Load a Gift CardActivates and/or loads a gift card balance.
Add an Invoice AttachmentAdds an attachment to an invoice.
Capture a TransactionCaptures an authorized transaction.
Create an ApplicationCreates a new merchant application.
Create an Authorization TransactionCreates an authorization transaction for a payment.
Create an OrderCreates an order in the system.
Create a PaymentCreates a payment within the specified account.
Create a Return Credit TransactionProcesses an unlinked return or refund.
Create a Return Refund TransactionProcesses a linked return or refund.
Create a Sale TransactionProcesses a sale or purchase transaction.
Create or Update an InvoiceCreates a new invoice or updates an existing one in the system.
Make an API CallPerforms an arbitrary authorized API call.
Record a Completed Application StepRecords a completed step of a merchant application.
Update an OrderUpdates an order with new information.
Verify a TransactionVerifies a transaction to ensure its authenticity.
Void a TransactionVoids a linked return or refund.

When to use Versapay

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

Trigger workflows automatically when "Watch Daily Batch Deposits" fires in Versapay — start multi-step automations without polling or manual checks.
Use "Get a Gift Card Balance" as an automated action in Versapay so records stay consistent whenever something changes elsewhere in your stack.
Layer "Watch Disputes" from Versapay with filters, transforms, and AI steps to build automations that match your exact business logic.

Use in workflow automation

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

Add Create an Authorization Transaction 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 47 ready-made steps for finance work, and every run records what went in and what came back.

Versapay workflow on the canvas: Watch Daily Transaction Expectations then Create an Authorization Transaction

Frequently asked questions

Common questions about automating Versapay in your workflows.

Versapay has 10 triggers, including "Watch Daily Batch Deposits", "Watch Daily Transaction Expectations", and "Watch Disputes", and more. Use them to start workflows the moment Versapay events fire — no polling required.

Use in workflow automation

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

Add Create an Authorization Transaction 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 47 ready-made steps for finance work, and every run records what went in and what came back.

Versapay Integrations

When to use Versapay

Use in workflow automation

Frequently asked questions

Versapay Integrations

When to use Versapay

Connect Versapay to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Versapay to any app in workflows

Connect Versapay to any app in workflows

Connect Versapay to any app in workflows

Versapay Integrations

Versapay triggers and actions

When to use Versapay

Use in workflow automation

Frequently asked questions

What triggers does Versapay support?

What actions can I run in Versapay?

Do I need to write code to automate this?

Is the integration secure?

Versapay Integrations

Versapay triggers and actions

When to use Versapay

Connect Versapay to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Versapay support?

What actions can I run in Versapay?

Do I need to write code to automate this?

Is the integration secure?

Connect Versapay to any app in workflows

Connect Versapay to any app in workflows

Connect Versapay to any app in workflows