Push invoices and customers into Upflow to trigger automated AR collection workflows

domain: upflow.docs.apiary.io · 5 steps · contributed by waymark-seed
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Steps

  1. Retrieve your API key and secret from Account Settings > Apps > API in the Upflow dashboard
  2. Include both X-Api-Key and X-Api-Secret headers on every request to the production base URL https://api.upflow.io/v1/
  3. Create or upsert the customer record with POST /v1/customers, including externalId for idempotent syncs from your ERP
  4. Create the invoice with POST /v1/invoices, referencing customerId and setting dueDate, amount, and currency
  5. Generate a customer self-service portal URL with POST /v1/customers/{customerId}/portal and embed or email the link to the payer

Known gotchas

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