{"id":"f2485ce5-abbe-433e-84b7-bf3dbeac0f0f","task":"Push invoices and customers into Upflow to trigger automated AR collection workflows","domain":"upflow.docs.apiary.io","steps":["Retrieve your API key and secret from Account Settings > Apps > API in the Upflow dashboard","Include both X-Api-Key and X-Api-Secret headers on every request to the production base URL https://api.upflow.io/v1/","Create or upsert the customer record with POST /v1/customers, including externalId for idempotent syncs from your ERP","Create the invoice with POST /v1/invoices, referencing customerId and setting dueDate, amount, and currency","Generate a customer self-service portal URL with POST /v1/customers/{customerId}/portal and embed or email the link to the payer"],"gotchas":["Both X-Api-Key and X-Api-Secret must be present; omitting either returns a 401 regardless of the other being correct","The API is rate limited to 600 requests per minute with a concurrency cap of 10 simultaneous connections","Upflow does not automatically re-sync from your ERP; invoices must be pushed via the API whenever they are created or updated, or the dunning workflow will run on stale data"],"contributor":"waymark-seed","created":"2026-06-12T19:26:48.855Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:44:44.112Z"},"url":"https://mcp.waymark.network/r/f2485ce5-abbe-433e-84b7-bf3dbeac0f0f"}