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TrueLayer AI Voice Call Automation

Connect TrueLayer to AI voice agents that handle payment updates, mandate follow-ups, and account status calls automatically. Turn banking workflows into faster conversations and cleaner operations.

Payment processing
39 Actions
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Automate payment follow-up with smarter phone integration
Payment Calls

Automate payment follow-up with smarter phone integration

Use AI voice agents to check payment status, confirm refunds, and keep customers updated after a TrueLayer payment is created or reviewed.
Pair financial updates with appointment booking or route high-value conversations into your AI call center automation workflows.

  • 40% faster payment follow-up
  • 24/7 automated status calls
Reduce missed approvals using AI call automation
Mandate Flow

Reduce missed approvals using AI call automation

Have your AI agent guide customers through mandate-related steps, from consent confirmation to provider selection and authorization flow reminders.
This helps teams reduce drop-off while connecting finance conversations with an AI answering service or a branded white-label platform.

  • 35% fewer approval drop-offs
  • 3x faster mandate completion
Scale collections and payouts with an AI auto dialer
Payout Ops

Scale collections and payouts with an AI auto dialer

Use TrueLayer data to trigger outbound calls for payout confirmations, refund updates, merchant account checks, and payment link reminders without manual chasing.
It is a practical way to combine payment processing with AI cold calling and multilingual outreach across supported languages.

  • 60% less manual calling
  • Up to 2x agent productivity

Available Actions

Powerful actions you can trigger with TrueLayer to automate your workflows

Get payout

Returns payout details.

Configuration Fields:
ID of the payout Required SHORT_TEXT

Get Mandate

Returns a mandate with the stated ID. This endpoint can be called either by the regular `backend token` or the `mandate token` for that mandate.

Configuration Fields:
Mandate ID Required SHORT_TEXT

The ID of the mandate to retrieve.

Get Payment

Returns payment details. This API can be called using either the `resource_token` associated with the payment or a backend bearer token.

Configuration Fields:
Payment ID Required SHORT_TEXT

The ID of the payment to retrieve.

Submit Form

Submit form details filled by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Configuration Fields:
Payment ID Required SHORT_TEXT

The ID of the payment for which the form is being submitted.

List Mandates

List all the mandates associated with the client. This API must be called using a backend bearer token.

Configuration Fields:
Limit SHORT_TEXT

Optional limit on the number of mandates to return.

Cursor SHORT_TEXT

Optional cursor for pagination.

User ID SHORT_TEXT

Optional ID of the user whose mandates you want to list.

Create payout

Pay out from one of your merchant accounts.

Configuration Fields:
Used for request signature verification Required SHORT_TEXT
Used to ensure idempotent requests Required SHORT_TEXT

Cancel Payment

Cancel a payment. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Configuration Fields:
Payment ID Required SHORT_TEXT

The ID of the payment to cancel.

Create Mandate

Create a new mandate. This API must be called using a backend bearer token.

Configuration Fields:
Signature Header SHORT_TEXT

Used for request signature verification

Idempotency Key Header SHORT_TEXT

Used to ensure idempotent requests

Create Payment

Create a new payment. This API must be called using a backend bearer token.

Configuration Fields:
Signature Header Required SHORT_TEXT

Header containing the signature of the request payload for authentication purposes.

PSU IP Address SHORT_TEXT

Used to collect and record the end-user's IP address. Only considered if the authorization_flow object in the request body is specified.

Idempotency Key Required SHORT_TEXT

A key that uniquely identifies the request. If the same key is sent in another request, the operation will have the same result as the first request.

Device User Agent SHORT_TEXT

Used to improve the end-user's authentication experience based on the device type. If omitted, the `User-Agent` header will be used instead. Only considered if the authorization_flow object in the request body is specified.

Revoke Mandate

Revoke a mandate. This API must be called using a backend bearer token.

Configuration Fields:
Mandate ID Required SHORT_TEXT

The ID of the mandate to revoke.

Submit Consent

Submit the consent given by the user. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Configuration Fields:
Payment ID Required SHORT_TEXT

The ID of the payment for which consent is being submitted.

Custom API Call

Make a custom API call to a specific endpoint

Configuration Fields:
Required DYNAMIC
Body JSON
Method Required STATIC_DROPDOWN
Headers Required OBJECT

Authorization headers are injected automatically from your connection.

Timeout (in seconds) NUMBER
No Error on Failure CHECKBOX
Query Parameters Required OBJECT

Get Mandate Constraints

Retrieve the constraints defined on the mandate, as well as the current utilization of those constraints within the periods.

Configuration Fields:
Mandate ID Required SHORT_TEXT

The ID of the mandate to retrieve the constraints for.

Get Payment Link

Retrieves payment link details. This API must be called using a backend bearer token.

Configuration Fields:
Payment Link ID Required SHORT_TEXT

The ID of the payment link to retrieve.

Get Payment Refund

Returns refund details for a specific payment.

Configuration Fields:
Refund ID Required SHORT_TEXT

The ID of the refund to retrieve details for.

Payment ID Required SHORT_TEXT

The ID of the payment for which the refund was made.

Create Payment Link

Create a new payment link. This API must be called using a backend bearer token.

Configuration Fields:
Signature Header SHORT_TEXT

Used for request signature verification.

Idempotency Key Header SHORT_TEXT

Used to ensure idempotent requests.

Get Payment Refunds

Returns all refunds of a payment.

Configuration Fields:
Payment ID Required SHORT_TEXT

The ID of the merchant account payment to retrieve all refunds for.

Get Payment Provider

Returns payment provider details. This API can be called without the need for authentication.

Configuration Fields:
Payment Provider ID Required SHORT_TEXT

The ID of the payment provider to retrieve details for.

Client ID SHORT_TEXT

Optional client ID to retrieve specific provider details.

Icon Type SHORT_TEXT

Optional configuration for the type of icon: - `default`: Default icon with no background (SVG). - `extended`: Extended to a square with an appropriate background color (SVG). - `extended_small`: Extended icon with 192x192 px size (JPEG). - `extended_medium`: Extended icon with 432x432 px size (JPEG). - `extended_large`: Extended icon jpeg with 864x864 px size (JPEG).

Confirm Mandate Funds

Confirm that the PSU has the given funds. This API can be called using the mandate_token associated with the mandate or using a backend bearer token.

Configuration Fields:
Mandate ID Required SHORT_TEXT

ID of the Mandate to be confirmed.

Currency Required SHORT_TEXT

Currency code (e.g., GBP, EUR).

Amount in Minor Units Required SHORT_TEXT

A "cent" value representing the amount. For example, 100 == 1 GBP.

Create Payment Refund

Refund a merchant account payment, either fully or partially.

Configuration Fields:
Payment ID Required SHORT_TEXT

The payment ID for the payment to be fully or partially refunded.

Amount in Minor Units SHORT_TEXT

The amount to refund, expressed in minor units (e.g., 100 means 1 GBP).

Get Merchant Account

Get the details of a single merchant account.

Configuration Fields:
Merchant Account ID Required SHORT_TEXT

The ID of the merchant account to be retrieved.

Submit consent

Submit the consent given by the user. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

Configuration Fields:
Mandate ID Required SHORT_TEXT

The ID of the mandate for which consent is being submitted.

List Merchant Accounts

List all your TrueLayer merchant accounts. There might be more than one account per currency.

No additional configuration required

Submit Scheme Selection

Submit the scheme details selected by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Configuration Fields:
Payment ID Required SHORT_TEXT

The ID of the payment for which the scheme details are being submitted.

Search Payment Providers

Returns a list of payment providers.

No additional configuration required

Get Payments

List all the payments associated with the payment link. This API must be called using a backend bearer token.

Configuration Fields:
Payment Link ID Required SHORT_TEXT

The ID of the payment link for which payments are being retrieved.

Limit SHORT_TEXT

Optional limit on the number of payments to return.

Cursor SHORT_TEXT

Cursor used for pagination purposes, returned as `next_cursor` in the response payload of the initial request. Not required for the first page of items.

Save Payment Account

Save the account details associated with a payment for subsequent re-use. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Configuration Fields:
Payment ID Required SHORT_TEXT

The ID of the payment to save the account details for.

Submit Provider Selection

Submit the provider details selected by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Configuration Fields:
Payment ID Required SHORT_TEXT

The ID of the payment for which provider selection is being submitted.

Get Sweeping Settings

Get the automatic sweeping settings for a merchant account.

Configuration Fields:
Merchant Account ID Required SHORT_TEXT

The ID of the merchant account to fetch the sweeping settings for.

Submit User Account Selection

Submit the user account selection option given by the user. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Configuration Fields:
Payment ID Required SHORT_TEXT

The ID of the payment for which the user account selection is being submitted.

Set Up or Update Sweeping

Set the automatic sweeping settings for a merchant account. At regular intervals, any available balance in excess of the configured `max_amount_in_minor` is withdrawn to a pre-configured IBAN.

Configuration Fields:
Merchant Account ID Required SHORT_TEXT

The ID of the merchant account to set or update sweeping settings for.

IBAN Required SHORT_TEXT

The IBAN to which sweeping funds will be transferred.

Sweeping Frequency Required SHORT_TEXT

The frequency of the sweeping operation (e.g., daily, weekly).

Max Amount in Minor Units Required SHORT_TEXT

The amount above which sweeping will occur, expressed in minor units (e.g., 100 means 1 GBP).

Start authorization flow

Start the authorization flow for a payout. This API can be called using the `resource_token` associated with the payout you are trying to fetch.

Configuration Fields:
ID of the payout Required SHORT_TEXT

Start Authorization Flow

Start the authorization flow for a mandate. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

Configuration Fields:
Mandate ID Required SHORT_TEXT

The ID of the mandate to start the authorization flow for.

Start Payment Authorization Flow

Start the authorization flow for a payment. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Configuration Fields:
Payment ID Required SHORT_TEXT

The ID of the payment for which to start the authorization flow.

Disable Sweeping

Disable automatic sweeping for a merchant account.

Configuration Fields:
Merchant Account ID Required SHORT_TEXT

The ID of the merchant account to disable sweeping for.

Get Transactions

Get the transactions of a single merchant account. If pagination is missing, add a header `tl-enable-pagination: true` to enable pagination.

Configuration Fields:
Merchant Account ID Required SHORT_TEXT

The ID of the merchant account to return the transactions for.

End Timestamp Required SHORT_TEXT

Timestamp for the end of the range to query (inclusive). Uses the ISO-8601 format of YYYY-MM-DDTHH:MM:SS±HHMM.

Start Timestamp Required SHORT_TEXT

Timestamp for the start of the range to query (inclusive). Uses the ISO-8601 format of YYYY-MM-DDTHH:MM:SS±HHMM.

Transaction Type SHORT_TEXT

Filters transactions by payments or payouts. If omitted, both are returned.

Cursor SHORT_TEXT

Cursor used for pagination purposes, returned as `next_cursor` in the response payload of the initial request. Not required for the first page.

Submit provider selection

Submit the provider details selected by the PSU. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

Configuration Fields:
Mandate ID Required SHORT_TEXT

The ID of the mandate for which provider selection is being submitted.

Get Payment Sources

Get the payment sources from which the merchant account has received payments.

Configuration Fields:
Merchant Account ID Required SHORT_TEXT

The ID of the merchant account into which payments were made.

User ID Required SHORT_TEXT

The ID of the user whose payment sources are being retrieved.

Submit payments return parameters

Submit direct return query and fragment parameters returned from the provider.

Configuration Fields:
Idempotency Key Header SHORT_TEXT

Used to ensure idempotent requests

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Examples of automation flows

Real-world examples of how businesses use TrueLayer integration to automate workflows

Payment status callback automation

Your AI agent checks a payment with Get Payment and calls the customer with the latest update. This reduces inbound payment queries and speeds up resolution.

Mandate approval reminder calls

When a mandate is created, the voice agent follows up to explain next steps and prompt completion. This helps recover stalled authorization journeys before they go cold.

Refund update voice notifications

After Create Payment Refund, the agent can share refund progress using Get Payment Refund or Get Payment Refunds. Customers stay informed without waiting for a support reply.

Payment link recovery outreach

Your team creates a payment link and the AI caller reminds the customer to complete it. This improves conversion on outstanding payments with less manual effort.

Merchant account balance operations

The assistant checks merchant accounts, transactions, and sweeping settings before placing a finance ops call. Staff get accurate account context without opening multiple tools.

Payout authorization follow-up

When a payout needs authorization, the AI voice agent contacts the right person and confirms action is required. This helps finance teams move funds faster and reduce delays.

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Frequently Asked Questions 👍

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A TrueLayer phone integration connects your payment and open banking workflows to AI voice agents. Your assistant can use payment, mandate, payout, and merchant account data to place or handle calls with accurate context.

A TrueLayer auto dialer can automatically call customers about payment links, refunds, mandate approvals, or payout updates. This cuts manual follow-up work and helps teams respond faster at scale.

Yes. You can build AI dialer workflows around actions like Create Payment, Get Payment, Create Mandate, Revoke Mandate, and Start Payment Authorization Flow. That gives your voice agent the data it needs to handle reminders, confirmations, and escalation calls.

TrueLayer phone automation can handle outbound status calls, inbound payment support, refund updates, and authorization reminders. It helps standardize repetitive conversations while keeping each call tied to real financial records.

Yes. TrueLayer call automation is useful anywhere you need timely outreach tied to payment activity, mandates, or payout actions. It works especially well for collections, customer support, finance ops, and reminder campaigns.

A TrueLayer voice agent gives callers instant, up-to-date answers based on payment and banking actions in your workflow. Instead of waiting for a human agent, customers get fast responses and clear next steps over the phone.

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