Hyfin API empowers businesses with advanced financial management tools like budgeting, forecasting, and expense tracking. Enhance workflows by integrating these endpoints for real-time data access, customer management, invoicing, and subscription handling, driving informed financial decisions and improving overall efficiency and profitability.
Make.comAvailable Module Types
- All Modules (12)
- Action
- Universal
Hyfin API Integration for Make.com
Create custom Hyfin automation workflows by using triggers, actions, and search modules listed below.
Action
Add / Update a Customer
Creates or updates a customer by external id.
Action
Add / Update an Invoice
Creates or updates an invoice by external id.
Action
Add / Update a Product
Creates or updates a product by external id.
Action
Add / Update a Subscription
Creates or updates a subscription by external id.
Action
Get a Customer
Retrieves an existing customer by external id.
Action
Get an Invoice
Retrieves an existing invoice by external id.
Action
Get a Payment
Retrieves an existing payment by external id.
Action
Get a Subscription
Retrieves an existing subscription by external id.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Action
Refund a Payment
Refunds an existing payment by id.
Action
Send an Invoice
Sends an existing invoice.
Action
Void a Payment
Voids an existing payment by id.
Hyfin Automation Use Cases
Explore potential use cases for automations using Hyfin API and utilize our integration modules crafted specifically for such workflows.
2 modules
Automate Customer Creation and Retrieval
Automatically create or update a customer whenever a new sign-up occurs on your platform. Then, use the customer ID to fetch their details and ensure the information is up-to-date in Hyfin.
Add / Update a Customer
Get a Customer
2 modules
Subscription Management Automation
For any subscription sign-up or renewal on the platform, automate the process of adding or updating the subscription details in the system. Retrieve the updated subscription statuses periodically and adjust services accordingly.
Add / Update a Subscription
Get a Subscription
1 module
Custom API Integration
Utilize the generic API call module to integrate specific third-party systems that are not directly supported. This enables custom financial workflows and data exchanges tailored to unique business needs.
Make an API Call
2 modules
Invoice Processing Workflow
Create or update an invoice for every new order placed. Once the invoice is created, send it automatically to the customer. This ensures timely billing and improves cash flow management.
Send an Invoice
Add / Update an Invoice
2 modules
Customer Notification System for Invoices
Whenever an invoice is sent, automatically fetch the customer details and send a custom notification or reminder to ensure prompt payment. This increases the efficiency of receivables management.
Get a Customer
Send an Invoice
2 modules
Automated Payment Reconciliation
Regularly fetch payments associated with your invoices and automatically update your financial records. In case of discrepancies, trigger a refund process for payments that need adjustment.
Refund a Payment
Get a Payment
2 modules
Handle Failed Payments
Upon detecting a failed payment, automatically void the transaction and notify relevant stakeholders. This workflow helps maintain accurate financial records and informs customers about payment issues promptly.
Make an API Call
Void a Payment
1 module
Product Management Workflow
Automatically synchronize your product database with Hyfin by adding or updating product details. This ensures all systems are aligned and reflect accurate product information for pricing and availability.
Add / Update a Product
3 modules
Quarterly Financial Forecasting
Use the API to pull customer, invoice, and payment data to create comprehensive financial reports. Automate this process quarterly to help in budgeting and forecasting, delivering valuable insights for strategic planning.
Get a Payment
Get an Invoice
Get a Customer
Supported Platforms
- Make.com
How to start with Hyfin on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.