Finix for Workflows

Simplify Payments and Power Your Agency

Finix for Workflows is the ultimate payment processing solution tailored to your agency’s needs. Seamlessly integrated into your ecosystem, Finix provides efficient, secure, and transparent payment management, so you can focus on growing your business without worrying about financial complexities.

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Effortless Payment

Transaction Insights

Security Compliance

Payment Management

Detailed Information

Actions

Create an Authorization

This action allows you to create an authorization for a payment. When you need to process payments or verify a transaction.

List Authorization

This action allows you to retrieve a list of authorizations that have been created. You can use this action to view previously authorized transactions.

Fetch an Authorization

This action allows you to retrieve detailed information about a specific authorization by using its unique identifier.

Capture an Authorization

This action allows you to capture funds for a previously authorized transaction.

Complete a Compliance Form

This action allows you to complete a compliance form required for your payment processing or financial activities.

List Compliance Forms

This action allows you to retrieve a list of all available compliance forms within your system.

Detailed Information

Use Cases

Automate Client Payments with Confidence

Use the Process Payment action to charge clients directly from within your workflow—ideal for monthly retainers, one-time project fees, or milestone-based billing.

Monitor Cash Flow in Real Time

Leverage the Get Transaction action to fetch live payment status updates, giving your finance team instant access to successful, pending,

Analyze Payment Trends Instantly

Utilize the Get Transactions List action to pull detailed payment histories, helping you create reports for accounting, spot patterns, or measure client payment .

Keep Payment Records Organized

With the Get Payment Instrument action, retrieve and verify saved payment methods for recurring clients—ensuring smoother transactions without repeated manual entries.

Finix For Workflows

Why Choose Finix for Workflows?

Dedicated Support
Our expert support team is ready to help you integrate Finix seamlessly, ensuring you get the most out of its powerful features.
Comprehensive Training Resources
Gain access to training materials and resources to quickly onboard your team and optimize their use of Finix.

Apps Installation and Integration

Custom Actions

Create an Authorize

List Authorization

Fetch an Authorization

Capture an Authorize

Complete Compliance

List Compliance

List Devices

Fetch a Device

Update Devices

Check Device

List Devices Metrics

List Disputes

Fetch a Dispute

List Dispute Evidence

Fetch Dispute

Fetch Dispute Adjust

Accept a Dispute

Download Dispute

List Fees

Fetch a Fee

List Fee Profiles

Fetch a Fee Profile

Upload Files Dispute

Create a file

Fetch a File

Fetch an External Link

List Identities

Fetch an Identity

Update an Identity

Custom Triggers

Contact Created

Subscribed Contact

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