What do you want to automate with Modern Treasury?
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Overview#
Modern Treasury is a powerful platform for payment operations, allowing businesses to manage payments, banking, and reconciliation easily. Through its API, you can initiate transfers, update transactions, reconcile accounts, and automate workflows related to financial transactions. Pipedream, as a serverless integration and compute platform, empowers you to connect Modern Treasury with countless other apps to create custom automation workflows, trigger actions based on payment events, and synchronize financial data across your business systems.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
modern_treasury: {
type: "app",
app: "modern_treasury",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.moderntreasury.com/api/api_keys/current`,
auth: {
username: `${this.modern_treasury.$auth.organization_id}`,
password: `${this.modern_treasury.$auth.api_key}`,
},
})
},
})
Example Use Cases#
Automated Payment Reconciliation: When payments are processed via Modern Treasury, trigger a workflow on Pipedream that cross-references the payment data with your accounting software (like QuickBooks or Xero). If the payment matches an invoice, mark it as paid automatically, and if not, send an alert to your finance team.
Customer Refund Process: Set up a Pipedream workflow that listens for refund requests from a customer support platform (like Zendesk or Intercom). Upon receiving a request, automatically process the refund through Modern Treasury and log the refund details in a Google Sheet or your CRM for record-keeping and further analysis.
Real-time Financial Reporting: Configure a Pipedream workflow that triggers on a scheduled basis or in response to specific events, such as a large transaction. The workflow retrieves transaction data from Modern Treasury, aggregates and formats the data, and then pushes it to a business intelligence tool like Tableau or Google Data Studio for real-time financial reporting and visualization.
Authentication#
Name Slug: modern_treasuryModern Treasury uses API keys for authentication. When you connect your Modern Treasury account, Pipedream securely stores the keys so you can easily authenticate to Modern Treasury APIs in both code and no-code steps.
You can retrieve your production and sandbox API keys from the API keys page
Trusted by 1,000,000+ developers from startups to Fortune 500 companies