Automation can make a huge difference in simplifying your work and saving you time. Our API connects you to over 2,000 global brands, and with existing tools like the Request Payment Transfer API endpoint, in combination with new developments like our Float Balance Alert Webhook, we’re helping you make things even easier when it comes to managing your floats. These tools are all about cutting down manual work, saving you time, and fitting effortlessly into the systems you already use. Here's how they can help streamline your workflow.
Simplify float management with the Request Payment Transfer API
For many, when it comes to topping up floats, creating payment transfer requests has become embedded into the standard routine. But as habitual as it may seem, did you know that you might be able to simplify this process and take some of that time back for yourself?
With our Request Payment Transfer API call, you can automate this whole process: Instead of manually filling out forms or wrestling with spreadsheets, Tillo’s Request Payment Transfer API call allows you to create payment transfer requests and even choose your own unique reference, ensuring accuracy and freeing up valuable time.
How does it work?
In a nutshell, this API call allows you to choose the amount, the currency and the float that you want to top up. This will show as pending on your account until funds are transferred. As soon as payment has been received, Tillo will match this and put the money on your float.
That’s it! No more logging in to create payment transfer requests manually in the Hub. Everything’s automated for you, letting you focus on what matters most.
More ways Tillo's Request Payment Transfer API can help
Here’s a quick rundown of additional features and types of automation that you could create to help optimise your float management:
- Automated Payment Transfer Requests: Schedule payment transfer requests to align with your float top-ups, ensuring funds are always where you need them.
- Float & Currency Flexibility: Specify the exact float and currency pair you need, and our system will ensure the transfer is processed correctly.
- Customisable Payment References: Track your transfers easily by either providing your own reference or letting Tillo generate one for you.
- Proforma Invoice Automation: Automatically update company details on invoices, saving time and reducing the risk of errors.
- Finance Email Routing: Send invoices directly to your finance team without any manual forwarding
Optimising float balance alerts with webhooks
Want to take your float management workflow to the next level? Tillo’s brand new Float Balance Alert Webhook alerts you whenever your float balance dips below a certain threshold. Instead of waiting around for an email alert, the webhook pushes that data directly to you, allowing you to take immediate action.
Webhooks work slightly differently from API endpoints by pushing data to you rather than pulling it. If you’re new to webhooks, check out our blog post to learn more about how they compare to API endpoints.
Why automation makes a real difference
You might be wondering: why should I automate my existing float management process? Here’s why automation — especially when supercharged with features like webhooks — can make a huge impact:
- Seamless Integration: The Request Payment Transfer API and Float Balance Alert Webhook integrate smoothly into your existing systems, reducing errors and speeding up processes. With real-time alerts, you can take immediate action when your float is low without having to constantly monitor it.
- Save Time and Cut Costs: Automating tasks like payment transfer requests and float management frees up your time for more strategic work. Plus, by eliminating the pains of manual errors and delays, automation ensures a more reliable, cost-effective workflow.
- Scalable and Adaptable: Whether you’re managing a single float or hundreds across various currencies, our flexible API and webhooks scale with your business. As your needs evolve, Tillo’s automation tools grow with you, giving you more control and efficiency at every stage.
Get started today
Getting started with our Request Payment Transfer API call is really simple! Check out our comprehensive API documentation, which covers everything you need to integrate seamlessly.
If you’re interested in getting up and running with our latest webhooks, you can reach out to our tech team (techteam@tillo.io) who will be happy to help you get set up and enable this feature for you.
And there’s more on the way - so stay tuned for upcoming features, including new webhooks, notifications and more!
