--- title: Fiserv by Maxmel Tech slug: fiserv-8miqgi description: How to integrate Fiserv with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_fiserv-community.png docTags: createdAt: 2025-11-21T22:11:05.517Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/fiserv-community.png" alt caption size="50" width="512" height="512"}

:inlineImage[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/JoAJhvSlBlBIvHteHmo_y-20251023-115411.jpeg" alt caption size="46" width="400" height="128"} | Fiserv provides payment and banking technology solutions for businesses and financial institutions. Integrating Fiserv with Make.com enables users to automate payment processing, transaction monitoring, and financial data synchronization between Fiserv and other business applications. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official Fiserv documentation. The content may still contain errors—please verify important information. If you have questions, contact [Fiserv](https://www.fiserv.com/en/about-fiserv/contact-us.html) directly. ::: # How to get support on Fiserv Fiserv is a community-developed application and is subjected to the developer's terms and conditions, which may include applicable fees. Make does not maintain or support this integration. For assistance, please https\://f.make.com/r/reachout?app\_name=Fiserv\&app\_slug=fiserv-community\&app\_unique\_id=fiserv-8miqgi. # Requirements To use the Fiserv app in Make, you must have an active account, [create your account on Fiserv.](https://fiserv.com) # App installation :::hint{type="info"} To install this app, you need Admin, Owner, or App Developer permissions. [Learn more about organization roles.](docId:-FOYcASPYP9uYKGm7LQPB) ::: ::::WorkflowBlock :::WorkflowBlockItem Go to the [Make integration page](https://www.make.com/en/integrations/fiserv-community/). ::: :::WorkflowBlockItem Click the **Install** button. ::: :::WorkflowBlockItem **Follow** the on-screen instructions to complete the setup. ::: :::: # Connect Fiserv and Make To get started, you must first create a connection between Fiserv and Make, allowing the two services to communicate. You can connect using the following method: API Key,Secret Key,Message Signature. ## API Key Instructions You need to retrieve your API Key and Secret Key from the Developer Portal. ::::WorkflowBlock :::WorkflowBlockItem Login to your platform using your credentials. ::: :::WorkflowBlockItem Navigate to the Developer Portal. ::: :::WorkflowBlockItem Go to the Apps screen within the Developer Portal. ::: :::WorkflowBlockItem Locate and retrieve your API Key from the Developer Portal. ::: :::WorkflowBlockItem Locate and retrieve your Secret Key from the same application as your API Key. ::: :::: ## Secret Key Instructions You need to retrieve your API Key and Secret Key from the Developer Portal. ::::WorkflowBlock :::WorkflowBlockItem Login to your platform using your credentials. ::: :::WorkflowBlockItem Navigate to the Developer Portal. ::: :::WorkflowBlockItem Go to the Apps screen within the Developer Portal. ::: :::WorkflowBlockItem Locate or create the application for which you need credentials. ::: :::WorkflowBlockItem Retrieve the API Key and Secret Key for your application from the Apps screen. ::: :::: ## Message Signature Instructions You need to retrieve your API Key and Secret Key from the Developer Portal. ::::WorkflowBlock :::WorkflowBlockItem Login to your platform using your credentials. ::: :::WorkflowBlockItem Navigate to the Developer Portal. ::: :::WorkflowBlockItem Locate the section for API Keys. ::: :::WorkflowBlockItem Retrieve your API Key. ::: :::WorkflowBlockItem Locate the section for Secret Keys within the same application as your API Key. ::: :::WorkflowBlockItem Retrieve your Secret Key. ::: :::: :::hint{type="info"} Some community developers require an additional specific **API Key**. Retrieve the required **API key **from the community developer's dashboard, generally found under **Settings/API. **For more info, please https\://f.make.com/r/reachout?app\_name=Fiserv\&app\_slug=fiserv-community\&app\_unique\_id=fiserv-8miqgi. ::: ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Fiserv module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *in the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your Fiserv account or follow the on-screen instructions to create the connection. You must also enter any required third-party API keys obtained earlier. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Fiserv modules After connecting to the Fiserv app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Cancel a Payment Schedule Cancels an existing payment schedule in the payment gateway you choose, stopping any future scheduled payments for that plan. ::: :::ExpandableHeading ### Create a Gateway Payment Schedule Sets up a detailed payment schedule in the payment gateway, allowing you to automate and manage future transactions according to your chosen timing and amounts. ::: :::ExpandableHeading ### Create a Payment Token Generates a secure payment token using the details from a payment card, making it easier and safer to process transactions without storing sensitive card information. ::: :::ExpandableHeading ### Create a Payment URL Generates a unique payment link that customers can use to securely complete their transactions online. ::: :::ExpandableHeading ### Delete a Payment Token Permanently removes a specific payment token from your system, ensuring it can no longer be used for future transactions. ::: :::ExpandableHeading ### Delete a Payment URL Permanently removes a specific payment URL from your system, ensuring it can no longer be accessed or used. ::: :::ExpandableHeading ### Generate Dynamic Currency Conversion Transactions Creates real-time currency conversion transactions, allowing financial services to automatically convert amounts between different currencies based on current exchange rates. ::: :::ExpandableHeading ### Generate a Primary Transaction Creates a main transaction record within the system, allowing you to initiate and track a new transaction process. ::: :::ExpandableHeading ### Get Account Information Fetches detailed information about your account, such as your profile data and account settings. ::: :::ExpandableHeading ### Get Authorisations Fetches a complete list of all authorizations available in the service, allowing you to view and manage the permissions that have been granted. ::: :::ExpandableHeading ### Get Card Information Fetches detailed information about a particular card, such as the cardholder’s name, card number, expiration date, and the type of card. This module helps you view all the essential details related to a specific card. ::: :::ExpandableHeading ### Get Daily Authorisation Summaries Fetches detailed summaries of all authorisations processed each day, giving you a clear overview of daily authorisation activity. ::: :::ExpandableHeading ### Get Daily Funding Summaries Fetches detailed summaries of daily funding activities, giving you an overview of all funding transactions for each day. ::: :::ExpandableHeading ### Get Daily Transaction Summaries Fetches detailed summaries of all transactions processed each day, giving you a clear overview of your daily financial activity. ::: :::ExpandableHeading ### Get Funding Fetches and displays detailed information about a particular funding, including its key attributes and status. ::: :::ExpandableHeading ### Get Funding Details Fetches and displays comprehensive information about all available funding details, giving you a complete overview of your funding records. ::: :::ExpandableHeading ### Get Fundings Fetches and lists all funding records available from the service, allowing you to view comprehensive details about each funding. ::: :::ExpandableHeading ### Get Order Status Fetches and displays detailed information about the current status of a specific order. ::: :::ExpandableHeading ### Get Payment Card Details Fetches detailed information about a payment card linked to a specific token, such as the card number, expiration date, and cardholder details. ::: :::ExpandableHeading ### Get Payment URL State Checks and returns the current status of a specific payment URL, letting you know whether the payment has been completed, is still pending, or has another status. ::: :::ExpandableHeading ### Get Transaction State Retrieves detailed information about the current status of a particular transaction. ::: :::ExpandableHeading ### Get Transactions Fetches a complete list of all transactions from the service, allowing you to view and manage every transaction recorded. ::: :::ExpandableHeading ### Get a Gateway Payment Schedule This module allows you to fetch detailed information about a specific gateway payment schedule based on the parameters you provide. ::: :::ExpandableHeading ### Get a Transaction Fetches detailed information about a specific transaction using the criteria you provide. ::: :::ExpandableHeading ### Get an Authorisation Fetches an authorisation from the service, allowing you to securely access and interact with its features. ::: :::ExpandableHeading ### Make an API Call Allows you to make a custom API request to the service using your own parameters and authorization, giving you flexibility to access features or endpoints not covered by the standard modules. ::: :::ExpandableHeading ### Perform Action on an APM Transaction Carries out a specific task on an existing APM (Application Performance Monitoring) transaction, such as updating its details or modifying its status. ::: :::ExpandableHeading ### Perform Return or PostAuth Secondary Transactions Initiates a follow-up transaction, such as processing a return or completing a post-authorization payment, after the original transaction has taken place. ::: :::ExpandableHeading ### Perform a Secondary Transaction Initiates a follow-up transaction that allows you to process extra payments or make adjustments to an existing payment. ::: :::ExpandableHeading ### Perform an APM Action Executes a specific Application Performance Monitoring (APM) action within the chosen service, helping you monitor and manage your application's performance more effectively. ::: :::ExpandableHeading ### Update a Gateway Payment Schedule Updates the details of an existing gateway payment schedule with new or modified information, helping you keep your payment plans accurate and up to date. ::: :::ExpandableHeading ### Update a Payment Updates the details of an existing payment and resumes its processing within the system. ::: :::ExpandableHeading ### Update a Payment Token Updates the details of one or more existing payment tokens, allowing you to modify information such as token status or associated data. ::: :::ExpandableHeading ### Update a Transaction Updates an existing transaction in the system by modifying its details according to the information you provide. ::: :::ExpandableHeading ### Verify a Payment Card or Payment Token Checks and confirms the validity of a payment card or payment token to ensure they are authentic and can be used for transactions. ::: :::ExpandableHeading ### Watch Authorisations This module activates whenever a new authorization is created or when an existing authorization is updated, allowing you to track and respond to changes in authorizations as they happen. ::: :::ExpandableHeading ### Watch Daily Authorisation Summaries Triggers when new daily authorisation summary reports are ready, allowing you to automatically process or review the latest authorisation data as soon as it becomes available. ::: :::ExpandableHeading ### Watch Daily Funding Summaries Triggers whenever a new daily funding summary report is generated, allowing you to automatically take action or retrieve the latest summary details as soon as they're available. ::: :::ExpandableHeading ### Watch Daily Transaction Summaries Triggers when a new daily transaction summary report is generated, allowing you to automatically process or act on your daily financial activity as soon as it's available. ::: :::ExpandableHeading ### Watch Fundings Triggers whenever new information about funding is received, allowing you to automatically take action whenever fresh funding data becomes available. ::: :::ExpandableHeading ### Watch Transactions Triggers whenever a new transaction is recorded, allowing you to automatically respond or take action each time a transaction takes place. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Fiserv resources You can have access to more resources related to this app on the following links : - [Fiserv website](https://fiserv.com) - [Fiserv documentation](https://docs.fiserv.dev/public/docs/guides) - [Fiserv API documentation](https://docs.fiserv.dev/public/reference/apis) - [Fiserv page on make](https://www.make.com/en/integrations/fiserv-community) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::