Straddle by Maxmel Tech

straddle is a platform for secure, fast, and compliant bank payments, offering customer onboarding, account verification, and multi rail payment orchestration integrating with make com enables automated, streamlined payment workflows and real time bank connectivity for businesses and saas platforms this is ai generated content based on official straddle documentation the content may still contain errors—please verify important information if you have questions, contact https //straddle io/contact directly how to get support on straddle straddle 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=straddle\&app slug=straddle community\&app unique id=straddle m7iyod requirements to use the straddle app in make, you must have an active straddle account, https //straddle io app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/straddle community/ click the install button follow the on screen instructions to complete the setup connect straddle and {{product name}} to get started, you must first create a connection between straddle and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to generate your api key log in to your straddle dashboard navigate to the api section click on generate new api key copy your new api key and store it securely 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=straddle\&app slug=straddle community\&app unique id=straddle m7iyod create the connection in {{product name}} https //www make com/en/register , add the straddle module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your straddle 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 docid\ so88fm6pkt0g adkddfzz page straddle modules after connecting to the straddle app, you can choose from a list of available modules to build your {{scenario plural lowercase}} bridge a plaid token securely transfers a plaid token from one application to another, allowing you to connect and share financial account information between different services create a bridge bank account creates a new bridge bank account, allowing you to manage and facilitate transactions between different financial accounts create a charge creates a new charge in the system, allowing you to process a payment or bill a customer for goods or services create a customer adds a new customer to your system by sending their details to the specified endpoint create a payout creates a new payout by sending funds to a specified recipient delete a customer permanently removes a customer record from your database, erasing all associated information get funding details fetches detailed information about funding by using the specific lookup details you provide get a bridge quilt token fetches a bridge quilt token, which you can use to authenticate your account or connect bridge quilt with other apps and services get a paykey fetches detailed information about a particular paykey, allowing you to view all relevant data associated with that specific paykey initiate a widget session starts a widget session, allowing you to interact with or process tasks using the widget’s features list customers retrieves and displays a list of all customers stored in your database, allowing you to view their details easily list funding events fetches a detailed list of funding events, allowing you to view information about each funding round associated with your organization or projects lookup a charge finds a specific charge using its unique id and returns detailed information about that charge make a decision on a customer analyzes the customer data you provide and makes a decision based on that information, helping you automate processes like approvals or customer segmentation make an api call allows you to make a custom, authorized api request to the selected service, giving you flexibility to access features or endpoints not covered by standard modules review a customer evaluates a customer by analyzing their provided information and reviewing their feedback to gain insights into their experience search customers searches for a customer that matches the criteria you provide, helping you quickly find specific customer records search paykeys finds paykeys that match the criteria you set, helping you quickly locate the specific paykeys you need search payments finds and retrieves payments based on your specified search criteria unmask a customer reveals the full details or identity of a customer by unmasking their information unmask a paykey retrieves and displays the complete details associated with a specific paykey, allowing you to view all of its information update charge status this module lets you update the status of a charge by putting it on hold, releasing a hold, or canceling the charge entirely update payout status this module lets you change the status of a payout by putting it on hold, releasing the funds, or canceling the payout altogether update a charge updates the details of an existing charge in the system, allowing you to modify information such as the amount, description, or other charge related fields update a customer updates the details of an existing customer, allowing you to modify their information such as name, contact details, or other relevant data update a payout updates the details or status of an existing payout with new information you provide watch customers triggers whenever a new customer profile is added to your account, allowing you to automatically take action whenever a new customer signs up or is registered watch payments triggers whenever a new payment is successfully processed, allowing you to take action as soon as a payment is received templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} straddle resources you can have access to more resources related to this app on the following links https //straddle io https //docs straddle io/guides/overview https //docs straddle io/api reference/introduction https //www make com/en/integrations/straddle community