Upflow
Accounts receivable and collections automation platform for B2B companies.
- Category
- Finance & ERP
- Type
- Accounts receivable
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key
- Docs
- Upflow API docs
02Data
What you can sync.
- Invoices
- Customers
- Payments
- Dunning actions
- Credit notes
Join Upflow invoices with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other Upflow data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
Upflow uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Upflow if you need help.
04How it works
How it works in DataMind.
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Pick Upflow.
Open Lake, pick Upflow in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Upflow API docs.
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Answer a few questions.
The AI reads the Upflow documentation, then asks which credentials you will use, which data to sync (for example invoices and customers), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Upflow data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
