ambacti
Explore workflows
BankSync × Ambacti

Bring BankSync into
the flow of work.

A little less busywork with BankSync.

Start with Ambacti Browse capabilities
Roman aqueduct developing from a precise architectural drawing into marble.
Gather contextDo the workReview & share
Bank3 capabilities
  • Delete a bank

    Delete a bank connection

  • Get a bank

    Retrieve a bank connection

  • List banks

    List all bank connections

Account2 capabilities
  • Get an account

    Retrieve an account

  • List accounts

    List all accounts for a bank

Transaction1 capabilities
  • List transactions

    List transactions for an account

Balance1 capabilities
  • Get balance

    Get live balance for an account

Trade1 capabilities
  • List trades

    List trades for an investment account

Holding1 capabilities
  • List holdings

    List holdings for an investment account

Loan1 capabilities
  • Get loan details

    Get loan/liability details for an account

Feed7 capabilities
  • Create a feed

    Create a new feed

  • Delete a feed
  • Get a feed

    Retrieve a feed

  • Trigger learn

    Trigger Memory enrichment learn phase for a feed

  • List feeds

    List all feeds

  • Trigger sync

    Trigger a sync for a feed

  • Update a feed
Job3 capabilities
  • Cancel a job

    Cancel a running job

  • Get a job

    Retrieve a job

  • List jobs

    List jobs for a feed

Enrichment6 capabilities
  • Create an enrichment

    Create a new enrichment

  • Delete an enrichment
  • Get an enrichment

    Retrieve an enrichment

  • List enrichments

    List all enrichments

  • Preview enrichment

    Preview enrichment results on sample data

  • Update an enrichment
Integration2 capabilities
  • Delete an integration
  • List integrations

    List all integrations

Frequently asked
questions.

What could an Ambacti integration do with BankSync?

The documented operations include Bank: Delete a bank; Bank: Get a bank; Bank: List banks; Account: Get an account.

Could I keep a workflow read-only?

For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.

Will every action run automatically?

Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.

Do I need to review actions in BankSync?

Decide which work could run on its own and which steps need your review.