Bring Sequence into
the flow of work.
A little less busywork with Sequence.
Account3 capabilities+
- Get an account
Get a single account with balance
- List accounts
List income sources, pods, and external accounts
- List transfers for an account
List transfers where this account is the source or destination
Card Transaction1 capabilities+
- List card transactions
List settled debit/omni card purchases and refunds funded by a pod
External Transaction1 capabilities+
- List external transactions
List transactions on connected (Plaid/Finicity) external accounts
Rule3 capabilities+
- Get a rule
Get a rule with its steps, conditions, and actions
- List rules
List rules (compact summary)
- Trigger a rule
Run a rule on demand (supports dry-run simulation)
Rule Execution2 capabilities+
- Get a rule execution
Get a single rule execution with its outcome and transfer IDs
- List rule executions
List executions for a rule
Transfer3 capabilities+
- Create a transfer
Create an ACH transfer (supports dry-run simulation)
- Get a transfer
Get a single transfer by ID
- List transfers
List transfers for one or more accounts
Frequently asked
questions.
What could an Ambacti integration do with Sequence?
The documented operations include Account: Get an account; Account: List accounts; Account: List transfers for an account; Card Transaction: List card transactions.
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 Sequence?
Decide which work could run on its own and which steps need your review.