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Platform Overview Integration Hub Configuration and Customisation

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Public API Authentication

Authenticating against Toqio API

TOQIO create lead service

Client Onboarding
- Create Client Lead Via APIpost
- Create Client Lead Via API without documentspost

Accounts

Get Customer account information
- Get accounts of the customerget
Account actions
- Using Product ID in Account Creation
- Get accountget
Account information
Client accounts information
- Get client accounts informationget
Dynamic Account Button Configuration
Custom Faculties
Custom Ledger App Texts
Delete Account
- Allows cancelling or removing a specified account. A cancelled account remains visible in the UI, while a removed account is no longer showndel

Public API: Cards

Card actions

Public API: Transactions

Transactions information
Create transaction
- Create Transactionpost

Public API: Fees

Fees

Public API: Beneficiaries

Beneficiary actions

Public API: Banking Services

API Endpoints
- ibanLookupget

Public API: Custom Notifications

Overview
Custom Notifications
Sending custom emails
Email Configuration
Email Types and variables

PUBLIC API: Clients

Compliance
User status
- Update user statusput
User credentials

Toqio Presigned URLs

Get Pre-Signed URL for Document Downloadget
Get Pre-signed URLs to upload documentspost

PUBLIC API: Request & Collection

Build your request & collection journey using API
Manage requests
Receive request payment
- Add payment account detailspost
- Get payment accountsget

Public API: Webhooks

Webhook config controller

Public API: Security

JWT validation
- Validate JWT tokenpost

Clients

Client information
- Get clientsget
- Get clientget
Client actions
User
- Get userget
- Create userpost
Fees
- Get card feesget
User credentials

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Onboarding email types