rocketkind
Finance

Helcim

Helcim is a payment-processing platform for merchants — card transactions, terminals, invoices and settlement batches.

Authentication

  • API key

Actions

Generic API request. Call any Helcim API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • List card batchesList card transaction batches on the Helcim account (GET /card-batches).
  • List customersList the customer records on the connected Helcim account, so you can resolve a customer id or customerCode before reconciling Helcim against another CRM or matching it to an invoice from helcim:listinvoices.
  • List invoicesBrowse the invoices on the connected Helcim account — reach for it to check payment state in bulk, or to find an invoiceNumber to quote in a follow-up.

Triggers

  • Card transaction (webhook)Starts when a card transaction is processed on the connected Helcim account, delivered by a webhook.
  • New card batchStarts when Helcim closes a new card batch, so settlement totals can be picked up as soon as they post.
  • New invoiceStarts when a new invoice is created in the connected Helcim account, detected by polling Get Invoices with the dateStart creation-date filter.
  • Terminal transaction cancelled (webhook)Starts when a transaction on a Helcim card terminal is cancelled, delivered by a webhook.

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