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7 available actions

What your AI agent can do in PayChasers

PayChasers automates payment reminders, client management, payment chases, and follow-ups for overdue accounts. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Current UserReturn the connected PayChasers account profile, plan, and default currency; use this to identify the account or check its tier.
  • List ChasesReturn chases, optionally filtered by exact status and capped by a truncating limit; the API provides no continuation mechanism.
  • Create ChaseCreate a payment chase and potentially send its initial reminder immediately.
  • Create ClientCreate a persistent PayChasers client from a name, billing email, and notes.
  • Mark Chase PaidIrreversibly mark a chase as paid and stop its automated follow-ups.

Browse all 7 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 3 actionsHide actions
  • Get Current UserReturn the connected PayChasers account profile, plan, and default currency; use this to identify the account or check its tier.
  • List ChasesReturn chases, optionally filtered by exact status and capped by a truncating limit; the API provides no continuation mechanism.
  • List ClientsReturn all clients visible to the connected PayChasers account.
Create & communicateCreate records or send supported messagesView 3 actionsHide actions
  • Create ChaseCreate a payment chase and potentially send its initial reminder immediately.
  • Create ClientCreate a persistent PayChasers client from a name, billing email, and notes.
  • Send Follow-UpImmediately send one manual follow-up for a chase in the selected tone.
Update & manageChange and manage existing recordsView 1 actionHide actions
  • Mark Chase PaidIrreversibly mark a chase as paid and stop its automated follow-ups.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect PayChasers

How does the agent connect to PayChasers?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in PayChasers?
The page above lists the 7 actions currently available through the PayChasers connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is PayChasers included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until PayChasers is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put PayChasers to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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