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Tap Payments

Reference5 minPractitionerAdd-on · Integration hub

Use Tap Payments through a saved Integration hub connection. The catalog includes 9 actions, listed below.

Use Tap Payments through a saved Integration hub connection. The catalog includes 9 actions, listed below.

Finance and payments

Tap Payments

Authentication: API key (enter the key and other details requested by the connection form)

Actions

ActionDescription
Authorize card
authorize_card
Authorizes a card without capturing funds immediately.
Capture charge
capture_charge
Captures a previously authorized charge.
Create charge
create_charge
Creates a payment charge request in Tap.
Create customer
create_customer
Creates a new customer profile.
Get charge status
get_charge_status
Retrieves details and current status of a charge.
List cards
list_cards
Lists all saved cards for a customer.
List payouts
list_payouts
Retrieves list of payouts to merchant bank accounts.
Refund charge
refund_charge
Refunds a captured charge (partial or full).
Save card
save_card
Saves a customer card for future payments.

Open Integration hub, choose Tap Payments, and create a named connection. Fill the key and any additional account details requested by the connection form. Save the connection.

For the shared connection process, follow Connect an app.

Add an Integration step. Choose the app, saved connection and action, then map the action inputs from your record or workflow data.

The action list comes from the integration catalog. The connection form supplies the provider-specific input fields.