NAiOS IconNAiOS Logo
Contacto
Volver al catálogo

Ramp

ramp

Ramp is a platform that helps you manage your finances, track your income and expenses, and get insights into your business

AccountingWeb del proveedor
Acciones
22
Triggers
0
Autenticación
—
OAuth gestionado
No
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (22)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Create DepartmentRAMP_CREATE_DEPARTMENTAcción

Tool for creating a new department in your ramp organization. perfect for setting up organizational structure and expense categorization.

Parámetros de entrada

  • namestringObligatorio

    Name of the department

  • parent_department_idstring

    Parent department ID for hierarchy

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create New Custom Accounting FieldRAMP_CREATE_NEW_CUSTOM_ACCOUNTING_FIELDAcción

Tool for creating a new custom accounting field. note: this operation requires elevated permissions not available in the demo api.

Parámetros de entrada

  • idstringObligatorio

    Remote/external ID of custom accounting field from ERP system.

  • namestringObligatorio

    Name of the custom accounting field.

  • input_typestringObligatorioenum

    The input type could be SINGLE_CHOICE, BOOLEAN or FREE_FORM_TEXT.

    SINGLE_CHOICEBOOLEANFREE_FORM_TEXT
  • is_splittableboolean

    If set to True, the accounting field can be used to annotate split line items.

  • is_required_forstring[]

    Types of objects that require this accounting field to be used for coding before they can be marked as ready to sync.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Fetch Custom Accounting FieldRAMP_FETCH_CUSTOM_ACCOUNTING_FIELDAcción

Tool for fetching a custom accounting field.

Parámetros de entrada

  • field_idstringObligatorio

    UUID of the custom accounting field.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get All TransactionsRAMP_GET_ALL_TRANSACTIONSAcción

Get all the transactions.

Parámetros de entrada

  • startstring

    ID of the last entity of the previous page for pagination

  • statestring

    Filter by transaction state. If set to 'ALL', all transactions including 'DECLINED' will be listed

  • card_idstring

    Filter by physical card UUID

  • to_datestring

    Filter for transactions with user_transaction_time before the given date (ISO 8601 datetime, default: today)

  • trip_idstring

    Filter for trip UUID

  • user_idstring

    Filter by user UUID

  • limit_idstring

    Filter by limit UUID

  • entity_idstring

    Filter transactions by business entity UUID

  • from_datestring

    Filter for transactions with user_transaction_time after the given date (ISO 8601 datetime)

  • page_sizeinteger

    Number of results per page (2-100, default: 20)

  • max_amountstring

    Filter for transactions with amount smaller than given amount (USD)

  • min_amountstring

    Filter for transactions with amount larger than given amount (USD)

  • sync_readyboolean

    Filter for transactions that are coded with accounting fields and ready to sync to ERP systems

  • location_idstring

    Filter by location UUID

  • merchant_idstring

    Filter by merchant UUID

  • sync_statusstring

    Filter for transactions by sync status. Supersedes sync_ready and has_no_sync_commits if set

  • statement_idstring

    Filter by statement UUID

  • synced_afterstring

    Filter for transactions synced after the given date (ISO 8601 datetime)

  • department_idstring

    Filter by department UUID

  • requires_memoboolean

    Filters for transactions which require a memo but do not have one (can only be set to true)

  • sk_category_idstring

    Filter by Ramp category code (integer)

  • approval_statusstring

    Filter by transaction approval status

  • spend_program_idstring

    Filter by spend program UUID

  • order_by_date_ascboolean

    Sort transactions by user_transaction_date in ascending order

  • order_by_date_descboolean

    Sort transactions by user_transaction_date in descending order

  • has_no_sync_commitsboolean

    Filter for transactions that have not been synced to ERP systems yet

  • order_by_amount_ascboolean

    Sort transactions by amount in ascending order

  • order_by_amount_descboolean

    Sort transactions by amount in descending order

  • include_merchant_databoolean

    Include all purchase data provided by the merchant

  • awaiting_approval_by_user_idstring

    Filter for transactions awaiting approval by a specific user UUID

  • accounting_field_selection_idstring

    Filter transactions by accounting field selection UUID

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get CardRAMP_GET_CARDAcción

Tool for retrieving detailed information about a specific card. returns comprehensive card details including spending limits, cardholder info, and fulfillment status. use this to get complete card profile for analysis or troubleshooting.

Parámetros de entrada

  • card_idstringObligatorio

    The ID of the card to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get DepartmentRAMP_GET_DEPARTMENTAcción

Tool for retrieving detailed information about a specific department. returns comprehensive department details including hierarchy information. use this to get complete department profile for organizational analysis.

Parámetros de entrada

  • department_idstringObligatorio

    The ID of the department to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get My CardsRAMP_GET_MY_CARDSAcción

Tool for fetching cards assigned to you, including physical and virtual cards. useful for checking card status, limits, and managing your payment methods.

Parámetros de entrada

  • statestring

    Filter by card state: ACTIVE, SUSPENDED, TERMINATED

  • card_typestring

    Filter by card type: PHYSICAL, VIRTUAL

  • page_sizeinteger

    Maximum number of cards to return (default: 50, max: 100)

  • page_tokenstring

    Token for pagination - use 'page.cursor' from previous response

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get My TransactionsRAMP_GET_MY_TRANSACTIONSAcción

Get my transactions.

Parámetros de entrada

  • startstring

    ID of the last entity of the previous page for pagination

  • statestring

    Filter by transaction state. If set to 'ALL', all transactions including 'DECLINED' will be listed

  • card_idstring

    Filter by physical card UUID

  • to_datestring

    Filter for transactions with user_transaction_time before the given date (ISO 8601 datetime)

  • trip_idstring

    Filter for trip UUID

  • user_idstring

    Filter by user UUID

  • limit_idstring

    Filter by limit UUID

  • entity_idstring

    Filter transactions by business entity UUID

  • from_datestring

    Filter for transactions with user_transaction_time after the given date (ISO 8601 datetime)

  • page_sizeinteger

    Number of results per page (2-100, default: 20)

  • max_amountstring

    Filter for transactions with amount smaller than given amount (USD)

  • min_amountstring

    Filter for transactions with amount larger than given amount (USD)

  • sync_readyboolean

    Filter for transactions that are coded with accounting fields and ready to sync to ERP systems

  • location_idstring

    Filter by location UUID

  • merchant_idstring

    Filter by merchant UUID

  • sync_statusstring

    Filter for transactions by sync status. Supersedes sync_ready and has_no_sync_commits if set

  • statement_idstring

    Filter by statement UUID

  • synced_afterstring

    Filter for transactions synced after the given date (ISO 8601 datetime)

  • department_idstring

    Filter by department UUID

  • requires_memoboolean

    Filters for transactions which require a memo but do not have one (can only be set to true)

  • sk_category_idstring

    Filter by Ramp category code (integer)

  • approval_statusstring

    Filter by transaction approval status

  • spend_program_idstring

    Filter by spend program UUID

  • order_by_date_ascboolean

    Sort transactions by user_transaction_date in ascending order

  • order_by_date_descboolean

    Sort transactions by user_transaction_date in descending order

  • has_no_sync_commitsboolean

    Filter for transactions that have not been synced to ERP systems yet

  • order_by_amount_ascboolean

    Sort transactions by amount in ascending order

  • order_by_amount_descboolean

    Sort transactions by amount in descending order

  • include_merchant_databoolean

    Include all purchase data provided by the merchant

  • awaiting_approval_by_user_idstring

    Filter for transactions awaiting approval by a specific user UUID

  • accounting_field_selection_idstring

    Filter transactions by accounting field selection UUID

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get StatementRAMP_GET_STATEMENTAcción

Tool for retrieving statement details or downloading statements. supports json, pdf, and csv formats for financial reporting.

Parámetros de entrada

  • formatstring

    Format of the statement: json, pdf, csv

  • statement_idstringObligatorio

    ID of the statement to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Transaction DetailsRAMP_GET_TRANSACTIONAcción

Tool for retrieving complete details of a specific transaction. includes merchant details, receipts, accounting codes, and dispute information.

Parámetros de entrada

  • transaction_idstringObligatorio

    ID of the transaction to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Vendor DetailsRAMP_GET_VENDORAcción

Tool for retrieving detailed information about a specific vendor. returns comprehensive vendor details including spending totals, category, and contact information. use this to get complete vendor profile for analysis or updates.

Parámetros de entrada

  • vendor_idstringObligatorio

    The ID of the vendor to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Issue Virtual CardRAMP_ISSUE_VIRTUAL_CARDAcción

Tool for issuing virtual cards to users instantly. creates cards with customizable spending limits and restrictions. returns full card details including card number and cvv.

Parámetros de entrada

  • memostring

    Memo for the card creation

  • user_idstringObligatorio

    User ID to issue the card to

  • display_namestring

    Display name for the card

  • card_program_idstring

    Card program ID to use for the card

  • spending_restrictionsobject

    Spending restrictions for the card

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List All CardsRAMP_LIST_CARDSAcción

Tool for listing all cards across the organization with optional filters. returns card details including spending limits, cardholder info, and state. use this to analyze card distribution, monitor card states, or find specific cards.

Parámetros de entrada

  • startstring

    ID of the last entity of the previous page for pagination

  • user_idstring

    Filter by card owner UUID

  • entity_idstring

    Filter by business entity UUID

  • page_sizeinteger

    Number of results per page (2-100, default: 20)

  • display_namestring

    Filter by display name

  • is_activatedboolean

    Filter only for activated cards. Defaults to True if not specified

  • is_terminatedboolean

    Filter only for terminated cards. Defaults to False if not specified

  • card_program_idstring

    Filter by card program UUID

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List DepartmentsRAMP_LIST_DEPARTMENTSAcción

Tool for listing all departments in the organization. returns department details including names, codes, and hierarchy information. use this to analyze organizational structure and department relationships.

Parámetros de entrada

  • startstring

    ID of the last entity of the previous page for pagination

  • page_sizeinteger

    Number of results per page (2-100, default: 20)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List StatementsRAMP_LIST_STATEMENTSAcción

Tool for listing all statements with filtering options. perfect for financial reporting and reconciliation workflows.

Parámetros de entrada

  • startstring

    ID of the last entity of the previous page for pagination

  • to_datestring

    Filter statements with end_date on or before this date (ISO 8601 datetime). Defaults to current time

  • from_datestring

    Filter statements with end_date on or after this date (ISO 8601 datetime)

  • page_sizeinteger

    Number of results per page (2-100, default: 20)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List UsersRAMP_LIST_USERSAcción

Tool for listing users in your ramp organization with flexible filtering. perfect for user audits, access management, and organizational analysis. helps identify inactive users, role distribution, and departmental structures.

Parámetros de entrada

  • rolestring

    Filter by user role

  • emailstring

    Filter by email address

  • startstring

    ID of the last entity of the previous page for pagination

  • entity_idstring

    Filter by business entity UUID

  • page_sizeinteger

    Number of results per page (2-100, default: 20)

  • employee_idstring

    Filter by user employee_id

  • location_idstring

    Filter by location UUID

  • department_idstring

    Filter by department UUID

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List VendorsRAMP_LIST_VENDORSAcción

Tool for listing vendors with their spending information. returns vendor details including spending totals, categories, and activity status. use this to analyze vendor relationships and procurement patterns.

Parámetros de entrada

  • namestring

    Filter vendors by name

  • startstring

    ID of the last entity of the previous page for pagination

  • is_activeboolean

    Filter by vendor active status

  • page_sizeinteger

    Number of results per page (2-100, default: 20)

  • from_created_atstring

    Show only vendors with created_at after this date (ISO 8601 datetime)

  • sk_category_idsstring

    Show only vendors whose sk_category_id matches a Ramp Category Code in the passed list. Expects a comma-separated list of integers

  • vendor_owner_idstring

    Unique identifier of the user which owns this vendor (UUID)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Options for Custom Accounting FieldRAMP_OPTIONS_FOR_CUSTOM_ACCOUNTING_FIELDAcción

Tool for listing options for a given accounting field.

Parámetros de entrada

  • field_idstringObligatorio

    UUID of the custom accounting field.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Search TransactionsRAMP_SEARCH_TRANSACTIONSAcción

Search transactions with filters.

Parámetros de entrada

  • querystringObligatorio

    Search query for merchant name, memo, or other transaction details

  • startstring

    ID of the last entity of the previous page for pagination

  • statestring

    Filter by transaction state. If set to 'ALL', all transactions including 'DECLINED' will be listed

  • card_idstring

    Filter by physical card UUID

  • to_datestring

    Filter for transactions with user_transaction_time before the given date (ISO 8601 datetime)

  • trip_idstring

    Filter for trip UUID

  • user_idstring

    Filter by user UUID

  • limit_idstring

    Filter by limit UUID

  • entity_idstring

    Filter transactions by business entity UUID

  • from_datestring

    Filter for transactions with user_transaction_time after the given date (ISO 8601 datetime)

  • page_sizeinteger

    Number of results per page (2-100, default: 20)

  • max_amountstring

    Filter for transactions with amount smaller than given amount (USD)

  • min_amountstring

    Filter for transactions with amount larger than given amount (USD)

  • sync_readyboolean

    Filter for transactions that are coded with accounting fields and ready to sync to ERP systems

  • location_idstring

    Filter by location UUID

  • merchant_idstring

    Filter by merchant UUID

  • sync_statusstring

    Filter for transactions by sync status. Supersedes sync_ready and has_no_sync_commits if set

  • statement_idstring

    Filter by statement UUID

  • synced_afterstring

    Filter for transactions synced after the given date (ISO 8601 datetime)

  • department_idstring

    Filter by department UUID

  • requires_memoboolean

    Filters for transactions which require a memo but do not have one (can only be set to true)

  • sk_category_idstring

    Filter by Ramp category code (integer)

  • approval_statusstring

    Filter by transaction approval status

  • spend_program_idstring

    Filter by spend program UUID

  • order_by_date_ascboolean

    Sort transactions by user_transaction_date in ascending order

  • order_by_date_descboolean

    Sort transactions by user_transaction_date in descending order

  • has_no_sync_commitsboolean

    Filter for transactions that have not been synced to ERP systems yet

  • order_by_amount_ascboolean

    Sort transactions by amount in ascending order

  • order_by_amount_descboolean

    Sort transactions by amount in descending order

  • include_merchant_databoolean

    Include all purchase data provided by the merchant

  • awaiting_approval_by_user_idstring

    Filter for transactions awaiting approval by a specific user UUID

  • accounting_field_selection_idstring

    Filter transactions by accounting field selection UUID

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update Card Spending LimitRAMP_UPDATE_CARD_LIMITAcción

Tool for updating spending limits on a card. note: this returns the limits associated with the card. the actual update might require using the limit id directly via patch /limits/{limit id}.

Parámetros de entrada

  • amountintegerObligatorio

    New spending limit amount in cents

  • card_idstringObligatorio

    The ID of the card to update limits for

  • intervalstringObligatorio

    Spending limit interval: DAILY, WEEKLY, MONTHLY, QUARTERLY, YEARLY, or TOTAL

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update DepartmentRAMP_UPDATE_DEPARTMENTAcción

Tool for updating an existing department in your ramp organization. useful for reorganizing departmental structure or renaming departments.

Parámetros de entrada

  • codestring

    New department code/identifier

  • namestring

    New name for the department

  • department_idstringObligatorio

    ID of the department to update

  • parent_department_idstring

    New parent department ID

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Upload New Options for Custom Accounting FieldRAMP_UPLOAD_NEW_OPTIONSAcción

Tool for uploading new options for a given accounting field.

Parámetros de entrada

  • optionsobject[]Obligatorio

    A list of field options for a given custom accounting field.

  • field_idstringObligatorio

    UUID of the custom accounting field.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not