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Automation

Rules and triggers for payment workflows

Automation Module

Create rules that trigger actions on payment events

This module is scaffolded for self-implementation. The UI structure and types are ready — add your own backend logic to enable it.

Build if-this-then-that workflows: auto-confirm escrows after X days, notify on large payments, tag invoices by metadata, sweep funds on thresholds, and more.

Extension Points
  • GET /api/pay/automation-rules — list rules
  • POST /api/pay/automation-rules — create rule
  • Conditions: payment.confirmed, escrow.funded, amount > X
  • Actions: webhook, tag, sweep, notify, update metadata