Integrations / Payment Processing
Plisio on WhatsApp: manage invoices with an AI agent
Flann turns Plisio into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Plisio for you. Think of Plisio as the ledger and Flann as the person who reads it for you. You ask about overdue invoices, tax due or a single customer’s balance, and the answer arrives on WhatsApp in a sentence or two.
11 actions in Plisio. 10 only look things up, and 1 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Plisio
You do not need the exact wording. These are the kinds of messages Flann turns into Plisio actions.
“Look up the invoice in Plisio.”
“Show me my transactions in Plisio.”
“Show me my fee plans in Plisio.”
“Create an invoice in Plisio.”
What Flann can work with in Plisio
Plisio gives Flann 11 actions across 8 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Invoices | createlook up | 3 |
How the same invoice job compares, in Plisio directly and through Flann.
| Compare | In Plisio yourselfYou click through each job | Flann on PlisioYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about invoices | By hand, screen by screen | 10 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 1 change, made from a message |
| Plisio records | All of them, one screen at a time | 8 kinds, from one chat |
| Set-up | Nothing new to set up | Your Plisio API key, once |
YesPartlyNo
Step by step: Plisio jobs you can hand to Flann
How a request turns into real Plisio actions, one step at a time.
Create an invoice from a voice note
- You message Flann on WhatsApp: “Create an invoice in Plisio with these details.”
- Flann runs
Get Invoicein Plisio and shows you what it found. - Flann runs
Create Plisio Invoicein Plisio. - Flann creates it in Plisio and confirms in the chat.
Get answers about your transactions
- You message Flann on WhatsApp: “What is the latest on our transactions in Plisio?”
- Flann runs
Get Plisio Transactionsin Plisio and shows you what it found. - Nothing in Plisio is changed: these are look-ups, so they run straight away.
Check your balances from WhatsApp
- You message Flann on WhatsApp: “Show me where our balances in Plisio stand.”
- Flann runs
Get Balance By Currencyin Plisio and shows you what it found. - Nothing in Plisio is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Plisio
Small jobs, repeated often, are where the time goes. Here is how they change once Plisio is connected.
Refunds handled properly
Today
When a customer asks for money back, you search Plisio for the original payment, check what was bought and work out how much is due. Then you still have to reply.
With Flann
“Refund the deposit Omar paid last week, he cancelled in time.”
Locating Omar’s payment in Plisio, Flann confirms the amount and prepares the refund against the original charge. It also drafts a short message telling Omar when to expect the money.
What you stop doing: Refunds stop turning into a small investigation.
A Monday look at the money
Today
On Monday mornings you want to know where the money stands, but the answer is spread across several screens in Plisio. So you guess, and plan the week on a hunch.
With Flann
“How do we stand this week? Cash in, cash out and anything overdue.”
Reading Plisio, Flann gives you a short picture of the week ahead: what is due in, what is due out and which invoices have just tipped into overdue. Nothing is changed.
What you stop doing: Planning the week no longer starts with guesswork.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Plisio
- In Flann, go to Connectors and find Plisio.
- Paste your Plisio API key into the secure form Flann opens. You will find the key in your Plisio account settings.
- From then on, message Flann on WhatsApp. It works in Plisio whenever a request needs it.
Of the 11 Plisio actions, 10 only read. The other 1 create, update, send or delete. Disconnect Plisio in Connectors whenever you like.
Ways to use Plisio with Flann
Chase what is owed
Ask Flann who still owes you. It checks Plisio, lists the open items and drafts a reminder for each customer.
Your month in one message
Ask “how did we do this month?” and Flann answers from Plisio in plain words, on your phone, between customers.
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in Plisio and shows it to you before saving.
Everything Flann can do in Plisio
Every Plisio action Flann can run, split into what it reads and what it changes.
Looks up 10
- Estimate Fee
- Get Balance By Currency
- Get Commission
- Get Currency Rate
- Get Fee Plans
- Get Invoice
- Get Invoice by Email
- Get Plisio Transactions
- List Supported Currencies
- Get Shop Information
Changes 1
- Create Plisio Invoice
More Payment Processing apps Flann works with
Common questions
What can Flann do with invoices in Plisio?
Flann can create and look up invoices in Plisio, using 3 actions (Create Plisio Invoice, Get Invoice, Get Invoice by Email). Looking up runs straight away and changes nothing. The other actions create or change invoices in Plisio.
How does Flann connect to Plisio?
Open Connectors in Flann, choose Plisio and paste your Plisio API key into a secure form. You will find the key in your Plisio account settings. Once it is connected, Flann can use 11 actions in Plisio.
Do I need to open Plisio to use it with Flann?
No. Once Plisio is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Plisio.
Which Flann plan do I need for Plisio?
Any of them. Every Flann plan includes Plisio and every other app.