Unified.to Unified API
Keep Unified.to Unified API in step with your orders, invoices and payments without re-keying, with the right person approving what changes.
94 ways to read, 35 ways to write, each write switched on by you.
Quality checks
Built and tested with example responses.
- Ready to connect: doneEvery listed action is built in.
- Built and tested with example responses: doneEach action is built from the provider’s published API and tested against example responses, errors, rate limits and paging.
Connected, approved, proven.
The things teams do most with Unified.to Unified API, an example flow with a person in the loop, and what Nexra keeps as proof.
Top actions
- Create accountApproval by rule
- Log candidate noteApproval by rule
- List chart of accountsRead
Example flow
- Unified.to Unified API · List chart of accountsDone
- Unified.to Unified API · Create accountNeeds approval
- Nexra · Record the decision and result in the evidence chainProven
Example workflow. Routine runs go through on their own. Only a change your rules flag, such as one over a limit you set, waits for the right person, who sees the exact change and the rule before it reaches Unified.to Unified API.
What gets logged
- Whether it ran on its own or who approved it, and under which rule
- A fingerprint of the exact request sent to Unified.to Unified API
- Unified.to Unified API's reply: what it created or changed
- One entry in the evidence chain, linked to the one before
Try this in the sandbox
Run the whole flow with test data in your sandbox, then connect a Unified.to test account before you go live.
For developers
Technical detail
Read and write accounting, CRM, HRIS, ATS, ticketing and file storage data through Unified.to's real-time unified APIs for one end-customer connection.
Unified.to API docs- Source actions
- 94
- Destination actions
- 35
- Data types
- 57
What you can map
Reads are always available. Writes are off until you switch them on for a connection, and governed writes follow your policies.
Accounting connection check1
- Check accounting connectionSource
Reads one record ID from the accounting category to prove the token and that category's connection work.
Accounts4
- Create accountDestinationNot retried automaticallyApproval before production
Creates a ledger account.
- Get accountSource
One account by ID.
- List chart of accountsSourceIncremental
Chart of accounts from the connected system, incrementally by updated_gte.
- Update accountDestinationProvider duplicate protectionApproval before production
Updates a account (PATCH); only mapped fields are sent.
Ats activities3
- Log candidate noteDestinationNot retried automaticallyApproval before production
Adds a private note or task to a candidate or application.
- Get candidate activitySource
One candidate activity by ID.
- List candidate activitiesSourceIncremental
Candidate activities from the connected applicant tracking system, incrementally by updated_gte.
Ats application statuses1
- List application statusesSource
Application statuses (pipeline stages) the ATS uses, optionally for one job.
Ats applications3
- Create applicationDestinationNot retried automaticallyApproval before production
Applies a candidate to a job.
- Get applicationSource
One application by ID.
- List applicationsSourceIncremental
Applications from the connected applicant tracking system, incrementally by updated_gte.
Ats candidates4
- Create candidateDestinationNot retried automaticallyApproval before production
Creates a candidate in the connected ATS.
- Get candidateSource
One candidate by ID.
- List candidatesSourceIncremental
Candidates from the connected applicant tracking system, incrementally by updated_gte.
- Update candidateDestinationProvider duplicate protectionApproval before production
Updates a candidate (PATCH); only mapped fields are sent.
Ats companies2
- Get hiring companySource
One hiring company by ID.
- List hiring companiesSourceIncremental
Hiring companies from the connected applicant tracking system, incrementally by updated_gte.
Ats connection check1
- Check ATS connectionSource
Reads one record ID from the ATS category to prove the token and that category's connection work.
Ats documents2
- Get candidate documentSource
One candidate document by ID.
- List candidate document metadataSourceIncremental
Candidate document metadata from the connected applicant tracking system, incrementally by updated_gte.
Ats interviews2
- Get interviewSource
One interview by ID.
- List interviewsSourceIncremental
Interviews from the connected applicant tracking system, incrementally by updated_gte.
Ats jobs2
- Get jobSource
One job by ID.
- List jobsSourceIncremental
Jobs from the connected applicant tracking system, incrementally by updated_gte.
Ats scorecards2
- Get scorecardSource
One scorecard by ID.
- List scorecardsSourceIncremental
Scorecards from the connected applicant tracking system, incrementally by updated_gte.
Bank transactions2
- Get bank transactionSource
One bank transaction by ID.
- List bank transactions (bank feed, read only)SourceIncremental
Bank transactions (bank feed, read only) from the connected system, incrementally by updated_gte.
Bills4
- Create billDestinationNot retried automaticallyApproval before production
Creates a supplier bill with line items.
- Get billSource
One bill by ID.
- List billsSourceIncremental
Bills from the connected system, incrementally by updated_gte.
- Update billDestinationProvider duplicate protectionApproval before production
Updates a bill (PATCH); only mapped fields are sent.
Categories4
- Create tracking categoryDestinationNot retried automaticallyApproval before production
Creates a tracking category (class, department, location or custom).
- Get tracking categorySource
One tracking category by ID.
- List tracking categoriesSourceIncremental
Tracking categories from the connected system, incrementally by updated_gte.
- Update tracking categoryDestinationProvider duplicate protectionApproval before production
Updates a tracking category (PATCH); only mapped fields are sent.
Connection check1
- Check connectionSource
Reads one record ID from the category set on the connection (accounting by default) to prove the token and connection work.
Contacts4
- Create contactDestinationNot retried automaticallyApproval before production
Creates a customer or supplier contact.
- Get contactSource
One contact by ID.
- List contacts (customers and suppliers)SourceIncremental
Contacts (customers and suppliers) from the connected system, incrementally by updated_gte.
- Update contactDestinationProvider duplicate protectionApproval before production
Updates a contact (PATCH); only mapped fields are sent.
Credit memos2
- Get credit memoSource
One credit memo by ID.
- List credit memos (read only)SourceIncremental
Credit memos (read only) from the connected system, incrementally by updated_gte.
CRM companies4
- Create CRM companyDestinationNot retried automaticallyApproval before production
Creates a company (account) in the connected CRM.
- Get CRM companySource
One CRM company by ID.
- List CRM companiesSourceIncremental
CRM companies from the connected CRM, incrementally by updated_gte.
- Update CRM companyDestinationProvider duplicate protectionApproval before production
Updates a CRM company (PATCH); only mapped fields are sent.
CRM connection check1
- Check CRM connectionSource
Reads one record ID from the CRM category to prove the token and that category's connection work.
CRM contacts4
- Create CRM contactDestinationNot retried automaticallyApproval before production
Creates a person in the connected CRM.
- Get CRM contactSource
One CRM contact by ID.
- List CRM contactsSourceIncremental
CRM contacts from the connected CRM, incrementally by updated_gte.
- Update CRM contactDestinationProvider duplicate protectionApproval before production
Updates a CRM contact (PATCH); only mapped fields are sent.
CRM deals4
- Create dealDestinationNot retried automaticallyApproval before production
Creates a deal (opportunity) in the connected CRM.
- Get dealSource
One deal by ID.
- List dealsSourceIncremental
Deals from the connected CRM, incrementally by updated_gte.
- Update dealDestinationProvider duplicate protectionApproval before production
Updates a deal (PATCH); only mapped fields are sent.
CRM events3
- Log CRM activityDestinationNot retried automaticallyApproval before production
Logs a note, task or call against CRM records.
- Get CRM activitySource
One CRM activity by ID.
- List CRM activities (notes, calls, tasks, meetings, emails)SourceIncremental
CRM activities (notes, calls, tasks, meetings, emails) from the connected CRM, incrementally by updated_gte.
CRM leads4
- Create leadDestinationNot retried automaticallyApproval before production
Creates a lead in the connected CRM.
- Get leadSource
One lead by ID.
- List leadsSourceIncremental
Leads from the connected CRM, incrementally by updated_gte.
- Update leadDestinationProvider duplicate protectionApproval before production
Updates a lead (PATCH); only mapped fields are sent.
CRM pipelines2
- Get pipelineSource
One pipeline by ID.
- List pipelines and stagesSourceIncremental
Pipelines and stages from the connected CRM, incrementally by updated_gte.
Customer payments1
- List customer payments (read only)SourceIncremental
Customer payments (read only) from the connected system, incrementally by updated_gte.
Draft bills1
- Create draft billDestinationNot retried automaticallyApproval before production
Creates a supplier bill with status DRAFT.
Draft invoices1
- Create draft invoiceDestinationNot retried automaticallyApproval before production
Creates a sales invoice with status DRAFT (never sent).
Draft journals1
- Create draft journal entryDestinationNot retried automaticallyApproval before production
Creates a manual journal entry with status DRAFT; lines must balance.
Expenses2
- Get expenseSource
One expense by ID.
- List expenses (read only)SourceIncremental
Expenses (read only) from the connected system, incrementally by updated_gte.
Hris companies2
- Get employer companySource
One employer company by ID.
- List employer companiesSourceIncremental
Employer companies from the connected HR system, incrementally by updated_gte.
Hris connection check1
- Check HRIS connectionSource
Reads one record ID from the HRIS category to prove the token and that category's connection work.
Hris employees2
- Get employeeSource
One employee by ID.
- List employeesSourceIncremental
Employees from the connected HR system, incrementally by updated_gte.
Hris groups2
- Get groupSource
One group by ID.
- List groups (teams, departments, divisions)SourceIncremental
Groups (teams, departments, divisions) from the connected HR system, incrementally by updated_gte.
Hris locations2
- Get work locationSource
One work location by ID.
- List work locationsSourceIncremental
Work locations from the connected HR system, incrementally by updated_gte.
Hris timeoffs3
- Request time offDestinationNot retried automaticallyApproval before production
Submits a time-off request with status PENDING.
- Get time-off requestSource
One time-off request by ID.
- List time-off requestsSourceIncremental
Time-off requests from the connected HR system, incrementally by updated_gte.
Hris timeshifts2
- Get time shiftSource
One time shift by ID.
- List time shiftsSourceIncremental
Time shifts from the connected HR system, incrementally by updated_gte.
Invoices4
- Create invoiceDestinationNot retried automaticallyApproval before production
Creates a sales invoice with line items (never sent to the customer).
- Get invoiceSource
One invoice by ID.
- List invoicesSourceIncremental
Invoices from the connected system, incrementally by updated_gte.
- Update invoiceDestinationProvider duplicate protectionApproval before production
Updates a invoice (PATCH); only mapped fields are sent.
Items2
- Get itemSource
One item by ID.
- List items (read only)SourceIncremental
Items (read only) from the connected system, incrementally by updated_gte.
Journals4
- Create journal entryDestinationNot retried automaticallyApproval before production
Creates a manual journal entry; debits and credits must balance.
- Get journal entrySource
One journal entry by ID.
- List journal entriesSourceIncremental
Journal entries from the connected system, incrementally by updated_gte.
- Update journal entryDestinationProvider duplicate protectionApproval before production
Updates a journal entry (PATCH); only mapped fields are sent.
Organizations2
- Get organizationSource
One organization by ID.
- List organizations (company info)SourceIncremental
Organizations (company info) from the connected system, incrementally by updated_gte.
Payment terms2
- Get payment termSource
One payment term by ID.
- List payment termsSourceIncremental
Payment terms from the connected system, incrementally by updated_gte.
Payments2
- Get paymentSource
One payment by ID.
- List payments (read only)SourceIncremental
Payments (read only) from the connected system, incrementally by updated_gte.
Purchase orders2
- Get purchase orderSource
One purchase order by ID.
- List purchase orders (read only)SourceIncremental
Purchase orders (read only) from the connected system, incrementally by updated_gte.
Sales orders1
- List sales orders (read only)SourceIncremental
Sales orders (read only) from the connected system, incrementally by updated_gte.
Storage connection check1
- Check storage connectionSource
Reads one record ID from the storage category to prove the token and that category's connection work.
Storage files3
- Get fileSource
One file by ID.
- List files and folders (metadata)SourceIncremental
Files and folders (metadata) from the connected file storage system, incrementally by updated_gte.
- Update fileDestinationProvider duplicate protectionApproval before production
Updates a file (PATCH); only mapped fields are sent.
Storage folders1
- Create folderDestinationNot retried automaticallyApproval before production
Creates a folder (a storage file with type FOLDER).
Taxrates2
- Get tax rateSource
One tax rate by ID.
- List tax ratesSourceIncremental
Tax rates from the connected system, incrementally by updated_gte.
Ticketing categories2
- Get ticket categorySource
One ticket category by ID.
- List ticket categoriesSourceIncremental
Ticket categories from the connected ticketing system, incrementally by updated_gte.
Ticketing connection check1
- Check ticketing connectionSource
Reads one record ID from the ticketing category to prove the token and that category's connection work.
Ticketing customers4
- Create ticketing customerDestinationNot retried automaticallyApproval before production
Creates a customer (requester) in the help desk.
- Get ticketing customerSource
One ticketing customer by ID.
- List ticketing customersSourceIncremental
Ticketing customers from the connected ticketing system, incrementally by updated_gte.
- Update ticketing customerDestinationProvider duplicate protectionApproval before production
Updates a ticketing customer (PATCH); only mapped fields are sent.
Ticketing notes2
- Get ticket noteSource
One ticket note by ID.
- List ticket notesSourceIncremental
Ticket notes from the connected ticketing system, incrementally by updated_gte.
Ticketing tickets4
- Create ticketDestinationNot retried automaticallyApproval before production
Creates a support ticket.
- Get ticketSource
One ticket by ID.
- List ticketsSourceIncremental
Tickets from the connected ticketing system, incrementally by updated_gte.
- Update ticketDestinationProvider duplicate protectionApproval before production
Updates a ticket (PATCH); only mapped fields are sent.
Transactions2
- Get transactionSource
One transaction by ID.
- List transactions (read only)SourceIncremental
Transactions (read only) from the connected system, incrementally by updated_gte.
Vendor credits1
- List vendor credits (read only)SourceIncremental
Vendor credits (read only) from the connected system, incrementally by updated_gte.
Vendor payments1
- List vendor payments (read only)SourceIncremental
Vendor payments (read only) from the connected system, incrementally by updated_gte.
Access and limits
- Authentication
- Unified.to workspace API token plus the end-customer connection ID
- Plans and access
- A Unified.to workspace plan with the categories you use (Accounting, CRM, HRIS, ATS, Ticketing or Storage) and the target integration enabled. Each connection serves one end-customer connection ID; operations work only for the categories that connection's integration supports. Unified.to calls the downstream API in real time, so object and field support follows the integration's feature matrix.
- Test environment
- Unified.to workspaces include test connections and sandbox integrations for development.
- Rate limits
- Unified.to passes through the downstream integration's rate limits as HTTP 429; Nexra honours Retry-After when present.
- Pagination
- limit (default 100) and offset; Nexra stops when a page returns fewer records than requested.
- Provider events
- Unified.to webhook subscriptions (native or virtual polling) for accounting objects per connection. Flows run on demand, on a schedule, or when a scheduled check finds new or changed records.
Before you build a flow
- Calls are real time against the downstream system; unsupported objects or fields for an integration return an error from Unified.to.
- Payments are read from Unified.to's Payment API and items from its Commerce API on the same connection; they work only where the integration supports those objects.
- Payments, credit memos, vendor credits, transactions, expenses and orders are read only; Nexra never records payments, refunds or credits.
- Bank transactions are read from Unified.to bank feed transactions and work only where the integration supports bank feeds.
- Deletes, PUT replacements, reports (balance sheet, profit and loss, trial balance, cash flow, aged receivables and payables) and the free-text query filter are not automated.
- The maximum limit per page is not documented; Nexra requests at most 100 records per page.
- Unified.to has no idempotency key; uncertain creates are not repeated automatically.
- Accounting operations have no prefix; CRM, HRIS, ATS, ticketing and storage operations start with crm_, hris_, ats_, ticketing_ and storage_.
- The passthrough API (raw calls to the downstream API) is intentionally excluded: it bypasses Nexra's operation-level schemas, write gating and safety rules. The raw response field is never requested or mapped.
- Deletes, PUT replacements, connection, webhook, secrets-manager and environment management, and the free-text query filter are excluded. The Unified.to connection object is never read because it contains downstream credentials.
- HRIS: compensation, payslips, payrolls, pay codes, benefits, deductions, bank accounts, documents, devices, SSN or SIN, date of birth, gender, pronouns, marital status, home addresses, personal emails and phones are never read. Employee, company, location and group writes are not offered; time-off requests are created as PENDING only.
- ATS: date of birth, addresses, job compensation, screening answers and offers are not mapped. Interviews, scorecards, documents and jobs are read only; application status changes and EMAIL activities are not offered.
- Ticketing notes are read only because the unified model does not distinguish internal notes from public replies that email customers.
- CRM activities can be logged as NOTE, TASK or CALL only; EMAIL, MARKETING_EMAIL and MEETING events are excluded.
- Storage: only folder creation and file rename or move are offered; uploads, downloads, file contents and permissions are excluded.
- The connection test is connection_check.get, which reads one record ID from the configured category (accounting by default, the same organization object as before).
Developer reference
- Create the Unified.to credentials described above with the narrowest permissions your flows need.
- In Nexra, open Connect, then Connections, then New connection, choose Unified.to Unified API, enter its settings and credentials, and tick only the write actions you need. Connection guide
- Test the connection, then use its actions as flow sources and destinations. Flow guide
Machine-readable detail: GET /api/public/connect/connectors/unified-to and the Connections API.