Create Custom Field Value Option
Create an allowed value for an existing Tipalti custom field.
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Integrate Tipalti
with your AI CRM
Tipalti is an accounts payable automation platform for managing payees, invoices, payments, tax data, and financial account configuration.
Explore Triggers and Actions
Create Invoice Batch
Start asynchronous creation of up to 200 Tipalti invoices.
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Create Payee
Create a Tipalti payee with optional profile and custom-field details.
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Create Payee Invitation
Send a Supplier Hub invitation to an existing Tipalti payee.
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Create Payment Batch
Send a batch of up to 5,000 Tipalti payment instructions that can pay out real money and cannot be undone once processed.
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Create Payment Term
Create a Tipalti payment term with an ERP identifier, name, and due-day offset; optionally make it the sole default, which unsets the previous default.
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Create Tax Code
Create a Tipalti tax code with an ERP identifier, rate, active state, and optional payer-entity assignments.
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Get Custom Field
Retrieve one custom-field definition by its Tipalti ID.
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Get Custom Field Value Option
Retrieve one allowed value from a specific Tipalti custom field.
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Get GL Account
Retrieve one general-ledger account by its Tipalti ID.
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Get Invoice
Retrieve one invoice by its Tipalti ID.
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Get Invoice Batch
Return one page of processing results for an invoice batch upload.
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Get Invoice Line
Retrieve one line item from a specific Tipalti invoice.
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Get Payee
Retrieve one payee by its Tipalti ID.
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Get Payee Invitation
Retrieve Supplier Hub invitation information for a payee.
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Get Payer Entity
Retrieve one payer entity by its Tipalti ID.
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Get Payment
Retrieve one payment by its Tipalti ID.
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Get Payment Batch
Retrieve summary and processing status for a Tipalti payment batch.
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Get Payment Term
Retrieve one payment term by its Tipalti ID.
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Get Tax Code
Retrieve one tax code by its Tipalti ID.
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List Custom Field Value Options
Return one filtered page of allowed values for a Tipalti custom field.
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List Custom Fields
Return one filtered page of Tipalti custom-field definitions.
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List GL Accounts
Return one filtered page of Tipalti general-ledger accounts.
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List Invoice Lines
Return one page of line items for a Tipalti invoice.
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List Invoices
Return one filtered page of Tipalti invoices and their line details.
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List Payees
Return one filtered page of Tipalti payees.
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List Payer Entities
Return one filtered page of Tipalti payer entities.
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List Payment Batch Instructions
Return one page of instructions and results for a Tipalti payment batch.
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List Payment Terms
Return one filtered page of Tipalti payment terms.
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List Payments
Return one filtered page of Tipalti payments and payment details.
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List Tax Codes
Return one filtered page of Tipalti tax codes.
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Update Custom Field Value Option
Update the external ID, display value, active state, or payer-entity assignment of an existing Tipalti custom-field value option.
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Update Payee
Update a Tipalti payee's entity type, status, contact information, or custom fields; optionally close the account, which makes it uneditable. Omitted fields remain unchanged.
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Update Payee Payment Method
Replace where a Tipalti payee's future payouts go using complete ACH, check, e-check, or PayPal details.
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Update Payment Term
Update an existing Tipalti payment term's name, business-day due-date offset, or default status; making it default unsets the previous default. Omitted request fields remain unchanged.
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Update Tax Code
Update an existing Tipalti tax code's name, active state, rate, or payer-entity assignments. Omitted fields remain unchanged.
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How the Tipalti integration works
The Tipalti integration connects your Dench AI CRM directly to Tipalti, so agents can read and act on your Tipalti data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
36 actions are available for agents to invoke on your behalf. Every call runs through Tipalti's own authorization, scoped to the account you connect.
Set up Tipalti in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Tipalti and click Connect — you'll authorize access through Tipalti's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Tipalti in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Tipalti integration work with Dench?
The Dench Tipalti integration connects your AI CRM to Tipalti, so AI agents can work with your Tipalti data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Tipalti via Dench?
The Tipalti integration currently exposes 36 actions, including Create Custom Field Value Option, Create Invoice Batch, Create Payee, Create Payee Invitation, Create Payment Batch, and Create Payment Term. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Tipalti to Dench?
No. You connect Tipalti from your Dench workspace using Tipalti's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Tipalti integration secure?
Connections are authorized through Tipalti's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Tipalti connection from your workspace settings at any time.