A Counterparty Invitation is a branded experience you can use to easily collect counterparty and bank account details. The page is hosted at a unique URL on moderntreasury.com and can be initiated in the dashboard or using the API.
Counterparty Invitations can be automatically sent by email to the counterparty's email address or you can generate the unique invitation URL using the API. You can then send the URL in an email yourself or redirect your user to the URL. You can also supply a redirect URL which will be used when the user has successfully completed the form.
You can listen to webhook events to respond when users complete counterparty invitations.
Updated 20 days ago