Integration tools
The following tools are available in the solution:Supported integration scenarios
The following scenarios are commonly implemented by customers:- External vendor and bank account creation — create vendors and bank accounts from an external system and receive the resulting Eftsure status in response
- Payee verification without vendor creation — verify payee details against Eftsure without creating a vendor record in D365
- GovCode and phone validations — trigger government code (ABN, NZBN, VIES, etc.) and phone number lookups from an external workflow
- Audit logs — retrieve Eftsure audit trail data for compliance or reporting purposes
Actions
Actions are data entity methods callable externally via OData — similar to custom web services. The Eftsure parameters screen includes a dedicated Actions page that lists every available action, its input parameters, and expected result. A built-in tester lets you trigger actions directly from the parameters screen to validate your integration before deploying it.Actions run in the context of the currently authenticated user. Make sure the service account used by your integration is configured with valid Eftsure credentials. Use the built-in login method to confirm permissions and the ping method to verify that Eftsure services are reachable.
Business events
Business events let external systems receive notifications from D365 apps so that downstream actions can be taken in response to state changes. Eftsure publishes a set of business events covering status changes that are most useful for synchronising with external platforms. Open Eftsure parameters to discover, review schemas for, and activate any business event in the extension.Business events are primarily consumed via Microsoft Power Automate, Azure Event Grid, Azure Service Bus, and Dataverse.
API status monitoring
A monitoring screen for all APIs is available at Eftsure workspace → Dashboard → Status. The Services Health form checks all configured web service providers automatically and reports their current status — a useful first stop when troubleshooting connectivity issues. Eftsure also maintains a public environment status page you can subscribe to for outage notifications: https://status.eftsure.com.au/Direct Eftsure API
If you need to integrate with Eftsure without routing through Dynamics 365 Finance & Operations — for example from a separate application or middleware layer — you can use the Eftsure REST API directly: https://developer.eftsure.com/If your integration requirements are not covered by the current set of tools, contact Support with an extensibility/integration request and the team will evaluate adding new capabilities.