Presupuestos y gasto – plataforma para desarrolladores de Flowtly

Usa esta instantánea curada del esquema OpenAPI de Flowtly para planear integraciones, automatizar procesos y sincronizar los datos críticos.

Estado de la documentación

Última sincronización: 2026-02-23 12:40 (versión de la app 2.0.0)

Solo exponemos un conjunto limitado de entidades. Ejecuta ambos comandos de sincronización cuando Flowtly lance novedades para actualizar los datos.

Presupuestos y gasto

Controla planes financieros, asignaciones y transacciones.

Resumen de la entidad

Presupuesto

Expón los presupuestos de Flowtly para que las herramientas financieras mantengan límites y alertas alineados.

Endpoints

GET https://api.flowtly.eu/budgets

Listar presupuestos

Recupera presupuestos paginados con filtros por tipo o fechas.

POST https://api.flowtly.eu/budgets

Crear presupuesto

Publica un presupuesto con ventana de fechas, grupo y banderas de configuración.

GET https://api.flowtly.eu/budgets/{id}

Obtener presupuesto por ID

Consulta los detalles y asignaciones de un presupuesto.

PATCH https://api.flowtly.eu/budgets/{id}

Actualizar presupuesto

Actualiza fechas, granularidad o configuración de un presupuesto.

DELETE https://api.flowtly.eu/budgets/{id}

Eliminar presupuesto

Borra un presupuesto que ya no necesites seguir.

GET https://api.flowtly.eu/budget-contractors

List budget-contractors

Retrieve budget-contractor records.

POST https://api.flowtly.eu/budget-contractors

Create budget-contractor

Create a new budget-contractor mapping.

GET https://api.flowtly.eu/budget-contractors/{id}

Get budget-contractor

Fetch a budget-contractor by ID.

DELETE https://api.flowtly.eu/budget-contractors/{id}

Delete budget-contractor

Remove a budget-contractor mapping.

GET https://api.flowtly.eu/budget-employees

List budget-employees

Retrieve employee budget allocations.

POST https://api.flowtly.eu/budget-employees

Create budget-employee

Create a new budget-employee allocation.

GET https://api.flowtly.eu/budget-employees/{id}

Get budget-employee

Fetch a budget-employee allocation.

DELETE https://api.flowtly.eu/budget-employees/{id}

Delete budget-employee

Remove a budget-employee allocation.

GET https://api.flowtly.eu/budget-groups

List budget-groups

Retrieve budget groups.

POST https://api.flowtly.eu/budget-groups

Create budget-group

Create a new budget group.

GET https://api.flowtly.eu/budget-groups/{id}

Get budget-group

Fetch a budget group by ID.

PATCH https://api.flowtly.eu/budget-groups/{id}

Update budget-group

Patch a budget group.

DELETE https://api.flowtly.eu/budget-groups/{id}

Delete budget-group

Remove a budget group.

GET https://api.flowtly.eu/budget-invoices

List budget-invoices

Retrieve budget-linked invoices.

POST https://api.flowtly.eu/budget-invoices

Create budget-invoice

Create a budget invoice mapping.

GET https://api.flowtly.eu/budget-invoices/{id}

Get budget-invoice

Fetch a budget invoice mapping.

DELETE https://api.flowtly.eu/budget-invoices/{id}

Delete budget-invoice

Remove a budget invoice mapping.

GET https://api.flowtly.eu/budget-projects

List budget-projects

Retrieve project allocations under budgets.

POST https://api.flowtly.eu/budget-projects

Create budget-project

Create a budget-project allocation.

GET https://api.flowtly.eu/budget-projects/{id}

Get budget-project

Fetch a budget-project allocation.

DELETE https://api.flowtly.eu/budget-projects/{id}

Delete budget-project

Remove a budget-project allocation.

Casos de uso

Provisiona centros de coste anuales desde tu ERP y mantén Flowtly actualizado con los límites vigentes.
Sincroniza presupuestos de marketing para que las plataformas de performance detengan el gasto cuando Flowtly avise.

Campos del esquema

Budget-budget.read_budget_employee.read
Campo Tipo Descripción
id string Identifier of the budget.
name string Human-readable label (e.g. EMEA Marketing FY25).
type string Either global or employee-level budget.
granularity string Aggregation interval for reporting (month, quarter).
budgetGroup string | null Optional reference to a budget group.
dateFrom string | null Start of the validity window.
dateTo string | null End of the validity window.
config array Feature flags such as spend alerts.
budgetEmployees array Employee allocations tied to the budget.

Ejemplos

POST https://api.flowtly.eu/budgets

Crear un presupuesto global de marketing

Configura el presupuesto FY25 enlazado a su grupo con alertas automáticas.

Carga del request
{
    "name": "EMEA Marketing FY25",
    "type": "global",
    "granularity": "month",
    "dateFrom": "2024-01-01T00:00:00+00:00",
    "dateTo": "2024-12-31T00:00:00+00:00",
    "budgetGroup": "/api/budget-groups/emarketing",
    "config": [
        "spend_alerts",
        "auto-freeze"
    ]
}
Carga de la respuesta
{
    "@id": "/api/budgets/bgt_fy25",
    "@type": "Budget",
    "id": "bgt_fy25",
    "name": "EMEA Marketing FY25",
    "type": "global",
    "granularity": "month",
    "dateFrom": "2024-01-01T00:00:00+00:00",
    "dateTo": "2024-12-31T00:00:00+00:00",
    "budgetGroup": "/api/budget-groups/emarketing",
    "config": [
        "spend_alerts",
        "auto-freeze"
    ]
}

Resumen de la entidad

Transacción de presupuesto

Comparte datos de gasto para que compras y Flowtly trabajen con los mismos importes.

Endpoints

GET https://api.flowtly.eu/budget-transactions

Listar transacciones de presupuesto

Obtén el libro de movimientos que afectan a un presupuesto.

POST https://api.flowtly.eu/budget-transactions

Crear transacción de presupuesto

Vincula una transacción externa y, si aplica, al empleado responsable.

GET https://api.flowtly.eu/budget-transactions/{id}

Obtener transacción de presupuesto

Consulta una transacción vinculada a un presupuesto para revisar el impacto de gasto.

PATCH https://api.flowtly.eu/budget-transactions/{id}

Actualizar transacción de presupuesto

Ajusta el presupuesto vinculado, el empleado o el importe.

DELETE https://api.flowtly.eu/budget-transactions/{id}

Eliminar transacción de presupuesto

Elimina una vinculación incorrecta de transacción y presupuesto.

GET https://api.flowtly.eu/income-transactions

List income-transactions

Retrieve income transactions.

POST https://api.flowtly.eu/income-transactions

Create income-transaction

Create an income transaction entry.

GET https://api.flowtly.eu/income-transactions/{id}

Get income-transaction

Fetch an income transaction by ID.

PATCH https://api.flowtly.eu/income-transactions/{id}

Update income-transaction

Patch an income transaction entry.

DELETE https://api.flowtly.eu/income-transactions/{id}

Delete income-transaction

Delete an income transaction entry.

GET https://api.flowtly.eu/project-transactions

List project-transactions

Retrieve project transactions.

POST https://api.flowtly.eu/project-transactions

Create project-transaction

Create a project transaction entry.

PATCH https://api.flowtly.eu/project-transactions/{id}

Update project-transaction

Patch a project transaction entry.

DELETE https://api.flowtly.eu/project-transactions/{id}

Delete project-transaction

Delete a project transaction entry.

GET https://api.flowtly.eu/transactions

List transactions

Retrieve generic transactions.

POST https://api.flowtly.eu/transactions

Create transaction

Create a generic transaction.

GET https://api.flowtly.eu/transactions/{id}

Get transaction

Fetch a transaction by ID.

PATCH https://api.flowtly.eu/transactions/{id}

Update transaction

Patch a transaction.

POST https://api.flowtly.eu/transactions/import

Import transactions

Bulk import transactions.

GET https://api.flowtly.eu/transactions/unassigned

List unassigned transactions

Retrieve transactions not yet linked to a budget.

GET https://api.flowtly.eu/transaction-attachments

List transaction-attachments

Retrieve transaction attachments.

POST https://api.flowtly.eu/transaction-attachments

Create transaction-attachment

Create a transaction attachment.

GET https://api.flowtly.eu/transaction-attachments/{id}

Get transaction-attachment

Fetch a transaction attachment by ID.

PATCH https://api.flowtly.eu/transaction-attachments/{id}

Update transaction-attachment

Patch a transaction attachment.

DELETE https://api.flowtly.eu/transaction-attachments/{id}

Delete transaction-attachment

Delete a transaction attachment.

POST https://api.flowtly.eu/transaction-attachments/create

Upload transaction-attachment

Upload a new transaction attachment.

GET https://api.flowtly.eu/transaction-attachments/search

Search transaction-attachments

Search transaction attachments by query.

POST https://api.flowtly.eu/transaction-attachments/{id}/apply-suggestion

Creates a TransactionAttachment resource.

Creates a TransactionAttachment resource.

POST https://api.flowtly.eu/transaction-attachments/{id}/apply-supplier-suggestion

Creates a TransactionAttachment resource.

Creates a TransactionAttachment resource.

POST https://api.flowtly.eu/transaction-attachments/{id}/detach

Creates a TransactionAttachment resource.

Creates a TransactionAttachment resource.

GET https://api.flowtly.eu/transaction-attachments/{id}/suggestions

Retrieves the collection of TransactionAttachment resources.

Retrieves the collection of TransactionAttachment resources.

GET https://api.flowtly.eu/transaction-attachments/{id}/suggestions-debug

Retrieves a TransactionAttachment resource.

Retrieves a TransactionAttachment resource.

POST https://api.flowtly.eu/transaction-attachments/{id}/suggestions/{suggestionId}/apply

Creates a TransactionAttachment resource.

Creates a TransactionAttachment resource.

POST https://api.flowtly.eu/transactions/attachments/zip

Download transaction attachments as zip

Creates a TransactionAttachmentsZipExport resource.

GET https://api.flowtly.eu/transactions/export/mt940

Retrieves a TransactionMt940Export resource.

Retrieves a TransactionMt940Export resource.

GET https://api.flowtly.eu/transactions/with-problems

Retrieves the collection of Transaction resources.

Retrieves the collection of Transaction resources.

GET https://api.flowtly.eu/transactions/{id}/suggestions

Retrieves the collection of Transaction resources.

Retrieves the collection of Transaction resources.

POST https://api.flowtly.eu/transactions/{id}/suggestions/{suggestionId}/apply

Creates a Transaction resource.

Creates a Transaction resource.

Casos de uso

Envía pagos de facturas desde contabilidad para reflejar el gasto acumulado en Flowtly.
Asocia gastos de RR. HH. o proveedores al presupuesto nada más aprobarlos.

Campos del esquema

BudgetTransaction-budget_transaction.read_transaction.read
Campo Tipo Descripción
budget string IRI del presupuesto afectado.
transaction object IRI de la transacción original del ERP.
employee string | null Empleado responsable del gasto (opcional).
amount integer | null Importe imputado al presupuesto.

Ejemplos

POST https://api.flowtly.eu/budget-transactions

Vincular una transacción ERP a un presupuesto

Asocia una factura de proveedor al presupuesto FY25 y guarda el owner.

Carga del request
{
    "budget": "/api/budgets/bgt_fy25",
    "transaction": "/api/transactions/txn_904",
    "employee": "/api/employees/emp_777",
    "amount": 125000
}
Carga de la respuesta
{
    "@id": "/api/budget-transactions/btr_11",
    "@type": "BudgetTransaction",
    "id": "btr_11",
    "budget": "/api/budgets/bgt_fy25",
    "transaction": "/api/transactions/txn_904",
    "employee": "/api/employees/emp_777",
    "amount": 125000
}

Resumen de la entidad

Factura

Expón el ciclo de vida de facturas para alinear finanzas, operaciones y equipos de cliente con una única fuente de ingresos.

Endpoints

GET https://api.flowtly.eu/invoices

Listar facturas

Obtén la colección de facturas con paginación y filtros por estado.

POST https://api.flowtly.eu/invoices

Crear factura

Crea una nueva factura con cliente, líneas y metadatos de pago.

GET https://api.flowtly.eu/invoices/{id}

Ver factura por ID

Consulta una factura con líneas y transacciones vinculadas.

PATCH https://api.flowtly.eu/invoices/{id}

Actualizar factura

Actualiza estado, vencimiento o metadatos tras revisión.

GET https://api.flowtly.eu/invoices/draft

Retrieves the collection of Invoice resources.

Retrieves the collection of Invoice resources.

GET https://api.flowtly.eu/invoices/name/{date}

Retrieves the collection of Invoice resources.

Retrieves the collection of Invoice resources.

POST https://api.flowtly.eu/invoices/send

Creates a Invoice resource.

Creates a Invoice resource.

DELETE https://api.flowtly.eu/invoices/{id}

Removes the Invoice resource.

Removes the Invoice resource.

GET https://api.flowtly.eu/invoices/{id}/send

Retrieves a Invoice resource.

Retrieves a Invoice resource.

POST https://api.flowtly.eu/invoices/{id}/send

Creates a Invoice resource.

Creates a Invoice resource.

Casos de uso

Sincroniza facturas con dashboards BI para vigilar vencidos y riesgo de caja.
Activa recordatorios al cliente cuando cambia el estado de la factura en Flowtly.

Campos del esquema

Invoice-invoice.read_invoice_row.read_invoice_transaction.read_transaction.read_storage.read
Campo Tipo Descripción
id integer
name string
type string
parent object
childrenInvoices array
client string
tinType string
tinCountry string | null
tin string | null
bankAccount string
amountNet number
amount number
currency string | null
conversionRate number | null
generatedPdfExternalId string | null
issueDate string
saleDate string
dueDate string
targetAmount number | null
paymentMethod string
notes string | null
invoiceRows array
eInvoicing object
invoiceTransactions array
internalComment string
targetAmountNet number | null
status string

Resumen de la entidad

Transacción

Integra datos transaccionales entre banca y ERP para mantener control de gasto y reportes de margen al día.

Endpoints

GET https://api.flowtly.eu/transactions

Listar transacciones

Obtén transacciones con filtros de asignación y estado.

POST https://api.flowtly.eu/transactions

Crear transacción

Crea una transacción con importe, moneda y referencias de cuenta.

GET https://api.flowtly.eu/transactions/{id}

Ver transacción por ID

Consulta una transacción con adjuntos y vínculo de costes.

PATCH https://api.flowtly.eu/transactions/{id}

Actualizar transacción

Actualiza clasificación, asignación o campos de conciliación.

POST https://api.flowtly.eu/transactions/attachments/zip

Download transaction attachments as zip

Creates a TransactionAttachmentsZipExport resource.

GET https://api.flowtly.eu/transactions/export/mt940

Retrieves a TransactionMt940Export resource.

Retrieves a TransactionMt940Export resource.

POST https://api.flowtly.eu/transactions/import

Creates a Transaction resource.

Creates a Transaction resource.

GET https://api.flowtly.eu/transactions/unassigned

Retrieves the collection of Transaction resources.

Retrieves the collection of Transaction resources.

GET https://api.flowtly.eu/transactions/with-problems

Retrieves the collection of Transaction resources.

Retrieves the collection of Transaction resources.

GET https://api.flowtly.eu/transactions/{id}/suggestions

Retrieves the collection of Transaction resources.

Retrieves the collection of Transaction resources.

POST https://api.flowtly.eu/transactions/{id}/suggestions/{suggestionId}/apply

Creates a Transaction resource.

Creates a Transaction resource.

Casos de uso

Sincroniza transacciones contabilizadas con herramientas de cierre mensual.
Alimenta alertas presupuestarias y vistas de rentabilidad en tiempo real.

Campos del esquema

Transaction-transaction.read
Campo Tipo Descripción
id string
bankAccount string
employeeOwner string | null
cost string | null
counterparty object
counterpartyRole string | null
statementNumber integer
operationNumber string | null
description string
amount number
endingBalance number
orderDate string
execDate string
relatedDate string | null
ignored integer
note string | null
transactionAttachments array
budgetTransactions array
projectTransactions array
connectedMonth string
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