Payaca API
Payaca is an all-in-one field service operating system built for clean energy installation businesses running solar, heat pump, battery, and EV charger projects. An API lets you programmatically pull customers, quotes, jobs, invoices, and pipeline deals—and push updates like new proposals, scheduled jobs, and payment records back into Payaca to automate the full quote-to-cash workflow.
What is Payaca?
Payaca is an all-in-one field service operating system built specifically for clean energy installation businesses—companies installing solar, heat pumps, battery storage, and EV chargers. Teams use Payaca to manage leads and customer records, build multi-option quotes and proposals, schedule and track jobs in the field, collect payments, and monitor project costs, with a mobile app, a customer portal, and an AI assistant ("Dave") tying the workflow together from first enquiry to final invoice.
Core product areas include:
- CRM and pipeline (lead tracking, customer records, email tracking, deal stages)
- Sales & quoting (multi-option proposals, e-signatures, instant payment collection)
- Operations & scheduling (map-based scheduling, real-time project tracking, offline mobile app)
- Finance & reporting (invoicing, project costing, accounting integration, custom dashboards)
- Customer experience (customer portal, automated communications, service plans)
- Compliance & documentation (digital forms, permit/project tracking, task scheduling)
Common data entities:
- Customers, Contacts, Leads, Pipeline Deals
- Quotes, Proposals, Multi-option Line Items, E-signatures
- Jobs, Projects, Scheduled Events, Tasks
- Invoices, Payments, Service Plans, Project Costs
- Documents, Digital Forms, Permits, Attachments
The Payaca Integration Challenge
Installation businesses run their daily operations on Payaca, but turning quote-to-cash and field workflows into reliable API-driven automation is non-trivial:
- Tiered API access: The full REST API and webhooks are gated to higher-tier (Growth) plans, so coverage and availability vary by the account's subscription level
- Field-first data: Much of the operational data—job status, on-site updates, signatures—originates in the offline-capable mobile app and syncs asynchronously, complicating real-time reads
- Multi-option quote complexity: Proposals carry multiple selectable options, e-signature state, and embedded payment flows that don't map cleanly to a flat invoice model
- Bidirectional accounting sync: QuickBooks and Xero connections already move invoice and payment data, so integrations must avoid double-writes and reconcile state carefully
- Webhook volume: With 70+ event types, consumers need filtering, deduplication, and replay handling to build dependable event-driven workflows
- Lifecycle and status drift: Jobs, deals, and proposals move through configurable stages, so generic integrations break when an installer customizes their pipeline
How Supergood Creates Payaca APIs
Supergood reverse-engineers authenticated browser and app flows alongside Payaca's REST API and webhook surface to deliver a resilient, normalized API layer for your Payaca account—regardless of subscription tier or pipeline configuration.
- Handles email/password and MFA login securely within a managed session
- Maintains session continuity with automated refresh and change detection
- Normalizes responses across customers, quotes, jobs, invoices, and pipeline deals so you integrate once against consistent objects
- Aligns with your custom pipeline stages, multi-option quote structure, and service-plan configuration to ensure accurate state
Use Payaca with AI agents: Payaca MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, subscription tier, and authentication model.
- Supergood Generates and Validates Your API
We deliver a production-ready Payaca adapter tailored to your account configuration and pipeline.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Payaca evolves.
API Endpoints
Authentication
/authenticateAuthenticate to a Payaca account using email/password or MFA and obtain a session token for downstream calls.
Customers
/customersList customers and contacts with filters for status, tags, and pipeline stage.
Quotes
/quotesRetrieve quotes and proposals including multi-option line items, e-signature status, and acceptance state.
Quotes
/create_quoteCreate a new multi-option proposal for a customer with line items, pricing, and payment terms.
Jobs
/jobsList jobs and projects with scheduling, status, assigned technician, and cost-tracking details.
Billing
/invoicesPull invoices and payments across direct and service-plan billing for accounting reconciliation.
Use Cases
Sync quotes and jobs into your data warehouse
- Pull customers, multi-option quotes, and accepted proposals into a single warehouse - Stream job status and scheduling changes to downstream BI and operations dashboards - Reconcile pipeline deals and conversion rates across installers for reporting
Automate quote-to-cash workflows
- Generate multi-option proposals programmatically from CRM or design-tool data - Trigger e-signature and payment collection flows without manual portal steps - Push accepted quotes into job scheduling and invoicing automatically
Reconcile invoices and payments with accounting
- Sync invoices, payments, and service-plan revenue into your general ledger - Avoid double-writes by coordinating with native QuickBooks and Xero connections - Surface unpaid invoices and overdue accounts to collections workflows
Keep field and scheduling data in sync
- Pull map-based schedules and technician assignments into workforce tools - Capture on-site job updates, signatures, and completion events from the mobile app - Trigger downstream notifications when a job changes status or completes
Technical Specifications
Authentication
Email/password and MFA handled in a managed session; API keys where the account tier exposes them
Connectivity
Authenticated browser and app flows plus Payaca's REST API and webhook surface where enabled by the plan
Response format
Normalized JSON across Customer, Quote, Job, Invoice, and Deal objects
Rate limits
Adaptive throttling tuned to your account to avoid Payaca-side limits
Session management
Automatic session refresh, MFA replay handling, and credential rotation
Data freshness
Near real-time pulls for quotes, jobs, and invoices with optional scheduled batch syncs
Security
Encrypted credential vault, scoped access tokens, SOC 2-aligned controls, and audit logging
Webhooks
Event callbacks mapped from Payaca's 70+ event types for quote acceptance, job status, payment, and customer changes
Latency
Sub-second reads on cached entities; multi-second writes when posting quotes and invoices
Throughput
Horizontally scaled workers sized to multi-site installer volume
Reliability
Retry, backoff, and idempotency keys for quote, job, and invoice transactions
Adaptation
Continuous monitoring of Payaca releases, webhook changes, and account-specific pipeline configuration drift
Frequently asked questions
Payaca gates its full REST API and webhooks to higher-tier plans, but Supergood works against your authenticated sessions regardless of subscription tier, so you can still integrate customers, quotes, jobs, and invoices even where the native API surface is limited.
Yes. Supergood normalizes Payaca's multi-option proposals, including selectable line-item options, e-signature status, and embedded payment state, so you receive consistent quote objects rather than raw proposal markup.
No. Supergood is read-and-write aware of Payaca's native accounting connections and coordinates state to avoid double-writes, so your invoice and payment reconciliation stays clean.
Yes. On-site job updates, signatures, and completion events that originate in the offline-capable mobile app are surfaced through the same normalized API once they sync, so field activity flows into your downstream tools.
Each account is profiled against its configured pipeline and job statuses, so Supergood preserves your custom deal stages and lifecycle states rather than forcing a generic schema.