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Use the GetPaidX API with a personal access token

Create a personal access token from the UI and use it as the bridge from manual usage into automation.

Updated 2026-03-04~4 min3 steps
Walkthrough cover for creating a PAT in GetPaidX

This walkthrough treats the PAT as the next step after understanding the UI, not as a replacement for learning the product.

What this walkthrough covers

What this feature does

This walkthrough turns a normal signed-in account into an account that can also automate product flows through the API.

Why people use it

The token is useful when you want to:

  • repeat a UI action programmatically,
  • trigger a flow from a script or another tool,
  • connect the same account to workspace-based automation.

What to do immediately after

After creating the token, the most useful next step is to inspect the live API surface and pick the exact route that maps to the task you already understand from the UI.

Step-by-step

How the flow works

Step 1

Open Personal Access Tokens in settings

Goal: Go to the self-serve place where API access begins.

Why it matters: The product keeps token creation in the app so advanced users do not need manual provisioning.

Route: /settings/api

API settings before any new token is created
This step starts at the exact in-product screen where personal API access begins.

This step starts at the exact in-product screen where personal API access begins.

Step 2

Create a new token

Goal: Generate the bearer token you will use for API requests.

Why it matters: This is the exact bridge from app usage into automation.

Route: /settings/api

API settings while a new personal access token is being created
The walkthrough captures the actual token creation step, not just the static settings page.

The walkthrough captures the actual token creation step, not just the static settings page.

Step 3

Use the token with the programmatic API catalog

Goal: Move immediately from token creation into discovering the available endpoints.

Why it matters: A token is only useful once it is paired with the endpoint surface you actually intend to automate.

Route: /settings/api

API settings after the token has been created and is ready for the next step
The final step captures the moment where the token is ready to be used with the programmatic API surface.

The final step captures the moment where the token is ready to be used with the programmatic API surface.

Common questions

What people usually ask

When should I use a PAT instead of just using the app UI?

Use a PAT when you already understand the UI flow and want to repeat it programmatically, integrate it into another process, or use it inside a workspace.

Do I need to understand every API route before creating a token?

No. The practical next step is to create the token and then inspect the machine-readable catalog for the routes you actually need.

What happens next

Once this walkthrough makes sense, move directly into the next related flow instead of stopping at the explanation layer.

    Use the GetPaidX API with a personal access token | GetPaidX walkthroughs | HotDocx