ActiveCollab Integration

Project management for tasks, collaboration, and team workloads. Sync ActiveCollab tasks, statuses, and assignees with chat, CRM, and documentation tools. When Watch Companies fires, automatically continue with Get a Company or Get an Invoice.

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Supported triggers and actions for ActiveCollab integration

Triggers can detect changes in ActiveCollab and run actions that can create, search or modify data inside ActiveCollab automatically [3] — exactly how you set them.

Watch CompaniesTriggers when a new company is added or an existing company is updated.
Watch InvoicesTriggers when an invoice is created or updated.
Watch PaymentsTriggers when a payment is made or updated.
Watch ProjectsTriggers when a new project is created or updated.
Watch UsersTriggers when a user event occurs.
Get a CompanyRetrieves details of a specific company.
Get an InvoiceRetrieves the details of a specific invoice from the service.
Get a ProjectRetrieves information about a specific project.
Get a UserRetrieves a user from the service by user ID.
Get Invoice Private NotesRetrieves private notes associated with a specific invoice.
List Archived InvoicesRetrieves a list of archived invoices.
List CompaniesRetrieves a list of companies from the service.
List CompaniesRetrieves a list of all companies.
List Company InvoicesRetrieves a list of invoices for a company.
List InvoicesRetrieves a list of invoices from the service.
List PaymentsRetrieves a list of payments.
List ProjectsRetrieves a list of projects.
List UsersRetrieves a list of all users.
List UsersRetrieves a list of users from the service.
Archive a CompanyArchives a company, making it inactive and preserving its information for future reference or audit purposes.
Archive a UserArchives a user in the system.
Cancel an InvoiceCancels an existing invoice in the system.
Create a CompanyCreates a new company record.
Create an InvoiceCreates an invoice in the system.
Create a PaymentCreates a payment in the system.
Create a ProjectCreates a new project in the specified service.
Create a UserCreates a new user in the system.
Delete an InvoiceDeletes a specific invoice from the service.
Delete a PaymentDeletes a payment from the system.
Delete a UserDeletes a user from the database.
Duplicate an InvoiceDuplicates an existing invoice within the system.
Export an InvoiceExports an invoice in PDF format.
Export Invoice ReportExports an invoice report to the specified format or location.
Make an API CallMakes an arbitrary API call.
Remove a Client from a ProjectRemoves a specified client from an existing project.
Run Invoice ReportGenerates an invoice report based on the specified criteria.
Send an InvoiceSends an invoice to a specified recipient.
Trash a CompanyDeletes a company record from the database.
Update an InvoiceUpdates an invoice with new details or information.
Update a PaymentUpdates a payment with the specified details.
Update a ProjectUpdates a project with new details or changes in the service.
Update a UserUpdates a user's profile information.

How to integrate ActiveCollab in automation workflow?

3 simple steps to make your ActiveCollab connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select ActiveCollab in workflow

Pick ActiveCollab app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect ActiveCollab

When prompted, authorize access to ActiveCollab in WEXTL once. ActiveCollab credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your ActiveCollab account. Approve?

STEP 3

Build a workflow

Build your workflow with ActiveCollab yourself or with WEXTL® AI Builder. Connect ActiveCollab to any available integrations [5], or use HTTP node to go beyond them.

ActiveCollab

How ActiveCollab connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever ActiveCollab app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that ActiveCollab supports.

Full ActiveCollab API documentation

The following table illustrates what fields ActiveCollab integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how ActiveCollab is connected in WEXTL builder [4].

Field	Type	Help
Instance URLRequired	url	The base URL of your instance (e.g. https://yourapp.activecollab.com).
Username (Email)Required	email	The email address associated with your account.
PasswordRequired	password	Your account password.
Client NameRequired	text	A name identifying the client application (e.g. My Awesome App).
Client VendorRequired	text	The vendor or organization name for the client application (e.g. ACME Inc).

Connect ActiveCollab to popular apps on WEXTL

Enter a name of the other app you want to sync with ActiveCollab below. Click on selected app to explore integration options with ActiveCollab. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with ActiveCollab integration

Select Watch Invoices trigger from ActiveCollab - this will be a starting point in your automation. Whenever event happens in ActiveCollab, workflow will start [7] from Watch Invoices node.

Search for Get Invoice Private Notes, connect it as the next step of integration sequence. You can use filters between Watch Invoices and Get Invoice Private Notes, so only important data pass from Watch Invoices to the next step. WEXTL gives you full control over the process of ActiveCollab automation. All parts of workflow are visible on the canvas [4].

ActiveCollab on WEXTL has 42 modules for building project management automations. Explore ActiveCollab documentation for more.

Video slide demonstrates how Watch Invoices and Get Invoice Private Notes nodes are used in ActiveCollab workflow.

Video slide demonstrates how Watch Invoices and Get Invoice Private Notes [6] nodes are used in ActiveCollab workflow.

Frequently asked questions

Common questions about automating ActiveCollab in your workflows.

ActiveCollab has 5 triggers, including "Watch Companies", "Watch Invoices", and "Watch Payments", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 37 actions, including "Get a Company", "Get an Invoice", and "Get a Project", and more. Refer to our ActiveCollab Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The ActiveCollab integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by ActiveCollab official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where ActiveCollab provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever ActiveCollab or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for ActiveCollab inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with ActiveCollab modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the ActiveCollab integration.

ActiveCollab integration source code, module specs and credentials implementation.
Internal ActiveCollab integration documentation, structured input and output parameters, scopes, and authentication methods.
Official ActiveCollab vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® ActiveCollab App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

ActiveCollab Integration

Supported triggers and actions for ActiveCollab integration