What actions can I run in ActiveCollab?

37 actions are available, including "Get a Company", "Get an Invoice", and "Get a Project", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

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

ActiveCollab Integrations

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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 all companies.
List CompaniesRetrieves a list of companies from the service.
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.

When to use ActiveCollab

Common scenarios where ActiveCollab automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Companies" fires in ActiveCollab — start multi-step automations without polling or manual checks.
Automate "Get an Invoice" in ActiveCollab as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Layer "Watch Payments" from ActiveCollab with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting ActiveCollab to WEXTL®

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).

Use in workflow automation

Start from ActiveCollab’s Watch Invoices trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get Invoice Private Notes as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 42 ready-made steps for project management work, and every run records what went in and what came back.

ActiveCollab workflow on the canvas: Watch Invoices then Get Invoice Private Notes

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. Use them to start workflows the moment ActiveCollab events fire — no polling required.

Field

Type

Help

– Instance URLRequired

url

The base URL of your instance (e.g. https://yourapp.activecollab.com).

– Username (Email)Required

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).

Use in workflow automation

Start from ActiveCollab’s Watch Invoices trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get Invoice Private Notes as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 42 ready-made steps for project management work, and every run records what went in and what came back.

ActiveCollab Integrations

When to use ActiveCollab

How to connect

Use in workflow automation

Frequently asked questions

ActiveCollab Integrations

When to use ActiveCollab

How to connect

Connect ActiveCollab to any app in workflows

Use in workflow automation

Frequently asked questions

Connect ActiveCollab to any app in workflows

Connect ActiveCollab to any app in workflows

Connect ActiveCollab to any app in workflows

ActiveCollab Integrations

ActiveCollab triggers and actions

When to use ActiveCollab

How to connect

Use in workflow automation

Frequently asked questions

What triggers does ActiveCollab support?

What actions can I run in ActiveCollab?

Do I need to write code to automate this?

Is the integration secure?

ActiveCollab Integrations

ActiveCollab triggers and actions

When to use ActiveCollab

How to connect

Connect ActiveCollab to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does ActiveCollab support?

What actions can I run in ActiveCollab?

Do I need to write code to automate this?

Is the integration secure?

Connect ActiveCollab to any app in workflows

Connect ActiveCollab to any app in workflows

Connect ActiveCollab to any app in workflows