STEP 1
Connect ActiveCollab and FieldPulse
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
ActiveCollab and FieldPulse Integration
Build project management workflows between ActiveCollab and FieldPulse on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about ActiveCollab and FieldPulse
Detailed info you need to know about ActiveCollab and FieldPulse integrations in WEXTL. Explore which modules apps support and how you connect them.
ActiveCollab
Project management for tasks, collaboration, and team workloads. [5]
FieldPulse
Field service management platform for scheduling jobs, dispatching technicians, and managing customers. [6]
How to connect ActiveCollab to FieldPulse
Set up your ActiveCollab and FieldPulse integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected ActiveCollab and FieldPulse nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between ActiveCollab and FieldPulse. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between ActiveCollab and FieldPulse work in WEXTL?
WEXTL exposes actions and triggers for ActiveCollab and FieldPulse that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
ActiveCollab triggersFieldPulse actions
ActiveCollab modules
- 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.
- 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.
- 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.
- 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.
FieldPulse modules
- Create a CustomerCreates a new customer.
- Create a JobCreates a new job.
- Delete a CustomerDeletes an existing customer.
- Delete a JobDeletes a single job.
- Get a CustomerRetrieves a single customer.
- Get a JobRetrieves details for a specific job.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CustomersSearches for customers.
- Search JobsSearches for jobs.
- Update a CustomerUpdates a single customer's details.
- Update a JobUpdates the details of an existing job.
- Watch CustomersTriggers when a new customer is created.
- Watch New JobsTriggers when a job has been created with a specified status.
- Watch Updated JobsTriggers when a job has been updated with a specified status.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with ActiveCollab and FieldPulse integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting ActiveCollab and FieldPulse.
Connect your ActiveCollab and FieldPulse accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when ActiveCollab's "Watch Companies" fires, WEXTL can "Create a Customer" in FieldPulse. ActiveCollab has 5 triggers (including Watch Companies, Watch Invoices, and Watch Payments); FieldPulse has 11 actions (including Create a Customer, Create a Job, and Delete a Customer). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. ActiveCollab-to-FieldPulse automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment ActiveCollab (or FieldPulse) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your ActiveCollab + FieldPulse automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the ActiveCollab and FieldPulse integration.
- ActiveCollab and FieldPulse integration source code, module specs and credentials implementation.
- Our ActiveCollab and FieldPulse integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for ActiveCollab and FieldPulse — 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.
- ActiveCollab integration information
- FieldPulse integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library