Requirements Connecting ApproveIt takes an active account plus an API access token from your account settings — no other setup is required.[3]
Get your ApproveIt credentials Connect ApproveIt in WEXTL Log in to your WEXTL account, add the ApproveIt node module to your workflow, and click Create new credential . Optional: In the Credential name field, enter a name for the credential. Enter the authentication credentials you copied from your ApproveIt account, or follow the on-screen instructions to create the credential. If prompted, authenticate your account and confirm access. If you want to make changes to your credential in the future, follow the steps in Manage credentials → Notes Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes. For detailed information on connecting an application, see Connect an application →
ApproveIt triggers and actions on WEXTL The list below is a reference of every ApproveIt node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any ApproveIt node module below to see exactly what it takes in, what it returns, and what connection it needs.
Watch Accounts Trigger Output fields[3] Field Type ID number Name text Code text Description text
Watch Approval Requests Trigger Output fields[3] Field Type Number text Status text Workflow slug text Priority text Created at date Completed at date Requestor email email
Watch Contracts Trigger Output fields[3] Field Type ID number Name text Type text Status text
Watch Cost Centers Trigger Output fields[3] Field Type ID number Name text Code text Description text
Watch Customers Trigger Output fields[3] Field Type ID number Name text Account number text Email email
Watch Products Trigger Output fields[3] Field Type ID number Name text Code text Description text
Watch Users Trigger Output fields[3] Field Type ID number Username text Email email
Watch Vendors Trigger Output fields[3] Field Type ID number Name text Account number text Email email
Watch Workflows Trigger Output fields[3] Field Type ID number Slug text Name text Pipeline ID number Created at date
Get a Vendor Action Input fields[3] Field Type Organization IDRequired
choice
Output fields[3] Field Type ID number Name text Account number text Country code text Contact details object First name text Last name text Email text Phone text Website text Registration number text Financial details text Address details object Billing object Delivery text Team number Organization number Active financial details text Party text Invite ID text Contracts array Settings object Xero contact ID text Softledger ID text Quickbooks ID text Netsuite ID text Netsuite subsidiaries array Netsuite currencies array Files array Visible boolean Created at date Updated at date Deleted at date Xero contact ID text
5 other output fields
Get an Approval Request Action Input fields[3] Field Type Approval request numberRequired
choice
Output fields[3] Field Type Workflow slug text Data object 8e 019e 66 b 23f 4485 bf 96 22f 4b 8371f 74 object 71c 4511e e 091 445a 953c 93affae 3348b object Process ID number Steps array
Get an Organization Action Input fields[3] Field Type Organization IDRequired
choice
Output fields[3] Field Type ID number Name text Team number Integration object Integration ID number Tenant ID text Watchers object Users array Departments array Roles array Xero sync enabled boolean Settings object Xero sync enabled boolean Softledger sync enabled boolean Quickbooks sync enabled boolean Netsuite sync enabled boolean Country code text Product manual input enabled boolean Vendor sync state object Currency text
Get Workflow Fields Action Input fields[3] Field Type Workflow slugRequired
choice
Output fields[3] Field Type Workflow ID number Workflow slug text Fields array
List Accounts Search Input fields[3] Field Type Organization IDRequired
choice Search text Ordering choice Limit number
Output fields[3] Field Type ID number Name text Code text Description text
List Approval Requests Search Input fields[3] Field Type Status choice Priority choice Workflow slug array Start date date End date date Completed after date Completed before date Search text Ordering choice Limit number
Output fields[3] Field Type Number text Status text Workflow slug text Priority text Created at date Completed at date Requestor email email
List Categories Search Input fields[3] Field Type Search text Ordering choice Limit number
Output fields[3] Field Type ID number Name text Visible boolean Description text
List Contract Agreement Types Search Input fields[3] Field Type Search text Ordering choice Limit number
Output fields[3] Field Type ID number Name text Description text
List Contracts Search Input fields[3] Field Type Search text Ordering choice Limit number
Output fields[3] Field Type ID number Name text Type text Status text
List Cost Centers Search Input fields[3] Field Type Organization IDRequired
choice Search text Ordering choice Limit number
Output fields[3] Field Type ID number Name text Code text Description text
List Customers Search Input fields[3] Field Type Organization IDRequired
choice Search text Ordering choice Limit number
Output fields[3] Field Type ID number Name text Account number text Email email
List Departments Search Input fields[3] Field Type Search text Ordering choice Limit number
Output fields[3] Field Type ID number Name text Description text
List Job Roles Search Input fields[3] Field Type Search text Ordering choice Limit number
Output fields[3] Field Type ID number Name text Description text
List Locations Search Input fields[3] Field Type Search text Ordering choice Limit number
Output fields[3] Field Type ID number Name text Address text
List Organizations Search Input fields[3] Field Type Search text Ordering choice Limit number
Output fields[3] Field Type ID number Name text Account number text Type text
List Products Search Input fields[3] Field Type Organization IDRequired
choice Search text Ordering choice Limit number
Output fields[3] Field Type ID number Name text Code text Description text
List Tax Rates Search Input fields[3] Field Type Organization IDRequired
choice Search text Ordering choice Limit number
Output fields[3] Field Type ID number Name text Rate number Description text
List Users Search Input fields[3] Field Type Search text Ordering choice Limit number
Output fields[3] Field Type ID number Username text Email email
List Vendors Search Input fields[3] Field Type Organization IDRequired
choice Search text Ordering choice Limit number
Output fields[3] Field Type ID number Name text Account number text Email email
List Workflows Search Input fields[3] Field Type Search text Ordering choice Limit number
Output fields[3] Field Type ID number Slug text Name text Pipeline ID number Created at date
Create a Pipeline Process Action Input fields[3] Field Type Organization IDRequired
choice DataRequired
array
Output fields[3] Field Type Process ID number Approval request number text Approval request status text
Create an Approval Request Action Input fields[3] Field Type Workflow slugRequired
choice DataRequired
array Process ID text Priority choice Requestor email email Approvers array Email email Step order number Completion type array Type text Step order number
Output fields[3] Field Type Process ID number Approval request number text Approved boolean
Download a File Action Input fields[3] Field Type File IDRequired
text
Output fields[3] Field Type File Data text
Make an API Call universal Input fields[3] Field Type URLRequired
text MethodRequired
choice Headers array Header object Query String array Parameter object Body text
Output fields[3] Field Type Body text Headers object Status code number
Update a Pipeline Process Action Input fields[3] Field Type Organization IDRequired
choice DataRequired
array
Output fields[3] Field Type Process ID number Approval request number text Approval request status text
Update an Approval Request Action Input fields[3] Field Type Approval request numberRequired
choice Workflow SlugRequired
text DataRequired
array Process ID number Priority choice Requestor Email email Approvers array EmailRequired
email Step OrderRequired
number Completion Type array TypeRequired
choice Step OrderRequired
number
Output fields[3] Field Type Process ID number Approval request number text
Upload Files Action Input fields[3] Field Type files array
Output fields[3] Field Type ID 1 text ID 2 text
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