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ApproveIt and Bill Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Build finance workflows between ApproveIt and Bill 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.

Integration guide
  • 3-day trial
  • Cancel anytime
  • Up to 10 minutes quick set up
  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Learn about ApproveIt and Bill

Detailed info you need to know about ApproveIt and Bill integrations in WEXTL. Explore which modules apps support and how you connect them.

  • ApproveIt

    • Finance
    • 9 triggers
    • 20 searches
    • 7 actions

    Approval workflow software for routing purchase requests, contracts and vendors through your team. [5]

  • Bill

    • Finance
    • 4 triggers
    • 12 searches
    • 10 actions

    Accounts-payable and receivable — manage bills, invoices, vendors, and payments. [6]

How to connect ApproveIt to Bill

Set up your ApproveIt and Bill integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect ApproveIt and Bill

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected ApproveIt and Bill nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between ApproveIt and Bill. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between ApproveIt and Bill work in WEXTL?

WEXTL exposes actions and triggers for ApproveIt and Bill 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.

ApproveIt triggersBill actions

ApproveIt modules

  • Create a Pipeline Process Creates a new pipeline process.
  • Create an Approval Request Creates a new approval request.
  • Download a File Downloads a file by ID.
  • Get a Vendor Retrieves the details of a vendor.
  • Get an Approval Request Retrieves detailed information about an approval request.
  • Get an Organization Retrieves the details of an organization.
  • Get Workflow Fields Lists every field in a workflow's form configuration, in display order.
  • List Accounts Lists all accounting accounts for the team.
  • List Approval Requests Lists the team's approval requests.
  • List Categories Lists all accounting categories for the team.
  • List Contract Agreement Types Lists all contract agreement types for the team.
  • List Contracts Lists all contracts for the team.
  • List Cost Centers Lists all cost centers for the team.
  • List Customers Lists all customers for the team.
  • List Departments Lists all departments for the team.
  • List Job Roles Lists all job roles for the team.
  • List Locations Lists all locations for the team.
  • List Organizations Lists all organizations for the team.
  • List Products Lists all products for the team.
  • List Tax Rates Lists all tax rates for the team.
  • List Users Lists all users for the team.
  • List Vendors Lists all vendors for the team.
  • List Workflows Lists the team's workflows.
  • Make an API Call Sends a custom authorized request to the ApproveIt API.
  • Update a Pipeline Process Updates an existing pipeline process.
  • Update an Approval Request Updates an existing approval request.
  • Upload Files Uploads one or more files.
  • Watch Accounts Triggers when a new accounting account is added.
  • Watch Approval Requests Triggers when a new approval request is created.
  • Watch Contracts Triggers when a new contract is added.
  • Watch Cost Centers Triggers when a new cost center is added.
  • Watch Customers Triggers when a new customer is added to the organization.
  • Watch Products Triggers when a new product is added.
  • Watch Users Triggers when a new user is added.
  • Watch Vendors Triggers when a new vendor is added.
  • Watch Workflows Triggers when a new workflow is created.

Bill modules

  • Cancel a Payment Cancels a payment using its unique ID.
  • Create a Bill Creates a new bill for a vendor.
  • Create a Customer Creates a new customer in the system.
  • Create a Payment Creates a payment in the system.
  • Create a Vendor Creates a new vendor.
  • Create an Invoice Creates an invoice for a customer.
  • Get a Bill Retrieves a bill by its ID.
  • Get a Customer Retrieves a customer's details from the service.
  • Get a Payment Retrieves a payment from the service.
  • Get a Vendor Retrieves a vendor's details.
  • Get an Invoice Retrieves an invoice from the system.
  • List Bill Documents Retrieves all bill documents from the service.
  • List Bills Retrieves a list of all bills.
  • List Customers Lists all customers.
  • List Invoices Lists all invoices.
  • List Payments Lists all payments.
  • List Users Lists all users.
  • Make an API Call Performs an arbitrary authorized API call.
  • Update a Customer Updates a customer's information in the system.
  • Update a Vendor Updates a vendor's information in the system.
  • Update an Invoice Updates an invoice with new information.
  • Upload a Bill Document Uploads a bill document to the specified location.
  • Watch Bills Triggers when a new bill is created.
  • Watch Customers Triggers when a new customer is created.
  • Watch Invoices Triggers when a new invoice is created.
  • Watch Payments Triggers when a new payment is made.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with ApproveIt and Bill integrations. Pick any from the list below if the current combination isn't the one you need.

Automate ApproveIt and Bill on WEXTL®

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Frequently asked questions

Common questions about connecting ApproveIt and Bill.

How do I connect ApproveIt and Bill?

Connect your ApproveIt and Bill 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]

What can I automate between ApproveIt and Bill?

Example: when ApproveIt's "Watch Accounts" fires, WEXTL can "Cancel a Payment" in Bill. ApproveIt has 9 triggers (including Watch Accounts, Watch Approval Requests, and Watch Contracts); Bill has 22 actions (including Cancel a Payment, Create a Bill, and Create a Customer). Add filters and transforms between steps when you need them. [1]

Can ApproveIt trigger actions in Bill, and Bill in ApproveIt?

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]

Do I need to write code to integrate ApproveIt and Bill?

No. ApproveIt-to-Bill automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does ApproveIt integrate with Bill in real time?

Yes. Trigger-based automations start the moment ApproveIt (or Bill) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a ApproveIt + Bill integration?

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.

Do I need a paid plan to connect ApproveIt with Bill?

You can build your ApproveIt + Bill 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 ApproveIt and Bill integration.

  1. ApproveIt and Bill integration source code, module specs and credentials implementation.
  2. Our ApproveIt and Bill integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for ApproveIt and Bill — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. ApproveIt integration information
  6. Bill integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted ApproveIt and Bill integration page documentation. Used sources, AI's role, and how the team validates the result.

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