ApproveIt and Billingo Integration
Build finance workflows between ApproveIt and Billingo 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 ApproveIt and Billingo
Detailed info you need to know about ApproveIt and Billingo integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect ApproveIt to Billingo
Set up your ApproveIt and Billingo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 1
Connect ApproveIt and Billingo
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
STEP 2
Build a workflow
Paste selected ApproveIt and Billingo 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 ApproveIt and Billingo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between ApproveIt and Billingo work in WEXTL?
WEXTL exposes actions and triggers for ApproveIt and Billingo 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 triggersBillingo 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.
Billingo modules
- Cancel a Document Cancels a document in the system.
- Cancel a Document Cancels a document.
- Cancel an Invoice Cancels the details of an invoice.
- Check a Tax Number Retrieves the API v3 ID for a specified tax number.
- Convert a Currency Value Converts a currency value from one currency to another.
- Convert Draft to a Receipt Converts a draft to a receipt.
- Copy a Document Copies a document.
- Create a Bank Account Creates a new bank account.
- Create a Bank Account Creates a new bank account including comprehensive financial details.
- Create a Client Creates a new client in the system.
- Create a Client Creates a new client.
- Create a Document Creates a new document.
- Create a Document Creates a new document.
- Create a Document Block Creates a new document block.
- Create a Document from a Proforma Creates a new document from a proforma.
- Create a Document from a Proforma Creates a new document from a proforma.
- Create a Download Link Creates a download link for a specified file.
- Create a Modification Document Creates a modification document for the given document.
- Create a Partner Creates a new partner in the system.
- Create a Partner Creates a new partner if one is not found.
- Create a Product Creates a new product.
- Create a Product Creates a new product in the system.
- Create a Product Creates a new product with the provided details.
- Create a Receipt Creates a new receipt in the system.
- Create a Spending Creates a new spending.
- Create an Invoice Saves a new invoice in the system.
- Create an Invoice Creates a new invoice.
- Delete a Bank Account Deletes an existing bank account.
- Delete a Client Deletes a client from the system.
- Delete a Client Deletes a single client.
- Delete a Document's Payment History Deletes all existing payment history on a document.
- Delete a Payment History Deletes a payment history on a document.
- Delete a Product Deletes an existing product.
- Delete a Product Deletes a product from the catalog.
- Delete a Product Deletes an existing product.
- Delete a Spending Deletes the spending identified by the given ID in the path.
- Download a Document Downloads a document as a PDF.
- Download a Document Downloads a PDF of a document.
- Download an Exported File Returns the exported file.
- Download an Invoice Downloads an invoice PDF.
- Export a Document Exports a document from the service.
- Generate an Invoice Generates a normal invoice from a proforma invoice.
- Get a Bank Account Retrieves the details of an existing bank account.
- Get a Bank Account Gets a specific bank account detail from the v2 API.
- Get a Client Retrieves a single client's details.
- Get a Client Retrieves a specific client's details using their ID.
- Get a Document Retrieves the details of an existing document.
- Get a Document Retrieves a single document.
- Get a Document Printable POS PDF File Returns a printable POS PDF file of a particular document.
- Get a Document Status Retrieves the details of an existing document status.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with ApproveIt and Billingo integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting ApproveIt and Billingo.
References
List of sources used to gather information about the ApproveIt and Billingo integration.
- ApproveIt and Billingo integration source code, module specs and credentials implementation.
- Our ApproveIt and Billingo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for ApproveIt and Billingo — 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.
- ApproveIt integration information
- Billingo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library
How we write our apps documentation
Explore how WEXTL® crafted ApproveIt and Billingo integration page documentation. Used sources, AI's role, and how the team validates the result.
