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ApproveIt and Billtrust Integration

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

Keep ApproveIt and Billtrust in sync by integrating their events and actions. When finance events happen in ApproveIt, update the Billtrust automatically - without any line of code in visual workflow builder.

Integration guide
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Learn about ApproveIt and Billtrust

Detailed info you need to know about ApproveIt and Billtrust 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]

  • Billtrust

    • Finance
    • 9 triggers
    • 31 searches
    • 32 actions

    B2B accounts receivable and payment automation platform for invoices, collections, and cash application. [6]

How to connect ApproveIt to Billtrust

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

  1. STEP 1

    Connect ApproveIt and Billtrust

    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 Billtrust 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 Billtrust. Use filters or leverage a JS custom code step in between — everything is on the canvas.

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

WEXTL exposes actions and triggers for ApproveIt and Billtrust 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 triggersBilltrust 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.

Billtrust modules

  • Create a Category Creates a new category in the specified service.
  • Create a Department Creates a new department in the system.
  • Create a Dispute Creates a dispute for a transaction or charge in the system.
  • Create a Dispute Note Creates a dispute note in the system.
  • Create a Reason Creates a new reason entry in the system.
  • Create a Resolution Creates a resolution based on the provided parameters.
  • Create an Assignee Creates an assignee for a task or project.
  • Delete a Buyer Account Card Deletes a buyer's account card from the system.
  • Delete a Category Deletes a category from the service.
  • Delete a Department Deletes a department from the database.
  • Delete a Department by Code Deletes a department using its unique code identifier.
  • Delete a Dispute Deletes a dispute from the system.
  • Delete a Dispute Note Deletes a specified dispute note in the system.
  • Delete a Reason Deletes a specific reason from the system.
  • Delete a Resolution Deletes a resolution from the system.
  • Delete a Resolution by Code Deletes a resolution using a specific code as the identifier.
  • Delete a Surcharging Buyer Account Deletes a surcharging buyer account from the system.
  • Delete an Assignee Removes an assignee from a task or project.
  • Delete an Assignee by Email Deletes an assignee using their email address.
  • Delete an Attachment Deletes a specified attachment from the system.
  • Generate a Presigned Upload URL Generates a presigned URL for uploading a file to the server.
  • Get a Category by Code Retrieves a category using the specified code.
  • Get a Company Score Retrieves the score for a specific company.
  • Get a Credit Application Retrieves a credit application using a specific ID.
  • Get a Department Retrieves a department by its code.
  • Get a Dispute Retrieves information about a specific dispute by its ID.
  • Get a Dispute Note by ID Retrieves a dispute note using the specified ID.
  • Get a Reason Retrieves a specific reason from the database or service.
  • Get a Resolution Retrieves a resolution using a specific code.
  • Get a Signed Credit Application Retrieves a signed credit application from the service.
  • Get a Subcharging Buyer Account Retrieves a subcharging buyer account.
  • Get an Assignee by Email Retrieves an assignee using their email address.
  • Get an Attachment Retrieves an attachment by ID.
  • Get Business Units Retrieves business units from a service.
  • Get Buyer Account Card Retrieves information about a buyer's account card.
  • Get Dispute Audit Log Retrieves the dispute audit log from the system.
  • Get Dispute by IDs Retrieves disputes using specific IDs.
  • Get Notification Settings Retrieves the notification settings for a user or service.
  • List All Notes for Credit Application Retrieves all notes associated with a credit application.
  • List Assignees Retrieves a list of assignees.
  • List Attachments Retrieves all attachments from a specific service.
  • List Categories Retrieves a list of categories from the service.
  • List Credit Applications Retrieves a list of credit applications.
  • List Departments Retrieves a list of departments.
  • List Disputes Retrieves a list of disputes from the service.
  • List Documents for Credit Application Fetches all documents related to a credit application.
  • List Notes Retrieves all notes for a dispute.
  • List Reasons Retrieves a list of reasons.
  • List Reasons by Category Retrieves reasons by category.
  • List Resolutions Retrieves a list of resolutions.

Explore alternative integrations

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

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Frequently asked questions

Common questions about connecting ApproveIt and Billtrust.

How do I connect ApproveIt and Billtrust?

Connect your ApproveIt and Billtrust 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 Billtrust?

Example: when ApproveIt's "Watch Accounts" fires, WEXTL can "Create a Category" in Billtrust. ApproveIt has 9 triggers (including Watch Accounts, Watch Approval Requests, and Watch Contracts); Billtrust has 63 actions (including Create a Category, Create a Department, and Create a Dispute). Add filters and transforms between steps when you need them. [1]

Can ApproveIt trigger actions in Billtrust, and Billtrust 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 Billtrust?

No. ApproveIt-to-Billtrust 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 Billtrust in real time?

Yes. Trigger-based automations start the moment ApproveIt (or Billtrust) 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 + Billtrust 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 Billtrust?

You can build your ApproveIt + Billtrust 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 Billtrust integration.

  1. ApproveIt and Billtrust integration source code, module specs and credentials implementation.
  2. Our ApproveIt and Billtrust integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for ApproveIt and Billtrust — 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. Billtrust 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 Billtrust integration page documentation. Used sources, AI's role, and how the team validates the result.

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