ApproveIt and Candis Integration
Build finance workflows between ApproveIt and Candis 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 Candis
Detailed info you need to know about ApproveIt and Candis integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect ApproveIt to Candis
Set up your ApproveIt and Candis integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 1
Connect ApproveIt and Candis
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 Candis 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 Candis. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between ApproveIt and Candis work in WEXTL?
WEXTL exposes actions and triggers for ApproveIt and Candis 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 triggersCandis 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.
Candis modules
- Create a Contact Creates a creditor or debtor contact.
- Create a Cost Dimension Creates a new cost dimension.
- Create a General Ledger Account Creates a new general ledger account in Candis.
- Create a Goods Receipt Creates a goods receipt in a Candis account.
- Create a Tax Code Creates a tax code in a Candis account.
- Create Additional Delivery Costs Imports additional delivery cost definitions from an ERP system into Candis for use in purchase orders and goods receipts.
- Create an Export Creates an export and returns basic details.
- Create Payment Conditions Creates payment conditions in Candis.
- Create Purchase Orders Imports purchase orders from your ERP system into Candis. If a purchase order with the same number already exists, it will be updated automatically.
- Download a File Downloads a PDF or XML file by ID.
- Get an Export Retrieves a single existing export.
- Get Export Postings Retrieves a list of postings that were exported.
- List Exports Retrieves a list of past exports in the organization.
- List Invoices Returns a paginated list of invoices for the organization with optional filtering by status and date ranges.
- List Organizations Retrieves all organization details.
- List Reimbursements Retrieves all reimbursements.
- Make an API Call Performs an arbitrarily authorized API call request.
- Update a Contact Updates an existing creditor or debtor contact.
- Update a Cost Dimension Updates an existing cost dimension.
- Update a General Ledger Account Updates an existing general ledger account.
- Update a Goods Receipt Updates an existing goods receipt.
- Update a Tax Code Updates an existing tax code.
- Update Additional Delivery Costs Updates additional delivery costs in a Candis account.
- Update an Invoice Updates an existing invoice.
- Update Payment Condition Updates an existing payment condition in Candis.
- Update Purchase Order Updates existing purchase orders from a Candis account.
- Watch Exports Triggers when an export change occurs.
- Watch Invoices Triggers when there is a change in an organization's invoices.
- Watch Reimbursements Triggers when reimbursement changes occur.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with ApproveIt and Candis 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 Candis.
References
List of sources used to gather information about the ApproveIt and Candis integration.
- ApproveIt and Candis integration source code, module specs and credentials implementation.
- Our ApproveIt and Candis integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for ApproveIt and Candis — 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
- Candis integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library
How we write our apps documentation
Explore how WEXTL® crafted ApproveIt and Candis integration page documentation. Used sources, AI's role, and how the team validates the result.
