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ApproveIt and Capium Integration

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

Connect ApproveIt and Capium to automate finance workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.

Integration guide
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Learn about ApproveIt and Capium

Detailed info you need to know about ApproveIt and Capium 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]

  • Capium

    • Finance
    • 9 triggers
    • 23 searches
    • 23 actions

    Cloud accounting and practice management platform for accountants, covering invoicing, expenses, payments, and client communications. [6]

How to connect ApproveIt to Capium

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

  1. STEP 1

    Connect ApproveIt and Capium

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

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

WEXTL exposes actions and triggers for ApproveIt and Capium 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 triggersCapium 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.

Capium modules

  • Create a Communication Creates a new communication thread with another user in the account.
  • Create a Contact Creates a new contact record associated with a company.
  • Create a Payment Records a new payment against a company account.
  • Create a Receipt Creates a new receipt record for a company.
  • Create a Ticket Creates a new support ticket in the company's help desk.
  • Create an Expense Creates a new expense entry for a company.
  • Create an Invoice Creates a new invoice for a company.
  • Create an Item Adds a new billable item to a company's item catalogue.
  • Delete a Contact Permanently deletes a contact record from a company.
  • Delete a User Picture Removes the profile picture for a specified user.
  • Delete an Expense Permanently deletes an expense record by its ID.
  • Delete an Invoice Permanently deletes an invoice by its ID.
  • Delete an Item Permanently removes an item from a company's item catalogue.
  • Get a Communication Retrieves a single communication thread by its ID.
  • Get a Company Retrieves the details of a company by its ID.
  • Get a Contact Retrieves the details of a single contact by its ID.
  • Get a Payment Retrieves the details of a single payment record by its ID.
  • Get a Receipt Retrieves a single receipt record by its ID.
  • Get a Ticket Retrieves the details of a support ticket by its ID.
  • Get an Expense Retrieves the details of a single expense record by its ID.
  • Get an Invoice Retrieves the details of an invoice by its ID.
  • Get an Item Retrieves the details of a single item from a company's catalogue.
  • Get User Retrieves the profile of the currently authenticated user.
  • Get User Company Retrieves the company the currently authenticated user is associated with.
  • List Communication Users Returns all users the current user is permitted to start a communication with.
  • List Communications Returns a paginated list of communication threads for the current user.
  • List Companies Returns a paginated list of companies accessible to the authenticated user.
  • List Company Users Returns all users belonging to a specified company.
  • List Contacts Returns a paginated list of contacts for a company.
  • List Expenses Returns a paginated list of expense records for a company.
  • List Invoices Returns a paginated list of invoices for a company.
  • List Items Returns a paginated list of items in a company's catalogue.
  • List Payments Returns a paginated list of payment records for a company.
  • List Receipts Returns a paginated list of receipt records for a company.
  • List Tickets Returns a paginated list of support tickets for a company.
  • List Users Returns a paginated list of users accessible to the authenticated account.
  • Make an API Call Performs an arbitrary authorized API request to the Capium API.
  • Recover User Password Sends a password recovery email to the specified user account.
  • Reply to a Communication Posts a reply to an existing communication thread.
  • Reply to a Ticket Posts a reply to an existing support ticket.
  • Send Invoices Sends one or more invoices to their respective customers via email.
  • Update a Contact Updates the details of an existing contact record.
  • Update a User Updates the profile details of a specified user.
  • Update an Expense Updates the details of an existing expense record.
  • Update an Invoice Updates the details of an existing invoice.
  • Update an Item Updates the details of an existing item in a company's catalogue.
  • Watch Communications Triggers when a new communication thread is created.
  • Watch Contacts Triggers when a new contact is created or an existing one is updated.
  • Watch Expenses Triggers when a new expense record is created or an existing one is updated.
  • Watch Invoices Triggers when a new invoice is created or an existing one is updated.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with ApproveIt and Capium 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 Capium.

How do I connect ApproveIt and Capium?

Connect your ApproveIt and Capium 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 Capium?

Example: when ApproveIt's "Watch Accounts" fires, WEXTL can "Create a Communication" in Capium. ApproveIt has 9 triggers (including Watch Accounts, Watch Approval Requests, and Watch Contracts); Capium has 46 actions (including Create a Communication, Create a Contact, and Create a Payment). Add filters and transforms between steps when you need them. [1]

Can ApproveIt trigger actions in Capium, and Capium 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 Capium?

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

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

You can build your ApproveIt + Capium 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 Capium integration.

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

Explore ApproveIt and Capium, or get started