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ApproveIt and Moonflow Integration

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

Connect ApproveIt and Moonflow 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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  • Up to 10 minutes quick set up
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Learn about ApproveIt and Moonflow

Detailed info you need to know about ApproveIt and Moonflow 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]

  • Moonflow

    • Finance
    • 1 trigger
    • 7 searches
    • 18 actions

    Moonflow is a collections platform for managing clients, payment orders, payment events and communications. [6]

How to connect ApproveIt to Moonflow

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

  1. STEP 1

    Connect ApproveIt and Moonflow

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

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

WEXTL exposes actions and triggers for ApproveIt and Moonflow 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 triggersMoonflow 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.

Moonflow modules

  • Create Client B2B Create, update or delete a B2B (company) client.
  • Create Client B2B Batch Create, update or delete B2B clients in bulk.
  • Create Client B2C Create, update or delete a B2C (individual) client.
  • Create Client B2C Batch Create, update or delete B2C clients in bulk.
  • Create Event Create a payment event.
  • Create Event Batch Create payment events in bulk.
  • Create External Communication Create an external communication record.
  • Create External Communication Batch Create external communications in bulk.
  • Create Payment Order Create, update or delete a payment order.
  • Create Payment Order Batch Create, update or delete payment orders in bulk.
  • Get Batch Process Status Get the status and details of an API Batch process.
  • List Clients List clients (B2C & B2B), up to 100 per page.
  • List Events List payment events (by due date), up to 100 per page.
  • List Interactions List interactions with optional filters, up to 100 per page.
  • List Payment Orders List payment orders (by status then due date), up to 100 per page.
  • Make an API Call Performs an arbitrary authorized API call to the Moonflow API.
  • Search Client Search a single client by document type and number.
  • Search Payment Order Search a client's payment orders by document, optional code and quota.
  • Update Client B2B Partially update a B2B (company) client.
  • Update Client B2B Batch Partially update B2B clients in bulk.
  • Update Client B2C Partially update a B2C (individual) client.
  • Update Client B2C Batch Partially update B2C clients in bulk.
  • Update External Communication Status Update the status of an external communication.
  • Update Payment Order Partially update a payment order.
  • Update Payment Order Batch Partially update payment orders in bulk.
  • Watch Events Triggers when a new payment event is registered in Moonflow.

Explore alternative integrations

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

How do I connect ApproveIt and Moonflow?

Connect your ApproveIt and Moonflow 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 Moonflow?

Example: when ApproveIt's "Watch Accounts" fires, WEXTL can "Create Client B2B" in Moonflow. ApproveIt has 9 triggers (including Watch Accounts, Watch Approval Requests, and Watch Contracts); Moonflow has 25 actions (including Create Client B2B, Create Client B2B Batch, and Create Client B2C). Add filters and transforms between steps when you need them. [1]

Can ApproveIt trigger actions in Moonflow, and Moonflow 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 Moonflow?

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

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

You can build your ApproveIt + Moonflow 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 Moonflow integration.

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

Explore ApproveIt and Moonflow, or get started