STEP 1
Connect Bill and Heartland
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Bill and Heartland Integration
Keep Bill and Heartland in sync by integrating their events and actions. When finance events happen in Bill, update the Heartland automatically - without any line of code in visual workflow builder.
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Learn about Bill and Heartland
Detailed info you need to know about Bill and Heartland integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Bill to Heartland
Set up your Bill and Heartland integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bill and Heartland 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 Bill and Heartland. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bill and Heartland work in WEXTL?
WEXTL exposes actions and triggers for Bill and Heartland 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.
Bill triggersHeartland actions
Bill modules
- Cancel a PaymentCancels a payment using its unique ID.
- Create a BillCreates a new bill for a vendor.
- Create a CustomerCreates a new customer in the system.
- Create a PaymentCreates a payment in the system.
- Create a VendorCreates a new vendor.
- Create an InvoiceCreates an invoice for a customer.
- Get a BillRetrieves a bill by its ID.
- Get a CustomerRetrieves a customer's details from the service.
- Get a PaymentRetrieves a payment from the service.
- Get a VendorRetrieves a vendor's details.
- Get an InvoiceRetrieves an invoice from the system.
- List Bill DocumentsRetrieves all bill documents from the service.
- List BillsRetrieves a list of all bills.
- List CustomersLists all customers.
- List InvoicesLists all invoices.
- List PaymentsLists all payments.
- List UsersLists all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CustomerUpdates a customer's information in the system.
- Update a VendorUpdates a vendor's information in the system.
- Update an InvoiceUpdates an invoice with new information.
- Upload a Bill DocumentUploads a bill document to the specified location.
- Watch BillsTriggers when a new bill is created.
- Watch CustomersTriggers when a new customer is created.
- Watch InvoicesTriggers when a new invoice is created.
- Watch PaymentsTriggers when a new payment is made.
Heartland modules
- Add Item to a Purchase OrderAdds an item to a purchase order.
- Add Item to a ReceiptAdds an item to a receipt.
- Add Item to a ReturnAdds an item to a return process.
- Create a CustomerCreates a new customer in the system.
- Create a Gift CardCreates a gift card in the system.
- Create a Purchase OrderCreates a purchase order in the system.
- Create a ReceiptCreates a receipt for a transaction.
- Create a ReturnCreates a return for a specified order or product in the system.
- Create a Sales OrderCreates a sales order in the system.
- Create a TicketCreates a ticket in the ticketing system.
- Create a UserCreates a new user in the system.
- Create a VendorCreates a vendor in the specified service.
- Create an Inventory TransferCreates an inventory transfer between locations.
- Create an InvoiceCreates an invoice based on provided details.
- Create an ItemCreates an item.
- Get a CustomerRetrieves a customer from the service.
- Get a Gift CardRetrieves a gift card from the service.
- Get a Purchase OrderRetrieves a purchase order.
- Get a ReceiptRetrieves a specific receipt by ID from a service.
- Get a ReturnRetrieves a return.
- Get a Sales OrderRetrieves a sales order by its ID.
- Get a TicketRetrieves a ticket.
- Get a UserRetrieves a user.
- Get a VendorRetrieves a vendor.
- Get an Inventory TransferRetrieves an inventory transfer.
- Get an InvoiceRetrieves an invoice.
- Get an ItemRetrieves an item.
- List CustomersRetrieves a list of customers.
- List Gift CardsRetrieves a list of gift cards.
- List Inventory TransactionsRetrieves a list of inventory transactions.
- List Inventory TransfersRetrieves a list of inventory transfers from the service.
- List Invoice LinesRetrieves a list of invoice lines.
- List InvoicesRetrieves a list of invoices.
- List ItemsRetrieves a list of items.
- List Purchase Order LinesRetrieves a list of purchase order's lines.
- List Receipt LinesRetrieves a list of receipt lines.
- List Return LinesRetrieves a list of return lines.
- List Sales OrdersRetrieves a list of sales orders.
- List TicketsRetrieves a list of tickets.
- List UsersRetrieves a list of users.
- List VendorsRetrieves a list of purchase vendors.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CustomerUpdates a customer's details in the system.
- Update a Sales OrderUpdates a sales order with the provided information.
- Update a TicketUpdates a ticket in the system with new information or changes.
- Update a UserUpdates a user with the provided details.
- Update a VendorUpdates a vendor with new information.
- Update an Inventory TransferUpdates an inventory transfer with new details or adjustments.
- Update an InvoiceUpdates an invoice with new information or modifications.
- Update an ItemUpdates an item in a specified collection or database.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Bill and Heartland integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Bill and Heartland.
Connect your Bill and Heartland 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]
Example: when Bill's "Watch Bills" fires, WEXTL can "Add Item to a Purchase Order" in Heartland. Bill has 4 triggers (including Watch Bills, Watch Customers, and Watch Invoices); Heartland has 50 actions (including Add Item to a Purchase Order, Add Item to a Receipt, and Add Item to a Return). Add filters and transforms between steps when you need them. [1]
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]
No. Bill-to-Heartland automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Bill (or Heartland) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
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.
You can build your Bill + Heartland 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 Bill and Heartland integration.
- Bill and Heartland integration source code, module specs and credentials implementation.
- Our Bill and Heartland integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bill and Heartland — 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.
- Bill integration information
- Heartland integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library