STEP 1
Connect Bill and Plastiq
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 Plastiq Integration
Keep Bill and Plastiq in sync by integrating their events and actions. When finance events happen in Bill, update the Plastiq automatically - without any line of code in visual workflow builder.
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Learn about Bill and Plastiq
Detailed info you need to know about Bill and Plastiq integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Bill to Plastiq
Set up your Bill and Plastiq integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bill and Plastiq 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 Plastiq. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bill and Plastiq work in WEXTL?
WEXTL exposes actions and triggers for Bill and Plastiq 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 triggersPlastiq 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.
Plastiq modules
- Create a Client SecretCreates a client secret for use with Connect Workflows.
- Create a PayerCreates a new payer in the system.
- Create a Payment from a Payment IntentCreates a payment based on a specified payment intent.
- Create a Payment IntentCreates a payment intent for a specified amount and currency.
- Create a Payment MethodCreates a payment method in the service.
- Create a RecipientCreates a new payment recipient.
- Create a Single-Use Client SecretCreates a single-use client secret for authorization purposes.
- Get a PayerRetrieves information about a payer from the service.
- Get a PaymentRetrieves a single payment from the service.
- Get a Payment IntentRetrieves a single payment intent by its ID.
- Get a Payment MethodRetrieves a payment method from the service.
- Get a RecipientRetrieves information for a specified recipient.
- Get Biller DetailsRetrieves details of a specific biller using their unique identifier.
- List CategoriesRetrieves a paginated list of categories by query parameters.
- List Payment MethodsRetrieves a paginated list of payment methods by query parameters.
- List PaymentsRetrieves a paginated list of payments based on query parameters.
- List RecipientsRetrieves a paginated list of recipients using query parameters.
- List Webhook NotificationsRetrieves a paginated list of webhook notifications by query parameters.
- Make an API CallMakes an arbitrary API call.
- Refund or Cancel a PaymentRefunds or cancels an existing payment.
- Search BillersRetrieves a list of billers based on specified criteria.
- Update a PayerUpdates a payer's information in the system.
- Update a Payment IntentUpdates a payment intent with new information or changes in details.
- Update a Payment MethodUpdates a payment method on a user's account.
- Update a RecipientUpdates a recipient in the system with new data.
- Upload a DocumentUploads a document to the specified platform or service.
- Watch PaymentsTriggers when a new payment is received.
- Watch RecipientsTriggers when there is a new recipient to be monitored.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Bill and Plastiq 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 Plastiq.
Connect your Bill and Plastiq 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 "Create a Client Secret" in Plastiq. Bill has 4 triggers (including Watch Bills, Watch Customers, and Watch Invoices); Plastiq has 26 actions (including Create a Client Secret, Create a Payer, and Create a Payment from a Payment Intent). 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-Plastiq 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 Plastiq) 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 + Plastiq 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 Plastiq integration.
- Bill and Plastiq integration source code, module specs and credentials implementation.
- Our Bill and Plastiq integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bill and Plastiq — 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
- Plastiq integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library