STEP 1
Connect Bill and Workiva
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 Workiva Integration
Build finance workflows between Bill and Workiva 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 Bill and Workiva
Detailed info you need to know about Bill and Workiva integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Bill to Workiva
Set up your Bill and Workiva integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bill and Workiva 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 Workiva. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bill and Workiva work in WEXTL?
WEXTL exposes actions and triggers for Bill and Workiva 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 triggersWorkiva 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.
Workiva modules
- Create a FileCreates a new file.
- Create a GroupCreates a new group in a workspace.
- Create a RecordCreates a new record in the database or specified service.
- Create a SectionCreates a new section in a document.
- Create a TaskCreates a new task.
- Create an Organization UserCreates a new organization user.
- Create Record EditsCreates new edits for a record.
- Delete a RecordDeletes a single record.
- Delete a SectionDeletes a single section.
- Delete a TaskDeletes a single task.
- Export a DocumentInitiates a document export.
- Get a DocumentRetrieves a single document.
- Get a FileRetrieves a single file from the service.
- Get a RecordRetrieves a single record from the database.
- Get a SectionRetrieves a single section.
- Get a TaskRetrieves a single task from the service.
- Get DocumentsRetrieves a list of documents.
- Get FilesRetrieves a list of files.
- Get Organization UsersRetrieves all users in an organization.
- Get RecordsRetrieves a list of records from the service.
- Get SectionsRetrieves a list of sections in a document.
- Get TasksRetrieves a list of tasks.
- Import a FileInitiates a file import.
- Make an API CallPerforms a custom API request.
- Update a FilePartially updates a single file.
- Update a Member in a GroupUpdates a member in a group with new information.
- Update a RecordUpdates a single record in the service.
- Update a SectionPartially updates a single section.
- Update a TaskPartially updates a single task.
- Watch DocumentsTriggers when a new document is available.
- Watch FilesTriggers when a file is created, updated, or deleted.
- Watch TasksTriggers when there are new or updated tasks.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Bill and Workiva 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 Workiva.
Connect your Bill and Workiva 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 File" in Workiva. Bill has 4 triggers (including Watch Bills, Watch Customers, and Watch Invoices); Workiva has 29 actions (including Create a File, Create a Group, and Create a Record). 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-Workiva 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 Workiva) 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 + Workiva 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 Workiva integration.
- Bill and Workiva integration source code, module specs and credentials implementation.
- Our Bill and Workiva integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bill and Workiva — 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
- Workiva integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library