Can Bill trigger actions in Workiva, and Workiva in Bill?

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.

Do I need to write code to integrate Bill and Workiva?

No. Bill-to-Workiva automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

Bill + Workiva Integration

Build finance workflows between Bill and Workiva on a visual canvas — map fields once and let data flow.

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 an Organization User).

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Bill triggersWorkiva actions

Bill workflow triggers

Workiva workflow actions

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.

BillBrowse all Bill triggers, actions, and integrations.

WorkivaBrowse all Workiva triggers, actions, and integrations.

Bill + Workiva Integration

Frequently asked questions

How do I connect Bill and Workiva?

What can I automate between Bill and Workiva?

Can Bill trigger actions in Workiva, and Workiva in Bill?

Do I need to write code to integrate Bill and Workiva?

Explore Bill and Workiva, or get started

Bill + Workiva Integration

Frequently asked questions

How do I connect Bill and Workiva?

What can I automate between Bill and Workiva?

Can Bill trigger actions in Workiva, and Workiva in Bill?

Do I need to write code to integrate Bill and Workiva?

Explore Bill and Workiva, or get started