STEP 1
Connect Bill and Zeffy
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 Zeffy Integration
Build finance workflows between Bill and Zeffy 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 Zeffy
Detailed info you need to know about Bill and Zeffy integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Bill to Zeffy
Set up your Bill and Zeffy integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bill and Zeffy 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 Zeffy. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bill and Zeffy work in WEXTL?
WEXTL exposes actions and triggers for Bill and Zeffy 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 triggersZeffy 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.
Zeffy modules
- Get CampaignReturns a single campaign.
- Get ContactReturns a single contact.
- Get PaymentReturns a single payment.
- List CampaignsRetrieves a list of campaigns.
- List ContactsRetrieves a list of contacts.
- List PaymentsRetrieves a list of payments.
- Make an API CallPerforms an arbitrary authorized API call.
- Watch ContactsTriggers when a contact is created or updated.
- Watch Payment CompletedTriggers when a payment is completed.
- Watch PaymentsTriggers when a new payment is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Bill and Zeffy 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 Zeffy.
Connect your Bill and Zeffy 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 "Get Campaign" in Zeffy. Bill has 4 triggers (including Watch Bills, Watch Customers, and Watch Invoices); Zeffy has 7 actions (including Get Campaign, Get Contact, and Get Payment). 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-Zeffy 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 Zeffy) 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 + Zeffy 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 Zeffy integration.
- Bill and Zeffy integration source code, module specs and credentials implementation.
- Our Bill and Zeffy integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bill and Zeffy — 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
- Zeffy integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library