STEP 1
Connect Billingo and Billtrust
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Billingo and Billtrust Integration
Build finance workflows between Billingo and Billtrust 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 Billingo and Billtrust
Detailed info you need to know about Billingo and Billtrust integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Billingo to Billtrust
Set up your Billingo and Billtrust integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billingo and Billtrust 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 Billingo and Billtrust. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billingo and Billtrust work in WEXTL?
WEXTL exposes actions and triggers for Billingo and Billtrust 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.
Billingo triggersBilltrust actions
Billingo modules
- Cancel a DocumentCancels a document in the system.
- Cancel a DocumentCancels a document.
- Cancel an InvoiceCancels the details of an invoice.
- Check a Tax NumberRetrieves the API v3 ID for a specified tax number.
- Convert a Currency ValueConverts a currency value from one currency to another.
- Convert Draft to a ReceiptConverts a draft to a receipt.
- Copy a DocumentCopies a document.
- Create a Bank AccountCreates a new bank account.
- Create a Bank AccountCreates a new bank account including comprehensive financial details.
- Create a ClientCreates a new client in the system.
- Create a ClientCreates a new client.
- Create a DocumentCreates a new document.
- Create a DocumentCreates a new document.
- Create a Document BlockCreates a new document block.
- Create a Document from a ProformaCreates a new document from a proforma.
- Create a Document from a ProformaCreates a new document from a proforma.
- Create a Download LinkCreates a download link for a specified file.
- Create a Modification DocumentCreates a modification document for the given document.
- Create a PartnerCreates a new partner in the system.
- Create a PartnerCreates a new partner if one is not found.
- Create a ProductCreates a new product.
- Create a ProductCreates a new product in the system.
- Create a ProductCreates a new product with the provided details.
- Create a ReceiptCreates a new receipt in the system.
- Create a SpendingCreates a new spending.
- Create an InvoiceSaves a new invoice in the system.
- Create an InvoiceCreates a new invoice.
- Delete a Bank AccountDeletes an existing bank account.
- Delete a ClientDeletes a client from the system.
- Delete a ClientDeletes a single client.
- Delete a Document's Payment HistoryDeletes all existing payment history on a document.
- Delete a Payment HistoryDeletes a payment history on a document.
- Delete a ProductDeletes an existing product.
- Delete a ProductDeletes a product from the catalog.
- Delete a ProductDeletes an existing product.
- Delete a SpendingDeletes the spending identified by the given ID in the path.
- Download a DocumentDownloads a document as a PDF.
- Download a DocumentDownloads a PDF of a document.
- Download an Exported FileReturns the exported file.
- Download an InvoiceDownloads an invoice PDF.
- Export a DocumentExports a document from the service.
- Generate an InvoiceGenerates a normal invoice from a proforma invoice.
- Get a Bank AccountRetrieves the details of an existing bank account.
- Get a Bank AccountGets a specific bank account detail from the v2 API.
- Get a ClientRetrieves a single client's details.
- Get a ClientRetrieves a specific client's details using their ID.
- Get a DocumentRetrieves the details of an existing document.
- Get a DocumentRetrieves a single document.
- Get a Document Printable POS PDF FileReturns a printable POS PDF file of a particular document.
- Get a Document StatusRetrieves the details of an existing document status.
Billtrust modules
- Create a CategoryCreates a new category in the specified service.
- Create a DepartmentCreates a new department in the system.
- Create a DisputeCreates a dispute for a transaction or charge in the system.
- Create a Dispute NoteCreates a dispute note in the system.
- Create a ReasonCreates a new reason entry in the system.
- Create a ResolutionCreates a resolution based on the provided parameters.
- Create an AssigneeCreates an assignee for a task or project.
- Delete a Buyer Account CardDeletes a buyer's account card from the system.
- Delete a CategoryDeletes a category from the service.
- Delete a DepartmentDeletes a department from the database.
- Delete a Department by CodeDeletes a department using its unique code identifier.
- Delete a DisputeDeletes a dispute from the system.
- Delete a Dispute NoteDeletes a specified dispute note in the system.
- Delete a ReasonDeletes a specific reason from the system.
- Delete a ResolutionDeletes a resolution from the system.
- Delete a Resolution by CodeDeletes a resolution using a specific code as the identifier.
- Delete a Surcharging Buyer AccountDeletes a surcharging buyer account from the system.
- Delete an AssigneeRemoves an assignee from a task or project.
- Delete an Assignee by EmailDeletes an assignee using their email address.
- Delete an AttachmentDeletes a specified attachment from the system.
- Generate a Presigned Upload URLGenerates a presigned URL for uploading a file to the server.
- Get a Category by CodeRetrieves a category using the specified code.
- Get a Company ScoreRetrieves the score for a specific company.
- Get a Credit ApplicationRetrieves a credit application using a specific ID.
- Get a DepartmentRetrieves a department by its code.
- Get a DisputeRetrieves information about a specific dispute by its ID.
- Get a Dispute Note by IDRetrieves a dispute note using the specified ID.
- Get a ReasonRetrieves a specific reason from the database or service.
- Get a ResolutionRetrieves a resolution using a specific code.
- Get a Signed Credit ApplicationRetrieves a signed credit application from the service.
- Get a Subcharging Buyer AccountRetrieves a subcharging buyer account.
- Get an Assignee by EmailRetrieves an assignee using their email address.
- Get an AttachmentRetrieves an attachment by ID.
- Get Business UnitsRetrieves business units from a service.
- Get Buyer Account CardRetrieves information about a buyer's account card.
- Get Dispute Audit LogRetrieves the dispute audit log from the system.
- Get Dispute by IDsRetrieves disputes using specific IDs.
- Get Notification SettingsRetrieves the notification settings for a user or service.
- List All Notes for Credit ApplicationRetrieves all notes associated with a credit application.
- List AssigneesRetrieves a list of assignees.
- List AttachmentsRetrieves all attachments from a specific service.
- List CategoriesRetrieves a list of categories from the service.
- List Credit ApplicationsRetrieves a list of credit applications.
- List DepartmentsRetrieves a list of departments.
- List DisputesRetrieves a list of disputes from the service.
- List Documents for Credit ApplicationFetches all documents related to a credit application.
- List NotesRetrieves all notes for a dispute.
- List ReasonsRetrieves a list of reasons.
- List Reasons by CategoryRetrieves reasons by category.
- List ResolutionsRetrieves a list of resolutions.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Billingo and Billtrust integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Billingo and Billtrust.
Connect your Billingo and Billtrust 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 Billingo's "Watch Bank Accounts" fires, WEXTL can "Create a Category" in Billtrust. Billingo has 12 triggers (including Watch Bank Accounts, Watch Bank Accounts, and Watch Clients); Billtrust has 63 actions (including Create a Category, Create a Department, and Create a Dispute). 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. Billingo-to-Billtrust 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 Billingo (or Billtrust) 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 Billingo + Billtrust 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 Billingo and Billtrust integration.
- Billingo and Billtrust integration source code, module specs and credentials implementation.
- Our Billingo and Billtrust integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billingo and Billtrust — 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.
- Billingo integration information
- Billtrust integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library