STEP 1
Connect Billingo and Fortis
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 Fortis Integration
Build finance workflows between Billingo and Fortis 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 Fortis
Detailed info you need to know about Billingo and Fortis integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Billingo to Fortis
Set up your Billingo and Fortis integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billingo and Fortis 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 Fortis. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billingo and Fortis work in WEXTL?
WEXTL exposes actions and triggers for Billingo and Fortis 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 triggersFortis 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.
Fortis modules
- 3 DS Transactions RequestRetrieves results of successful 3DS authentication attempts.
- Associate Transaction With Ouick InvoiceAssociates a transaction with a quick invoice.
- Contacts SearchRetrieves a list of contacts matching search criteria.
- Create a Cash RefundCreates a new cash refund transaction.
- Create a Cash SaleCreates a new cash sale transaction.
- Create a CC Auth OnlyCreates a new keyed Credit Card authorization only transaction.
- Create a CC Auth Only Previous TransactionCreates a new Credit Card authorization only transaction using previous transaction id.
- Create A CC Auth Only Tap to PayCreates a new Tap To Pay Credit Card authorization only transaction.
- Create A CC Auth Only TerminalCreates a new terminal Credit Card authorization only transaction.
- Create A CC Auth Only TicketCreates a new ticket Credit Card authorization only transaction.
- Create A CC Auth Only WalletCreates a new Wallet Credit Card authorization only transaction.
- Create A CC AVSCreates a new keyed Credit Card AVS only transaction.
- Create A CC AVS Previous TransactionCreates a new Credit Card AVS only transaction using previous transaction id.
- Create A CC AVS SwipedCreates a new swiped Credit Card AVS only transaction.
- Create A CC AVS TerminalCreates a new terminal Credit Card AVS only transaction.
- Create a CC AVS TicketCreates a new ticket Credit Card AVS only transaction.
- Create a CC AVS TokenizedCreates a new tokenized Credit Card AVS only transaction.
- Create A CC AVS WalletCreates a new Wallet Credit Card AVS only transaction.
- Create A CC Balance InquiryCreates a new keyed Credit Card balance inquiry transaction.
- Create A CC Balance Inquiry Previous TransactionCreates a new Credit Card balance inquiry transaction using previous transaction id.
- Create A CC Balance Inquiry SwipedCreates a new swiped Credit Card balance inquiry transaction.
- Create A CC Balance Inquiry TerminalCreates a new terminal Credit Card balance inquiry transaction.
- Create a CC Balance Inquiry TicketCreates a new Ticket Credit Card balance inquiry transaction.
- Create a CC Balance Inquiry TokenizedCreates a new tokenized Credit Card balance inquiry transaction.
- Create A CC Balance Inquiry WalletCreates a new Wallet Credit Card balance inquiry transaction.
- Create A CC RefundCreates a new keyed Credit Card refund transaction.
- Create a CC Refund Previous TransactionCreates a new Credit Card refund transaction using previous transaction id.
- Create a CC Refund Tap to PayCreates a new Tap To Pay Credit Card refund transaction.
- Create a CC Refund TerminalCreates a new terminal Credit Card refund transaction.
- Create a CC Refund TicketCreates a new ticket Credit Card refund transaction.
- Create A CC Refund TokenizedCreates a new tokenized Credit Card refund transaction.
- Create a CC Refund WalletCreates a new Wallet Credit Card refund transaction.
- Create a CC SaleCreates a new keyed Credit Card sale transaction.
- Create a CC Sale Previous TransactionCreates a new Credit Card sale transaction using previous transaction id.
- Create a CC Sale Tap to PayCreates a new Tap To Pay Credit card sale transaction.
- Create A CC Sale TerminalCreates a new terminal Credit Card sale transaction.
- Create a CC Sale TicketCreates a new Ticket Credit Card sale transaction.
- Create a CC Sale TokenizedCreates a new tokenized Credit Card sale transaction.
- Create a CC Sale WalletCreates a new Wallet Credit Card sale transaction.
- Create a ContactCreates a new contact in the address book.
- Create a PaylinkCreates a new paylink for processing transactions.
- Create a Quick InvoiceCreates a new quick invoice in the system.
- Create a Recurring RecordCreates a new recurring record in the system.
- Create a TicketCreates a ticket intention.
- Create a Ticket RecordCreates a new ticket record in the system.
- Create a Transaction ACH Retry RecordCreates a transaction ACH retry record to attempt processing a previously failed ACH transaction again.
- Create a Transaction IntentionCreates a transaction intention for processing a payment or transfer.
- Create a UserCreates a new user in the system.
- Create ACH CreditCreates a new keyed ACH credit transaction.
- Create an ACH Credit TransactionCreates a new tokenized ACH credit transaction.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Billingo and Fortis 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 Fortis.
Connect your Billingo and Fortis 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 "3 DS Transactions Request" in Fortis. Billingo has 12 triggers (including Watch Bank Accounts, Watch Bank Accounts, and Watch Clients); Fortis has 98 actions (including 3 DS Transactions Request, Associate Transaction With Ouick Invoice, and Contacts Search). 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-Fortis 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 Fortis) 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 + Fortis 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 Fortis integration.
- Billingo and Fortis integration source code, module specs and credentials implementation.
- Our Billingo and Fortis integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billingo and Fortis — 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
- Fortis integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library