STEP 1
Connect Billingo 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.
Billingo and Zeffy Integration
Keep Billingo and Zeffy in sync by integrating their events and actions. When finance events happen in Billingo, update the Zeffy automatically - without any line of code in visual workflow builder.
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Learn about Billingo and Zeffy
Detailed info you need to know about Billingo and Zeffy integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Billingo to Zeffy
Set up your Billingo and Zeffy integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billingo 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 Billingo and Zeffy. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billingo and Zeffy work in WEXTL?
WEXTL exposes actions and triggers for Billingo 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.
Billingo triggersZeffy 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.
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 Billingo 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 Billingo and Zeffy.
Connect your Billingo 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 Billingo's "Watch Bank Accounts" fires, WEXTL can "Get Campaign" in Zeffy. Billingo has 12 triggers (including Watch Bank Accounts, Watch Bank Accounts, and Watch Clients); 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. Billingo-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 Billingo (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 Billingo + 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 Billingo and Zeffy integration.
- Billingo and Zeffy integration source code, module specs and credentials implementation.
- Our Billingo and Zeffy integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billingo 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.
- Billingo integration information
- Zeffy integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library