Billtrust Integration

B2B accounts receivable and payment automation platform for invoices, collections, and cash application. Keep Billtrust financial workflows accurate without repetitive manual updates. Start from Watch Assignees and send the resulting data through Get a Category by Code or Get a Company Score.

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Supported triggers and actions for Billtrust integration

Triggers can detect changes in Billtrust and run actions that can create, search or modify data inside Billtrust automatically [3] — exactly how you set them.

Watch AssigneesTriggers when an assignee is added or updated.
Watch AttachmentsTriggers when a new attachment is added.
Watch CategoriesTriggers when a new category is created.
Watch DepartmentsTriggers when there is a change in a department.
Watch Dispute NotesTriggers when there are new dispute notes created or updated.
Watch DisputesTriggers when a new dispute is created.
Watch ReasonsTriggers when a new reason is added.
Watch ResolutionsTriggers when a new resolution is created or an existing one is updated.
Watch UsersTriggers when a new user is created.
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.
List UsersRetrieves a list of users.
Retrieve DisputesRetrieves disputes by document numbers.
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.
Make an API CallMakes an arbitrary API call.
Update a Buyer Account CardUpdates a buyer account card in the system.
Update a CategoryUpdates a category in the service with new information.
Update a DepartmentUpdates a department's details.
Update a DisputeUpdates a dispute with new information or changes existing details.
Update a Dispute NoteUpdates a note associated with a dispute.
Update a ReasonUpdates a reason in the system.
Update a ResolutionUpdates a resolution for a specified item or entity.
Update a Subcharging Buyer AccountUpdates a subcharging buyer account with new information or settings.
Update an AssigneeUpdates the assignee for a specific task or item with new information.
Update Notification SettingsUpdates notification settings for a user or application.

How to integrate Billtrust in automation workflow?

3 simple steps to make your Billtrust connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Billtrust in workflow

Pick Billtrust app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Billtrust

When prompted, authorize access to Billtrust in WEXTL once. Billtrust credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Billtrust account. Approve?

STEP 3

Build a workflow

Build your workflow with Billtrust yourself or with WEXTL® AI Builder. Connect Billtrust to any available integrations [5], or use HTTP node to go beyond them.

Billtrust

How Billtrust connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Billtrust app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Billtrust supports.

Full Billtrust API documentation

The following table illustrates what fields Billtrust integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Billtrust is connected in WEXTL builder [4].

Field	Type	Help
API KeyRequired	password	Your API key. Contact Billtrust support to generate or retrieve your API key.
Tenant IDRequired	text	You can find it in your dashboard or by contacting Billtrust support.

Connect Billtrust to popular apps on WEXTL

Enter a name of the other app you want to sync with Billtrust below. Click on selected app to explore integration options with Billtrust. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Billtrust integration

Select Watch Dispute Notes trigger from Billtrust - this will be a starting point in your automation. Whenever event happens in Billtrust, workflow will start [7] from Watch Dispute Notes node.

Search for Create a Dispute, connect it as the next step of integration sequence. You can use filters between Watch Dispute Notes and Create a Dispute, so only important data pass from Watch Dispute Notes to the next step. WEXTL gives you full control over the process of Billtrust automation. All parts of workflow are visible on the canvas [4].

Billtrust on WEXTL has 72 modules for building finance automations. Explore Billtrust documentation for more.

Video slide demonstrates how Watch Dispute Notes and Create a Dispute nodes are used in Billtrust workflow.

Video slide demonstrates how Watch Dispute Notes and Create a Dispute [6] nodes are used in Billtrust workflow.

Frequently asked questions

Common questions about automating Billtrust in your workflows.

Billtrust has 9 triggers, including "Watch Assignees", "Watch Attachments", and "Watch Categories", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 63 actions, including "Get a Category by Code", "Get a Company Score", and "Get a Credit Application", and more. Refer to our Billtrust Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Billtrust integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Billtrust official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Billtrust provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Billtrust or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Billtrust inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Billtrust modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Billtrust integration.

Billtrust integration source code, module specs and credentials implementation.
Internal Billtrust integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Billtrust vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Billtrust App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Billtrust Integration

Supported triggers and actions for Billtrust integration