What actions can I run in Billtrust?

63 actions are available, including "Get a Category by Code", "Get a Company Score", and "Get a Credit Application", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

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

Billtrust Integrations

B2B accounts receivable and payment automation platform for invoices, collections, and cash application. Wire Billtrust into workflows so reconciliations and notifications stay accurate.

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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 an Assignee by EmailRetrieves an assignee using their email address.
Get an AttachmentRetrieves an attachment by 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 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 an AssigneeCreates an assignee for a task or project.
Create a ReasonCreates a new reason entry in the system.
Create a ResolutionCreates a resolution based on the provided parameters.
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 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.
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.
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 an AssigneeUpdates the assignee for a specific task or item with new information.
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 Notification SettingsUpdates notification settings for a user or application.

When to use Billtrust

Common scenarios where Billtrust automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Assignees" fires in Billtrust — start multi-step automations without polling or manual checks.
Automate "Get a Company Score" in Billtrust as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Watch Categories" from Billtrust with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Billtrust to WEXTL®

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.

Use in workflow automation

Start from Billtrust’s Watch Dispute Notes trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Dispute as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 72 ready-made steps for finance work, and every run records what went in and what came back.

Billtrust workflow on the canvas: Watch Dispute Notes then Create a Dispute

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. Use them to start workflows the moment Billtrust events fire — no polling required.

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.

Use in workflow automation

Start from Billtrust’s Watch Dispute Notes trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Dispute as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 72 ready-made steps for finance work, and every run records what went in and what came back.

Billtrust Integrations

When to use Billtrust

How to connect

Use in workflow automation

Frequently asked questions

Billtrust Integrations

When to use Billtrust

How to connect

Connect Billtrust to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Billtrust to any app in workflows

Connect Billtrust to any app in workflows

Connect Billtrust to any app in workflows

Billtrust Integrations

Billtrust triggers and actions

When to use Billtrust

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Billtrust support?

What actions can I run in Billtrust?

Do I need to write code to automate this?

Is the integration secure?

Billtrust Integrations

Billtrust triggers and actions

When to use Billtrust

How to connect

Connect Billtrust to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Billtrust support?

What actions can I run in Billtrust?

Do I need to write code to automate this?

Is the integration secure?

Connect Billtrust to any app in workflows

Connect Billtrust to any app in workflows

Connect Billtrust to any app in workflows