STEP 1
Connect Billtrust and Fundraise Up
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Billtrust and Fundraise Up Integration
Connect Billtrust and Fundraise Up to automate finance workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Billtrust and Fundraise Up
Detailed info you need to know about Billtrust and Fundraise Up integrations in WEXTL. Explore which modules apps support and how you connect them.
Billtrust
B2B accounts receivable and payment automation platform for invoices, collections, and cash application. [5]
Fundraise Up
Donation platform for campaigns, supporters, recurring plans, and fees. [6]
How to connect Billtrust to Fundraise Up
Set up your Billtrust and Fundraise Up integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billtrust and Fundraise Up 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 Billtrust and Fundraise Up. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billtrust and Fundraise Up work in WEXTL?
WEXTL exposes actions and triggers for Billtrust and Fundraise Up 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.
Billtrust triggersFundraise Up actions
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 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.
- 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.
Fundraise Up modules
- Assign Designations to a CampaignAssigns designations to a campaign.
- Assign Designations to a Designation GroupAssigns designations to a designation group.
- Create a CreateCreates a Create.
- Create a DeleteCreates a Delete.
- Create a DesignationCreates a Designation.
- Create a DonationCreates a Donation.
- Create a Donor Portal Access Link for a Recurring PlanCreates a Donor Portal access link for a recurring plan.
- Create a Donor Portal Access Link for a SupporterCreates a Donor Portal access link for a supporter.
- Create a FundraiserCreates a Fundraiser.
- Create an UpdateCreates an Update.
- Create an Upgrade Link for a One Time DonationCreates an upgrade link for a one-time donation.
- Delete a DesignationDeletes a Designation.
- Get a CampaignReturns a Campaign.
- Get a DesignationReturns a Designation.
- Get a Designation ConfigurationReturns a Designation Configuration.
- Get a Designation GroupReturns a Designation Group.
- Get a DonationReturns a Donation.
- Get a FundraiserReturns a Fundraiser.
- Get a Recurring PlanReturns a Recurring Plan.
- Get a SupporterReturns a Supporter.
- List CampaignsRetrieves a list of campaigns.
- List Designation ConfigurationsRetrieves a list of designation configurations.
- List Designation GroupsRetrieves a list of designation groups.
- List DesignationsRetrieves a list of designations.
- List DonationsRetrieves a list of donations.
- List EventsRetrieves a list of events.
- List FeeRetrieves a list of fee.
- List FundraisersRetrieves a list of fundraisers.
- List Recurring PlansRetrieves a list of recurring plans.
- List SupportersRetrieves a list of supporters.
- Make an API CallPerforms an arbitrary authorized API call.
- Unassign Designations from a CampaignUnassigns designations from a campaign.
- Unassign Designations from a Designation GroupUnassigns designations from a designation group.
- Update a DesignationUpdates a designation.
- Update a Donation and Its Associated Recurring PlanUpdates a donation and its associated recurring plan.
- Update a FundraiserUpdates a Fundraiser.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Billtrust and Fundraise Up integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Billtrust and Fundraise Up.
Connect your Billtrust and Fundraise Up 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 Billtrust's "Watch Assignees" fires, WEXTL can "Assign Designations to a Campaign" in Fundraise Up. Billtrust has 9 triggers (including Watch Assignees, Watch Attachments, and Watch Categories); Fundraise Up has 36 actions (including Assign Designations to a Campaign, Assign Designations to a Designation Group, and Create a Create). 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. Billtrust-to-Fundraise Up 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 Billtrust (or Fundraise Up) 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 Billtrust + Fundraise Up 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 Billtrust and Fundraise Up integration.
- Billtrust and Fundraise Up integration source code, module specs and credentials implementation.
- Our Billtrust and Fundraise Up integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billtrust and Fundraise Up — 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.
- Billtrust integration information
- Fundraise Up integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library