STEP 1
Connect Billtrust and MILKEE
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 MILKEE Integration
Build finance workflows between Billtrust and MILKEE 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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How to connect Billtrust to MILKEE
Set up your Billtrust and MILKEE integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billtrust and MILKEE 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 MILKEE. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billtrust and MILKEE work in WEXTL?
WEXTL exposes actions and triggers for Billtrust and MILKEE 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 triggersMILKEE 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 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.
- 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.
MILKEE modules
- Attach a File to a ProposalAttaches a file to an existing proposal.
- Count ProductsReturns the total number of products for the company.
- Create a CustomerCreates a new customer and can add a primary contact.
- Create a ProductCreates a new reusable product for invoices and proposals.
- Create a ProjectCreates a new project for a customer.
- Create a ProposalCreates a new proposal for a customer.
- Create a Proposal PositionAdds a line item to an existing proposal.
- Create a ServiceCreates a new service for time tracking.
- Create a Service CategoryCreates a new service category.
- Create a TagCreates a new tag for categorizing bookkeeping entries.
- Create a TaskCreates a new task on a project.
- Create a Tax RateCreates a new tax rate for bookkeeping and documents.
- Create a Time EntryCreates a new time tracking entry for a project.
- Create an AccountCreates a new bookkeeping account.
- Create an EntryCreates a new bookkeeping entry from the chosen accounts.
- Create an InvoiceCreates a new invoice for a customer.
- Create an Invoice PositionAdds a line item to an invoice.
- Delete a ContactPermanently removes a contact that has no invoices or proposals.
- Delete a CustomerPermanently removes a customer that has no projects or invoices.
- Delete a ProductDeletes an existing product permanently.
- Delete a ProjectDeletes an existing project permanently.
- Delete a ProposalDeletes an existing proposal permanently.
- Delete a Proposal PositionRemoves a line item from an existing proposal.
- Delete a ServicePermanently removes a service that has no time entries.
- Delete a Service CategoryPermanently removes a service category and clears it from services.
- Delete a TagPermanently removes a tag from the company.
- Delete a TaskDeletes an existing project task permanently.
- Delete a Tax RatePermanently removes a tax rate that is unused.
- Delete a Time EntryDeletes a time tracking entry that is still open.
- Delete an AccountPermanently removes an account that has no entries.
- Delete an EntryDeletes a bookkeeping entry when the year is still open.
- Delete an Import Entry ReceiptRemoves the receipt file from an imported bank transaction.
- Delete an InvoiceDeletes an invoice and reopens its linked time entries.
- Delete an Invoice PositionRemoves a line item from an invoice.
- Delete Import EntriesDeletes imported bank transactions, or every import row at once.
- Delete Multiple ContactsPermanently removes several contacts, skipping any that are still linked.
- Delete Multiple CustomersPermanently removes several customers in one request.
- Delete Multiple EntriesDeletes several bookkeeping entries in one request.
- Delete Multiple InvoicesDeletes several invoices in one request.
- Delete Multiple ProjectsDeletes several projects in one request.
- Delete Multiple ProposalsDeletes several proposals in one request.
- Delete Multiple ServicesDeletes several services and reports how many were skipped.
- Delete Multiple Time EntriesDeletes several time tracking entries at once.
- Delete the Active TimerDiscards the active timer without saving a time entry.
- Detach a File from a ProposalRemoves an attached file from an existing proposal.
- Get a ContactReturns a single contact by its identifier.
- Get a CustomerReturns a single customer by its identifier.
- Get a ProductReturns a single product by ID.
- Get a ProjectReturns a single project by ID.
- Get a ProposalReturns a single proposal with its related records.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Billtrust and MILKEE 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 MILKEE.
Connect your Billtrust and MILKEE 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 "Attach a File to a Proposal" in MILKEE. Billtrust has 9 triggers (including Watch Assignees, Watch Attachments, and Watch Categories); MILKEE has 129 actions (including Attach a File to a Proposal, Count Products, and Create a Customer). 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-MILKEE 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 MILKEE) 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 + MILKEE 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 MILKEE integration.
- Billtrust and MILKEE integration source code, module specs and credentials implementation.
- Our Billtrust and MILKEE integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billtrust and MILKEE — 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
- MILKEE integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library