STEP 1
Connect Billtrust and Moneybird
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 Moneybird Integration
Keep Billtrust and Moneybird in sync by integrating their events and actions. When finance events happen in Billtrust, update the Moneybird automatically - without any line of code in visual workflow builder.
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Learn about Billtrust and Moneybird
Detailed info you need to know about Billtrust and Moneybird integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Billtrust to Moneybird
Set up your Billtrust and Moneybird integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billtrust and Moneybird 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 Moneybird. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billtrust and Moneybird work in WEXTL?
WEXTL exposes actions and triggers for Billtrust and Moneybird 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 triggersMoneybird 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.
Moneybird modules
- Activate a WebhookActivates a webhook.
- Add a Source to an AssetAdds a source to an asset.
- Add Attachment to EstimateAdds attachment to estimate.
- Add Attachment to External Sales InvoiceAdds attachment to external sales invoice.
- Add Attachment to General DocumentAdds attachment to general document.
- Add Attachment to General Journal DocumentAdds attachment to general journal document.
- Add Attachment to Purchase InvoiceAdds attachment to purchase invoice.
- Add Attachment to ReceiptAdds attachment to receipt.
- Add Attachment to Sales InvoiceAdds attachment to sales invoice.
- Add Attachment to Typeless DocumentAdds attachment to typeless document.
- Adds Note to EntityPerforms the note to Entity operation.
- Adds Note to Entity (Documents General Documents)Adds note to entity.
- Adds Note to Entity (Documents General Journal Documents)Adds note to entity.
- Adds Note to Entity (Documents Purchase Invoices)Adds note to entity.
- Adds Note to Entity (Documents Receipts)Adds note to entity.
- Adds Note to Entity (Estimates)Adds note to entity.
- Adds Note to Entity (External Sales Invoices)Adds note to entity.
- Adds Note to Entity (Recurring Sales Invoices)Adds note to entity.
- Adds Note to Entity (Sales Invoices)Adds note to entity.
- Adds Note to Entity (Time Entries)Adds note to entity.
- Archive a ContactArchives a contact.
- Assigns a User to a TaskPerforms the a User to a Task operation.
- Bills an EstimatePerforms the an Estimate operation.
- Cancel a SubscriptionCancels a subscription.
- Cash Flow ReportCashs flow report.
- Changes the State of an EstimatePerforms the the State of an Estimate operation.
- Completes a TaskPerforms the a Task operation.
- Create an Additional Charge to Be Invoiced at Start of Next PeriodCreates an additional charge to be invoiced at start of next period.
- Create an Additional Charge to Be Invoiced Together with theCreates an additional charge to be invoiced together with the.
- Create and Schedule an Invoice to Be Sent Together with the SubscriptionCreates and schedule an invoice to be sent together with the subscription.
- Create a New ContactCreates a new contact.
- Create a New Contact PersonCreates a new contact person.
- Create a New Financial StatementCreates a new financial statement.
- Create a New General DocumentCreates a new general document.
- Create a New General Journal DocumentCreates a new general journal document.
- Create a New Purchase InvoiceCreates a new purchase invoice.
- Create a New ReceiptCreates a new receipt.
- Create a New SubscriptionCreates a new subscription.
- Create a New Typeless DocumentCreates a new typeless document.
- Create an External Sales InvoiceCreates an external sales invoice.
- Create a PaymentCreates a payment.
- Create a Payment (Documents Purchase Invoices)Creates a payment.
- Create a Payment (Documents Receipts)Creates a payment.
- Create a Payment (External Sales Invoices)Creates a payment.
- Create a Sales InvoiceCreates a sales invoice.
- Create a Time EntryCreates a time entry.
- Create a WebhookCreates a webhook.
- Create External Sales Invoice from AttachmentCreates external sales invoice from attachment.
- Create Online Sales LinkCreates online sales link.
- Create Online Sales Link (Subscription Templates)Creates online sales link.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Billtrust and Moneybird 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 Moneybird.
Connect your Billtrust and Moneybird 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 "Activate a Webhook" in Moneybird. Billtrust has 9 triggers (including Watch Assignees, Watch Attachments, and Watch Categories); Moneybird has 188 actions (including Activate a Webhook, Add a Source to an Asset, and Add Attachment to Estimate). 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-Moneybird 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 Moneybird) 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 + Moneybird 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 Moneybird integration.
- Billtrust and Moneybird integration source code, module specs and credentials implementation.
- Our Billtrust and Moneybird integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billtrust and Moneybird — 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
- Moneybird integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library