STEP 1
Connect Billtrust and Monite
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 Monite Integration
Keep Billtrust and Monite in sync by integrating their events and actions. When finance events happen in Billtrust, update the Monite automatically - without any line of code in visual workflow builder.
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Learn about Billtrust and Monite
Detailed info you need to know about Billtrust and Monite integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Billtrust to Monite
Set up your Billtrust and Monite integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billtrust and Monite 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 Monite. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billtrust and Monite work in WEXTL?
WEXTL exposes actions and triggers for Billtrust and Monite 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 triggersMonite 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.
Monite modules
- Accept a QuoteAccepts a quote for a specific service or request.
- Approve an Approval RequestApproves an approval request within the system.
- Cancel an Approval RequestCancels an approval request for a specified process.
- Cancel an InvoiceCancels an invoice within the service.
- Create a Bank AccountCreates a new bank account for a specific counterpart.
- Create a CounterpartCreates a counterpart in the service.
- Create a Counterpart AddressCreates a counterpart address in a specified system.
- Create a Counterpart ContactCreates a counterpart contact.
- Create a Payment LinkCreates a payment link for processing transactions.
- Create a Purchase OrderCreates a new purchase order.
- Create a ReceiptCreates a new receipt in the system.
- Create a TransactionCreates a transaction in the system.
- Create an Approval RequestCreates an approval request within the system.
- Create an Export JobCreates a new export job for exporting data from the system.
- Decline a QuoteDeclines an existing quote.
- Delete a CounterpartDeletes a counterpart entity from the system.
- Delete a Counterpart ContactDeletes a contact of a counterpart.
- Delete a Counterpart's AddressDeletes a counterpart's address in the system.
- Delete a Counterpart's Bank AccountDeletes a bank account associated with a counterpart.
- Delete a Purchase OrderDeletes a purchase order from the system.
- Delete a ReceiptDeletes a receipt from the service.
- Delete a TransactionDeletes a transaction from the database.
- Expire a Payment LinkExpires a payment link to prevent any further transactions.
- Get a CounterpartRetrieves information about a specific counterpart.
- Get a Counterpart's AddressRetrieves a counterpart's address.
- Get a Counterpart's AddressesRetrieves all addresses for a specific counterpart.
- Get a Counterpart's Bank AccountRetrieves a counterpart's bank account details.
- Get a Counterpart's Bank AccountsRetrieves all of a counterpart's bank accounts.
- Get a Counterpart's ContactRetrieves a counterpart's contact details.
- Get a Counterpart's ContactsRetrieves all of a counterpart's contacts.
- Get a Payment LinkRetrieves a payment link from the service.
- Get a Purchase OrderRetrieves a purchase order from the system.
- Get a ReceiptRetrieves a receipt for a transaction.
- Get a TransactionRetrieves a specific transaction by its ID.
- Get an Approval RequestRetrieves an approval request from the service.
- Get an Export JobRetrieves an export job by ID or criteria.
- Get Approval RequestsRetrieves all approval requests.
- Get CounterpartsRetrieves all counterparts.
- Get Export JobsRetrieves all export jobs.
- Get Financing InvoicesRetrieves all financing invoices.
- Get Purchase OrdersRetrieves all purchase orders.
- Get ReceiptsRetrieves all receipts from the service.
- Get TransactionsRetrieves all transactions.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark an Invoice as PaidMarks an invoice as paid in the system.
- Mark an Invoice as UncollectibleMarks the specified invoice as uncollectible.
- Reject an Approval RequestRejects an approval request within the system.
- Request Financing for InvoicesRequests financing for a set of invoices.
- Update a CounterpartUpdates a counterpart with new information.
- Update a Counterpart AddressUpdates a counterpart's address in the system.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Billtrust and Monite 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 Monite.
Connect your Billtrust and Monite 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 "Accept a Quote" in Monite. Billtrust has 9 triggers (including Watch Assignees, Watch Attachments, and Watch Categories); Monite has 55 actions (including Accept a Quote, Approve an Approval Request, and Cancel an Approval Request). 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-Monite 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 Monite) 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 + Monite 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 Monite integration.
- Billtrust and Monite integration source code, module specs and credentials implementation.
- Our Billtrust and Monite integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billtrust and Monite — 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
- Monite integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library