STEP 1
Connect Billtrust and Sankhya
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 Sankhya Integration
Build finance workflows between Billtrust and Sankhya 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Billtrust and Sankhya
Detailed info you need to know about Billtrust and Sankhya integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Billtrust to Sankhya
Set up your Billtrust and Sankhya integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billtrust and Sankhya 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 Sankhya. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billtrust and Sankhya work in WEXTL?
WEXTL exposes actions and triggers for Billtrust and Sankhya 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 triggersSankhya 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.
Sankhya modules
- Add a Contact for a CustomerAdds a contact for an already registered customer.
- Calculate Sales TaxesCalculates sales taxes based on given parameters and returns the total amount including taxes.
- Cancel an Electronic Consumer InvoiceCancels an electronic consumer invoice.
- Cancel an Electronic Tax ReceiptCancels an electronic tax receipt from the service.
- Cancel a Sales OrderCancels an available sales order.
- Check for Integration InconsistenciesReturns the list of inconsistencies identified in the HCM integration routines.
- Create a Contextualized Product PriceCreates a new contextualized product price.
- Create a CustomerCreates a new customer.
- Create a Financial Expense RecordCreates a new financial expense record.
- Create a Financial Record of RevenueCreates a new financial record of revenue.
- Create an API CallPerforms an arbitrary authorized API request.
- Get a CompanyReturns a specific company details based on the parameter sent in the request.
- Get a DepartmentReturns a specific department based on the parameter sent in the request.
- Get a FunctionReturns a specific function based on the parameter sent in the request.
- Get an EmployeeReturns the data of an employee.
- Get an OccurrenceReturns a specific occurrence history based on the parameter sent in the request.
- Get a POS CashierReturns the `codigoCaixa` that is open for the criteria sent for querying.
- Get a PositionReturns a specific job title based on the parameter sent in the request.
- Get a ProductReturns a specific product based on the parameter sent in the request.
- Get a Product GroupReturns a specific product group based on the parameter sent in the request.
- Get a Product LocationReturns a specific stock location based on the parameter sent in the request.
- Get a Product VolumeReturns a specific volume based on the parameter sent in the request.
- Get a Trade UnionReturns a specific union based on the parameter sent in the request.
- Get a WorkplaceReturns a specific workplace based on the parameter sent in the request.
- Import a Service InvoiceImports a service invoice into the system.
- Include an Electronic Customer InvoiceIncludes an electronic consumer invoice, model 65, issued at an external POS terminal.
- Include an Electronic Tax ReceiptIncludes an electronic tax receipt, model 59, issued at an external POS terminal.
- Include a Sales OrderAdds a sales order to the selected sales order group.
- Invalidate Electronic Consumer Invoice NumberingInvalidates the electronic Consumer Invoice Numbering, model 65, issued at an external POS terminal.
- Invalidate Electronic Tax Coupon NumberingInvalidates the electronic tax coupon numbering system (model 59) issued by an external POS terminal.
- List AbsencesReturns a paginated list of absence records.
- List Alternative ProductsReturns a list of alternative products for a given product.
- List CompaniesReturns a paginated list of companies.
- List Customer RecordsRetrieves a list of customer records for a specific employee and company.
- List CustomersRetrieves a list of customers.
- List DelaysReturns a paginated list of delays.
- List DepartmentsReturns a paginated list of departments.
- List Employee Incident ReportsLists incident reports for a specific employee and company.
- List Employee Lateness RecordsLists lateness records for a specific employee and company.
- List Employee MovementsLists movement records for a specific employee and company.
- List EmployeesReturns a paginated list of employees.
- List Employee VacationsRetrieves a list of vacation records for a specific employee and company.
- List Employee Work HoursLists historical work hour records for a specific employee and company.
- List ExpensesProvides access to financial expense data entered.
- List FunctionsReturns a paginated list of functions registered in SankhyaOM.
- List HCM CustomersReturns a paginated list of customers.
- List Incident HistoryReturns a paginated list of historical occurrences.
- List InventoryRetrieves a list of stock inventory.
- List Linked Product PricesRetrieves prices linked to a product independently of the price list.
- List MovementsReturns all transaction records.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Billtrust and Sankhya 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 Sankhya.
Connect your Billtrust and Sankhya 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 "Add a Contact for a Customer" in Sankhya. Billtrust has 9 triggers (including Watch Assignees, Watch Attachments, and Watch Categories); Sankhya has 80 actions (including Add a Contact for a Customer, Calculate Sales Taxes, and Cancel an Electronic Consumer Invoice). 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-Sankhya 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 Sankhya) 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 + Sankhya 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 Sankhya integration.
- Billtrust and Sankhya integration source code, module specs and credentials implementation.
- Our Billtrust and Sankhya integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billtrust and Sankhya — 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
- Sankhya integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library