STEP 1
Connect Billtrust and Stax Bill
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 Stax Bill Integration
Connect Billtrust and Stax Bill 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 Stax Bill
Detailed info you need to know about Billtrust and Stax Bill integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Billtrust to Stax Bill
Set up your Billtrust and Stax Bill integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billtrust and Stax Bill 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 Stax Bill. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billtrust and Stax Bill work in WEXTL?
WEXTL exposes actions and triggers for Billtrust and Stax Bill 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 triggersStax Bill 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.
Stax Bill modules
- Capture a Pre-Auth TransactionCaptures a previously authorized transaction.
- Charge a Payment MethodCharges a customer’s payment method.
- Create a CustomerCreates a new customer.
- Create a FileAdds a new file to the service.
- Create a Payment LinkCreates a new payment link.
- Create a Scheduled InvoiceCreates a new scheduled invoice.
- Create an InvoiceCreates a new invoice.
- Credit a Payment MethodCredits a payment method by adding funds to it.
- Delete a CustomerDeletes a customer from the system.
- Delete a FileDeletes a file from the specified location.
- Delete a Payment LinkDeletes a payment link from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Delete an Invoice ScheduleDeletes an invoice schedule.
- Delete Dispute EvidenceDeletes dispute evidence in the system.
- Email a Transaction ReceiptSends a transaction receipt via email.
- Email an InvoiceSends an invoice via email.
- Get a CustomerRetrieves a customer's information.
- Get a FileRetrieves a file by its ID.
- Get a File by TagRetrieves a file by its tag.
- Get a Payment LinkRetrieves a payment link’s information.
- Get a Payment Link's StatusRetrieves a payment link's active status.
- Get a Related TransactionRetrieves a related transaction from a specified entity.
- Get a TransactionRetrieves a transaction's information.
- Get an InvoiceRetrieves an invoice.
- Get Funding Instructions for a TransactionRetrieves funding instructions for a transaction.
- Make an API CallPerforms an arbitrary authorized API request.
- Mark an Invoice PaidMarks an invoice as paid by cash or check.
- Pay an InvoicePays an existing invoice.
- Refund a TransactionRefunds a transaction and processes the return of funds to the customer.
- Search CustomersSearches for multiple customers.
- Search DisputesSearches for disputes.
- Search FilesSearches for files in the specified directory or storage system.
- Search InvoicesSearches for multiple invoices.
- Search Payment LinksSearches and filters payment links.
- Search Scheduled InvoicesSearches for scheduled invoices.
- Search TransactionsSearches and filters transactions.
- Send a Transaction Receipt via SMSSends a transaction receipt through SMS to a specified recipient.
- Send an Invoice via SMSSends an invoice through SMS to a designated recipient.
- Submit Dispute EvidenceSubmits dispute evidence for review.
- Update a CustomerUpdates a customer’s information in the system.
- Update a FileUpdates an existing file with new content or changes.
- Update a Payment LinkUpdates or deactivates a payment link.
- Update a Payment Link's StatisticsUpdates a payment link's statistics with the latest data available.
- Update a TransactionUpdates a transaction with given details in the service.
- Update an InvoiceUpdates an invoice with new information or modifications.
- Update an Invoice ScheduleUpdates an invoice schedule in the system with new details or modifications.
- Upload Dispute EvidenceUploads evidence for a dispute.
- Verify a Payment MethodVerifies a payment method to ensure its validity.
- Void or Refund a TransactionVoids or refunds a transaction.
- Watch EventsTriggers when an event occurs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Billtrust and Stax Bill 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 Stax Bill.
Connect your Billtrust and Stax Bill 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 "Capture a Pre-Auth Transaction" in Stax Bill. Billtrust has 9 triggers (including Watch Assignees, Watch Attachments, and Watch Categories); Stax Bill has 49 actions (including Capture a Pre-Auth Transaction, Charge a Payment Method, 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-Stax Bill 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 Stax Bill) 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 + Stax Bill 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 Stax Bill integration.
- Billtrust and Stax Bill integration source code, module specs and credentials implementation.
- Our Billtrust and Stax Bill integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billtrust and Stax Bill — 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
- Stax Bill integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library