STEP 1
Connect Billtrust and Zeffy
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 Zeffy Integration
Keep Billtrust and Zeffy in sync by integrating their events and actions. When finance events happen in Billtrust, update the Zeffy automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Billtrust and Zeffy
Detailed info you need to know about Billtrust and Zeffy integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Billtrust to Zeffy
Set up your Billtrust and Zeffy integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billtrust and Zeffy 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 Zeffy. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billtrust and Zeffy work in WEXTL?
WEXTL exposes actions and triggers for Billtrust and Zeffy 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 triggersZeffy 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.
Zeffy modules
- Get CampaignReturns a single campaign.
- Get ContactReturns a single contact.
- Get PaymentReturns a single payment.
- List CampaignsRetrieves a list of campaigns.
- List ContactsRetrieves a list of contacts.
- List PaymentsRetrieves a list of payments.
- Make an API CallPerforms an arbitrary authorized API call.
- Watch ContactsTriggers when a contact is created or updated.
- Watch Payment CompletedTriggers when a payment is completed.
- Watch PaymentsTriggers when a new payment is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Billtrust and Zeffy 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 Zeffy.
Connect your Billtrust and Zeffy 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 "Get Campaign" in Zeffy. Billtrust has 9 triggers (including Watch Assignees, Watch Attachments, and Watch Categories); Zeffy has 7 actions (including Get Campaign, Get Contact, and Get Payment). 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-Zeffy 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 Zeffy) 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 + Zeffy 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 Zeffy integration.
- Billtrust and Zeffy integration source code, module specs and credentials implementation.
- Our Billtrust and Zeffy integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billtrust and Zeffy — 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
- Zeffy integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library