STEP 1
Connect Candis and Fiserv
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Candis and Fiserv Integration
Keep Candis and Fiserv in sync by integrating their events and actions. When finance events happen in Candis, update the Fiserv automatically - without any line of code in visual workflow builder.
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Learn about Candis and Fiserv
Detailed info you need to know about Candis and Fiserv integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Candis to Fiserv
Set up your Candis and Fiserv integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Candis and Fiserv 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 Candis and Fiserv. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Candis and Fiserv work in WEXTL?
WEXTL exposes actions and triggers for Candis and Fiserv 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.
Candis triggersFiserv actions
Candis modules
- Create a ContactCreates a creditor or debtor contact.
- Create a Cost DimensionCreates a new cost dimension.
- Create a General Ledger AccountCreates a new general ledger account in Candis.
- Create a Goods ReceiptCreates a goods receipt in a Candis account.
- Create a Tax CodeCreates a tax code in a Candis account.
- Create Additional Delivery CostsImports additional delivery cost definitions from an ERP system into Candis for use in purchase orders and goods receipts.
- Create an ExportCreates an export and returns basic details.
- Create Payment ConditionsCreates payment conditions in Candis.
- Create Purchase OrdersImports purchase orders from your ERP system into Candis. If a purchase order with the same number already exists, it will be updated automatically.
- Download a FileDownloads a PDF or XML file by ID.
- Get an ExportRetrieves a single existing export.
- Get Export PostingsRetrieves a list of postings that were exported.
- List ExportsRetrieves a list of past exports in the organization.
- List InvoicesReturns a paginated list of invoices for the organization with optional filtering by status and date ranges.
- List OrganizationsRetrieves all organization details.
- List ReimbursementsRetrieves all reimbursements.
- Make an API CallPerforms an arbitrarily authorized API call request.
- Update a ContactUpdates an existing creditor or debtor contact.
- Update a Cost DimensionUpdates an existing cost dimension.
- Update a General Ledger AccountUpdates an existing general ledger account.
- Update a Goods ReceiptUpdates an existing goods receipt.
- Update a Tax CodeUpdates an existing tax code.
- Update Additional Delivery CostsUpdates additional delivery costs in a Candis account.
- Update an InvoiceUpdates an existing invoice.
- Update Payment ConditionUpdates an existing payment condition in Candis.
- Update Purchase OrderUpdates existing purchase orders from a Candis account.
- Watch ExportsTriggers when an export change occurs.
- Watch InvoicesTriggers when there is a change in an organization's invoices.
- Watch ReimbursementsTriggers when reimbursement changes occur.
Fiserv modules
- Cancel a Payment ScheduleCancels a payment schedule in a specified payment gateway.
- Create a Gateway Payment ScheduleCreates a payment schedule in a payment gateway for processing future transactions.
- Create a Payment TokenCreates a payment token from a payment card.
- Create a Payment URLCreates a payment URL for processing transactions.
- Delete a Payment TokenDeletes a payment token from the system.
- Delete a Payment URLDeletes a payment URL from the system.
- Generate a Primary TransactionGenerates a primary transaction in the system.
- Generate Dynamic Currency Conversion TransactionsGenerates dynamic currency conversion transactions for financial services.
- Get a Gateway Payment ScheduleRetrieves a gateway payment schedule using specified parameters.
- Get a TransactionRetrieves a transaction based on the provided criteria.
- Get Account InformationRetrieves account information.
- Get an AuthorisationRetrieves an authorisation from the service.
- Get AuthorisationsRetrieves all authorizations from the service.
- Get Card InformationRetrieves information about a specific card, including details such as the cardholder's name, card number, expiration date, and card type.
- Get Daily Authorisation SummariesRetrieves daily authorisation summaries.
- Get Daily Funding SummariesRetrieves daily funding summaries.
- Get Daily Transaction SummariesRetrieves daily transaction summaries.
- Get FundingRetrieves details of a specific funding.
- Get Funding DetailsRetrieves all funding details.
- Get FundingsRetrieves all fundings from the service.
- Get Order StatusRetrieves the status of an order.
- Get Payment Card DetailsRetrieves payment card details associated with a token.
- Get Payment URL StateRetrieves the state of a payment URL.
- Get Transaction StateGets the state of a specific transaction.
- Get TransactionsRetrieves all transactions from the service.
- Make an API CallPerforms an arbitrary authorized API call.
- Perform a Secondary TransactionPerforms a secondary transaction to process additional payments or adjustments.
- Perform Action on an APM TransactionPerforms an action on an existing APM transaction.
- Perform an APM ActionPerforms an APM action in a specified service.
- Perform Return or PostAuth Secondary TransactionsPerforms a return or post-auth secondary transaction.
- Update a Gateway Payment ScheduleUpdates a gateway payment schedule with new information.
- Update a PaymentUpdates a payment and continues processing it in the system.
- Update a Payment TokenUpdates one or more payment tokens.
- Update a TransactionUpdates a transaction with the specified details in the system.
- Verify a Payment Card or Payment TokenVerifies a payment card or a payment token.
- Watch AuthorisationsTriggers when a new authorisation is created or updated.
- Watch Daily Authorisation SummariesTriggers when daily authorisation summaries are available.
- Watch Daily Funding SummariesTriggers when a new daily funding summary is available.
- Watch Daily Transaction SummariesTriggers when a daily transaction summary is available.
- Watch FundingsTriggers when new funding data is available.
- Watch TransactionsTriggers when a new transaction occurs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Candis and Fiserv integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Candis and Fiserv.
Connect your Candis and Fiserv 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 Candis's "Watch Exports" fires, WEXTL can "Cancel a Payment Schedule" in Fiserv. Candis has 3 triggers (including Watch Exports, Watch Invoices, and Watch Reimbursements); Fiserv has 35 actions (including Cancel a Payment Schedule, Create a Gateway Payment Schedule, and Create a Payment Token). 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. Candis-to-Fiserv 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 Candis (or Fiserv) 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 Candis + Fiserv 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 Candis and Fiserv integration.
- Candis and Fiserv integration source code, module specs and credentials implementation.
- Our Candis and Fiserv integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Candis and Fiserv — 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.
- Candis integration information
- Fiserv integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library