Candis and MILKEE Integration

Candis icon
MILKEE icon
Candis
MILKEE

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Keep Candis and MILKEE in sync by integrating their events and actions. When finance events happen in Candis, update the MILKEE automatically - without any line of code in visual workflow builder.

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Learn about Candis and MILKEE

Detailed info you need to know about Candis and MILKEE integrations in WEXTL. Explore which modules apps support and how you connect them.

Candis

Candis icon

Finance3 triggers6 searches20 actionsAccounts-payable automation for invoices, approvals, and ERP exports. [5]

MILKEE

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Finance1 trigger44 searches85 actionsSwiss accounting and invoicing — bookkeeping entries, chart of accounts and VAT rates, customers and contacts, invoices and proposals with positions and PDFs, projects, tasks and time tracking, plus the CAMT bank-import pipeline. [6]

How to connect Candis to MILKEE

Set up your Candis and MILKEE integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Candis and MILKEE work in WEXTL?

WEXTL exposes actions and triggers for Candis and MILKEE 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 triggersMILKEE actions

Candis modules
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    Create a ContactCreates a creditor or debtor contact.
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    Create a Cost DimensionCreates a new cost dimension.
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    Create a General Ledger AccountCreates a new general ledger account in Candis.
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    Create a Goods ReceiptCreates a goods receipt in a Candis account.
  • Candis icon
    Create a Tax CodeCreates a tax code in a Candis account.
  • Candis icon
    Create Additional Delivery CostsImports additional delivery cost definitions from an ERP system into Candis for use in purchase orders and goods receipts.
  • Candis icon
    Create an ExportCreates an export and returns basic details.
  • Candis icon
    Create Payment ConditionsCreates payment conditions in Candis.
  • Candis icon
    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.
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    Download a FileDownloads a PDF or XML file by ID.
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    Get an ExportRetrieves a single existing export.
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    Get Export PostingsRetrieves a list of postings that were exported.
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    List ExportsRetrieves a list of past exports in the organization.
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    List InvoicesReturns a paginated list of invoices for the organization with optional filtering by status and date ranges.
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    List OrganizationsRetrieves all organization details.
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    List ReimbursementsRetrieves all reimbursements.
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    Make an API CallPerforms an arbitrarily authorized API call request.
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    Update a ContactUpdates an existing creditor or debtor contact.
  • Candis icon
    Update a Cost DimensionUpdates an existing cost dimension.
  • Candis icon
    Update a General Ledger AccountUpdates an existing general ledger account.
  • Candis icon
    Update a Goods ReceiptUpdates an existing goods receipt.
  • Candis icon
    Update a Tax CodeUpdates an existing tax code.
  • Candis icon
    Update Additional Delivery CostsUpdates additional delivery costs in a Candis account.
  • Candis icon
    Update an InvoiceUpdates an existing invoice.
  • Candis icon
    Update Payment ConditionUpdates an existing payment condition in Candis.
  • Candis icon
    Update Purchase OrderUpdates existing purchase orders from a Candis account.
  • Candis icon
    Watch ExportsTriggers when an export change occurs.
  • Candis icon
    Watch InvoicesTriggers when there is a change in an organization's invoices.
  • Candis icon
    Watch ReimbursementsTriggers when reimbursement changes occur.
MILKEE modules
  • MILKEE icon
    Attach a File to a ProposalAttaches a file to an existing proposal.
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    Count ProductsReturns the total number of products for the company.
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    Create a CustomerCreates a new customer and can add a primary contact.
  • MILKEE icon
    Create a ProductCreates a new reusable product for invoices and proposals.
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    Create a ProjectCreates a new project for a customer.
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    Create a ProposalCreates a new proposal for a customer.
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    Create a Proposal PositionAdds a line item to an existing proposal.
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    Create a ServiceCreates a new service for time tracking.
  • MILKEE icon
    Create a Service CategoryCreates a new service category.
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    Create a TagCreates a new tag for categorizing bookkeeping entries.
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    Create a TaskCreates a new task on a project.
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    Create a Tax RateCreates a new tax rate for bookkeeping and documents.
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    Create a Time EntryCreates a new time tracking entry for a project.
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    Create an AccountCreates a new bookkeeping account.
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    Create an EntryCreates a new bookkeeping entry from the chosen accounts.
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    Create an InvoiceCreates a new invoice for a customer.
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    Create an Invoice PositionAdds a line item to an invoice.
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    Delete a ContactPermanently removes a contact that has no invoices or proposals.
  • MILKEE icon
    Delete a CustomerPermanently removes a customer that has no projects or invoices.
  • MILKEE icon
    Delete a ProductDeletes an existing product permanently.
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    Delete a ProjectDeletes an existing project permanently.
  • MILKEE icon
    Delete a ProposalDeletes an existing proposal permanently.
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    Delete a Proposal PositionRemoves a line item from an existing proposal.
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    Delete a ServicePermanently removes a service that has no time entries.
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    Delete a Service CategoryPermanently removes a service category and clears it from services.
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    Delete a TagPermanently removes a tag from the company.
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    Delete a TaskDeletes an existing project task permanently.
  • MILKEE icon
    Delete a Tax RatePermanently removes a tax rate that is unused.
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    Delete a Time EntryDeletes a time tracking entry that is still open.
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    Delete an AccountPermanently removes an account that has no entries.
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    Delete an EntryDeletes a bookkeeping entry when the year is still open.
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    Delete an Import Entry ReceiptRemoves the receipt file from an imported bank transaction.
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    Delete an InvoiceDeletes an invoice and reopens its linked time entries.
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    Delete an Invoice PositionRemoves a line item from an invoice.
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    Delete Import EntriesDeletes imported bank transactions, or every import row at once.
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    Delete Multiple ContactsPermanently removes several contacts, skipping any that are still linked.
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    Delete Multiple CustomersPermanently removes several customers in one request.
  • MILKEE icon
    Delete Multiple EntriesDeletes several bookkeeping entries in one request.
  • MILKEE icon
    Delete Multiple InvoicesDeletes several invoices in one request.
  • MILKEE icon
    Delete Multiple ProjectsDeletes several projects in one request.
  • MILKEE icon
    Delete Multiple ProposalsDeletes several proposals in one request.
  • MILKEE icon
    Delete Multiple ServicesDeletes several services and reports how many were skipped.
  • MILKEE icon
    Delete Multiple Time EntriesDeletes several time tracking entries at once.
  • MILKEE icon
    Delete the Active TimerDiscards the active timer without saving a time entry.
  • MILKEE icon
    Detach a File from a ProposalRemoves an attached file from an existing proposal.
  • MILKEE icon
    Get a ContactReturns a single contact by its identifier.
  • MILKEE icon
    Get a CustomerReturns a single customer by its identifier.
  • MILKEE icon
    Get a ProductReturns a single product by ID.
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    Get a ProjectReturns a single project by ID.
  • MILKEE icon
    Get a ProposalReturns a single proposal with its related records.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Candis and MILKEE integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Candis [5]

Alternative integrations to MILKEE [6]

Try Candis and MILKEE on WEXTL®

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Frequently asked questions

Common questions about connecting Candis and MILKEE.

References

List of sources used to gather information about the Candis and MILKEE integration.

  1. Candis and MILKEE integration source code, module specs and credentials implementation.
  2. Our Candis and MILKEE integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Candis and MILKEE — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Candis integration information
  6. MILKEE integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Candis and MILKEE, or get started