STEP 1
Connect Candis and Plastiq
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 Plastiq Integration
Keep Candis and Plastiq in sync by integrating their events and actions. When finance events happen in Candis, update the Plastiq 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 Candis and Plastiq
Detailed info you need to know about Candis and Plastiq integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Candis to Plastiq
Set up your Candis and Plastiq integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Candis and Plastiq 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 Plastiq. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Candis and Plastiq work in WEXTL?
WEXTL exposes actions and triggers for Candis and Plastiq 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 triggersPlastiq 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.
Plastiq modules
- Create a Client SecretCreates a client secret for use with Connect Workflows.
- Create a PayerCreates a new payer in the system.
- Create a Payment from a Payment IntentCreates a payment based on a specified payment intent.
- Create a Payment IntentCreates a payment intent for a specified amount and currency.
- Create a Payment MethodCreates a payment method in the service.
- Create a RecipientCreates a new payment recipient.
- Create a Single-Use Client SecretCreates a single-use client secret for authorization purposes.
- Get a PayerRetrieves information about a payer from the service.
- Get a PaymentRetrieves a single payment from the service.
- Get a Payment IntentRetrieves a single payment intent by its ID.
- Get a Payment MethodRetrieves a payment method from the service.
- Get a RecipientRetrieves information for a specified recipient.
- Get Biller DetailsRetrieves details of a specific biller using their unique identifier.
- List CategoriesRetrieves a paginated list of categories by query parameters.
- List Payment MethodsRetrieves a paginated list of payment methods by query parameters.
- List PaymentsRetrieves a paginated list of payments based on query parameters.
- List RecipientsRetrieves a paginated list of recipients using query parameters.
- List Webhook NotificationsRetrieves a paginated list of webhook notifications by query parameters.
- Make an API CallMakes an arbitrary API call.
- Refund or Cancel a PaymentRefunds or cancels an existing payment.
- Search BillersRetrieves a list of billers based on specified criteria.
- Update a PayerUpdates a payer's information in the system.
- Update a Payment IntentUpdates a payment intent with new information or changes in details.
- Update a Payment MethodUpdates a payment method on a user's account.
- Update a RecipientUpdates a recipient in the system with new data.
- Upload a DocumentUploads a document to the specified platform or service.
- Watch PaymentsTriggers when a new payment is received.
- Watch RecipientsTriggers when there is a new recipient to be monitored.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Candis and Plastiq 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 Plastiq.
Connect your Candis and Plastiq 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 "Create a Client Secret" in Plastiq. Candis has 3 triggers (including Watch Exports, Watch Invoices, and Watch Reimbursements); Plastiq has 26 actions (including Create a Client Secret, Create a Payer, and Create a Payment from a Payment Intent). 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-Plastiq 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 Plastiq) 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 + Plastiq 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 Plastiq integration.
- Candis and Plastiq integration source code, module specs and credentials implementation.
- Our Candis and Plastiq integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Candis and Plastiq — 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
- Plastiq integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library