STEP 1
Connect Canopy and Facturama
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Canopy and Facturama Integration
Connect Canopy to Facturama on visual integration builder following simple steps below. When other event fired from Canopy, it will run actions inside Facturama app - exactly how you set them in your other automation. No coding skills required.
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Learn about Canopy and Facturama
Detailed info you need to know about Canopy and Facturama integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Canopy to Facturama
Set up your Canopy and Facturama integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Canopy and Facturama 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 Canopy and Facturama. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Canopy and Facturama work in WEXTL?
WEXTL exposes actions and triggers for Canopy and Facturama 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.
Canopy triggersFacturama actions
Canopy modules
- Create a ClientCreates a new client record in Canopy, including contact details, addresses, custom fields, and linked clients.
- Delete a ClientDeletes a client by their unique client ID. Requires TEAM_MEMBER permission.
- Get a ClientFetches a single client by their unique Client ID. Returns full client details including addresses, emails, phones, custom fields, and linked clients. Requires TEAM_MEMBER permission.
- Get Custom FieldsRetrieves all custom fields defined for the tenant.
- List ClientsRetrieves a list of clients from your Canopy account. You can filter by update time or control pagination using limit and next_cursor.
- Make an API CallPerforms an arbitrary API call.
- Search ClientsSearches for a client by name, email, or phone number.
- Update a ClientUpdates an existing client by client ID, accepting fields such as name, emails, phones, addresses, custom fields, and linked clients.
- Watch ClientsTriggers when a new client is created or an existing client is updated.
- Watch Updated ClientsTriggers when a client's details change since the last run.
Facturama modules
- Cancel a CFDICancels a CFDI for a specified user.
- Create a Branch OfficeCreates a branch office for the organization.
- Create a CFDICreates a CFDI (Comprobante Fiscal Digital por Internet) document for electronic invoicing.
- Create a ClientAdds a new client to the system.
- Create a SeriesCreates a new series in the specified environment.
- Create ProductCreates a new product in the specified inventory or catalog.
- Delete a Branch OfficeDeletes a branch office specified by the user.
- Delete a ClientDeletes a client from the service.
- Delete a ProductDeletes a product from the inventory system.
- Delete a SeriesDeletes a series from the platform.
- Download a CFDI FileDownloads a CFDI file from the service.
- Download CFDI AcknowledgmentDownloads a CFDI acknowledgment.
- Get a Branch OfficeRetrieves information about a specific branch office.
- Get a CFDIRetrieves a CFDI using its unique identifier or other specified parameters.
- Get a ClientRetrieves information about a specific client.
- Get a Customer's RFC StatusRetrieves the RFC status of a specified customer.
- Get a ProductRetrieves the details of a specified product.
- Get a SeriesRetrieves a series from the service.
- Get a Subscription PlanRetrieves detailed information about a specific subscription plan.
- Get a Tax EntityRetrieves a specific tax entity from the system.
- Get User InfoRetrieves information about a user.
- List Branch OfficesRetrieves a list of branch offices.
- List CFDI TypesRetrieves a list of CFDI types that are available for use.
- List CFDI UsesRetrieves a list of CFDI uses.
- List ClientsRetrieves a list of clients from the service.
- List CountriesRetrieves a list of countries from the service.
- List CurrenciesRetrieves a list of currencies.
- List Federal TaxesRetrieves a list of federal taxes.
- List Fiscal RegimensRetrieves a list of fiscal regimens.
- List IncotermsRetrieves a list of available Incoterms definitions and descriptions.
- List LocalitiesRetrieves a list of localities from the service.
- List MunicipalitiesRetrieves a list of municipalities from a specified source.
- List Name IDsRetrieves a list of name IDs.
- List Operation TypesRetrieves a list of operation types available in the system.
- List Payment FormsRetrieves a list of payment forms available in the service.
- List Payment MethodsRetrieves a list of available payment methods.
- List ProductsRetrieves a list of products from the service.
- List Reasons for TransferRetrieves a list of reasons for transfer from the service.
- List Relation TypesRetrieves a list of relation types in the service.
- List Request CodesRetrieves and lists request codes from the service.
- List SeriesRetrieves a list of series from the service.
- List StatesRetrieves a list of states from the service.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ClientsSearches for clients using the specified keyword.
- Search Customs UnitsSearches for customs units using specified criteria.
- Search NeighborhoodsRetrieves data for one or more neighborhoods.
- Search Postal CodesSearches for postal codes within a catalog.
- Search Products by KeywordSearches for products using a specified keyword.
- Search Products/Services CatalogSearches the products/services catalog to retrieve relevant entries.
- Search Tariff FractionsSearches for tariff fractions based on specified criteria.
Frequently asked questions
Common questions about connecting Canopy and Facturama.
Connect your Canopy and Facturama 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 Canopy's "Watch Clients" fires, WEXTL can "Cancel a CFDI" in Facturama. Canopy has 2 triggers (including Watch Clients and Watch Updated Clients); Facturama has 59 actions (including Cancel a CFDI, Create a Branch Office, and Create a CFDI). 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. Canopy-to-Facturama 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 Canopy (or Facturama) 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 Canopy + Facturama 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 Canopy and Facturama integration.
- Canopy and Facturama integration source code, module specs and credentials implementation.
- Our Canopy and Facturama integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Canopy and Facturama — 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.
- Canopy integration information
- Facturama integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library