What actions can I run in Capium?

46 actions are available, including "Get a Communication", "Get a Company", and "Get a Contact", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Capium Integrations

Cloud accounting and practice management platform for accountants, covering invoicing, expenses, payments, and client communications. When Capium posts a transaction, update records or alert finance automatically.

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Watch CommunicationsTriggers when a new communication thread is created.
Watch ContactsTriggers when a new contact is created or an existing one is updated.
Watch ExpensesTriggers when a new expense record is created or an existing one is updated.
Watch InvoicesTriggers when a new invoice is created or an existing one is updated.
Watch ItemsTriggers when a new item is added to or updated in a company's catalogue.
Watch PaymentsTriggers when a new payment is recorded.
Watch ReceiptsTriggers when a new receipt is created or an existing one is updated.
Watch TicketsTriggers when a new support ticket is created or an existing one is updated.
Watch UsersTriggers when a new user is created or an existing user's profile is updated.
Get a CommunicationRetrieves a single communication thread by its ID.
Get a CompanyRetrieves the details of a company by its ID.
Get a ContactRetrieves the details of a single contact by its ID.
Get an ExpenseRetrieves the details of a single expense record by its ID.
Get an InvoiceRetrieves the details of an invoice by its ID.
Get an ItemRetrieves the details of a single item from a company's catalogue.
Get a PaymentRetrieves the details of a single payment record by its ID.
Get a ReceiptRetrieves a single receipt record by its ID.
Get a TicketRetrieves the details of a support ticket by its ID.
Get UserRetrieves the profile of the currently authenticated user.
Get User CompanyRetrieves the company the currently authenticated user is associated with.
List CommunicationsReturns a paginated list of communication threads for the current user.
List Communication UsersReturns all users the current user is permitted to start a communication with.
List CompaniesReturns a paginated list of companies accessible to the authenticated user.
List Company UsersReturns all users belonging to a specified company.
List ContactsReturns a paginated list of contacts for a company.
List ExpensesReturns a paginated list of expense records for a company.
List InvoicesReturns a paginated list of invoices for a company.
List ItemsReturns a paginated list of items in a company's catalogue.
List PaymentsReturns a paginated list of payment records for a company.
List ReceiptsReturns a paginated list of receipt records for a company.
List TicketsReturns a paginated list of support tickets for a company.
List UsersReturns a paginated list of users accessible to the authenticated account.
Create a CommunicationCreates a new communication thread with another user in the account.
Create a ContactCreates a new contact record associated with a company.
Create an ExpenseCreates a new expense entry for a company.
Create an InvoiceCreates a new invoice for a company.
Create an ItemAdds a new billable item to a company's item catalogue.
Create a PaymentRecords a new payment against a company account.
Create a ReceiptCreates a new receipt record for a company.
Create a TicketCreates a new support ticket in the company's help desk.
Delete a ContactPermanently deletes a contact record from a company.
Delete an ExpensePermanently deletes an expense record by its ID.
Delete an InvoicePermanently deletes an invoice by its ID.
Delete an ItemPermanently removes an item from a company's item catalogue.
Delete a User PictureRemoves the profile picture for a specified user.
Make an API CallPerforms an arbitrary authorized API request to the Capium API.
Recover User PasswordSends a password recovery email to the specified user account.
Reply to a CommunicationPosts a reply to an existing communication thread.
Reply to a TicketPosts a reply to an existing support ticket.
Send InvoicesSends one or more invoices to their respective customers via email.
Update a ContactUpdates the details of an existing contact record.
Update an ExpenseUpdates the details of an existing expense record.
Update an InvoiceUpdates the details of an existing invoice.
Update an ItemUpdates the details of an existing item in a company's catalogue.
Update a UserUpdates the profile details of a specified user.

When to use Capium

Common scenarios where Capium automation saves time and reduces manual work.

React to "Watch Communications" in Capium in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Get a Company" in Capium from any upstream event — map fields once and let the automation handle the rest.
Layer "Watch Expenses" from Capium with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Capium to WEXTL®

Field	Type	Help
API KeyRequired	password	Contact Capium support team to obtain your API Key

Use in workflow automation

Start from Capium’s Watch Users trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get User Company as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 55 ready-made steps for finance work, and every run records what went in and what came back.

Capium workflow on the canvas: Watch Users then Get User Company

Frequently asked questions

Common questions about automating Capium in your workflows.

Capium has 9 triggers, including "Watch Communications", "Watch Contacts", and "Watch Expenses", and more. Use them to start workflows the moment Capium events fire — no polling required.

Field

Type

Help

API KeyRequired

password

Contact Capium support team to obtain your API Key

Use in workflow automation

Start from Capium’s Watch Users trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get User Company as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 55 ready-made steps for finance work, and every run records what went in and what came back.

Capium Integrations

When to use Capium

How to connect

Use in workflow automation

Frequently asked questions

Capium Integrations

When to use Capium

How to connect

Connect Capium to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Capium to any app in workflows

Connect Capium to any app in workflows

Connect Capium to any app in workflows

Capium Integrations

Capium triggers and actions

When to use Capium

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Capium support?

What actions can I run in Capium?

Do I need to write code to automate this?

Is the integration secure?

Capium Integrations

Capium triggers and actions

When to use Capium

How to connect

Connect Capium to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Capium support?

What actions can I run in Capium?

Do I need to write code to automate this?

Is the integration secure?

Connect Capium to any app in workflows

Connect Capium to any app in workflows

Connect Capium to any app in workflows