Capium Integration

Cloud accounting and practice management platform for accountants, covering invoicing, expenses, payments, and client communications. Connect Capium financial events to workflows that update records and notify the right teams. Start from Watch Communications, then automate actions such as Get a Communication and Get a Company.

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Supported triggers and actions for Capium integration

Triggers can detect changes in Capium and run actions that can create, search or modify data inside Capium automatically [3] — exactly how you set them.

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 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 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 UserRetrieves the profile of the currently authenticated user.
Get User CompanyRetrieves the company the currently authenticated user is associated with.
List Communication UsersReturns all users the current user is permitted to start a communication with.
List CommunicationsReturns a paginated list of communication threads for the current user.
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 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.
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.
Delete a ContactPermanently deletes a contact record from a company.
Delete a User PictureRemoves the profile picture for a specified user.
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.
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 a UserUpdates the profile details of a specified user.
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.

How to integrate Capium in automation workflow?

3 simple steps to make your Capium connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Capium in workflow

Pick Capium app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Capium

When prompted, authorize access to Capium in WEXTL once. Capium credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Capium account. Approve?

STEP 3

Build a workflow

Build your workflow with Capium yourself or with WEXTL® AI Builder. Connect Capium to any available integrations [5], or use HTTP node to go beyond them.

Capium

How Capium connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Capium app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Capium supports.

Full Capium API documentation

The following table illustrates what fields Capium integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Capium is connected in WEXTL builder [4].

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

Connect Capium to popular apps on WEXTL

Enter a name of the other app you want to sync with Capium below. Click on selected app to explore integration options with Capium. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Capium integration

Select Watch Users trigger from Capium - this will be a starting point in your automation. Whenever event happens in Capium, workflow will start [7] from Watch Users node.

Search for Get User Company, connect it as the next step of integration sequence. You can use filters between Watch Users and Get User Company, so only important data pass from Watch Users to the next step. WEXTL gives you full control over the process of Capium automation. All parts of workflow are visible on the canvas [4].

Capium on WEXTL has 55 modules for building finance automations. Explore Capium documentation for more.

Video slide demonstrates how Watch Users and Get User Company nodes are used in Capium workflow.

Video slide demonstrates how Watch Users and Get User Company [6] nodes are used in Capium workflow.

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. Triggers are start points of the workflow, and automations may start from them.

Integration has 46 actions, including "Get a Communication", "Get a Company", and "Get a Contact", and more. Refer to our Capium Documentation for detailed inputs and outputs.

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 our customers do that in rare cases [4].

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

The Capium integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Capium official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Capium provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Capium or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Capium inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Capium modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Capium integration.

Capium integration source code, module specs and credentials implementation.
Internal Capium integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Capium vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Capium App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Capium Integration

Supported triggers and actions for Capium integration