Capium and Fortis Integration

Capium icon
Fortis icon
Capium
Fortis

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

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

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Learn about Capium and Fortis

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

Capium

Capium icon

Finance9 triggers23 searches23 actionsCloud accounting and practice management platform for accountants, covering invoicing, expenses, payments, and client communications. [5]

Fortis

Fortis icon

Finance5 triggers20 searches78 actionsPayment processing platform for card, ACH, and terminal transactions. [6]

How to connect Capium to Fortis

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

How does the integration between Capium and Fortis work in WEXTL?

WEXTL exposes actions and triggers for Capium and Fortis 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.

Capium triggersFortis actions

Capium modules
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    Create a CommunicationCreates a new communication thread with another user in the account.
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    Create a ContactCreates a new contact record associated with a company.
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    Create a PaymentRecords a new payment against a company account.
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    Create a ReceiptCreates a new receipt record for a company.
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    Create a TicketCreates a new support ticket in the company's help desk.
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    Create an ExpenseCreates a new expense entry for a company.
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    Create an InvoiceCreates a new invoice for a company.
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    Create an ItemAdds a new billable item to a company's item catalogue.
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    Delete a ContactPermanently deletes a contact record from a company.
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    Delete a User PictureRemoves the profile picture for a specified user.
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    Delete an ExpensePermanently deletes an expense record by its ID.
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    Delete an InvoicePermanently deletes an invoice by its ID.
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    Delete an ItemPermanently removes an item from a company's item catalogue.
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    Get a CommunicationRetrieves a single communication thread by its ID.
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    Get a CompanyRetrieves the details of a company by its ID.
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    Get a ContactRetrieves the details of a single contact by its ID.
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    Get a PaymentRetrieves the details of a single payment record by its ID.
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    Get a ReceiptRetrieves a single receipt record by its ID.
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    Get a TicketRetrieves the details of a support ticket by its ID.
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    Get an ExpenseRetrieves the details of a single expense record by its ID.
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    Get an InvoiceRetrieves the details of an invoice by its ID.
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    Get an ItemRetrieves the details of a single item from a company's catalogue.
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    Get UserRetrieves the profile of the currently authenticated user.
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    Get User CompanyRetrieves the company the currently authenticated user is associated with.
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    List Communication UsersReturns all users the current user is permitted to start a communication with.
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    List CommunicationsReturns a paginated list of communication threads for the current user.
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    List CompaniesReturns a paginated list of companies accessible to the authenticated user.
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    List Company UsersReturns all users belonging to a specified company.
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    List ContactsReturns a paginated list of contacts for a company.
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    List ExpensesReturns a paginated list of expense records for a company.
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    List InvoicesReturns a paginated list of invoices for a company.
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    List ItemsReturns a paginated list of items in a company's catalogue.
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    List PaymentsReturns a paginated list of payment records for a company.
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    List ReceiptsReturns a paginated list of receipt records for a company.
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    List TicketsReturns a paginated list of support tickets for a company.
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    List UsersReturns a paginated list of users accessible to the authenticated account.
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    Make an API CallPerforms an arbitrary authorized API request to the Capium API.
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    Recover User PasswordSends a password recovery email to the specified user account.
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    Reply to a CommunicationPosts a reply to an existing communication thread.
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    Reply to a TicketPosts a reply to an existing support ticket.
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    Send InvoicesSends one or more invoices to their respective customers via email.
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    Update a ContactUpdates the details of an existing contact record.
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    Update a UserUpdates the profile details of a specified user.
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    Update an ExpenseUpdates the details of an existing expense record.
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    Update an InvoiceUpdates the details of an existing invoice.
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    Update an ItemUpdates the details of an existing item in a company's catalogue.
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    Watch CommunicationsTriggers when a new communication thread is created.
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    Watch ContactsTriggers when a new contact is created or an existing one is updated.
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    Watch ExpensesTriggers when a new expense record is created or an existing one is updated.
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    Watch InvoicesTriggers when a new invoice is created or an existing one is updated.
Fortis modules
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    3 DS Transactions RequestRetrieves results of successful 3DS authentication attempts.
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    Associate Transaction With Ouick InvoiceAssociates a transaction with a quick invoice.
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    Contacts SearchRetrieves a list of contacts matching search criteria.
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    Create a Cash RefundCreates a new cash refund transaction.
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    Create a Cash SaleCreates a new cash sale transaction.
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    Create a CC Auth OnlyCreates a new keyed Credit Card authorization only transaction.
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    Create a CC Auth Only Previous TransactionCreates a new Credit Card authorization only transaction using previous transaction id.
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    Create A CC Auth Only Tap to PayCreates a new Tap To Pay Credit Card authorization only transaction.
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    Create A CC Auth Only TerminalCreates a new terminal Credit Card authorization only transaction.
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    Create A CC Auth Only TicketCreates a new ticket Credit Card authorization only transaction.
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    Create A CC Auth Only WalletCreates a new Wallet Credit Card authorization only transaction.
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    Create A CC AVSCreates a new keyed Credit Card AVS only transaction.
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    Create A CC AVS Previous TransactionCreates a new Credit Card AVS only transaction using previous transaction id.
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    Create A CC AVS SwipedCreates a new swiped Credit Card AVS only transaction.
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    Create A CC AVS TerminalCreates a new terminal Credit Card AVS only transaction.
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    Create a CC AVS TicketCreates a new ticket Credit Card AVS only transaction.
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    Create a CC AVS TokenizedCreates a new tokenized Credit Card AVS only transaction.
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    Create A CC AVS WalletCreates a new Wallet Credit Card AVS only transaction.
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    Create A CC Balance InquiryCreates a new keyed Credit Card balance inquiry transaction.
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    Create A CC Balance Inquiry Previous TransactionCreates a new Credit Card balance inquiry transaction using previous transaction id.
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    Create A CC Balance Inquiry SwipedCreates a new swiped Credit Card balance inquiry transaction.
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    Create A CC Balance Inquiry TerminalCreates a new terminal Credit Card balance inquiry transaction.
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    Create a CC Balance Inquiry TicketCreates a new Ticket Credit Card balance inquiry transaction.
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    Create a CC Balance Inquiry TokenizedCreates a new tokenized Credit Card balance inquiry transaction.
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    Create A CC Balance Inquiry WalletCreates a new Wallet Credit Card balance inquiry transaction.
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    Create A CC RefundCreates a new keyed Credit Card refund transaction.
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    Create a CC Refund Previous TransactionCreates a new Credit Card refund transaction using previous transaction id.
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    Create a CC Refund Tap to PayCreates a new Tap To Pay Credit Card refund transaction.
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    Create a CC Refund TerminalCreates a new terminal Credit Card refund transaction.
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    Create a CC Refund TicketCreates a new ticket Credit Card refund transaction.
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    Create A CC Refund TokenizedCreates a new tokenized Credit Card refund transaction.
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    Create a CC Refund WalletCreates a new Wallet Credit Card refund transaction.
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    Create a CC SaleCreates a new keyed Credit Card sale transaction.
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    Create a CC Sale Previous TransactionCreates a new Credit Card sale transaction using previous transaction id.
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    Create a CC Sale Tap to PayCreates a new Tap To Pay Credit card sale transaction.
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    Create A CC Sale TerminalCreates a new terminal Credit Card sale transaction.
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    Create a CC Sale TicketCreates a new Ticket Credit Card sale transaction.
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    Create a CC Sale TokenizedCreates a new tokenized Credit Card sale transaction.
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    Create a CC Sale WalletCreates a new Wallet Credit Card sale transaction.
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    Create a ContactCreates a new contact in the address book.
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    Create a PaylinkCreates a new paylink for processing transactions.
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    Create a Quick InvoiceCreates a new quick invoice in the system.
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    Create a Recurring RecordCreates a new recurring record in the system.
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    Create a TicketCreates a ticket intention.
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    Create a Ticket RecordCreates a new ticket record in the system.
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    Create a Transaction ACH Retry RecordCreates a transaction ACH retry record to attempt processing a previously failed ACH transaction again.
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    Create a Transaction IntentionCreates a transaction intention for processing a payment or transfer.
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    Create a UserCreates a new user in the system.
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    Create ACH CreditCreates a new keyed ACH credit transaction.
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    Create an ACH Credit TransactionCreates a new tokenized ACH credit transaction.

Explore alternative integrations

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

Alternative integrations to Capium [5]

Alternative integrations to Fortis [6]

Try Capium and Fortis on WEXTL®

Claim your 3-day trial to build Capium with Fortis integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Capium and Fortis.

References

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

  1. Capium and Fortis integration source code, module specs and credentials implementation.
  2. Our Capium and Fortis integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Capium and Fortis — 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. Capium integration information
  6. Fortis integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

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