Capium and Sankhya Integration

Capium icon
Sankhya icon
Capium
Sankhya

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

Build finance workflows between Capium and Sankhya on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.

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Learn about Capium and Sankhya

Detailed info you need to know about Capium and Sankhya 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]

Sankhya

Sankhya icon

Finance14 triggers55 searches25 actionsCloud ERP and business management suite for finance and operations. [6]

How to connect Capium to Sankhya

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

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

WEXTL exposes actions and triggers for Capium and Sankhya 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 triggersSankhya 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.
Sankhya modules
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    Add a Contact for a CustomerAdds a contact for an already registered customer.
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    Calculate Sales TaxesCalculates sales taxes based on given parameters and returns the total amount including taxes.
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    Cancel a Sales OrderCancels an available sales order.
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    Cancel an Electronic Consumer InvoiceCancels an electronic consumer invoice.
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    Cancel an Electronic Tax ReceiptCancels an electronic tax receipt from the service.
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    Check for Integration InconsistenciesReturns the list of inconsistencies identified in the HCM integration routines.
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    Create a Contextualized Product PriceCreates a new contextualized product price.
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    Create a CustomerCreates a new customer.
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    Create a Financial Expense RecordCreates a new financial expense record.
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    Create a Financial Record of RevenueCreates a new financial record of revenue.
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    Create an API CallPerforms an arbitrary authorized API request.
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    Get a CompanyReturns a specific company details based on the parameter sent in the request.
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    Get a DepartmentReturns a specific department based on the parameter sent in the request.
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    Get a FunctionReturns a specific function based on the parameter sent in the request.
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    Get a POS CashierReturns the `codigoCaixa` that is open for the criteria sent for querying.
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    Get a PositionReturns a specific job title based on the parameter sent in the request.
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    Get a ProductReturns a specific product based on the parameter sent in the request.
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    Get a Product GroupReturns a specific product group based on the parameter sent in the request.
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    Get a Product LocationReturns a specific stock location based on the parameter sent in the request.
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    Get a Product VolumeReturns a specific volume based on the parameter sent in the request.
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    Get a Trade UnionReturns a specific union based on the parameter sent in the request.
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    Get a WorkplaceReturns a specific workplace based on the parameter sent in the request.
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    Get an EmployeeReturns the data of an employee.
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    Get an OccurrenceReturns a specific occurrence history based on the parameter sent in the request.
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    Import a Service InvoiceImports a service invoice into the system.
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    Include a Sales OrderAdds a sales order to the selected sales order group.
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    Include an Electronic Customer InvoiceIncludes an electronic consumer invoice, model 65, issued at an external POS terminal.
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    Include an Electronic Tax ReceiptIncludes an electronic tax receipt, model 59, issued at an external POS terminal.
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    Invalidate Electronic Consumer Invoice NumberingInvalidates the electronic Consumer Invoice Numbering, model 65, issued at an external POS terminal.
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    Invalidate Electronic Tax Coupon NumberingInvalidates the electronic tax coupon numbering system (model 59) issued by an external POS terminal.
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    List AbsencesReturns a paginated list of absence records.
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    List Alternative ProductsReturns a list of alternative products for a given product.
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    List CompaniesReturns a paginated list of companies.
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    List Customer RecordsRetrieves a list of customer records for a specific employee and company.
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    List CustomersRetrieves a list of customers.
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    List DelaysReturns a paginated list of delays.
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    List DepartmentsReturns a paginated list of departments.
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    List Employee Incident ReportsLists incident reports for a specific employee and company.
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    List Employee Lateness RecordsLists lateness records for a specific employee and company.
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    List Employee MovementsLists movement records for a specific employee and company.
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    List Employee VacationsRetrieves a list of vacation records for a specific employee and company.
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    List Employee Work HoursLists historical work hour records for a specific employee and company.
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    List EmployeesReturns a paginated list of employees.
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    List ExpensesProvides access to financial expense data entered.
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    List FunctionsReturns a paginated list of functions registered in SankhyaOM.
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    List HCM CustomersReturns a paginated list of customers.
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    List Incident HistoryReturns a paginated list of historical occurrences.
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    List InventoryRetrieves a list of stock inventory.
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    List Linked Product PricesRetrieves prices linked to a product independently of the price list.
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    List MovementsReturns all transaction records.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Capium and Sankhya 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 Sankhya [6]

Try Capium and Sankhya on WEXTL®

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

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Frequently asked questions

Common questions about connecting Capium and Sankhya.

References

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

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

Explore Capium and Sankhya, or get started