About this integration
CPQ and quote-to-revenue platform for configuring, pricing, and closing deals.
There are 6 triggers, 24 search modules and 20 actions available. The integration connects via basic or oauth authentication.
How to connect
The credential form asks for API Key, User Name, APP Key, and Authentication.
Prefer the interactive builder form? Open it on the app page.
Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
Connecting Dealhub to WEXTL®
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | Generate a DealHub Authentication Token by going to Control Panel → System Settings → API Settings and clicking Add. |
| Field | Type | Help |
|---|---|---|
User NameRequired | text | — |
APP KeyRequired | password | Login to Dealhub > Navigate to Control Panel > System Settings > API Settings and click Add to create the token. |
AuthenticationRequired | text | The long-lived DealHub authentication key generated in the system settings screen. |
TypeRequired | select | The type of user, which must be 'partner'. |
User IDRequired | text | The external ID of the user in the PRM system. |
LoginRequired | text | Login of the user. |
EmailRequired | The user's email to receive notifications. | |
NameRequired | text | The user's first and last name. |
Use it in workflow automation
Start with Watch Accounts, then add Authenticate a User.
The canvas below runs Watch Accounts into Authenticate a User — watch the video, then drop a node onto the canvas.
Select the Watch One-Time Items trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Create a Recurring Item as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 26 ready-made modules for sales work — each run logs its inputs and outputs for debugging.
Dealhub workflow on the canvas: Watch One-Time Items then Create a Recurring Item
Triggers, searches and actions
Open any Dealhub trigger, search, or action to see its inputs and outputs — 6 triggers, 24 searchs, 20 actions.
Triggers
Use one of 6 triggers to kick off a workflow as soon as an event occurs in the app.
- Watch Accounts
- Watch Failed Payments
- Watch Invoices
- Watch One-Time Items
- Watch Recurring Items
1more trigger
Searches
This integration includes 24 search modules for looking data up mid-run.
- Get an Account
- Get an Invoice PDF
- Get a One-Time Item
- Get a Quote
- Get a Quote Document
19more searches
Actions
Take action during a run with 20 available modules that write data back into the app.
- Authenticate a User
- Cancel a Recurring Item
- Create an Account
- Create an Opportunity
- Create a One-Time Item
15more actions
Explore the fields available for each Dealhub trigger, search, and action.
Triggers
Output fields
| Field | Type |
|---|---|
Account name | text |
Account status | number |
Account type | number |
Ext ID | text |
Primary email | text |
ID number 2 | text |
Invoice name | text |
City | text |
Region | text |
Address | text |
Zip code | text |
Telephone | text |
Contact person | text |
Account manager | text |
Billing due date calculation | number |
Billing payment terms days | number |
Invoice type | number |
Liable | number |
Extra details | text |
Entity | number |
7other output fields
Output fields
| Field | Type |
|---|---|
Account ID | text |
Account name | text |
Invoice number | text |
Amount | number |
Currency | text |
Failure date | date |
Failure reason | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Invoice number | text |
Invoice date | date |
Invoice due date | date |
Invoice from date | date |
Invoice to date | date |
Invoice amount | number |
Invoice tax amount | number |
Invoice vat amount | number |
Invoice total amount | number |
Invoice currency | text |
Invoice status | text |
Account external ID | text |
Account name | text |
Plan external ID | text |
Plan name | text |
Output fields
| Field | Type |
|---|---|
Ext ID | text |
Charge date | date |
Charge description | text |
Chargenote | text |
Currency | number |
Price | number |
Quantity | number |
Output fields
| Field | Type |
|---|---|
Ext ID | text |
Accountextid | text |
Accountplanextid | text |
Recurring charge ext ID | text |
Charge description | text |
Sku | text |
From date | date |
To date | date |
Quantity | number |
Price | number |
Currency | number |
Status | number |
Billing period type | number |
Charge scheduling type | number |
Proration type | number |
Renew type | number |
Last charge from date | date |
Last charge to date | date |
Next charge date | date |
Output fields
| Field | Type |
|---|---|
Login | text |
ID | text |
Email | text |
Name | text |
Position | text |
Phone | text |
Mobile | text |
Fax | text |
Company | text |
Street | text |
City | text |
State | text |
Country | text |
Postal code | text |
Is active | boolean |
Searches
Input fields
| Field | Type |
|---|---|
External IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Account name | text |
Account status | number |
Account type | number |
Ext ID | text |
Primary email | text |
ID number 2 | text |
Invoice name | text |
City | text |
Region | text |
Address | text |
Zip code | text |
Telephone | text |
Contact person | text |
Account manager | text |
Billing due date calculation | number |
Billing payment terms days | number |
Invoice type | number |
Liable | number |
Extra details | text |
Entity | number |
7other output fields
Input fields
| Field | Type |
|---|---|
Base URL v2Required | text |
Invoice IDRequired | text |
Filename | text |
Input fields
| Field | Type |
|---|---|
External IDRequired | text |
Output fields
| Field | Type |
|---|---|
Ext ID | text |
Charge date | date |
Charge description | text |
Chargenote | text |
Currency | number |
Price | number |
Quantity | number |
Input fields
| Field | Type |
|---|---|
Quote IDRequired | choice |
Feature | array |
External Identifier Flag | boolean |
Output fields
| Field | Type |
|---|---|
Dealhub quote ID | text |
Status | text |
Quote upgrade required" | boolean |
Info | object |
External opportunity ID | text |
External quote ID | text |
External customer ID | text |
Customer ID | text |
Account name | text |
Contact name" | text |
Contact email" | text |
Dealhub opportunity ID | text |
Dealhub quote name | text |
Dealhub quote number | text |
Summary | object |
Currency | text |
Total list price | number |
Total net price | number |
Total discount | number |
Sales discount | number |
Line items" | array |
Answers | array |
Approvals | array |
Input fields
| Field | Type |
|---|---|
Quote IDRequired | choice |
Document TypeRequired | choice |
Input fields
| Field | Type |
|---|---|
External IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Ext ID | text |
Accountextid | text |
Accountplanextid | text |
Recurring charge ext ID | text |
Charge description | text |
Sku | text |
From date | date |
To date | date |
Quantity | number |
Price | number |
Currency | number |
Status | number |
Billing period type | number |
Charge scheduling type | number |
Proration type | number |
Renew type | number |
Last charge from date | date |
Last charge to date | date |
Next charge date | date |
Input fields
| Field | Type |
|---|---|
IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Login | text |
ID | text |
Email | text |
Name | text |
Position | text |
Phone | text |
Mobile | text |
Fax | text |
Company | text |
Street | text |
City | text |
State | text |
Country | text |
Postal code | text |
Is active | boolean |
Input fields
| Field | Type |
|---|---|
LoginRequired | text |
Output fields
| Field | Type |
|---|---|
Login | text |
ID | text |
Email | text |
Name | text |
Position | text |
Phone | text |
Mobile | text |
Fax | text |
Company | text |
Street | text |
City | text |
State | text |
Country | text |
Postal code | text |
Is active | boolean |
Input fields
| Field | Type |
|---|---|
Opportunity IDRequired | text |
Output fields
| Field | Type |
|---|---|
Dealroom state | text |
Buyer signers | array |
Seller signers | array |
Input fields
| Field | Type |
|---|---|
DealHub User IDRequired | choice |
Output fields
| Field | Type |
|---|---|
URL | text |
Errors | array |
Input fields
| Field | Type |
|---|---|
CurrencyRequired | text |
GeoRequired | text |
SKUsRequired | array |
SKU | text |
Version | text |
Playbook | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
Sku | text |
Parameters for | object |
Product factors | array |
Parameters | array |
Input fields
| Field | Type |
|---|---|
CurrencyRequired | text |
Geographic RegionRequired | text |
Version | text |
Playbook | text |
SKUsRequired | array |
Output fields
| Field | Type |
|---|---|
Currency | text |
Version | text |
Playbook | text |
Skus | array |
Input fields
| Field | Type |
|---|---|
DealHub User IDRequired | choice |
External Opportunity IDRequired | text |
Opportunity Info | object |
External Opportunity NameRequired | text |
Opportunity Owner | object |
External Quote ID | text |
External Customer IDRequired | text |
Customer NameRequired | text |
Customer Shipping Address | object |
Customer Billing Address | object |
Customer Contacts | array |
Geo CodeRequired | text |
CurrencyRequired | text |
Output fields
| Field | Type |
|---|---|
URL | text |
Errors | array |
Input fields
| Field | Type |
|---|---|
Your External SystemRequired | text |
Request IDRequired | text |
Authentication | text |
Playbook Answers | object |
ItemsRequired | array |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Sku | text |
List price | number |
Msrp | number |
Partner discount 1 | number |
Partner discount 2 | number |
Start date | date |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
Account name | text |
Account status | number |
Account type | number |
Ext ID | text |
Primary email | text |
ID number 2 | text |
Invoice name | text |
City | text |
Region | text |
Address | text |
Zip code | text |
Telephone | text |
Contact person | text |
Account manager | text |
Billing due date calculation | number |
Billing payment terms days | number |
Invoice type | number |
Liable | number |
Extra details | text |
Entity | number |
7other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
Account ID | text |
Account name | text |
Invoice number | text |
Amount | number |
Currency | text |
Failure date | date |
Failure reason | text |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
Billing invoice id2 | text |
Invoice line id2 | text |
Sku | text |
Item ID | text |
Item ext ID | text |
Description | text |
Quantity | number |
Unit price | number |
Amount | number |
Vat | number |
Tax | number |
Total | number |
Tax code | text |
Invoice line from | date |
Invoice line to | date |
Input fields
| Field | Type |
|---|---|
Pending TaxRequired | number |
Invoice Number | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
Billing invoice id2 | text |
Invoice line id2 | text |
Tax code | text |
Description | text |
Quantity | number |
Unit price | number |
Amount | number |
Input fields
| Field | Type |
|---|---|
Invoice Status | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Invoice number | text |
Invoice date | date |
Invoice due date | date |
Invoice from date | date |
Invoice to date | date |
Invoice amount | number |
Invoice tax amount | number |
Invoice vat amount | number |
Invoice total amount | number |
Invoice currency | text |
Invoice status | text |
Account external ID | text |
Account name | text |
Plan external ID | text |
Plan name | text |
Input fields
| Field | Type |
|---|---|
Pending TaxRequired | number |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Invoice number | text |
Invoice date | date |
Invoice status | text |
Account external ID | text |
Account name | text |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
Ext ID | text |
Charge date | date |
Charge description | text |
Chargenote | text |
Currency | number |
Price | number |
Quantity | number |
Input fields
| Field | Type |
|---|---|
External Opportunity ID | text |
Feature | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
Dealhub quote ID | text |
Status | text |
Quote upgrade required | boolean |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
Ext ID | text |
Accountextid | text |
Accountplanextid | text |
Recurring charge ext ID | text |
Charge description | text |
Sku | text |
From date | date |
To date | date |
Quantity | number |
Price | number |
Currency | number |
Status | number |
Billing period type | number |
Charge scheduling type | number |
Proration type | number |
Renew type | number |
Last charge from date | date |
Last charge to date | date |
Next charge date | date |
Input fields
| Field | Type |
|---|---|
Status | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
Login | text |
ID | text |
Email | text |
Name | text |
Position | text |
Phone | text |
Mobile | text |
Fax | text |
Company | text |
Street | text |
City | text |
State | text |
Country | text |
Postal code | text |
Is active | boolean |
Actions
Input fields
| Field | Type |
|---|---|
External User IDRequired | text |
EmailRequired | |
NameRequired | text |
Login | text |
Position | text |
Phone | text |
Mobile | text |
Company | text |
Street | text |
City | text |
State | text |
Country | text |
Postal Code | text |
User Manager Login | text |
Output fields
| Field | Type |
|---|---|
Access token | text |
Dealhub user ID | text |
Errors | array |
Input fields
| Field | Type |
|---|---|
Cancel TypeRequired | choice |
End DateRequired | date |
ID ListRequired | text |
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |
Input fields
| Field | Type |
|---|---|
Account TypeRequired | choice |
Account StatusRequired | choice |
Account NameRequired | text |
External IDRequired | text |
Primary EmailRequired | |
LiableRequired | choice |
EntityRequired | number |
ID Number 2 | text |
Invoice Name | text |
City | text |
Telephone | text |
Region | text |
Address | text |
Zip Code | text |
Account Manager | text |
Contact Person | text |
Billing Due Date Calculation | choice |
Billing Payment Terms Days | number |
Invoice Type | choice |
Invoice Language | number |
4other input fields
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |
Input fields
| Field | Type |
|---|---|
External Opportunity IDRequired | text |
External Opportunity NameRequired | text |
Opportunity OwnerRequired | object |
External User IDRequired | text |
Login | text |
EmailRequired | text |
NameRequired | text |
Position | text |
Phone | text |
Mobile | text |
Fax | text |
Company | text |
Street | text |
CurrencyRequired | text |
External Customer IDRequired | text |
Customer NameRequired | text |
Input fields
| Field | Type |
|---|---|
External IDRequired | text |
Account External IDRequired | text |
Account Plan External IDRequired | text |
One-Time External IDRequired | text |
Charge DescriptionRequired | text |
StatusRequired | text |
Charge DateRequired | date |
QuantityRequired | number |
PriceRequired | number |
CurrencyRequired | text |
Charge Note | text |
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |
Input fields
| Field | Type |
|---|---|
Account IDRequired | choice |
Payment TokenRequired | text |
AmountRequired | number |
Unique StringRequired | text |
Due DateRequired | date |
CurrencyRequired | text |
Invoice IDRequired | text |
StatusRequired | text |
Reference Number | text |
Result Data | text |
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |
Input fields
| Field | Type |
|---|---|
Method TypeRequired | text |
Stripe Customer IDRequired | text |
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |
Input fields
| Field | Type |
|---|---|
External Opportunity NameRequired | text |
External Customer IDRequired | text |
Customer NameRequired | text |
Geo CodeRequired | text |
CurrencyRequired | text |
DealHub User IDRequired | text |
External Opportunity IDRequired | text |
Opportunity Owner | object |
External Quote ID | text |
Customer Shipping Address | object |
Street | text |
City | text |
State | text |
Country | text |
Postal Code | text |
Customer Billing Address | object |
Street | text |
City | text |
State | text |
Country | text |
Postal Code | text |
Customer Contacts | array |
Custom Fields | array |
Repeatable Groups | array |
Version ID | text |
Output fields
| Field | Type |
|---|---|
URL | text |
Errors | array |
Input fields
| Field | Type |
|---|---|
External IDRequired | text |
Account External IDRequired | text |
Account Plan External IDRequired | text |
Recurring Charge External IDRequired | text |
Charge Description | text |
SKU | text |
From DateRequired | date |
To DateRequired | date |
QuantityRequired | number |
PriceRequired | number |
CurrencyRequired | text |
StatusRequired | choice |
Billing Period TypeRequired | choice |
Charge Scheduling Type | choice |
Proration Type | choice |
Renew Type | choice |
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |
Input fields
| Field | Type |
|---|---|
Users | array |
Input fields
| Field | Type |
|---|---|
IDRequired | text |
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |
Input fields
| Field | Type |
|---|---|
IDRequired | text |
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |
Input fields
| Field | Type |
|---|---|
IDRequired | text |
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |
Input fields
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
Output fields
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
Input fields
| Field | Type |
|---|---|
DealHub User IDRequired | choice |
DealHub Quote IDRequired | choice |
External Opportunity IDRequired | text |
Opportunity Info | object |
External Opportunity NameRequired | text |
External Quote ID | text |
External Customer IDRequired | text |
Customer NameRequired | text |
Customer Shipping Address | object |
Customer Billing Address | object |
Customer Contacts | array |
Geo CodeRequired | text |
CurrencyRequired | text |
Custom Fields | array |
Output fields
| Field | Type |
|---|---|
URL | text |
Errors | array |
Input fields
| Field | Type |
|---|---|
ID ListRequired | text |
RenewalRequired | choice |
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |
Input fields
| Field | Type |
|---|---|
External IDRequired | choice |
Account Name | text |
Primary Email | text |
Billing Liability | choice |
Entity | number |
Telephone | text |
Contact Person | text |
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |
Input fields
| Field | Type |
|---|---|
IDRequired | text |
Charge Description | text |
Status | text |
Charge Date | date |
Price | number |
Quantity | number |
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |
Input fields
| Field | Type |
|---|---|
API CodeRequired | choice |
ID | text |
External ID | text |
Account External ID | text |
Account Plan External ID | text |
Status | choice |
Index Value | number |
Custom Field | text |
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |
Input fields
| Field | Type |
|---|---|
Invoice IDRequired | choice |
Items | array |
Output fields
| Field | Type |
|---|---|
API status | number |
Method status | number |
ID | text |
Ext ID | text |
Method error | text |
API error | text |
Method error description | text |