Requirements
Dealhub requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]
Get your Dealhub credentials
Credential type option 1
Dealhub
- API KeypasswordRequired
Generate a DealHub Authentication Token by going to Control Panel → System Settings → API Settings and clicking Add.
[1]
Credential type option 2
Dealhub (Partner Connection)
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- User NametextRequired
- APP KeypasswordRequired
Login to Dealhub > Navigate to Control Panel > System Settings > API Settings and click Add to create the token.
[1] - AuthenticationtextRequired
The long-lived DealHub authentication key generated in the system settings screen.
[1] - TypeselectRequired
The type of user, which must be 'partner'.
[1] - User IDtextRequired
The external ID of the user in the PRM system.
[1] - LogintextRequired
Login of the user.
[1] - EmailemailRequired
The user's email to receive notifications.
[1] - NametextRequired
The user's first and last name.
[1]
Connect Dealhub in WEXTL
- Log in to your WEXTL account, add the Dealhub node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Dealhub account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Dealhub node modules
The list below is a reference of every Dealhub node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Browse every Dealhub node module below — each one opens to show its input parameters, outputs, and connection requirements.
Watch AccountsTrigger
Output fields[3]
| 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
Watch Failed PaymentsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Account ID | text |
| Account name | text |
| Invoice number | text |
| Amount | number |
| Currency | text |
| Failure date | date |
| Failure reason | text |
Watch InvoicesTrigger
Output fields[3]
| 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 |
Watch One-Time ItemsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Ext ID | text |
| Charge date | date |
| Charge description | text |
| Chargenote | text |
| Currency | number |
| Price | number |
| Quantity | number |
Watch Recurring ItemsTrigger
Output fields[3]
| 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 |
Watch UsersTrigger
Output fields[3]
| Field | Type |
|---|---|
| Login | text |
| ID | text |
| 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 |
Get a One-Time ItemAction
Get a QuoteAction
Input fields[3]
| Field | Type |
|---|---|
Quote IDRequired | choice |
| Feature | array |
| External Identifier Flag | boolean |
Output fields[3]
| 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 |
Get a Quote DocumentAction
Input fields[3]
| Field | Type |
|---|---|
Quote IDRequired | choice |
Document TypeRequired | choice |
Get a Recurring ItemAction
Input fields[3]
| Field | Type |
|---|---|
External IDRequired | choice |
Output fields[3]
| 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 |
Get a User by IDAction
Get a User by LoginAction
Get an AccountAction
Input fields[3]
| Field | Type |
|---|---|
External IDRequired | choice |
Output fields[3]
| 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
Get an Invoice PDFAction
Input fields[3]
| Field | Type |
|---|---|
Base URL v2Required | text |
Invoice IDRequired | text |
| Filename | text |
Get DealRoom SignersAction
Get My OpportunitiesAction
Get Product ParametersSearch
Get Product PricingAction
Get Quotes for an OpportunityAction
Input fields[3]
| 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[3]
| Field | Type |
|---|---|
| URL | text |
| Errors | array |
Get Real-Time PricingSearch
List AccountsSearch
Input fields[3]
| Field | Type |
|---|---|
| Limit | number |
Output fields[3]
| 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
List Failed PaymentsSearch
List Invoice LinesSearch
List Invoice Lines Awaiting TaxationSearch
List InvoicesSearch
Input fields[3]
| Field | Type |
|---|---|
| Invoice Status | choice |
| Limit | number |
Output fields[3]
| 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 |
List Invoices Awaiting TaxationSearch
List One-Time ItemsSearch
List QuotesSearch
List Recurring ItemsSearch
Input fields[3]
| Field | Type |
|---|---|
| Limit | number |
Output fields[3]
| 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 |
List UsersSearch
Authenticate a UserAction
Cancel a Recurring ItemAction
Create a One-Time ItemAction
Input fields[3]
| 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[3]
| Field | Type |
|---|---|
| API status | number |
| Method status | number |
| ID | text |
| Ext ID | text |
| Method error | text |
| API error | text |
| Method error description | text |
Create a PaymentAction
Input fields[3]
| 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[3]
| Field | Type |
|---|---|
| API status | number |
| Method status | number |
| ID | text |
| Ext ID | text |
| Method error | text |
| API error | text |
| Method error description | text |
Create a Payment MethodAction
Create a QuoteAction
Input fields[3]
| 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[3]
| Field | Type |
|---|---|
| URL | text |
| Errors | array |
Create a Recurring ItemAction
Input fields[3]
| 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[3]
| Field | Type |
|---|---|
| API status | number |
| Method status | number |
| ID | text |
| Ext ID | text |
| Method error | text |
| API error | text |
| Method error description | text |
Create an AccountAction
Input fields[3]
| 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[3]
| Field | Type |
|---|---|
| API status | number |
| Method status | number |
| ID | text |
| Ext ID | text |
| Method error | text |
| API error | text |
| Method error description | text |
Create an OpportunityAction
Input fields[3]
| 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 |
Create or Update UsersAction
Input fields[3]
| Field | Type |
|---|---|
| Users | array |
Delete a One-Time ItemAction
Delete a Recurring ItemAction
Delete an AccountAction
Make an API Calluniversal
Open a QuoteAction
Input fields[3]
| 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[3]
| Field | Type |
|---|---|
| URL | text |
| Errors | array |
Renew a Recurring ItemAction
Update a One-Time ItemAction
Update a Recurring ItemAction
Update AccountAction
Templates
Look for Dealhub templates in the WEXTL template library.
Browse templates →Explore alternative apps
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- AmpleMarketSales engagement platform for prospecting, sequencing, and outreach.
- AvomaAI meeting assistant for recording, transcription, notes, and revenue insights.
- Autobound AIAI sales content platform that personalizes outreach with account and contact insights.
References
- WEXTL® Dealhub Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Dealhub.
- WEXTL® visual workflow builder data.
Last updated: Jul 23, 2026 22:39