Fortis Integration

Payment processing platform for card, ACH, and terminal transactions. Keep Fortis financial workflows accurate without repetitive manual updates. Start from Watch Contacts and send the resulting data through Contacts Search or Get a Contact.

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Supported triggers and actions for Fortis integration

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

Watch ContactsTriggers when a new contact is added or an existing contact is updated.
Watch LocationsTriggers when a new location is available.
Watch Quick InvoicesTriggers when a new quick invoice is created.
Watch Recurring EventsTriggers when a recurring event occurs.
Watch TransactionsTriggers when new transactions occur.
Contacts SearchRetrieves a list of contacts matching search criteria.
Get a ContactRetrieves a specific contact.
Get a LocationRetrieves a single location record.
Get a PaylinkRetrieves a paylink from the specified service.
Get a Quick Invoice RecordRetrieves a single quick invoice record based on a given identifier.
Get a Recurring RecordRetrieves a specific recurring record from the service.
Get a TicketRetrieves detailed information for a specific ticket.
Get a TransactionRetrieves a single transaction record.
Get a Transaction RetryRetrieves a single transaction ACH retry record.
Get a UserRetrieves a user's information from the service.
Get BIN InfoRetrieves the BIN info record associated with a transaction.
List ContactsRetrieves a list of contacts.
List LocationsRetrieves all locations.
List PaylinksRetrieves a list of paylinks.
List Quick InvoicesRetrieves a list of all quick invoices related.
List Recurring RecordsRetrieves all recurring records from the service.
List Related TicketsRetrieves a list of all tickets that are related to a specified ticket.
List Transaction RetriesRetrieves all transaction ACH retries.
List TransactionsRetrieves all transactions.
List UsersRetrieves a list of all users.
3 DS Transactions RequestRetrieves results of successful 3DS authentication attempts.
Associate Transaction With Ouick InvoiceAssociates a transaction with a quick invoice.
Create a Cash RefundCreates a new cash refund transaction.
Create a Cash SaleCreates a new cash sale transaction.
Create a CC Auth OnlyCreates a new keyed Credit Card authorization only transaction.
Create a CC Auth Only Previous TransactionCreates a new Credit Card authorization only transaction using previous transaction id.
Create A CC Auth Only Tap to PayCreates a new Tap To Pay Credit Card authorization only transaction.
Create A CC Auth Only TerminalCreates a new terminal Credit Card authorization only transaction.
Create A CC Auth Only TicketCreates a new ticket Credit Card authorization only transaction.
Create A CC Auth Only WalletCreates a new Wallet Credit Card authorization only transaction.
Create A CC AVSCreates a new keyed Credit Card AVS only transaction.
Create A CC AVS Previous TransactionCreates a new Credit Card AVS only transaction using previous transaction id.
Create A CC AVS SwipedCreates a new swiped Credit Card AVS only transaction.
Create A CC AVS TerminalCreates a new terminal Credit Card AVS only transaction.
Create a CC AVS TicketCreates a new ticket Credit Card AVS only transaction.
Create a CC AVS TokenizedCreates a new tokenized Credit Card AVS only transaction.
Create A CC AVS WalletCreates a new Wallet Credit Card AVS only transaction.
Create A CC Balance InquiryCreates a new keyed Credit Card balance inquiry transaction.
Create A CC Balance Inquiry Previous TransactionCreates a new Credit Card balance inquiry transaction using previous transaction id.
Create A CC Balance Inquiry SwipedCreates a new swiped Credit Card balance inquiry transaction.
Create A CC Balance Inquiry TerminalCreates a new terminal Credit Card balance inquiry transaction.
Create a CC Balance Inquiry TicketCreates a new Ticket Credit Card balance inquiry transaction.
Create a CC Balance Inquiry TokenizedCreates a new tokenized Credit Card balance inquiry transaction.
Create A CC Balance Inquiry WalletCreates a new Wallet Credit Card balance inquiry transaction.
Create A CC RefundCreates a new keyed Credit Card refund transaction.
Create a CC Refund Previous TransactionCreates a new Credit Card refund transaction using previous transaction id.
Create a CC Refund Tap to PayCreates a new Tap To Pay Credit Card refund transaction.
Create a CC Refund TerminalCreates a new terminal Credit Card refund transaction.
Create a CC Refund TicketCreates a new ticket Credit Card refund transaction.
Create A CC Refund TokenizedCreates a new tokenized Credit Card refund transaction.
Create a CC Refund WalletCreates a new Wallet Credit Card refund transaction.
Create a CC SaleCreates a new keyed Credit Card sale transaction.
Create a CC Sale Previous TransactionCreates a new Credit Card sale transaction using previous transaction id.
Create a CC Sale Tap to PayCreates a new Tap To Pay Credit card sale transaction.
Create A CC Sale TerminalCreates a new terminal Credit Card sale transaction.
Create a CC Sale TicketCreates a new Ticket Credit Card sale transaction.
Create a CC Sale TokenizedCreates a new tokenized Credit Card sale transaction.
Create a CC Sale WalletCreates a new Wallet Credit Card sale transaction.
Create a ContactCreates a new contact in the address book.
Create a PaylinkCreates a new paylink for processing transactions.
Create a Quick InvoiceCreates a new quick invoice in the system.
Create a Recurring RecordCreates a new recurring record in the system.
Create a TicketCreates a ticket intention.
Create a Ticket RecordCreates a new ticket record in the system.
Create a Transaction ACH Retry RecordCreates a transaction ACH retry record to attempt processing a previously failed ACH transaction again.
Create a Transaction IntentionCreates a transaction intention for processing a payment or transfer.
Create a UserCreates a new user in the system.
Create ACH CreditCreates a new keyed ACH credit transaction.
Create an ACH Credit TransactionCreates a new tokenized ACH credit transaction.
Create an ACH Credit With a Previous TransactionCreates a new ACH credit transaction using a previous transaction ID.
Create an ACH DebitCreates a new keyed ACH debit transaction.
Create an ACH Debit TokenizedCreates a new tokenized ACH debit transaction.
Create an ACH Debit with a Previous TransactionCreates a new ACH debit transaction using a previous transaction ID.
Create an ACH Refund for a Previous TransactionCreates a new ACH refund transaction using a previous transaction ID.
Create an EBT Voucher Clear RefundCreates a new keyed EBT voucher clear refund transaction.
Create an EBT Voucher Clear SaleCreates a new keyed EBT voucher clear sale transaction.
Delete a ContactDeletes an existing contact from the service.
Delete a PaylinkDeletes a Paylink from the system.
Delete a Quick InvoiceDeletes a quick invoice from the system.
Delete a Recurring RecordDeletes a specific recurring record from the service.
Delete a User RecordDeletes a user record from the system.
Make an API CallPerforms an arbitrary authorized API request.
Perform a Partial ReversalPerforms a partial reversal of a transaction or process.
Perform a Refund TransactionPerforms a refund transaction for a specific payment.
Perform a Tip AdjustmentIncrements the authorized transaction amount to include a tip.
Perform an Auth CompletePerforms an authorization complete transaction.
Perform an Auth IncrementPerforms an auth increment transaction.
Remove a Transaction from Quick InvoiceRemoves a transaction from a quick invoice in the system.
Reopen a Quick InvoiceReopens a quick invoice to modify or review details.
Resend a PaylinkResends a paylink to a customer.
Resend a Quick Invoice RecordSends a specified quick invoice record again to the recipient.
Update a ContactUpdates an existing contact.
Update a PaylinkUpdates a paylink with new information.
Update a Quick InvoiceUpdates a quick invoice with new details.
Update a Recurring RecordUpdates a recurring record in the system.
Update a User RecordUpdates a user record with new data.
Void a TransactionVoids a transaction by marking it as canceled or invalid, preventing further processing or settlement.
Void a TransactionVoids a transaction, effectively reversing or canceling it.

How to integrate Fortis in automation workflow?

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

STEP 1

Select Fortis in workflow

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

STEP 2

Connect Fortis

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

WEXTL wants to integrate with your Fortis account. Approve?

STEP 3

Build a workflow

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

Fortis

How Fortis connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Fortis 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 Fortis supports.

Full Fortis API documentation

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

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

Field	Type	Help
EnvironmentsRequired	select	Login into account to copy your developer ID
Developer IDRequired	text	Login into account to copy your developer ID
User API KeyRequired	text	Login into account to copy your User API key
User IDRequired	text	Login into account to copy your User ID

Connect Fortis to popular apps on WEXTL

Enter a name of the other app you want to sync with Fortis below. Click on selected app to explore integration options with Fortis. 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 Fortis integration

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

Search for Create a CC Auth Only Previous Transaction, connect it as the next step of integration sequence. You can use filters between Watch Transactions and Create a CC Auth Only Previous Transaction, so only important data pass from Watch Transactions to the next step. WEXTL gives you full control over the process of Fortis automation. All parts of workflow are visible on the canvas [4].

Fortis on WEXTL has 103 modules for building finance automations. Explore Fortis documentation for more.

Video slide demonstrates how Watch Transactions and Create a CC Auth Only Previous Transaction nodes are used in Fortis workflow.

Video slide demonstrates how Watch Transactions and Create a CC Auth Only Previous Transaction [6] nodes are used in Fortis workflow.

Frequently asked questions

Common questions about automating Fortis in your workflows.

Fortis has 5 triggers, including "Watch Contacts", "Watch Locations", and "Watch Quick Invoices", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 98 actions, including "Contacts Search", "Get a Contact", and "Get a Location", and more. Refer to our Fortis 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 Fortis integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Fortis official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Fortis 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 Fortis 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 Fortis 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 Fortis 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 Fortis integration.

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

Fortis Integration

Supported triggers and actions for Fortis integration