What actions can I run in Fortis?

98 actions are available, including "Contacts Search", "Get a Contact", and "Get a Location", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Fortis Integrations

Payment processing platform for card, ACH, and terminal transactions. Wire Fortis into workflows so reconciliations and notifications stay accurate.

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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 ACH CreditCreates a new keyed ACH credit transaction.
Create a ContactCreates a new contact in the address book.
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.
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.
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 an Auth CompletePerforms an authorization complete transaction.
Perform an Auth IncrementPerforms an auth increment transaction.
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.
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, effectively reversing or canceling it.
Void a TransactionVoids a transaction by marking it as canceled or invalid, preventing further processing or settlement.

When to use Fortis

Common scenarios where Fortis automation saves time and reduces manual work.

React to "Watch Contacts" in Fortis in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Get a Contact" in Fortis from any upstream event — map fields once and let the automation handle the rest.
Include "Watch Quick Invoices" from Fortis in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Fortis to WEXTL®

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

Use in workflow automation

Start from Fortis’s Watch Transactions trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a CC Auth Only Previous Transaction as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 103 ready-made steps for finance work, and every run records what went in and what came back.

Fortis workflow on the canvas: Watch Transactions then Create a CC Auth Only Previous Transaction

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. Use them to start workflows the moment Fortis events fire — no polling required.

Field

Type

Help

EnvironmentsRequired

select

Developer IDRequired

text

User API KeyRequired

text

User IDRequired

text

Use in workflow automation

Start from Fortis’s Watch Transactions trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a CC Auth Only Previous Transaction as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 103 ready-made steps for finance work, and every run records what went in and what came back.

Fortis Integrations

When to use Fortis

How to connect

Use in workflow automation

Frequently asked questions

Fortis Integrations

When to use Fortis

How to connect

Connect Fortis to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Fortis to any app in workflows

Connect Fortis to any app in workflows

Connect Fortis to any app in workflows

Fortis Integrations

Fortis triggers and actions

When to use Fortis

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Fortis support?

What actions can I run in Fortis?

Do I need to write code to automate this?

Is the integration secure?

Fortis Integrations

Fortis triggers and actions

When to use Fortis

How to connect

Connect Fortis to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Fortis support?

What actions can I run in Fortis?

Do I need to write code to automate this?

Is the integration secure?

Connect Fortis to any app in workflows

Connect Fortis to any app in workflows

Connect Fortis to any app in workflows