What actions can I run in Heartland?

50 actions are available, including "Get a Customer", "Get a Gift Card", and "Get an Inventory Transfer", 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.

Heartland Integrations

Retail POS and inventory platform for customers, sales orders, invoices, and stock. Sync Heartland invoices, payments, and ledgers with CRM, billing, and ops tools.

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Watch EventsTriggers when a subscribed Heartland webhook event occurs.
Get a CustomerRetrieves a customer from the service.
Get a Gift CardRetrieves a gift card from the service.
Get an Inventory TransferRetrieves an inventory transfer.
Get an InvoiceRetrieves an invoice.
Get an ItemRetrieves an item.
Get a Purchase OrderRetrieves a purchase order.
Get a ReceiptRetrieves a specific receipt by ID from a service.
Get a ReturnRetrieves a return.
Get a Sales OrderRetrieves a sales order by its ID.
Get a TicketRetrieves a ticket.
Get a UserRetrieves a user.
Get a VendorRetrieves a vendor.
List CustomersRetrieves a list of customers.
List Gift CardsRetrieves a list of gift cards.
List Inventory TransactionsRetrieves a list of inventory transactions.
List Inventory TransfersRetrieves a list of inventory transfers from the service.
List Invoice LinesRetrieves a list of invoice lines.
List InvoicesRetrieves a list of invoices.
List ItemsRetrieves a list of items.
List Purchase Order LinesRetrieves a list of purchase order's lines.
List Receipt LinesRetrieves a list of receipt lines.
List Return LinesRetrieves a list of return lines.
List Sales OrdersRetrieves a list of sales orders.
List TicketsRetrieves a list of tickets.
List UsersRetrieves a list of users.
List VendorsRetrieves a list of purchase vendors.
Add Item to a Purchase OrderAdds an item to a purchase order.
Add Item to a ReceiptAdds an item to a receipt.
Add Item to a ReturnAdds an item to a return process.
Create a CustomerCreates a new customer in the system.
Create a Gift CardCreates a gift card in the system.
Create an Inventory TransferCreates an inventory transfer between locations.
Create an InvoiceCreates an invoice based on provided details.
Create an ItemCreates an item.
Create a Purchase OrderCreates a purchase order in the system.
Create a ReceiptCreates a receipt for a transaction.
Create a ReturnCreates a return for a specified order or product in the system.
Create a Sales OrderCreates a sales order in the system.
Create a TicketCreates a ticket in the ticketing system.
Create a UserCreates a new user in the system.
Create a VendorCreates a vendor in the specified service.
Make an API CallPerforms an arbitrary authorized API call.
Update a CustomerUpdates a customer's details in the system.
Update an Inventory TransferUpdates an inventory transfer with new details or adjustments.
Update an InvoiceUpdates an invoice with new information or modifications.
Update an ItemUpdates an item in a specified collection or database.
Update a Sales OrderUpdates a sales order with the provided information.
Update a TicketUpdates a ticket in the system with new information or changes.
Update a UserUpdates a user with the provided details.
Update a VendorUpdates a vendor with new information.

When to use Heartland

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

Trigger workflows automatically when "Watch Events" fires in Heartland — start multi-step automations without polling or manual checks.
Use "Get a Gift Card" as an automated action in Heartland so records stay consistent whenever something changes elsewhere in your stack.
Combine "Get a Gift Card" from Heartland with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

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 Heartland to WEXTL®

Field	Type	Help
SubdomainRequired	text	Your subdomain. E.g `example` in `https://`example`.retail.heartland.us`.
API TokenRequired	password	You can generate an API Token via Your Dashboard -> Account -> API.

Use in workflow automation

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

Add Add Item to a Purchase Order 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 51 ready-made steps for finance work, and every run records what went in and what came back.

Heartland workflow on the canvas: Watch Events then Add Item to a Purchase Order

Frequently asked questions

Common questions about automating Heartland in your workflows.

Heartland has 1 trigger, including "Watch Events". Use them to start workflows the moment Heartland events fire — no polling required.

Field

Type

Help

SubdomainRequired

text

Your subdomain. E.g example in https://example.retail.heartland.us.

API TokenRequired

password

You can generate an API Token via Your Dashboard -> Account -> API.

Use in workflow automation

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

Add Add Item to a Purchase Order 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 51 ready-made steps for finance work, and every run records what went in and what came back.

Heartland Integrations

When to use Heartland

How to connect

Use in workflow automation

Frequently asked questions

Heartland Integrations

When to use Heartland

How to connect

Connect Heartland to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Heartland to any app in workflows

Connect Heartland to any app in workflows

Connect Heartland to any app in workflows

Heartland Integrations

Heartland triggers and actions

When to use Heartland

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Heartland support?

What actions can I run in Heartland?

Do I need to write code to automate this?

Is the integration secure?

Heartland Integrations

Heartland triggers and actions

When to use Heartland

How to connect

Connect Heartland to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Heartland support?

What actions can I run in Heartland?

Do I need to write code to automate this?

Is the integration secure?

Connect Heartland to any app in workflows

Connect Heartland to any app in workflows

Connect Heartland to any app in workflows