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Heartland Finance API: Watch Events, Add Item to a Purchase Order

Retail POS and inventory platform for customers, sales orders, invoices, and stock. 1 trigger, 26 searches, and 24 actions including Watch Events.

About this integration

Retail POS and inventory platform for customers, sales orders, invoices, and stock. This integration exposes its full API as workflow modules.

The integration includes 1 trigger, 26 search modules and 24 actions. Connections use basic authentication. Webhook-based triggers fire instantly without polling.

How to connect

The credential form asks for Subdomain and API Token.

Prefer the interactive builder form? Open it on the app page.

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

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

Connecting Heartland to WEXTL®

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 it in workflow automation

Start with Watch Events, then add Add Item to a Purchase Order.

The canvas below runs Watch Events into Add Item to a Purchase Order — watch the video, then drop a node onto the canvas.

Select the Watch Events trigger and the workflow fires automatically when the event occurs — no polling required.

Then add Add Item to a Purchase Order as the next node. Branch, filter, or hand off to other integrations from there.

The integration includes 25 ready-made modules for finance work — each run logs its inputs and outputs for debugging.

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

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

Triggers, searches and actions

Browse every Heartland module field below: 1 trigger, 26 searchs, and 24 actions you can drop onto the canvas.

Triggers

This integration includes 1 trigger — start a workflow the moment something changes in the app.

Watch Events

Searches

Use any of 26 search modules to retrieve records without leaving the workflow canvas.

Get a Customer
Get a Gift Card
Get an Inventory Transfer
Get an Invoice
Get an Item

21more searches

Actions

This integration includes 24 action modules — create, update, or delete records as part of any workflow.

Add Item to a Purchase Order
Add Item to a Receipt
Add Item to a Return
Create a Customer
Create a Gift Card

19more actions

Explore the fields available for each Heartland trigger, search, and action.

Triggers

Output fields

Field	Type
User ID	number
Email address	email
Name	text
Date created	date

Searches

Input fields

Field	Type
Customer IDRequired	choice

Output fields

Field	Type
ID	number
First name	text
Last name	text
Email	text
Address ID	number
Shipping address ID	number
Billing address ID	number
Custom	object
Customer import batch ID	number
Name	text
Loyalty points balance	number
Loyalty points total	number

Input fields

Field	Type
Gift Card IDRequired	choice

Output fields

Field	Type
ID	number
Number	text
Expires at	date

Input fields

Field	Type
Inventory Transfer IDRequired	choice

Output fields

Field	Type
ID	number
Status	text
From location ID	number
To location ID	number
Created by user ID	number
Updated by user ID	number
Shipped by user ID	number
Received by user ID	number
Total qty shipped	number
Total qty received	number
Total qty lost	number
Total qty requested	number
Purchasing receipt ID	number
Total qty discrepant	number

Input fields

Field	Type
Invoice IDRequired	choice

Output fields

Field	Type
ID	number
Type	text
Customer ID	number
Source location ID	number
Station ID	number
Status	text
Order ID	number
Completed at	date
Billing address ID	number

Input fields

Field	Type
Item IDRequired	choice

Output fields

Field	Type
ID	number
Cost	number
Price	number
Financial class ID	number
Import batch ID	number
Primary vendor ID	number

Input fields

Field	Type
Purchase Order IDRequired	number

Output fields

Field	Type
ID	number
Vendor ID	number
Created by user ID	number
Receive at location ID	number
Total qty	number
Total cost	number
Total price	number
Total received qty	number
Total received cost	number
Total received price	number
Total open qty	number
Total open cost	number
Total open price	number
Po import batch ID	number

Input fields

Field	Type
Receipt IDRequired	number

Output fields

Field	Type
ID	number
Order ID	number

Input fields

Field	Type
Return IDRequired	number

Output fields

Field	Type
ID	number
Vendor ID	number
Return from location ID	number

Input fields

Field	Type
Sales Order IDRequired	choice

Output fields

Field	Type
ID	number
Customer ID	number
Station ID	number
Source location ID	number
Status	text
Shipping method ID	number
Shipping charge	number
Billing address ID	number
Shipping address ID	number
Gift cards	array

Input fields

Field	Type
Ticket IDRequired	choice

Output fields

Field	Type
ID	number
Type	text
Customer ID	number
Source location ID	number
Station ID	number
Parent transaction ID	number
Status	text
Total	number
Created by user ID	number
Local created at	date
Local updated at	date
Updated by user ID	number
Completed at	date
Coupon ID	number
Sales rep ids	array

Input fields

Field	Type
User IDRequired	choice

Output fields

Field	Type
ID	number

Input fields

Field	Type
Vendor IDRequired	choice

Output fields

Field	Type
ID	number
Address ID	number
Vendor import batch ID	number

Input fields

Field	Type
Search	text
Search criteria	text
Limit	number

Output fields

Field	Type
ID	number
First name	text
Last name	text
Email	text
Address ID	number
Shipping address ID	number
Billing address ID	number
Custom	object
Customer import batch ID	number
Name	text
Loyalty points balance	number
Loyalty points total	number

Input fields

Field	Type
Search	text
Search criteria	text
Limit	number

Output fields

Field	Type
ID	number
Number	text
Expires at	date

Input fields

Field	Type
Search	text
Search criteria	text
Limit	number

Output fields

Field	Type
ID	number
Item ID	number
Unit cost	number
Created at	date
Delta qty	number
Delta qty on po	text
Delta qty committed	text
Delta qty in transit	text
Location ID	number

Input fields

Field	Type
Search	text
Search criteria	text
Limit	number

Output fields

Field	Type
ID	number
Status	text
From location ID	number
To location ID	number
Created by user ID	number
Updated by user ID	number
Shipped by user ID	number
Received by user ID	number
Total qty shipped	number
Total qty received	number
Total qty lost	number
Total qty requested	number
Purchasing receipt ID	number
Total qty discrepant	number

Input fields

Field	Type
Invoice IDRequired	choice
Limit	number

Output fields

Field	Type
ID	number
Type	text
Sales transaction ID	number
Value	number
Qty	number
Adjusted unit price	number
Unit cost	number
Original unit price	number
Item ID	number
Shipping line ID	number
Item line ID	number
Sales transaction line ID	number
Address ID	number
Shipping method ID	number
Lookup ID	number
Customer ID	number
Loyalty points	number
Order line ID	number
Address revision ID	number
Order discount ID	number

2other output fields

Input fields

Field	Type
Search	text
Search criteria	text
Limit	number

Output fields

Field	Type
ID	number
Type	text
Customer ID	number
Source location ID	number
Station ID	number
Status	text
Order ID	number
Completed at	date
Billing address ID	number

Input fields

Field	Type
Search	text
Search criteria	text
Limit	number

Output fields

Field	Type
ID	number
Cost	number
Price	number
Financial class ID	number
Import batch ID	number
Primary vendor ID	number

Input fields

Field	Type
Purchase Order IDRequired	number
Limit	number

Output fields

Field	Type
ID	number
Item ID	number
Order ID	number
Qty	number
Unit cost	number
Qty received	number

Input fields

Field	Type
Receipt IDRequired	number
Limit	number

Output fields

Field	Type
ID	number
Item ID	number
Qty	number
Unit cost	number
Receipt ID	number
Order line ID	number

Input fields

Field	Type
Return IDRequired	number
Limit	number

Output fields

Field	Type
ID	number
Item ID	number
Return ID	number
Qty	number
Unit cost	number

Input fields

Field	Type
Search	text
Search criteria	text
Limit	number

Output fields

Field	Type
ID	number
Customer ID	number
Station ID	number
Source location ID	number
Status	text
Shipping method ID	number
Shipping charge	number
Billing address ID	number
Shipping address ID	number
Gift cards	array

Input fields

Field	Type
Search	text
Search criteria	text
Limit	number

Output fields

Field	Type
ID	number
Type	text
Customer ID	number
Source location ID	number
Station ID	number
Parent transaction ID	number
Status	text
Total	number
Created by user ID	number
Local created at	date
Local updated at	date
Updated by user ID	number
Completed at	date
Coupon ID	number
Sales rep ids	array

Input fields

Field	Type
Search	text
Search criteria	text
Limit	number

Output fields

Field	Type
ID	number

Input fields

Field	Type
Search	text
Search criteria	text
Limit	number

Output fields

Field	Type
ID	number
Address ID	number
Vendor import batch ID	number

Actions

Input fields

Field	Type
Item IDRequired	choice
Order IDRequired	number
QuantityRequired	number
Unit CostRequired	number
Quantity ReceivedRequired	number
Received Cost	number
Open Cost	number
Quantity Expected	number
Status	text

Input fields

Field	Type
Item IDRequired	choice
QuantityRequired	number
Unit Cost	number
Receipt IDRequired	number
Order Line ID	number
Quantity Expected	number
Quantity Unauthorized	number

Input fields

Field	Type
Item IDRequired	choice
Return IDRequired	number
QuantityRequired	number
Unit CostRequired	number

Input fields

Field	Type
First NameRequired	text
Public ID	text
Last Name	text
Email	text
Shipping Address ID	number
Billing Address ID	number
Active	boolean
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
NumberRequired	text
Expires At	date

Input fields

Field	Type
StatusRequired	text
From Location ID	choice
To Location ID	choice
Created By User ID	choice
Updated By User ID	choice
Shipped At	date
Shipped By User ID	choice
Received At	date
Received By User ID	choice
Total Quantity Shipped	number
Total Quantity Received	number
Total Quantity Lost	number
Total Quantity Requested	number
Due Date	date
Purchasing Receipt ID	choice
Total Quantity Discrepant	number
Receipt Overdue	boolean
Pick Overdue	boolean
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
Customer ID	choice
Source Location ID	choice
Sales Representative	text
Public ID	text
Station ID	number
Recalculate	boolean
Status	choice
Order ID	choice
Completed At	date
Affect Inventory	boolean
Billing Address ID	number
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
CostRequired	number
PriceRequired	number
DescriptionRequired	text
Public ID	text
Long Description	text
Active	boolean
Financial Class ID	number
Weight	number
Width	number
Height	number
Depth	number
Primary Vendor ID	choice
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
StatusRequired	text
Vendor IDRequired	choice
Receive at Location IDRequired	choice
Public ID	text
Start Shipments At	date
End Shipments At	date
Created by User ID	choice
Description	text
Total Quantity	number
Total Cost	number
Total Price	number
Total Received Quantity	number
Total Received Cost	number
Total Received Price	number
Total Open Quantity	number
Total Open Cost	number
Total Open Price	number
Initial Margin Ratio	number
PO Import Batch ID	number
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
StatusRequired	text
Order ID	text
Public ID	text
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
StatusRequired	text
Order ID	number
Public ID	text
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
Customer IDRequired	choice
Station IDRequired	number
Source Location IDRequired	choice
Status	choice
Sales Representative	text
Recalculate	boolean
Shipping Method ID	choice
Shipping Charge	number
Billing Address ID	number
Shipping Address ID	number
Gift Cards	array

Input fields

Field	Type
TypeRequired	choice
Customer IDRequired	choice
Source Location IDRequired	choice
Sales Rep	text
Public ID	text
Station ID	number
Parent Transaction ID	number
Recalculate	boolean
Status	choice
Local Created At	date
Local Updated At	date
Completed At	date
Affect Inventory	boolean
Coupon ID	number
Sales Rep IDs	choice
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
LoginRequired	text
EmailRequired	text
Is Account OwnerRequired	boolean
Is Account AdminRequired	boolean
First Name	text
Last Name	text
Phone	text
Public ID	text
All Locations	boolean
Active	boolean
Is Admin	boolean
Sales Rep	boolean

Input fields

Field	Type
NameRequired	text
Address ID	number
Public ID	text
Active	boolean
Vendor Import Batch ID	number
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
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
Customer IDRequired	choice
First NameRequired	text
Public ID	text
Last Name	text
Email	text
Shipping Address ID	number
Billing Address ID	number
Active	boolean
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
Inventory Transfer IDRequired	choice
StatusRequired	text
From Location ID	choice
To Location ID	choice
Created By User ID	choice
Updated By User ID	choice
Shipped At	date
Shipped By User ID	choice
Received At	date
Received By User ID	choice
Total Quantity Shipped	number
Total Quantity Received	number
Total Quantity Lost	number
Total Quantity Requested	number
Due Date	date
Purchasing Receipt ID	choice
Total Quantity Discrepant	number
Receipt Overdue	boolean
Pick Overdue	boolean
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
Invoice IDRequired	choice
Customer ID	choice
Source Location ID	choice
Sales Representative	text
Public ID	text
Station ID	number
Recalculate	boolean
Status	choice
Order ID	choice
Completed At	date
Affect Inventory	boolean
Billing Address ID	number
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
Item IDRequired	choice
CostRequired	number
PriceRequired	number
DescriptionRequired	text
Public ID	text
Long Description	text
Active	boolean
Financial Class ID	number
Weight	number
Width	number
Height	number
Depth	number
Primary Vendor ID	choice
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
Sales Order IDRequired	choice
Customer IDRequired	choice
Station IDRequired	number
Source Location IDRequired	choice
Status	choice
Sales Representative	text
Recalculate	boolean
Shipping Method ID	choice
Shipping Charge	number
Billing Address ID	number
Shipping Address ID	number
Gift Cards	array

Input fields

Field	Type
Ticket IDRequired	choice
TypeRequired	choice
Customer IDRequired	choice
Source Location IDRequired	choice
Sales Rep	text
Public ID	text
Station ID	number
Parent Transaction ID	number
Recalculate	boolean
Status	choice
Local Created At	date
Local Updated At	date
Completed At	date
Affect Inventory	boolean
Coupon ID	number
Sales Rep IDs	choice
Custom Field	array
Key	choice
Value	text

Input fields

Field	Type
User IDRequired	choice
LoginRequired	text
EmailRequired	text
Is Account OwnerRequired	boolean
Is Account AdminRequired	boolean
First Name	text
Last Name	text
Phone	text
Public ID	text
All Locations	boolean
Active	boolean
Is Admin	boolean
Sales Rep	boolean

Input fields

Field	Type
Vendor IDRequired	choice
NameRequired	text
Address ID	number
Public ID	text
Active	boolean
Vendor Import Batch ID	number
Custom Field	array
Key	choice
Value	text