What actions can I run in Hyfin?

12 actions are available, including "Get a Customer", "Get an Invoice", and "Get a Payment", 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.

Hyfin Integrations

Payment processing platform for accepting, refunding, and managing customer payments. Wire Hyfin into workflows so reconciliations and notifications stay accurate.

Explore Documentation

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Get a CustomerRetrieves an existing customer by external id.
Get an InvoiceRetrieves an existing invoice by external id.
Get a PaymentRetrieves an existing payment by external id.
Get a SubscriptionRetrieves an existing subscription by external id.
Add / Update a CustomerCreates or updates a customer by external id.
Add / Update an InvoiceCreates or updates an invoice by external id.
Add / Update a ProductCreates or updates a product by external id.
Add / Update a SubscriptionCreates or updates a subscription by external id.
Make an API CallPerforms an arbitrary authorized API call.
Refund a PaymentRefunds an existing payment by id.
Send an InvoiceSends an existing invoice.
Void a PaymentVoids an existing payment by id.

When to use Hyfin

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

Use "Get a Customer" as an automated action in Hyfin so records stay consistent whenever something changes elsewhere in your stack.
Automate "Get an Invoice" in Hyfin as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Include "Get a Payment" from Hyfin 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 Hyfin to WEXTL®

Field	Type	Help
API KeyRequired	text	Only authorized users can access the APIs. In order to access the APIs, you must be an approved partner and have an API token assigned to you. To request an API Token, please email our API Support team at `[email protected]`.
Environment	select	—

Use in workflow automation

Start from Hyfin’s Get a Customer step and wire it straight into the run — one node on the canvas, no glue script.

Add Add / Update an Invoice 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 12 ready-made steps for finance work, and every run records what went in and what came back.

Hyfin workflow on the canvas: Get a Customer then Add / Update an Invoice

Frequently asked questions

Common questions about automating Hyfin in your workflows.

Hyfin has no triggers, but it provides 12 actions including "Get a Customer", "Get an Invoice", and "Get a Payment". Pair them with triggers from other apps to automate Hyfin tasks.

Field

Type

Help

API KeyRequired

text

Only authorized users can access the APIs. In order to access the APIs, you must be an approved partner and have an API token assigned to you. To request an API Token, please email our API Support team at [email protected].

Environment

select

—

Use in workflow automation

Start from Hyfin’s Get a Customer step and wire it straight into the run — one node on the canvas, no glue script.

Add Add / Update an Invoice 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 12 ready-made steps for finance work, and every run records what went in and what came back.

Hyfin Integrations

When to use Hyfin

How to connect

Use in workflow automation

Frequently asked questions

Hyfin Integrations

When to use Hyfin

How to connect

Connect Hyfin to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Hyfin to any app in workflows

Connect Hyfin to any app in workflows

Connect Hyfin to any app in workflows

Hyfin Integrations

Hyfin triggers and actions

When to use Hyfin

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Hyfin support?

What actions can I run in Hyfin?

Do I need to write code to automate this?

Is the integration secure?

Hyfin Integrations

Hyfin triggers and actions

When to use Hyfin

How to connect

Connect Hyfin to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Hyfin support?

What actions can I run in Hyfin?

Do I need to write code to automate this?

Is the integration secure?

Connect Hyfin to any app in workflows

Connect Hyfin to any app in workflows

Connect Hyfin to any app in workflows