About this integration
Payment processing platform for accepting, refunding, and managing customer payments. This integration exposes its full API as workflow modules.
The integration includes 0 triggers, 4 search modules and 8 actions. Connections use basic authentication.
How to connect
The credential form asks for API Key and Environment.
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 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 |
Environment | select | — |
Use it in workflow automation
Add Add / Update a Customer as a workflow step.
The canvas below shows the integration — watch the video, then drop a node onto the canvas.
Start with the Add / Update a Customer step and run it on demand or on a schedule.
Then add Add / Update an Invoice as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 8 ready-made modules for finance work — each run logs its inputs and outputs for debugging.
Hyfin workflow on the canvas: Add / Update a Customer then Add / Update an Invoice
Triggers, searches and actions
Browse every Hyfin module field below: 0 triggers, 4 searchs, and 8 actions you can drop onto the canvas.
Searches
Use any of 4 search modules to retrieve records without leaving the workflow canvas.
- Get a Customer
- Get an Invoice
- Get a Payment
- Get a Subscription
Actions
This integration includes 8 action modules — create, update, or delete records as part of any workflow.
- Add / Update a Customer
- Add / Update an Invoice
- Add / Update a Product
- Add / Update a Subscription
- Make an API Call
Explore the fields available for each Hyfin trigger, search, and action.
Searches
| Field | Type |
|---|---|
By Site ID or Merchant IDRequired | choice |
Customer IDRequired | text |
| Field | Type |
|---|---|
External ID | text |
First Name | text |
Last Name | text |
Account Name | text |
Mobile Phone | text |
Email | text |
Notification Options | object |
Notify Phone | boolean |
Notify Email | boolean |
Auto Pay | object |
Requested | boolean |
Enabled | boolean |
Payment Token Display | text |
| Field | Type |
|---|---|
By Site ID or Merchant IDRequired | choice |
Invoice IDRequired | text |
| Field | Type |
|---|---|
External ID | text |
Invoice Number | text |
Description | text |
Customer Memo | text |
Internal Memo | text |
Due Date | text |
Totals | object |
Tax | number |
Total | number |
Customer | object |
External ID | text |
First Name | text |
Last Name | text |
Mobile Phone | text |
Email | text |
Lines | array |
Payments | array |
Notifications | array |
Webhook URL | url |
| Field | Type |
|---|---|
By Site ID or Merchant IDRequired | choice |
Payment IDRequired | text |
| Field | Type |
|---|---|
ID | text |
External ID | text |
Payment Type | text |
Payment Sub Type | text |
Display Name | text |
Last 4 | text |
Total | number |
Paid On | text |
Status | text |
Transaction Type | text |
Active | boolean |
| Field | Type |
|---|---|
By Site ID or Merchant IDRequired | choice |
Subscription IDRequired | text |
| Field | Type |
|---|---|
External ID | text |
Description | text |
Amount | number |
Frequency | text |
Start Date | text |
Number Of Payments | text |
End Date | text |
Invoices | array |
Status | text |
Customer | object |
External ID | text |
First Name | text |
Last Name | text |
Account Name | text |
Mobile Phone | text |
Email | text |
Notification Options | object |
Active | boolean |
Actions
| Field | Type |
|---|---|
By Site ID or Merchant IDRequired | choice |
External IDRequired | text |
First NameRequired | text |
Last NameRequired | text |
Account Name | text |
Mobile Phone | text |
Email | |
Notes | text |
Active | boolean |
Notification Options | object |
Notify Phone | boolean |
Notify Email | boolean |
| Field | Type |
|---|---|
Success | boolean |
Action | text |
Customer ID | text |
| Field | Type |
|---|---|
By Site ID or Merchant IDRequired | choice |
External IDRequired | text |
Invoice NumberRequired | text |
Description | text |
Totals | object |
Tax | number |
TotalRequired | number |
Customer | object |
Customer External IDRequired | text |
First Name | text |
Last Name | text |
Account Name | text |
Mobile Phone | text |
Email | |
Notes | text |
Customer Active | boolean |
Notification Options | object |
Line Items | array |
Unit Price | number |
Quantity | number |
Total Price | number |
Description | text |
Product | object |
Invoice Date | date |
Due Date | date |
Expire At | date |
PO Number | text |
Customer Memo | text |
Internal Memo | text |
Invoice Active | boolean |
Payments | array |
Payment External IDRequired | text |
Gateway Transaction ID | text |
Display Name | text |
Amount | number |
Paid On | date |
Tip | number |
Payment Type | text |
Payment Sub Type | text |
Check Number | text |
Status | text |
Webhook URL | url |
Attachments | array |
A valid URL. | url |
Options | object |
Tipping Enabled | boolean |
Cash Discount Disabled | boolean |
Resend | boolean |
| Field | Type |
|---|---|
Success | boolean |
Action | text |
Invoice ID | text |
Link | url |
| Field | Type |
|---|---|
By Site ID or Merchant IDRequired | choice |
External IDRequired | text |
Product NameRequired | text |
Unit PriceRequired | number |
Active | boolean |
| Field | Type |
|---|---|
Success | boolean |
Action | text |
Product ID | text |
| Field | Type |
|---|---|
By Site ID or Merchant IDRequired | choice |
External IDRequired | text |
DescriptionRequired | text |
AmountRequired | number |
FrequencyRequired | choice |
Frequency UnitsRequired | number |
CustomerRequired | object |
Customer External IDRequired | text |
First Name | text |
Last Name | text |
Account Name | text |
Mobile Phone | text |
Email | |
Notes | text |
Customer Active | boolean |
Notification Options | object |
Start Date | date |
Number of Payments | number |
Active | boolean |
Status | choice |
| Field | Type |
|---|---|
Success | boolean |
Action | text |
Subscription ID | text |
| Field | Type |
|---|---|
MethodRequired | choice |
Headers | array |
Key | text |
Value | text |
Query String | array |
Key | text |
Value | text |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
| Field | Type |
|---|---|
By Site ID or Merchant IDRequired | choice |
Payment IDRequired | text |
AmountRequired | number |
Reason | text |
| Field | Type |
|---|---|
Success | boolean |
| Field | Type |
|---|---|
By Site ID or Merchant IDRequired | choice |
External IDRequired | text |
| Field | Type |
|---|---|
Success | boolean |
Action | text |
| Field | Type |
|---|---|
By Site ID or Merchant IDRequired | choice |
Payment IDRequired | text |
Reason | text |
| Field | Type |
|---|---|
Success | boolean |