What actions can I run in InvoiceXpress?

59 actions are available, including "Create Regularization", "Get a Client", and "Get a Client", 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.

InvoiceXpress Integrations

Online invoicing software for invoices, estimates, clients, and payment documents. Sync InvoiceXpress invoices, payments, and ledgers with CRM, billing, and ops tools.

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Watch EstimatesTriggers when a new estimate is created.
Watch GuidesTriggers when a new guide is created.
Watch InvoicesTriggers when a new invoice is created.
Watch ItemsTriggers when a new item is created.
Watch SequencesTriggers when a new sequence is created.
Watch TaxesTriggers when a new taxe is created.
Create RegularizationCreates a regularization entry in the service.
Get a ClientRetrieves a client.
Get a ClientRetrieves a client.
Get a Client by CodeRetrieves a specific client by code.
Get a GuideRetrieves a specific guide.
Get an AccountRetrieves a specific account.
Get an EstimateRetrieves a specific estimate.
Get an InvoiceRetrieves a specific invoice.
Get an ItemRetrieves a specific item.
Get a QR CodeRetrieves a QR code for a given input data.
Get a SequenceRetrieves a specific sequence.
Get a TaxRetrieves a specific tax from the service using its ID.
Get Client BalanceRetrieves the balance of a client.
Get Invoice DocumentsRetrieves a list of all invoice documents.
Get RegularizationRetrieves regularization information from the service.
Get TaxesRetrieves a list of all taxes.
List ClientsRetrieves a list of all clients.
List EstimatesRetrieves a list of all estimates.
List GuidesRetrieves a list of all guides.
List InvoicesRetrieves a list of all invoices.
List InvoicesRetrieves a list of all invoices.
List ItemsRetrieves a list of all items.
List SequencesRetrieves a list of all sequences.
Cancel a PaymentCancels a payment in the system.
Communicate atFacilitates communication within a designated platform or network.
Create a ClientCreates a new client.
Create a DocumentCreates a new invoice, simplified invoice, invoice receipt, credit note, or debit note.
Create an AccountCreates a new account.
Create and Register a SequenceCreates and registers a new sequence.
Create an ItemCreates a new item in a specified collection or database.
Create a Quote, Proforma, or Fees NoteCreates a new quote, proforma, or fees note.
Create a Resource for an Existing UserCreates a resource or entity associated with an existing user.
Create a Shipping GuideCreates a new shipping guide, transport guide, or devolution guide.
Create a TaxCreates a new tax.
Create Treasury MovementCreates a treasury movement in the system.
Delete an ItemDeletes an item from the specified collection or list.
Delete a TaxDeletes a tax from the system.
Delete a Treasure MovementDeletes a specific treasure movement from the system.
Delete RegularizationDeletes regularization settings or data from a service.
Export SAFTExports SAFT data.
Generate a PaymentGenerates a payment in the system.
Generate a PDFGenerates a PDF from the specified input data.
Make an API CallPerforms an arbitrary authorized API call.
Register an Existing SequenceRegisters an existing sequence in the system.
Send a Guide by EmailSends a guide by email.
Send an EstimateEmails an existing estimate to a recipient.
Send an InvoiceSends an invoice to a specified email address.
Set a Default SequenceSets a specific sequence as the default.
Update Account DataUpdates account data for a specific user.
Update a ClientUpdates a client.
Update a GuideUpdates a shipping guide, transport guide, or devolution guide.
Update an Invoice or NoteUpdates an existing InvoiceXpress document (invoice, receipt, credit note, or debit note).
Update an ItemUpdates an item in a specific database or collection.
Update a Quote, Proforma, or Fees NoteUpdates a quote, proforma, or fees note.
Update a TaxUpdates a tax.
Update Guide StatusChanges the state of a shipping guide, transport guide, or devolution guide.
Update Initial BalanceUpdates the initial balance in the system.
Update Invoice StateChanges the state of an invoice, a simplified invoice, an invoice receipt, a credit note, or a debit note.
Update State of Quote, Proforma, or Fees NoteChanges the state of a quote, proforma, or fees note.

When to use InvoiceXpress

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

React to "Watch Estimates" in InvoiceXpress in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get a Client" as an automated action in InvoiceXpress so records stay consistent whenever something changes elsewhere in your stack.
Include "Watch Invoices" from InvoiceXpress 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 InvoiceXpress to WEXTL®

Field	Type	Help
Account NameRequired	text	Enter your account name. For example, if your URL is `https://acme.app.invoicexpress.com`, enter `acme`. You can find your account name by navigating to Users → API in your dashboard.
API KeyRequired	password	Enter your API key. To find your API key, navigate to Users → API in your dashboard. We strongly recommend regenerating your API key periodically to keep your account secure.

Use in workflow automation

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

Add Update an Invoice or Note 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 65 ready-made steps for finance work, and every run records what went in and what came back.

InvoiceXpress workflow on the canvas: Watch Invoices then Update an Invoice or Note

Frequently asked questions

Common questions about automating InvoiceXpress in your workflows.

InvoiceXpress has 6 triggers, including "Watch Estimates", "Watch Guides", and "Watch Invoices", and more. Use them to start workflows the moment InvoiceXpress events fire — no polling required.

Field

Type

Help

Account NameRequired

text

Enter your account name. For example, if your URL is https://acme.app.invoicexpress.com, enter acme. You can find your account name by navigating to Users → API in your dashboard.

API KeyRequired

password

Enter your API key. To find your API key, navigate to Users → API in your dashboard. We strongly recommend regenerating your API key periodically to keep your account secure.

Use in workflow automation

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

Add Update an Invoice or Note 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 65 ready-made steps for finance work, and every run records what went in and what came back.

InvoiceXpress Integrations

When to use InvoiceXpress

How to connect

Use in workflow automation

Frequently asked questions

InvoiceXpress Integrations

When to use InvoiceXpress

How to connect

Connect InvoiceXpress to any app in workflows

Use in workflow automation

Frequently asked questions

Connect InvoiceXpress to any app in workflows

Connect InvoiceXpress to any app in workflows

Connect InvoiceXpress to any app in workflows

InvoiceXpress Integrations

InvoiceXpress triggers and actions

When to use InvoiceXpress

How to connect

Use in workflow automation

Frequently asked questions

What triggers does InvoiceXpress support?

What actions can I run in InvoiceXpress?

Do I need to write code to automate this?

Is the integration secure?

InvoiceXpress Integrations

InvoiceXpress triggers and actions

When to use InvoiceXpress

How to connect

Connect InvoiceXpress to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does InvoiceXpress support?

What actions can I run in InvoiceXpress?

Do I need to write code to automate this?

Is the integration secure?

Connect InvoiceXpress to any app in workflows

Connect InvoiceXpress to any app in workflows

Connect InvoiceXpress to any app in workflows