Requirements
Before you set up the credential, make sure you have an active Markate account and OAuth client credentials, granted by signing in with your account ready.[3]
Get your Markate credentials
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Client IDtextRequired
Contact Markate support team at [email protected] to obtain your credentials
[1] - Client SecretpasswordRequired
Contact Markate support team at [email protected] to obtain your credentials
[1]
Integration requests 2 permissions:
read_writeread_only
Connect Markate in WEXTL
- Log in to your WEXTL account, add the Markate node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Markate account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Markate node modules
The list below is a reference of every Markate node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Markate node module below opens to reveal its input parameters, outputs, and connection requirements.
Watch AddressesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Customer ID | text |
| Address | text |
| Address secondary | text |
| Address notes | text |
| City | text |
| State | text |
| Zip | text |
| Latlng | text |
| Address full | text |
10other output fields
Watch Customer SourcesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Name | text |
| Datetime added | date |
| Datetime updated | date |
Watch CustomersTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Display name | text |
| First name | text |
| Last name | text |
| Company | text |
| Phone | text |
| Phone secondary | text |
| Address | text |
| Address secondary | text |
11other output fields
Watch EmployeesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Is owner | boolean |
| First name | text |
| Last name | text |
| Phone | text |
| About | text |
| Image avatar | object |
| URL or | url |
| URL sm | url |
| Datetime added | date |
| Datetime updated | date |
Watch Estimate AttachmentsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Estimate ID | text |
| Name original | text |
| Name custom | text |
| Type | text |
| Extension | text |
| Size | text |
| Encrypted | text |
| URL | url |
| URL thumbnail | url |
3other output fields
Watch EstimatesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Type | text |
| Type normal | boolean |
| Type options | boolean |
| Type packages | boolean |
| Customer ID | text |
| Customer | object |
| ID | text |
| Name | text |
| Customer address ID | text |
| Lead ID | text |
| Item list type | text |
33other output fields
Watch EventsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Type | text |
| Is type blocked | boolean |
| Is type customer | boolean |
| Is type lead | boolean |
| Is type work order | boolean |
| Work order ID | text |
| Customer | object |
| ID | text |
| Display name | text |
| First name | text |
| Last name | text |
| text | |
| Phone | text |
| Location | object |
| Address | text |
| Address secondary | text |
| City | text |
| State | text |
| Zip | text |
| Name | text |
14other output fields
Watch Expense AttachmentsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Expense ID | text |
| Name original | text |
| Name custom | text |
| Type | text |
| Extension | text |
| Size | text |
| Encrypted | text |
| URL | url |
| URL thumbnail | url |
4other output fields
Watch ExpensesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Type | text |
| Type normal | boolean |
| Type options | boolean |
| Type packages | boolean |
| Customer ID | text |
| Customer | object |
| ID | text |
| Name | text |
| Customer address ID | text |
| Lead ID | text |
| Item list type | text |
33other output fields
Watch Inventory ItemsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Name | text |
| Description | text |
| Item type | text |
| Item type text | text |
| Price | text |
| Price purchase | text |
| Discount type | text |
| Discount percent | text |
| Discount amount | text |
5other output fields
Watch Invoice AttachmentsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Lead ID | text |
| Name original | text |
| Name custom | text |
| Type | text |
| Extension | text |
| Size | text |
| Encrypted | text |
| URL | url |
| URL thumbnail | url |
3other output fields
Watch Invoice PaymentsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Invoice ID | text |
| Amount | text |
| Amount text | text |
| Amount tip | text |
| Amount tip text | text |
| Amount fee | text |
| Amount fee text | text |
| Amount paid | text |
| Amount paid text | text |
12other output fields
Watch InvoicesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Customer ID | text |
| Customer | object |
| ID | text |
| Name | text |
| Customer address ID | text |
| Estimate ID | text |
| Work order ID | text |
| Work order custom number | text |
| Custom number | text |
| Custom job title | text |
| Purchase order number | text |
34other output fields
Watch Lead AttachmentsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Lead ID | text |
| Name original | text |
| Name custom | text |
| Type | text |
| Extension | text |
| Size | text |
| Encrypted | text |
| URL | url |
| URL thumbnail | url |
3other output fields
Watch LeadsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Customer ID | text |
| Customer address ID | text |
| Work order ID | text |
| Lead stage ID | text |
| Stage | object |
| ID | text |
| Name | text |
| Lead label ID | text |
| Label | object |
| ID | text |
| Name | text |
| Color ID | text |
| Color code | text |
| Title | text |
| Display name | text |
29other output fields
Watch Timesheet EntriesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Type | text |
| Type text | text |
| Datetime start | date |
| Datetime end | date |
| Duration | text |
| Duration hm | text |
| Notes | text |
| Employee pay rate | number |
| Employee pay total | number |
7other output fields
Watch Work Order AttachmentsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Work Order ID | text |
| Name original | text |
| Name custom | text |
| Type | text |
| Extension | text |
| Size | text |
| Encrypted | text |
| URL | url |
| URL thumbnail | url |
3other output fields
Watch Work OrdersTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Customer | object |
| ID | text |
| Type service | text |
| Display name | text |
| First name | text |
| Last name | text |
| text | |
| Phone | text |
| Work order type | text |
| Work order priority | text |
| Customer address ID | text |
| Custom number | text |
| Date issued | date |
| Purchase order number | text |
| Name | text |
| Description | text |
17other output fields
Get a CategoryAction
Get a CustomerAction
Get a LeadAction
Get a SourceAction
Get a Tax RateAction
Get a VendorAction
Get a Work OrderAction
Input fields[3]
| Field | Type |
|---|---|
Work Order IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Customer | object |
| ID | text |
| Type service | text |
| Display name | text |
| First name | text |
| Last name | text |
| text | |
| Phone | text |
| Work order type | text |
| Work order priority | text |
| Customer address ID | text |
| Custom number | text |
| Date issued | date |
| Purchase order number | text |
| Name | text |
| Description | text |
17other output fields
Get an AddressAction
Get an EmployeeAction
Get an EntryAction
Get an EstimateAction
Get an EventAction
Input fields[3]
| Field | Type |
|---|---|
Event IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Type | text |
| Is type blocked | boolean |
| Is type customer | boolean |
| Is type lead | boolean |
| Is type work order | boolean |
| Work order ID | text |
| Customer | object |
| ID | text |
| Display name | text |
| First name | text |
| Last name | text |
| text | |
| Phone | text |
| Location | object |
| Address | text |
| Address secondary | text |
| City | text |
| State | text |
| Zip | text |
| Name | text |
14other output fields
Get an ExpenseAction
Get an InvoiceAction
Get an Invoice PaymentAction
Get an ItemAction
List AddressesSearch
List CategoriesSearch
List Customer SourcesSearch
List CustomersSearch
Input fields[3]
| Field | Type |
|---|---|
| Customer Status | choice |
| Service Type | choice |
| Display Name | text |
| Phone | text |
| Address | text |
| Added or Updated From | date |
| Search | text |
| Search Type | choice |
| Order | choice |
1other input field
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Display name | text |
| First name | text |
| Last name | text |
| Company | text |
| Phone | text |
| Phone secondary | text |
| Address | text |
| Address secondary | text |
11other output fields
List EmployeesSearch
List EntriesSearch
Input fields[3]
| Field | Type |
|---|---|
| Order | choice |
| Employee ID | choice |
| Work Order ID | choice |
| Start Date | date |
| End Date | date |
| Search | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Type | text |
| Type text | text |
| Datetime start | date |
| Datetime end | date |
| Duration | text |
| Duration hm | text |
| Notes | text |
| Employee pay rate | number |
| Employee pay total | number |
7other output fields
List Estimate AttachmentsSearch
List EstimatesSearch
List EventsSearch
Input fields[3]
| Field | Type |
|---|---|
Start dateRequired | date |
End dateRequired | date |
| Work order ID | choice |
| Employee ID | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Type | text |
| Is type blocked | boolean |
| Is type customer | boolean |
| Is type lead | boolean |
| Is type work order | boolean |
| Work order ID | text |
| Customer | object |
| ID | text |
| Display name | text |
| First name | text |
| Last name | text |
| text | |
| Phone | text |
| Location | object |
| Address | text |
| Address secondary | text |
| City | text |
| State | text |
| Zip | text |
| Name | text |
14other output fields
List Expense AttachmentsSearch
List ExpensesSearch
Input fields[3]
| Field | Type |
|---|---|
| Type | choice |
| Customer ID | choice |
| Date Issued | date |
| Order | choice |
| Search | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Type | text |
| Type normal | boolean |
| Type options | boolean |
| Type packages | boolean |
| Customer ID | text |
| Customer | object |
| ID | text |
| Name | text |
| Customer address ID | text |
| Lead ID | text |
| Item list type | text |
33other output fields
List Inventory ItemsSearch
List Invoice AttachmentsSearch
List Invoice PaymentsSearch
List InvoicesSearch
Input fields[3]
| Field | Type |
|---|---|
| Customer ID | choice |
| Status | choice |
| Search | text |
| Order | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Customer ID | text |
| Customer | object |
| ID | text |
| Name | text |
| Customer address ID | text |
| Estimate ID | text |
| Work order ID | text |
| Work order custom number | text |
| Custom number | text |
| Custom job title | text |
| Purchase order number | text |
34other output fields
List Lead AttachmentsSearch
List LeadsSearch
Input fields[3]
| Field | Type |
|---|---|
| Status | number |
| Title | text |
| Name | text |
| Phone | text |
| Search | text |
| Search Type | choice |
| Order | choice |
| Source Type | choice |
| Lead Label ID | choice |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Customer ID | text |
| Customer address ID | text |
| Work order ID | text |
| Lead stage ID | text |
| Stage | object |
| ID | text |
| Name | text |
| Lead label ID | text |
| Label | object |
| ID | text |
| Name | text |
| Color ID | text |
| Color code | text |
| Title | text |
| Display name | text |
29other output fields
List Tax RatesSearch
List Work Order AttachmentsSearch
List Work Order ChecklistSearch
List Work OrdersSearch
Input fields[3]
| Field | Type |
|---|---|
| Customer ID | choice |
| Work Order Status | choice |
| Custom Number | text |
| Job Name | text |
| Search | text |
| Search Type | choice |
| Order | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Customer | object |
| ID | text |
| Type service | text |
| Display name | text |
| First name | text |
| Last name | text |
| text | |
| Phone | text |
| Work order type | text |
| Work order priority | text |
| Customer address ID | text |
| Custom number | text |
| Date issued | date |
| Purchase order number | text |
| Name | text |
| Description | text |
17other output fields
Accept an EstimateAction
Input fields[3]
| Field | Type |
|---|---|
Estimate IDRequired | choice |
Create a CategoryAction
Input fields[3]
| Field | Type |
|---|---|
NameRequired | text |
| Description | text |
Create a Checklist ItemAction
Input fields[3]
| Field | Type |
|---|---|
Parent checklistRequired | choice |
NameRequired | text |
| Attach to work order | choice |
Create a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Customer service typeRequired | choice |
First nameRequired | text |
Last nameRequired | text |
| Company | text |
| Phone | text |
| Secondary phone | text |
| Address | text |
| Secondary address | text |
| City | text |
3other input fields
Create a LeadAction
Input fields[3]
| Field | Type |
|---|---|
TitleRequired | text |
Service TypeRequired | choice |
Customer NameRequired | text |
PhoneRequired | text |
Notify by EmailRequired | choice |
Notify by SMSRequired | choice |
| Secondary Phone | text |
| Company | text |
| Address | text |
9other input fields
Create a SourceAction
Input fields[3]
| Field | Type |
|---|---|
NameRequired | text |
Create a Tax RateAction
Input fields[3]
| Field | Type |
|---|---|
NameRequired | text |
RateRequired | number |
| Is default | number |
Create a VendorAction
Input fields[3]
| Field | Type |
|---|---|
NameRequired | text |
Create a Work OrderAction
Input fields[3]
| Field | Type |
|---|---|
Customer IDRequired | choice |
Date IssuedRequired | date |
NameRequired | text |
ItemsRequired | array |
Item IDRequired | text |
Item TypeRequired | choice |
Item NameRequired | text |
Item DescriptionRequired | text |
QuantityRequired | number |
PriceRequired | number |
Tax PercentRequired | number |
Tax Rate IDRequired | choice |
Discount TypeRequired | choice |
| Discount Amount | number |
| Description | text |
| Purchase Order Number | text |
| Work Order Type ID | text |
| Work Order Priority ID | text |
| Notes | text |
| Internal Job Comments | text |
5other input fields
Create an AddressAction
Input fields[3]
| Field | Type |
|---|---|
Customer IDRequired | choice |
AddressRequired | text |
| Address Secondary | text |
| Address Notes | text |
| City | text |
| ZIP Code | text |
| State | text |
| Latitude and Longitude | text |
| Name | text |
2other input fields
Create an EntryAction
Input fields[3]
| Field | Type |
|---|---|
Timesheet Entry TypeRequired | choice |
Work Order IDRequired | choice |
Employee IDRequired | choice |
Start Date and TimeRequired | date |
End Date and TimeRequired | date |
| Notes | text |
| Employee Pay Rate | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Type | text |
| Type text | text |
| Datetime start | date |
| Datetime end | date |
| Duration | text |
| Duration hm | text |
| Notes | text |
| Employee pay rate | number |
| Employee pay total | number |
7other output fields
Create an EstimateAction
Input fields[3]
| Field | Type |
|---|---|
Estimate TypeRequired | choice |
Customer IDRequired | choice |
Expiration DateRequired | date |
Item List TypeRequired | choice |
| Custom Number | text |
| Lead ID | choice |
| Custom Job Title | text |
| Purchase Order Number | text |
| Issue Date | date |
| Deposit Type | choice |
2other input fields
Create an EventAction
Input fields[3]
| Field | Type |
|---|---|
Event TypeRequired | choice |
Customer IDRequired | choice |
NameRequired | text |
Start Date and TimeRequired | date |
End Date and TimeRequired | date |
All DayRequired | number |
Color IDRequired | text |
| Employee IDs | choice |
| Timezone | time |
| Notify At | text |
1other input field
Create an ExpenseAction
Input fields[3]
| Field | Type |
|---|---|
TypeRequired | choice |
Date issuedRequired | date |
| Expense vendor ID | choice |
| Customer ID | choice |
| Work order ID | choice |
| Employee ID | choice |
| Reference number | text |
| Notes | text |
| Mileage reading | number |
Mileage distanceRequired | choice |
Create an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
Customer IDRequired | choice |
Invoice TypeRequired | number |
Issue DateRequired | date |
Expiration DateRequired | date |
| Custom Number | text |
| Custom Job Title | text |
| Work Order Custom Number | text |
| Purchase Order Number | text |
| Quantity Type | text |
| Adjustment Name | text |
7other input fields
Create an ItemAction
Input fields[3]
| Field | Type |
|---|---|
NameRequired | text |
PriceRequired | number |
| Description | text |
| Item type | choice |
| Purchase price | number |
| Tax rate | text |
| Tax status | choice |
| Discount type | choice |
| Discount percent | text |
| Discount amount | number |
2other input fields
Delete a CategoryAction
Input fields[3]
| Field | Type |
|---|---|
Category IDRequired | choice |
Delete a Checklist ItemAction
Input fields[3]
| Field | Type |
|---|---|
Checklist IDRequired | choice |
Delete a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Customer IDRequired | choice |
Delete a LeadAction
Input fields[3]
| Field | Type |
|---|---|
Lead IDRequired | choice |
Delete a Lead AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Expense IDRequired | choice |
Delete a SourceAction
Input fields[3]
| Field | Type |
|---|---|
Source IDRequired | choice |
Delete a Tax RateAction
Input fields[3]
| Field | Type |
|---|---|
Tax rate IDRequired | choice |
Delete a VendorAction
Input fields[3]
| Field | Type |
|---|---|
Vendor IDRequired | choice |
Delete a Work Order AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Work Order IDRequired | choice |
Delete an AddressAction
Input fields[3]
| Field | Type |
|---|---|
Customer IDRequired | choice |
Delete an EntryAction
Input fields[3]
| Field | Type |
|---|---|
Entry IDRequired | choice |
Delete an EstimateAction
Input fields[3]
| Field | Type |
|---|---|
Estimate IDRequired | choice |
Delete an Estimate AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Estimate IDRequired | choice |
Delete an EventAction
Input fields[3]
| Field | Type |
|---|---|
Event IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Type | text |
| Is type blocked | boolean |
| Is type customer | boolean |
| Is type lead | boolean |
| Is type work order | boolean |
| Work order ID | text |
| Customer | object |
| ID | text |
| Display name | text |
| First name | text |
| Last name | text |
| text | |
| Phone | text |
| Location | object |
| Address | text |
| Address secondary | text |
| City | text |
| State | text |
| Zip | text |
| Name | text |
14other output fields
Delete an ExpenseAction
Input fields[3]
| Field | Type |
|---|---|
Expense IDRequired | choice |
Delete an Expense AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Expense IDRequired | choice |
Delete an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
Invoice IDRequired | choice |
Delete an Invoice AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Invoice IDRequired | choice |
Delete an ItemAction
Input fields[3]
| Field | Type |
|---|---|
Inventory Item IDRequired | choice |
Make an API Calluniversal
Send an EstimateAction
Input fields[3]
| Field | Type |
|---|---|
Estimate IDRequired | choice |
Send an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
Invoice IDRequired | choice |
Update a CategoryAction
Input fields[3]
| Field | Type |
|---|---|
Category IDRequired | choice |
| Name | text |
| Description | text |
Update a Checklist ItemAction
Input fields[3]
| Field | Type |
|---|---|
Checklist IDRequired | choice |
| Parent checklist | choice |
| Name | text |
| Attach to work order | choice |
Update a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Customer IDRequired | choice |
| Customer service type | choice |
| First name | text |
| Last name | text |
| Company | text |
| Phone | text |
| Secondary phone | text |
| Address | text |
| Secondary address | text |
4other input fields
Update a LeadAction
Input fields[3]
| Field | Type |
|---|---|
Lead IDRequired | choice |
| Title | text |
| Service Type | choice |
| Customer Name | text |
| Phone | text |
| Notify by Email | choice |
| Notify by SMS | choice |
| Secondary Phone | text |
| Company | text |
10other input fields
Update a SourceAction
Input fields[3]
| Field | Type |
|---|---|
Source IDRequired | choice |
NameRequired | text |
Update a Tax RateAction
Input fields[3]
| Field | Type |
|---|---|
Tax rate IDRequired | choice |
NameRequired | text |
RateRequired | number |
| Is default | number |
Update a VendorAction
Input fields[3]
| Field | Type |
|---|---|
Vendor IDRequired | choice |
NameRequired | text |
Update a Work OrderAction
Input fields[3]
| Field | Type |
|---|---|
Work Order IDRequired | choice |
| Customer ID | choice |
| Date Issued | date |
| Name | text |
| Items | array |
| Item ID | text |
| Item Type | choice |
| Item Name | text |
| Item Description | text |
| Quantity | number |
| Price | number |
| Tax Percent | number |
| Tax Rate ID | choice |
| Discount Type | choice |
| Discount Amount | number |
| Description | text |
| Purchase Order Number | text |
| Work Order Type ID | text |
| Work Order Priority ID | text |
| Notes | text |
6other input fields
Update a Work Order StatusAction
Input fields[3]
| Field | Type |
|---|---|
Work Order IDRequired | choice |
StatusRequired | choice |
| Message | text |
Update an AddressAction
Input fields[3]
| Field | Type |
|---|---|
Customer IDRequired | choice |
| Address | text |
| Address Secondary | text |
| Address Notes | text |
| City | text |
| ZIP Code | text |
| State | text |
| Latitude and Longitude | text |
| Name | text |
2other input fields
Update an EntryAction
Input fields[3]
| Field | Type |
|---|---|
Entry IDRequired | choice |
| Timesheet Entry Type | choice |
| Work Order ID | choice |
| Employee ID | choice |
| Start Date and Time | date |
| End Date and Time | date |
| Notes | text |
| Employee Pay Rate | number |
Update an EstimateAction
Input fields[3]
| Field | Type |
|---|---|
Estimate IDRequired | choice |
| Customer ID | choice |
| Custom Number | text |
| Custom Job Title | text |
| Purchase Order Number | text |
| Issue Date | date |
| Expiration Date | date |
| Item List Type | number |
| Quantity Type | text |
| Adjustment Name | text |
10other input fields
Update an EventAction
Input fields[3]
| Field | Type |
|---|---|
Event IDRequired | choice |
| Event Type | choice |
| Customer ID | choice |
| Name | text |
| Start Date and Time | date |
| End Date and Time | date |
| All Day | number |
| Color ID | text |
| Employee IDs | choice |
| Timezone | time |
2other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | text |
| Type | text |
| Is type blocked | boolean |
| Is type customer | boolean |
| Is type lead | boolean |
| Is type work order | boolean |
| Work order ID | text |
| Customer | object |
| ID | text |
| Display name | text |
| First name | text |
| Last name | text |
| text | |
| Phone | text |
| Location | object |
| Address | text |
| Address secondary | text |
| City | text |
| State | text |
| Zip | text |
| Name | text |
14other output fields
Update an ExpenseAction
Input fields[3]
| Field | Type |
|---|---|
Expense IDRequired | choice |
| Type | choice |
| Date issued | date |
| Expense vendor ID | choice |
| Customer ID | choice |
| Work order ID | choice |
| Employee ID | choice |
| Reference number | text |
| Notes | text |
| Mileage reading | number |
1other input field
Update an InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Customer ID | choice |
| Invoice Type | number |
| Issue Date | date |
| Expiration Date | date |
| Custom Number | text |
| Custom Job Title | text |
| Work Order Custom Number | text |
| Purchase Order Number | text |
| Quantity Type | text |
8other input fields
Update an ItemAction
Input fields[3]
| Field | Type |
|---|---|
Inventory Item IDRequired | choice |
| Name | text |
| Price | number |
| Description | text |
| Item type | choice |
| Purchase price | number |
| Tax rate | text |
| Tax status | choice |
| Discount type | choice |
| Discount percent | text |
3other input fields
Update Lead Status to LostAction
Input fields[3]
| Field | Type |
|---|---|
Lead IDRequired | choice |
Update Lead Status to OpenAction
Input fields[3]
| Field | Type |
|---|---|
Lead IDRequired | choice |
Update Lead Status to WonAction
Upload a Lead AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Lead IDRequired | choice |
FileRequired | text |
Upload a Work Order AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Work Order IDRequired | choice |
FileRequired | text |
Upload an Estimate AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Estimate IDRequired | choice |
FileRequired | text |
Upload an Expense AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Expense IDRequired | choice |
FileRequired | text |
Upload an Invoice AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
Invoice IDRequired | choice |
FileRequired | text |
Templates
Look for Markate templates in the WEXTL template library.
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References
- WEXTL® Markate Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Markate.
- WEXTL® visual workflow builder data.
Last updated: Oct 18, 2026 14:31