Monite Integration

Embedded accounts payable and receivable API for invoicing, bills, and payment workflows. Sync Monite invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Events arrives, automatically continue with Get a Counterpart or Get a Counterpart's Address.

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Supported triggers and actions for Monite integration

Triggers can detect changes in Monite and run actions that can create, search or modify data inside Monite automatically [3] — exactly how you set them.

Watch EventsTriggers when a new event occurs.
Get a CounterpartRetrieves information about a specific counterpart.
Get a Counterpart's AddressRetrieves a counterpart's address.
Get a Counterpart's AddressesRetrieves all addresses for a specific counterpart.
Get a Counterpart's Bank AccountRetrieves a counterpart's bank account details.
Get a Counterpart's Bank AccountsRetrieves all of a counterpart's bank accounts.
Get a Counterpart's ContactRetrieves a counterpart's contact details.
Get a Counterpart's ContactsRetrieves all of a counterpart's contacts.
Get a Payment LinkRetrieves a payment link from the service.
Get a Purchase OrderRetrieves a purchase order from the system.
Get a ReceiptRetrieves a receipt for a transaction.
Get a TransactionRetrieves a specific transaction by its ID.
Get an Approval RequestRetrieves an approval request from the service.
Get an Export JobRetrieves an export job by ID or criteria.
Get Approval RequestsRetrieves all approval requests.
Get CounterpartsRetrieves all counterparts.
Get Export JobsRetrieves all export jobs.
Get Financing InvoicesRetrieves all financing invoices.
Get Purchase OrdersRetrieves all purchase orders.
Get ReceiptsRetrieves all receipts from the service.
Get TransactionsRetrieves all transactions.
Accept a QuoteAccepts a quote for a specific service or request.
Approve an Approval RequestApproves an approval request within the system.
Cancel an Approval RequestCancels an approval request for a specified process.
Cancel an InvoiceCancels an invoice within the service.
Create a Bank AccountCreates a new bank account for a specific counterpart.
Create a CounterpartCreates a counterpart in the service.
Create a Counterpart AddressCreates a counterpart address in a specified system.
Create a Counterpart ContactCreates a counterpart contact.
Create a Payment LinkCreates a payment link for processing transactions.
Create a Purchase OrderCreates a new purchase order.
Create a ReceiptCreates a new receipt in the system.
Create a TransactionCreates a transaction in the system.
Create an Approval RequestCreates an approval request within the system.
Create an Export JobCreates a new export job for exporting data from the system.
Decline a QuoteDeclines an existing quote.
Delete a CounterpartDeletes a counterpart entity from the system.
Delete a Counterpart ContactDeletes a contact of a counterpart.
Delete a Counterpart's AddressDeletes a counterpart's address in the system.
Delete a Counterpart's Bank AccountDeletes a bank account associated with a counterpart.
Delete a Purchase OrderDeletes a purchase order from the system.
Delete a ReceiptDeletes a receipt from the service.
Delete a TransactionDeletes a transaction from the database.
Expire a Payment LinkExpires a payment link to prevent any further transactions.
Make an API CallPerforms an arbitrary authorized API call.
Mark an Invoice as PaidMarks an invoice as paid in the system.
Mark an Invoice as UncollectibleMarks the specified invoice as uncollectible.
Reject an Approval RequestRejects an approval request within the system.
Request Financing for InvoicesRequests financing for a set of invoices.
Update a CounterpartUpdates a counterpart with new information.
Update a Counterpart AddressUpdates a counterpart's address in the system.
Update a Counterpart Bank AccountUpdates a counterpart bank account for a specified user.
Update a Counterpart ContactUpdates a counterpart's contact information.
Update a Purchase OrderUpdates a purchase order with the specified details.
Update a ReceiptUpdates a receipt in the system with new information.
Update a TransactionUpdates a transaction in the financial records with new details provided.

How to integrate Monite in automation workflow?

3 simple steps to make your Monite connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Monite in workflow

Pick Monite app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Monite

When prompted, authorize access to Monite in WEXTL once. Monite credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Monite account. Approve?

STEP 3

Build a workflow

Build your workflow with Monite yourself or with WEXTL® AI Builder. Connect Monite to any available integrations [5], or use HTTP node to go beyond them.

Monite

How Monite connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Monite app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Monite supports.

Full Monite API documentation

The following table illustrates what fields Monite integration require during authorization flow inside our workflow builder [4].

Your partner client ID and Client Secret can be obtained from the “API Credentials” section of Monite Partner Portal.

Video slide demonstrates how Monite is connected in WEXTL builder [4].

Field	Type	Help
Client IDRequired	text	—
Client SecretRequired	password	—
Entity User IDRequired	uuid	—
API URLRequired	select	—

Connect Monite to popular apps on WEXTL

Enter a name of the other app you want to sync with Monite below. Click on selected app to explore integration options with Monite. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Monite integration

Select Watch Events trigger from Monite - this will be a starting point in your automation. Whenever event happens in Monite, workflow will start [7] from Watch Events node.

Search for Create a Bank Account, connect it as the next step of integration sequence. You can use filters between Watch Events and Create a Bank Account, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of Monite automation. All parts of workflow are visible on the canvas [4].

Monite on WEXTL has 56 modules for building finance automations. Explore Monite documentation for more.

Video slide demonstrates how Watch Events and Create a Bank Account nodes are used in Monite workflow.

Video slide demonstrates how Watch Events and Create a Bank Account [6] nodes are used in Monite workflow.

Frequently asked questions

Common questions about automating Monite in your workflows.

Monite has 1 trigger, including "Watch Events". Triggers are start points of the workflow, and automations may start from them.

Integration has 55 actions, including "Get a Counterpart", "Get a Counterpart's Address", and "Get a Counterpart's Addresses", and more. Refer to our Monite Documentation for detailed inputs and outputs.

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 our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Monite integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Monite official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Monite provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Monite or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Monite inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Monite modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Monite integration.

Monite integration source code, module specs and credentials implementation.
Internal Monite integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Monite vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Monite App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Monite Integration

Supported triggers and actions for Monite integration