Ordway Integration

Subscription billing and revenue management platform for SaaS and recurring-revenue businesses. Sync Ordway invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Analytics Report arrives, automatically continue with Analytics Report or Bulk Update Payment.

Explore Documentation

3-day trialCancel anytimeUp to 10 minutes quick set up

GDPR
Data Encryption
2FA
Local Data Region

Supported triggers and actions for Ordway integration

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

Watch Analytics ReportTriggers when a new analytics report is created or updated.
Watch Approval ProcessesTriggers when an approval process is created or its status changes.
Watch Billing ScheduleTriggers when a billing schedule is created or updated.
Watch Chart of AccountsTriggers when a chart-of-accounts entry is created or updated.
Watch CouponsTriggers when a coupon is created or updated.
Watch CreditsTriggers when a credit memo is created or updated.
Watch CurrenciesTriggers when a currency is created or updated.
Watch CustomersTriggers when a customer account is created or updated.
Watch EventTriggers when a specified Ordway event occurs.
Watch InvoicesTriggers when an invoice is created or its status changes.
Watch OrdersTriggers when an order is created or updated.
Watch PaymentsTriggers when a payment is recorded or updated.
Watch PlansTriggers when a pricing plan is created or updated.
Watch ProductsTriggers when a product is created or updated.
Watch QuotesTriggers when a quote is created or its status changes.
Watch RefundsTriggers when a refund is issued or updated.
Watch SubscriptionsTriggers when a subscription is created or its status changes.
Watch User ApprovalsTriggers when a new approval item is assigned to the current user.
Analytics ReportRuns analysis on a selected analytics report and returns results.
Bulk Update PaymentUpdates multiple payment records in a single request.
Get Analytics ReportRetrieves a single analytics report by its ID.
Get Billing RunRetrieves details of a specific billing run by its ID.
Get Billing ScheduleRetrieves a billing schedule for a subscription.
Get ChargeRetrieves details of a single charge by its ID.
Get Charts of AccountsRetrieves a specific chart-of-accounts entry by its ID.
Get ContactRetrieves a single contact record by its ID.
Get CouponRetrieves details of a specific coupon by its ID.
Get CreditRetrieves a credit memo by its ID.
Get CurrencyRetrieves configuration details for a specific currency.
Get CustomerRetrieves a single customer account by its ID.
Get InvoiceRetrieves a specific invoice by its ID.
Get Invoice PDFDownloads the PDF version of a specific invoice.
Get OrderRetrieves a single order by its ID.
Get PaymentRetrieves a single payment record by its ID.
Get Payment MethodRetrieves a specific payment method by its ID.
Get Payment RunRetrieves details of a specific payment run by its ID.
Get PlanRetrieves a pricing plan by its ID.
Get ProductRetrieves a product from the catalog by its ID.
Get QuoteRetrieves a single quote by its ID.
Get ReportRetrieves a saved report definition by its ID.
Get Revenue RuleRetrieves a revenue recognition rule by its ID.
Get Revenue ScheduleRetrieves the revenue schedule for a subscription or charge.
Get StatementRetrieves an account statement for a customer.
Get SubscriptionRetrieves a single subscription by its ID.
Get TaxRetrieves a specific tax rate or tax code by its ID.
List Analytics ReportsReturns a list of available analytics reports.
List Approval ProcessesReturns a list of approval processes.
List Billing RunsReturns a paginated list of billing runs.
List Billing Schedule LinesReturns the individual line items of a billing schedule.
List Billing SchedulesReturns a list of billing schedules.
List Chart of AccountsReturns all chart-of-accounts entries.
List ContactsReturns a paginated list of contacts.
List CouponsReturns a list of all coupons.
List CreditsReturns a list of credit memos.
List CurrencyReturns all supported currencies configured in the account.
List CustomersReturns a paginated list of customer accounts.
List InvoicesReturns a paginated list of invoices.
List OrdersReturns a paginated list of orders.
List Payment MethodsReturns all payment methods for a customer or account.
List Payment RunsReturns a list of payment runs.
List PaymentsReturns a paginated list of payment records.
List Plan ChargesReturns all charges associated with a pricing plan.
List PlansReturns a list of all pricing plans.
List ProductsReturns a paginated list of products in the catalog.
List QuotesReturns a paginated list of quotes.
List RefundsReturns a list of refund records.
List Revenue RulesReturns all revenue recognition rules.
List Revenue Schedule LinesReturns the individual line items of a revenue schedule.
List Revenue SchedulesReturns a list of revenue schedules.
List SubscriptionsReturns a paginated list of subscriptions.
List TaxesReturns all tax rates and tax codes.
List User ApprovalsReturns pending approval items assigned to the current user.
Activate SubscriptionActivates a draft or paused subscription.
Apply Payment to InvoicesApplies an existing payment to one or more open invoices.
Approve ActionApproves a pending approval action in an approval process.
Cancel Approval ProcessCancels an in-progress approval process.
Cancel SubscriptionCancels an active subscription immediately or at the end of the current period.
Convert Quote to OrderConverts an accepted quote into a new order.
Create Approval ProcessCreates a new approval process for a record.
Create Billing RunCreates and initiates a billing run to generate invoices.
Create ChargeCreates a new charge on a subscription or order.
Create Chart of AccountsCreates a new chart-of-accounts entry.
Create ContactCreates a new contact associated with a customer account.
Create CouponCreates a new discount coupon that can be applied to subscriptions or orders.
Create CreditCreates a credit memo that can be applied to a customer's invoices.
Create CurrencyAdds a new supported currency to the account configuration.
Create CustomerCreates a new customer account.
Create OrderCreates a new order for a customer.
Create PaymentRecords a new payment received from a customer.
Create Payment MethodAdds a new payment method to a customer's account.
Create Payment RunCreates a payment run to batch-process outstanding invoices.
Create PlanCreates a new pricing plan with its associated charges.
Create ProductCreates a new product in the catalog.
Create QuoteCreates a new sales quote for a customer.
Create Revenue RuleCreates a new revenue recognition rule.
Create SubscriptionCreates a new subscription for a customer on a given plan.
Create TaxCreates a new tax rate or tax code.
Delete Billing RunDeletes a billing run that has not yet been finalized.
Delete ChargesDeletes one or more charges from a subscription or order.
Delete ContactPermanently deletes a contact record.
Delete CouponDeletes a coupon, preventing it from being applied to future orders.
Delete CurrencyRemoves a currency from the account's supported currency list.
Delete Custom ObjectDeletes a custom object definition.
Delete Custom Object RecordDeletes a single record from a custom object.
Delete CustomerPermanently deletes a customer account.
Delete InvoiceDeletes a draft invoice that has not yet been posted.
Delete OrderDeletes an order that has not been activated or fulfilled.
Delete PaymentDeletes an unapplied payment record.
Delete Payment MethodRemoves a payment method from a customer's account.
Delete Payment RunDeletes a payment run that has not been executed.
Delete PlanDeletes a pricing plan that is not currently in use.
Delete QuoteDeletes a draft or expired quote.
Delete Revenue RuleDeletes a revenue recognition rule.
Delete SubscriptionPermanently deletes a subscription record.
Delete TaxDeletes a tax rate or tax code.
Execute ReportExecutes a saved report and returns the resulting data.
Make an API CallExecutes an arbitrary authenticated API request to the Ordway API.
Reactivate SubscriptionReactivates a previously cancelled or suspended subscription.
Reassign ApproverReassigns an approval step to a different approver.
Refund PaymentsIssues a refund for one or more payments.
Reject ActionRejects a pending approval action in an approval process.
Renew SubscriptionRenews an existing subscription by extending its term.
Reverse CreditReverses a previously applied credit memo.
Reverse PaymentReverses a previously recorded payment.
Revert SubscriptionReverts a subscription to its previous state before the last amendment.
Send MailSends an email notification or invoice to a customer.
Send QuoteSends a quote to the customer contact via email.
Trigger Approval ProcessManually triggers the approval process for a record.
Update Approval ProcessUpdates the configuration of an existing approval process.
Update Billing ScheduleUpdates the details of a billing schedule.
Update ChargeUpdates the details of an existing charge.
Update ContactUpdates the details of an existing contact.
Update CouponUpdates the details of an existing coupon.
Update CreditUpdates the details of an existing credit memo.
Update CurrencyUpdates the configuration of an existing currency.
Update CustomerUpdates the details of an existing customer account.
Update InvoiceUpdates a draft invoice's line items or metadata.
Update OrderUpdates the details of an existing order.
Update PaymentUpdates metadata or allocation of an existing payment.
Update Payment MethodUpdates an existing payment method on a customer's account.
Update PlanUpdates the details of an existing pricing plan.
Update ProductUpdates the details of an existing product in the catalog.
Update QuoteUpdates the line items or metadata of an existing quote.
Update Revenue RuleUpdates an existing revenue recognition rule.
Update Revenue ScheduleUpdates the details of an existing revenue schedule.
Update SubscriptionUpdates the plan, quantity, or metadata of an existing subscription.
Update TaxUpdates the rate or details of an existing tax code.
Write-Off InvoiceWrites off an invoice, marking the outstanding balance as uncollectable.

How to integrate Ordway in automation workflow?

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

STEP 1

Select Ordway in workflow

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

STEP 2

Connect Ordway

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

WEXTL wants to integrate with your Ordway account. Approve?

STEP 3

Build a workflow

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

Ordway

How Ordway connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Ordway 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 Ordway supports.

Full Ordway API documentation

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

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

Field	Type	Help
Base URLRequired	select	Select the API environment.
User EmailRequired	email	Your user email address (X-User-Email header).
User TokenRequired	password	Your API token (X-User-Token header).
User CompanyRequired	text	Your company identifier (X-User-Company header).

Connect Ordway to popular apps on WEXTL

Enter a name of the other app you want to sync with Ordway below. Click on selected app to explore integration options with Ordway. 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 Ordway integration

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

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

Ordway on WEXTL has 148 modules for building finance automations. Explore Ordway documentation for more.

Video slide demonstrates how Watch Payments and Create Payment Method nodes are used in Ordway workflow.

Video slide demonstrates how Watch Payments and Create Payment Method [6] nodes are used in Ordway workflow.

Frequently asked questions

Common questions about automating Ordway in your workflows.

Ordway has 18 triggers, including "Watch Analytics Report", "Watch Approval Processes", and "Watch Billing Schedule", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 130 actions, including "Analytics Report", "Bulk Update Payment", and "Get Analytics Report", and more. Refer to our Ordway 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 Ordway integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Ordway official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Ordway 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 Ordway 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 Ordway 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 Ordway 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 Ordway integration.

Ordway integration source code, module specs and credentials implementation.
Internal Ordway integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Ordway 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® Ordway App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Ordway Integration

Supported triggers and actions for Ordway integration