What actions can I run in Ordway?

130 actions are available, including "Analytics Report", "Bulk Update Payment", and "Get Analytics Report", 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.

Ordway Integrations

Subscription billing and revenue management platform for SaaS and recurring-revenue businesses. Sync Ordway invoices, payments, and ledgers with CRM, billing, and ops tools.

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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 CustomerPermanently deletes a customer account.
Delete Custom ObjectDeletes a custom object definition.
Delete Custom Object RecordDeletes a single record from a custom object.
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.

When to use Ordway

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

Trigger workflows automatically when "Watch Analytics Report" fires in Ordway — start multi-step automations without polling or manual checks.
Use "Bulk Update Payment" as an automated action in Ordway so records stay consistent whenever something changes elsewhere in your stack.
Layer "Watch Billing Schedule" from Ordway with filters, transforms, and AI steps to build automations that match your exact business logic.

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 Ordway to WEXTL®

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).

Use in workflow automation

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

Add Create Payment Method 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 148 ready-made steps for finance work, and every run records what went in and what came back.

Ordway workflow on the canvas: Watch Payments then Create Payment Method

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. Use them to start workflows the moment Ordway events fire — no polling required.

Field

Type

Help

Base URLRequired

select

Select the API environment.

User EmailRequired

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).

Use in workflow automation

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

Add Create Payment Method 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 148 ready-made steps for finance work, and every run records what went in and what came back.

Ordway Integrations

When to use Ordway

How to connect

Use in workflow automation

Frequently asked questions

Ordway Integrations

When to use Ordway

How to connect

Connect Ordway to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Ordway to any app in workflows

Connect Ordway to any app in workflows

Connect Ordway to any app in workflows

Ordway Integrations

Ordway triggers and actions

When to use Ordway

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Ordway support?

What actions can I run in Ordway?

Do I need to write code to automate this?

Is the integration secure?

Ordway Integrations

Ordway triggers and actions

When to use Ordway

How to connect

Connect Ordway to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Ordway support?

What actions can I run in Ordway?

Do I need to write code to automate this?

Is the integration secure?

Connect Ordway to any app in workflows

Connect Ordway to any app in workflows

Connect Ordway to any app in workflows