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Ordway

Subscription billing and revenue management platform for SaaS and recurring-revenue businesses.

18 triggers54 searches76 actionsInstant (webhooks)Auth: API key

AI-assisted documentation41 min read

This documentation is compiled from our integration source code, internal specs for Ordway, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Ordway on WEXTL →

To use Ordway on WEXTL you need an active account and an API access token from your account settings.[3]

  • Base URLselectRequired

    Select the API environment.

    [1]
  • User EmailemailRequired

    Your user email address (X-User-Email header).

    [1]
  • User TokenpasswordRequired

    Your API token (X-User-Token header).

    [1]
  • User CompanytextRequired

    Your company identifier (X-User-Company header).

    [1]
  1. Log in to your WEXTL account, add the Ordway node module to your workflow, and click Create new credential.
    Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your Ordway account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Connecting Ordway to WEXTL®
Video slide demonstrates how to integrate Ordway in the WEXTL visual workflow builder.[4]

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 →

Watch Analytics ReportTrigger
Output fields[3]
FieldType
Available filtersobject
Account balance periodtext
Account types account typetext
Chart of accounts nametext
Customers nametext
Customers customertext
Customers customer IDtext
Reporting currencies reporting currencytext
Created attext
Created byemail
Default parametersobject
Account balance periodtext
Account types account typetext
Chart of accounts nametext
Customers nametext
Customers customertext
Customers customer IDtext
Reporting currencies reporting currencytext
Descriptiontext
Nametext
Updated attext
Updated byemail
2other output fields
Watch Approval ProcessesTrigger

No fields documented.

Watch Billing ScheduleTrigger
Output fields[3]
FieldType
IDtext
Customer IDtext
Customer nametext
Subscription IDtext
Product IDtext
Product nametext
Charge IDtext
Charge nametext
11other output fields
Watch Chart of AccountsTrigger
Output fields[3]
FieldType
Codetext
Nametext
Account typetext
Sub typetext
Parent accounttext
Statustext
Descriptiontext
Created bytext
3other output fields
Watch CouponsTrigger
Output fields[3]
FieldType
IDtext
Codetext
Display texttext
Statustext
Discount typetext
Discount valuenumber
Duration periodnumber
Trial typetext
10other output fields
Watch CreditsTrigger
Output fields[3]
FieldType
IDtext
Customer IDtext
Credit datedate
Notestext
Statustext
Credit amounttext
Applied amounttext
Unapplied amounttext
9other output fields
Watch CurrenciesTrigger
Output fields[3]
FieldType
Currency codetext
Currency nametext
Statustext
Base currencyboolean
Exchange ratenumber
Effective datetext
Rate update sourcetext
Rate precisionnumber
4other output fields
Watch CustomersTrigger
Output fields[3]
FieldType
Nametext
Customer typetext
Descriptiontext
Websitetext
Tax exemptboolean
Auto payboolean
Edit auto payboolean
Print preferenceboolean
32other output fields
Watch EventTrigger
Output fields[3]
FieldType
User IDnumber
Email addressemail
Nametext
Date createddate
Watch InvoicesTrigger
Output fields[3]
FieldType
IDtext
Customer IDtext
Billing contactobject
Ziptext
Citytext
Emailtext
Phonetext
Statetext
Countytext
Mobiletext
Countrytext
Address 1text
Address 2text
Shipping contactobject
Ziptext
Citytext
Emailtext
Phonetext
Statetext
Countytext
Mobiletext
Countrytext
Address 1text
Address 2text
Customer nametext
Invoice datetext
Due datetext
Start datetext
26other output fields
Watch OrdersTrigger
Output fields[3]
FieldType
IDtext
Order datedate
Customer IDtext
Currencytext
Statustext
Order amounttext
Bill contact IDtext
Shipping contact IDtext
8other output fields
Watch PaymentsTrigger
Output fields[3]
FieldType
IDtext
Customer IDtext
Payment datedate
Notestext
Statustext
Payment amounttext
Applied amounttext
Unapplied amounttext
11other output fields
Watch PlansTrigger

No fields documented.

Watch ProductsTrigger
Output fields[3]
FieldType
IDtext
Nametext
Skutext
Statustext
Descriptiontext
Taxableboolean
Pricetext
Created datedate
4other output fields
Watch QuotesTrigger
Output fields[3]
FieldType
IDtext
Customer IDtext
Customer nametext
Statustext
Billing start datetext
Service start datetext
Quote placed attext
Quote expiry attext
27other output fields
Watch RefundsTrigger
Output fields[3]
FieldType
IDtext
Customer IDtext
Refund datetext
Refund amounttext
Refund typetext
Payment IDtext
Notestext
Reference numbertext
4other output fields
Watch SubscriptionsTrigger
Output fields[3]
FieldType
IDtext
Customer IDtext
Statustext
Contract effective datetext
Billing start datetext
Service start datetext
Order placed attext
Cancellation datetext
17other output fields
Watch User ApprovalsTrigger

No fields documented.

Analytics ReportSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
Available filtersobject
Account balance periodtext
Account types account typetext
Chart of accounts nametext
Customers nametext
Customers customertext
Customers customer IDtext
Reporting currencies reporting currencytext
Created attext
Created byemail
Default parametersobject
Account balance periodtext
Account types account typetext
Chart of accounts nametext
Customers nametext
Customers customertext
Customers customer IDtext
Reporting currencies reporting currencytext
Descriptiontext
Nametext
Updated attext
Updated byemail
2other output fields
Bulk Update PaymentSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
Invalid paymentsarray
Update failed paymentsobject
Updated paymentsarray
Get Analytics ReportAction
Input fields[3]
FieldType
ReportRequired
choice
Get Billing RunAction
Input fields[3]
FieldType
Billing RunRequired
choice
Output fields[3]
FieldType
IDtext
Statustext
Target datetext
Invoice datetext
Invoices totaltext
Invoices counttext
Currencytext
Charge typetext
8other output fields
Get Billing ScheduleAction
Input fields[3]
FieldType
Billing ScheduleRequired
choice
Output fields[3]
FieldType
IDtext
Customer IDtext
Customer nametext
Subscription IDtext
Product IDtext
Product nametext
Charge IDtext
Charge nametext
11other output fields
Get ChargeAction
Input fields[3]
FieldType
PlanRequired
choice
Output fields[3]
FieldType
IDtext
Product IDtext
Nametext
Descriptiontext
Typetext
Timingtext
Charge timingtext
Pricing modeltext
15other output fields
Get Charts of AccountsAction
Input fields[3]
FieldType
Chart of AccountRequired
choice
Output fields[3]
FieldType
Codetext
Nametext
Account typetext
Sub typetext
Parent accounttext
Statustext
Descriptiontext
Created bytext
3other output fields
Get ContactAction
Input fields[3]
FieldType
CustomerRequired
choice
Output fields[3]
FieldType
IDtext
Customer IDtext
First nametext
Last nametext
Display nametext
Emailemail
Phonetext
Mobiletext
14other output fields
Get CouponAction
Input fields[3]
FieldType
CouponRequired
choice
Output fields[3]
FieldType
IDtext
Codetext
Display texttext
Statustext
Discount typetext
Discount valuenumber
Duration periodtext
Discount criteriatext
4other output fields
Get CreditAction
Input fields[3]
FieldType
CreditRequired
choice
Output fields[3]
FieldType
IDtext
Customer IDtext
Credit datedate
Notestext
Statustext
Credit amounttext
Applied amounttext
Unapplied amounttext
9other output fields
Get CurrencyAction
Input fields[3]
FieldType
CurrencyRequired
choice
Effective Datedate
Start Datedate
End Datedate
Rate Onlyboolean
Output fields[3]
FieldType
Currency codetext
Currency nametext
Statustext
Base currencyboolean
Exchange ratenumber
Effective datetext
Rate update sourcetext
Rate precisionnumber
4other output fields
Get CustomerAction
Input fields[3]
FieldType
CustomerRequired
choice
Output fields[3]
FieldType
IDtext
Nametext
Descriptiontext
Parent customertext
Websitetext
Payment termstext
Billing cycle daytext
Billing contact IDtext
12other output fields
Get InvoiceAction
Input fields[3]
FieldType
InvoiceRequired
choice
Output fields[3]
FieldType
IDtext
Customer IDtext
Billing contactobject
Ziptext
Citytext
Emailtext
Phonetext
Statetext
Countytext
Mobiletext
Countrytext
Address 1text
Address 2text
Shipping contactobject
Ziptext
Citytext
Emailtext
Phonetext
Statetext
Countytext
Mobiletext
Countrytext
Address 1text
Address 2text
Customer nametext
Invoice datetext
Due datetext
Start datetext
26other output fields
Get Invoice PDFAction
Input fields[3]
FieldType
InvoiceRequired
choice
Output fields[3]
FieldType
IDtext
Customer IDtext
Billing contactobject
Ziptext
Citytext
Emailtext
Phonetext
Statetext
Countytext
Mobiletext
Countrytext
Address 1text
Address 2text
Shipping contactobject
Ziptext
Citytext
Emailtext
Phonetext
Statetext
Countytext
Mobiletext
Countrytext
Address 1text
Address 2text
Customer nametext
Invoice datetext
Due datetext
Start datetext
26other output fields
Get OrderAction
Input fields[3]
FieldType
OrderRequired
choice
Output fields[3]
FieldType
IDtext
Order datedate
Customer IDtext
Currencytext
Statustext
Order amounttext
Bill contact IDtext
Shipping contact IDtext
8other output fields
Get PaymentAction
Input fields[3]
FieldType
PaymentRequired
choice
Output fields[3]
FieldType
IDtext
Get Payment MethodAction
Input fields[3]
FieldType
CustomerRequired
choice
Output fields[3]
FieldType
Payment method IDtext
Customer IDtext
Customer payment gateway IDtext
Payment typetext
Typetext
Account numbertext
Account holder nametext
Countrytext
2other output fields
Get Payment RunAction
Input fields[3]
FieldType
Payment RunRequired
choice
Output fields[3]
FieldType
IDtext
Statustext
Filter optionsobject
Target datetext
Success countnumber
Failure countnumber
Currencytext
Payments total valuetext
7other output fields
Get PlanAction
Input fields[3]
FieldType
PlanRequired
choice
Output fields[3]
FieldType
IDtext
Nametext
Descriptiontext
Created byemail
Updated byemail
Created datedate
Updated datedate
Custom fieldsobject
Custom field 1text
Custom field 2text
1other output field
Get ProductAction
Input fields[3]
FieldType
ProductRequired
choice
Output fields[3]
FieldType
IDtext
Nametext
Skutext
Statustext
Descriptiontext
Taxableboolean
Pricetext
Created datedate
4other output fields
Get QuoteAction
Input fields[3]
FieldType
QuoteRequired
choice
Output fields[3]
FieldType
IDtext
Customer IDtext
Customer nametext
Statustext
Billing start datetext
Service start datetext
Quote placed attext
Quote expiry attext
27other output fields
Get ReportAction
Input fields[3]
FieldType
ReportRequired
choice
Output fields[3]
FieldType
Dataobject
Created bytext
Descriptiontext
Last modifiedtext
Nametext
Permitted filtersobject
UUIDtext
Get Revenue RuleAction
Input fields[3]
FieldType
Revenue RuleRequired
choice
Output fields[3]
FieldType
IDtext
Nametext
Recognition methodtext
Recognition schedule periodtext
Posting daytext
Posting methodtext
Statustext
Recognition termtext
4other output fields
Get Revenue ScheduleAction
Input fields[3]
FieldType
Revenue ScheduleRequired
choice
Output fields[3]
FieldType
IDtext
Customer IDtext
Source transactiontext
Product IDtext
Product nametext
Total revenuetext
Recognized revenuetext
Unrecognized revenuetext
7other output fields
Get StatementAction
Input fields[3]
FieldType
CustomerRequired
choice
Get SubscriptionAction
Input fields[3]
FieldType
SubscriptionRequired
choice
Output fields[3]
FieldType
IDtext
Customer IDtext
Statustext
Contract effective datetext
Billing start datetext
Service start datetext
Order placed attext
Cancellation datetext
17other output fields
Get TaxAction
Input fields[3]
FieldType
TaxRequired
choice
Output fields[3]
FieldType
IDtext
Labeltext
Tax percentnumber
Enabledboolean
Ziptext
Citytext
Statetext
Countrytext
8other output fields
List Analytics ReportsSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
Available filtersobject
Account balance periodtext
Account types account typetext
Chart of accounts nametext
Customers nametext
Customers customertext
Customers customer IDtext
Reporting currencies reporting currencytext
Created attext
Created byemail
Default parametersobject
Account balance periodtext
Account types account typetext
Chart of accounts nametext
Customers nametext
Customers customertext
Customers customer IDtext
Reporting currencies reporting currencytext
Descriptiontext
Nametext
Updated attext
Updated byemail
2other output fields
List Approval ProcessesSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
Nametext
Descriptiontext
Approval object typetext
Statusboolean
Entry criteriatext
Approval typetext
IDtext
Created atdate
4other output fields
List Billing RunsSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDtext
Statustext
Target datetext
Invoice datetext
Invoices totaltext
Invoices counttext
Currencytext
Charge typetext
7other output fields
List Billing Schedule LinesSearch
Input fields[3]
FieldType
Product IDchoice
Charge IDchoice
Charge Ready Datetext
Charge Typetext
Currencytext
Customer IDchoice
Subscription IDchoice
UIDtext
1other input field
Output fields[3]
FieldType
IDnumber
Uidtext
Billing schedule IDtext
Line typetext
Charge ready datetext
Start datetext
End datetext
Unit pricetext
27other output fields
List Billing SchedulesSearch
Input fields[3]
FieldType
Header Onlyboolean
Sorttext
Limitnumber
Output fields[3]
FieldType
IDtext
Customer IDtext
Customer nametext
Subscription IDtext
Product IDtext
Product nametext
Charge IDtext
Charge nametext
11other output fields
List Chart of AccountsSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
Codetext
Nametext
Account typetext
Sub typetext
Parent accounttext
Statustext
Descriptiontext
Created bytext
3other output fields
List ContactsSearch
Input fields[3]
FieldType
CustomerRequired
choice
Limitnumber
Output fields[3]
FieldType
IDtext
Customer IDtext
Display nametext
First nametext
Last nametext
Emailemail
Phonetext
Mobiletext
14other output fields
List CouponsSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDtext
Codetext
Display texttext
Statustext
Discount typetext
Discount valuenumber
Duration periodnumber
Trial typetext
10other output fields
List CreditsSearch
Input fields[3]
FieldType
Sorttext
Limitnumber
Output fields[3]
FieldType
IDtext
Customer IDtext
Credit datedate
Notestext
Statustext
Credit amounttext
Applied amounttext
Unapplied amounttext
9other output fields
List CurrencySearch
Input fields[3]
FieldType
Currency Codetext
Effective Datedate
Rate Onlyboolean
Sorttext
Limitnumber
Output fields[3]
FieldType
Currency codetext
Currency nametext
Statustext
Base currencyboolean
Exchange ratenumber
Effective datetext
Rate update sourcetext
Rate precisionnumber
4other output fields
List CustomersSearch
Input fields[3]
FieldType
Nametext
Aggregate Bytext
Filter Bytext
Fuzzytext
Group Bytext
Header Onlyboolean
Sorttext
Limitnumber
Output fields[3]
FieldType
Nametext
Customer typetext
Descriptiontext
Websitetext
Tax exemptboolean
Auto payboolean
Edit auto payboolean
Print preferenceboolean
32other output fields
List InvoicesSearch
Input fields[3]
FieldType
Customer IDchoice
Invoice Datedate
Sorttext
Statustext
Limitnumber
Output fields[3]
FieldType
IDtext
Customer IDtext
Billing contactobject
Ziptext
Citytext
Emailtext
Phonetext
Statetext
Countytext
Mobiletext
Countrytext
Address 1text
Address 2text
Shipping contactobject
Ziptext
Citytext
Emailtext
Phonetext
Statetext
Countytext
Mobiletext
Countrytext
Address 1text
Address 2text
Customer nametext
Invoice datetext
Due datetext
Start datetext
26other output fields
List OrdersSearch
Input fields[3]
FieldType
Sorttext
Limitnumber
Output fields[3]
FieldType
IDtext
Order datedate
Customer IDtext
Currencytext
Statustext
Order amounttext
Bill contact IDtext
Shipping contact IDtext
8other output fields
List Payment MethodsSearch
Input fields[3]
FieldType
CustomerRequired
choice
Sorttext
Limitnumber
Output fields[3]
FieldType
Payment method IDtext
Customer IDtext
Customer payment gateway IDtext
Payment typetext
Typetext
Account numbertext
Account holder nametext
Countrytext
2other output fields
List Payment RunsSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDtext
Statustext
Filter optionsobject
Target datetext
Success countnumber
Failure countnumber
Currencytext
Payments total valuetext
7other output fields
List PaymentsSearch
Input fields[3]
FieldType
Sorttext
Limitnumber
Output fields[3]
FieldType
IDtext
Customer IDtext
Payment datedate
Notestext
Statustext
Payment amounttext
Applied amounttext
Unapplied amounttext
11other output fields
List Plan ChargesSearch
Input fields[3]
FieldType
PlanRequired
choice
Limitnumber
Output fields[3]
FieldType
IDtext
Product IDtext
Nametext
Descriptiontext
Typetext
Timingtext
Charge timingtext
Pricing modeltext
15other output fields
List PlansSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDtext
Nametext
Descriptiontext
Created byemail
Updated byemail
Created datedate
Updated datedate
Custom fieldsobject
Custom field 1text
Custom field 2text
1other output field
List ProductsSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDtext
Nametext
Skutext
Statustext
Descriptiontext
Taxableboolean
Pricetext
Created datedate
4other output fields
List QuotesSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDtext
Customer IDtext
Customer nametext
Statustext
Billing start datetext
Service start datetext
Quote placed attext
Quote expiry attext
27other output fields
List RefundsSearch
Input fields[3]
FieldType
Sorttext
Limitnumber
Output fields[3]
FieldType
IDtext
Customer IDtext
Refund datetext
Refund amounttext
Refund typetext
Payment IDtext
Notestext
Reference numbertext
4other output fields
List Revenue RulesSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDtext
Nametext
Recognition methodtext
Recognition schedule periodtext
Posting daytext
Posting methodtext
Statustext
Recognition termtext
4other output fields
List Revenue Schedule LinesSearch
Input fields[3]
FieldType
Charge IDtext
Charge Typetext
Created Datetext
Customerchoice
Productchoice
Recognized Revenuetext
Revenue Schedule IDtext
Subscriptionchoice
5other input fields
Output fields[3]
FieldType
Uidtext
Financial periodtext
Postedtext
Posting datetext
Period revenuetext
Amounttext
Revenue schedule IDtext
Subscription charge uidtext
15other output fields
List Revenue SchedulesSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDtext
Customer IDtext
Source transactiontext
Product IDtext
Product nametext
Total revenuetext
Recognized revenuetext
Unrecognized revenuetext
7other output fields
List SubscriptionsSearch
Input fields[3]
FieldType
Customerchoice
Statustext
Auto Renewboolean
Billing Start Datedate
Contract Effective Datedate
Current Term Start Datedate
Service Start Datedate
Sorttext
2other input fields
Output fields[3]
FieldType
IDtext
Customer IDtext
Statustext
Contract effective datetext
Billing start datetext
Service start datetext
Order placed attext
Cancellation datetext
17other output fields
List TaxesSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDtext
Labeltext
Tax percentnumber
Enabledboolean
Ziptext
Citytext
Statetext
Countrytext
8other output fields
List User ApprovalsSearch
Input fields[3]
FieldType
Limitnumber
Activate SubscriptionAction
Input fields[3]
FieldType
SubscriptionRequired
choice
Output fields[3]
FieldType
IDtext
Customer IDtext
Statustext
Contract effective datetext
Billing start datetext
Service start datetext
Order placed attext
Cancellation datetext
13other output fields
Apply Payment to InvoicesAction
Input fields[3]
FieldType
Paymentchoice
Invoicesarray
Approve ActionAction
Input fields[3]
FieldType
ApprovalRequired
choice
Commenttext
Output fields[3]
FieldType
Successboolean
Messagetext
Approvalobject
IDnumber
Step nametext
Statustext
Commenttext
Descriptiontext
Created atdate
Updated atdate
Approval object typetext
Approval object IDtext
Approval process IDtext
Cancel Approval ProcessAction
Input fields[3]
FieldType
Module TypeRequired
choice
Record IDRequired
choice
Output fields[3]
FieldType
Successboolean
Messagetext
Cancel SubscriptionAction
Input fields[3]
FieldType
SubscriptionRequired
choice
Cancellation Datedate
Cancellation Reasontext
Output fields[3]
FieldType
IDtext
Customer IDtext
Statustext
Contract effective datetext
Billing start datetext
Service start datetext
Order placed attext
Cancellation datetext
11other output fields
Convert Quote to OrderAction
Input fields[3]
FieldType
QuoteRequired
choice
Output fields[3]
FieldType
Subscription IDtext
Create Approval ProcessAction
Input fields[3]
FieldType
NameRequired
text
Approval Object TypeRequired
text
Approval TypeRequired
text
StatusRequired
boolean
Descriptiontext
Entry Criteriatext
Exit Actionsobject
On Approvalarray
Approval Stepsarray
Output fields[3]
FieldType
Nametext
Descriptiontext
Approval object typetext
Statusboolean
Entry criteriatext
Approval typetext
IDtext
Created attext
4other output fields
Create Billing RunAction
Input fields[3]
FieldType
Target DateRequired
date
Invoice DateRequired
date
Charge TypeRequired
choice
Filter Optionsobject
Orderarray
Customerarray
Auto Postboolean
Send After Postboolean
Skip Zero Linesboolean
Do Not Email If Invoice Balance Zeroboolean
2other input fields
Output fields[3]
FieldType
IDtext
Statustext
Target datetext
Invoice datetext
Invoices totaltext
Invoices counttext
Currencytext
Charge typetext
7other output fields
Create ChargeAction
Input fields[3]
FieldType
PlanRequired
choice
IDRequired
choice
Product IDRequired
choice
NameRequired
text
TypeRequired
choice
TimingRequired
choice
Effective Datetext
Billing Datetext
12other input fields
Output fields[3]
FieldType
IDtext
Product IDtext
Nametext
Descriptiontext
Typetext
List pricetext
Billing periodtext
Billing period start alignmenttext
4other output fields
Create Chart of AccountsAction
Input fields[3]
FieldType
Codetext
Nametext
Account Typechoice
Sub Typetext
Parent Accounttext
Statuschoice
Descriptiontext
Created Byemail
3other input fields
Output fields[3]
FieldType
Codetext
Nametext
Account typetext
Sub typetext
Parent accounttext
Statustext
Descriptiontext
Created byemail
3other output fields
Create ContactAction
Input fields[3]
FieldType
Customer IDRequired
choice
First Nametext
Last Nametext
Emailemail
Phonetext
Mobiletext
Job Titletext
Departmenttext
11other input fields
Output fields[3]
FieldType
IDtext
Customer IDtext
First nametext
Last nametext
Display nametext
Emailemail
Phonetext
Mobiletext
14other output fields
Create CouponAction
Input fields[3]
FieldType
IDRequired
text
CodeRequired
text
Display TextRequired
text
Discount ValueRequired
number
Statuschoice
Discount Typechoice
Duration Periodtext
Discount Criteriatext
Output fields[3]
FieldType
IDtext
Codetext
Display texttext
Statustext
Discount typetext
Discount valuenumber
Duration periodtext
Discount criteriatext
4other output fields
Create CreditAction
Input fields[3]
FieldType
Customer IDRequired
choice
Credit DateRequired
date
Credit AmountRequired
text
Credit IDtext
Notestext
Statuschoice
Applied Amounttext
Unapplied Amounttext
8other input fields
Output fields[3]
FieldType
IDtext
Customer IDtext
Credit datedate
Notestext
Statustext
Credit amounttext
Applied amounttext
Unapplied amounttext
5other output fields
Create CurrencyAction
Input fields[3]
FieldType
Currency CodeRequired
text
Currency NameRequired
text
Statuschoice
Rate Update Sourcechoice
Exchange Ratenumber
Effective Datedate
Rate Precisionnumber
Output fields[3]
FieldType
Currency codetext
Currency nametext
Statustext
Base currencyboolean
Exchange ratenumber
Effective datetext
Rate update sourcetext
Rate precisionnumber
4other output fields
Create CustomerAction
Input fields[3]
FieldType
Customer IDRequired
text
Customer NameRequired
text
Statuschoice
Descriptiontext
Parent Customertext
Websiteurl
Payment Termstext
Billing Cycle Daytext
17other input fields
Output fields[3]
FieldType
IDtext
Nametext
Descriptiontext
Parent customertext
Websitetext
Payment termstext
Billing cycle daytext
Billing contact IDtext
12other output fields
Create OrderAction
Input fields[3]
FieldType
Order IDRequired
text
Order DateRequired
date
Customer IDRequired
choice
Line ItemsRequired
array
Currencytext
Statuschoice
Order Amountnumber
Separate Invoiceboolean
11other input fields
Output fields[3]
FieldType
IDtext
Order datedate
Customer IDtext
Currencytext
Statustext
Order amounttext
Bill contact IDtext
Shipping contact IDtext
8other output fields
Create PaymentAction
Input fields[3]
FieldType
Customer IDRequired
choice
Payment AmountRequired
text
Payment DateRequired
date
Output fields[3]
FieldType
IDtext
External IDtext
Customer IDtext
Customer nametext
Payment datetext
Notestext
Statustext
Payment amounttext
29other output fields
Create Payment MethodAction
Input fields[3]
FieldType
Payment TypeRequired
choice
Account NumberRequired
text
ExpiryRequired
text
Customer IDRequired
choice
Customer Payment Gateway IDtext
Card Typetext
Account Holder Nametext
Tokentext
5other input fields
Output fields[3]
FieldType
Payment method IDtext
Customer IDtext
Customer payment gateway IDtext
Payment typetext
Typetext
Account numbertext
Account holder nametext
Countrytext
2other output fields
Create Payment RunAction
Input fields[3]
FieldType
Target DateRequired
date
Filter Optionsobject
Customerarray
Invoicearray
Retry Failed Paymentboolean
Payment Processing Surchargeboolean
Output fields[3]
FieldType
IDtext
Statustext
Filter optionsobject
Customerarray
Invoicearray
Target datetext
Success countnumber
Failure countnumber
Currencytext
Payments total valuetext
7other output fields
Create PlanAction
Input fields[3]
FieldType
Plan NameRequired
text
ChargesRequired
array
Plan IDtext
Descriptiontext
Created Byemail
Updated Byemail
Statuschoice
Public URLurl
Output fields[3]
FieldType
IDtext
Nametext
Descriptiontext
Created byemail
Updated byemail
Created datedate
Updated datedate
Custom fieldsobject
Custom field 1text
Custom field 2text
1other output field
Create ProductAction
Input fields[3]
FieldType
Product NameRequired
text
Transaction Posting Entriesarray
Product IDtext
SKUtext
Statuschoice
Taxableboolean
Descriptiontext
Pricetext
8other input fields
Output fields[3]
FieldType
IDtext
Nametext
Skutext
Statustext
Descriptiontext
Taxableboolean
Pricetext
Created datedate
4other output fields
Create QuoteAction
Input fields[3]
FieldType
Customer IDRequired
choice
Sender NameRequired
text
Sender EmailRequired
email
Recipient NameRequired
text
Recipient EmailRequired
email
Billing Start DateRequired
date
Service Start DateRequired
date
Quote Expiry DateRequired
date
17other input fields
Output fields[3]
FieldType
IDtext
Customer IDtext
Customer nametext
Statustext
Billing start datetext
Service start datetext
Quote placed attext
Quote expiry attext
27other output fields
Create Revenue RuleAction
Input fields[3]
FieldType
IDRequired
text
NameRequired
text
Recognition MethodRequired
choice
Recognition Schedule PeriodRequired
text
Posting DayRequired
text
Posting MethodRequired
choice
StatusRequired
choice
Recognition TermRequired
text
4other input fields
Output fields[3]
FieldType
IDtext
Nametext
Recognition methodtext
Recognition schedule periodtext
Posting daytext
Posting methodtext
Statustext
Recognition termtext
4other output fields
Create SubscriptionAction
Input fields[3]
FieldType
Subscription IDtext
CustomerRequired
choice
Statuschoice
Contract Effective DateRequired
date
Billing Start DateRequired
date
Service Start DateRequired
date
Order Placed Atdate
Cancellation Datedate
19other input fields
Output fields[3]
FieldType
IDtext
Customer IDtext
Statustext
Contract effective datetext
Billing start datetext
Service start datetext
Order placed attext
Cancellation datetext
13other output fields
Create TaxAction
Input fields[3]
FieldType
Labeltext
Tax Percentnumber
Enabledboolean
Product Tax Group IDtext
Countrytext
ZIPtext
Citytext
Statetext
3other input fields
Output fields[3]
FieldType
IDtext
Labeltext
Tax percentnumber
Enabledboolean
Ziptext
Citytext
Statetext
Countrytext
8other output fields
Delete Billing RunAction
Input fields[3]
FieldType
Billing RunRequired
choice
Output fields[3]
FieldType
Messagetext
Delete ChargesAction
Input fields[3]
FieldType
PlanRequired
choice
Delete ContactAction
Input fields[3]
FieldType
CustomerRequired
choice
Delete CouponAction
Input fields[3]
FieldType
CouponRequired
choice
Delete CurrencyAction
Input fields[3]
FieldType
CurrencyRequired
choice
Output fields[3]
FieldType
Currencytext
Successboolean
Delete Custom ObjectAction
Input fields[3]
FieldType
Custom ObjectRequired
choice
Delete Custom Object RecordAction
Input fields[3]
FieldType
Custom ObjectRequired
choice
Record IDRequired
text
Delete CustomerAction
Input fields[3]
FieldType
CustomerRequired
choice
Output fields[3]
FieldType
Customertext
Successboolean
Delete InvoiceAction
Input fields[3]
FieldType
InvoiceRequired
choice
Delete OrderAction
Input fields[3]
FieldType
OrderRequired
choice
Delete PaymentAction
Input fields[3]
FieldType
PaymentRequired
choice
Delete Payment MethodAction
Input fields[3]
FieldType
CustomerRequired
choice
Delete Payment RunAction
Input fields[3]
FieldType
Payment RunRequired
choice
Delete PlanAction
Input fields[3]
FieldType
PlanRequired
choice
Delete QuoteAction
Input fields[3]
FieldType
QuoteRequired
choice
Delete Revenue RuleAction
Input fields[3]
FieldType
Revenue RuleRequired
choice
Delete SubscriptionAction
Input fields[3]
FieldType
SubscriptionRequired
choice
Delete TaxAction
Input fields[3]
FieldType
TaxRequired
choice
Output fields[3]
FieldType
Taxtext
Successboolean
Execute ReportAction
Input fields[3]
FieldType
ReportRequired
choice
Modechoice
Formatchoice
Include Report Parametersboolean
Output fields[3]
FieldType
Dataobject
Job IDtext
Status URLurl
Make an API Calluniversal
Input fields[3]
FieldType
URLRequired
text
MethodRequired
choice
Headersarray
Headerobject
Query Stringarray
Parameterobject
Bodytext
Output fields[3]
FieldType
Bodytext
Headersobject
Status codenumber
Reactivate SubscriptionAction
Input fields[3]
FieldType
SubscriptionRequired
choice
Callback URLurl
Output fields[3]
FieldType
Successboolean
Messagetext
Subscriptionobject
IDtext
Customer IDtext
Customer nametext
Bill contact IDtext
Shipping contact IDtext
Statustext
Defer start dateboolean
Billing start datetext
Service start datetext
Order placed attext
Reassign ApproverAction
Input fields[3]
FieldType
ApprovalRequired
choice
Commentstext
Assigneesarray
Output fields[3]
FieldType
Successboolean
Messagetext
Approvalobject
IDnumber
Step nametext
Statustext
Commenttext
Descriptiontext
Created atdate
Updated atdate
Approval object typetext
Approval object IDtext
Approval process IDtext
Refund PaymentsAction
Input fields[3]
FieldType
PaymentRequired
choice
Customerchoice
Refund Datedate
Refund Amountnumber
Refund Typetext
Invoicesarray
Output fields[3]
FieldType
IDtext
External IDtext
Customer IDtext
Refund datetext
Refund amounttext
Refund typetext
Payment IDtext
Refund statustext
13other output fields
Reject ActionAction
Input fields[3]
FieldType
ApprovalRequired
choice
Commenttext
Output fields[3]
FieldType
Successboolean
Messagetext
Approvalobject
IDnumber
Step nametext
Statustext
Commenttext
Descriptiontext
Created atdate
Updated atdate
Approval object typetext
Approval object IDtext
Approval process IDtext
Renew SubscriptionAction
Input fields[3]
FieldType
SubscriptionRequired
choice
CustomerRequired
choice
Statuschoice
Contract Effective DateRequired
date
Billing Start DateRequired
date
Service Start DateRequired
date
Order Placed Atdate
Cancellation Datedate
19other input fields
Output fields[3]
FieldType
IDtext
Customer IDtext
Statustext
Contract effective datetext
Billing start datetext
Service start datetext
Order placed attext
Cancellation datetext
13other output fields
Reverse CreditAction
Input fields[3]
FieldType
CreditRequired
choice
Reverse PaymentAction
Input fields[3]
FieldType
PaymentRequired
choice
Revert SubscriptionAction
Input fields[3]
FieldType
SubscriptionRequired
choice
Version NumberRequired
number
Callback URLurl
Output fields[3]
FieldType
Successboolean
Messagetext
Subscriptionobject
IDtext
Customer IDtext
Customer nametext
Bill contact IDtext
Shipping contact IDtext
Statustext
Defer start dateboolean
Billing start datetext
Service start datetext
Order placed attext
Send MailAction
Input fields[3]
FieldType
Context IDRequired
text
Template NameRequired
text
Attachmentsarray
Field Namesarray
Output fields[3]
FieldType
Successboolean
Send QuoteAction
Input fields[3]
FieldType
QuoteRequired
choice
Output fields[3]
FieldType
IDtext
Customer IDtext
Customer nametext
Statustext
Billing start datetext
Service start datetext
Quote placed attext
Quote expiry attext
28other output fields
Trigger Approval ProcessAction
Input fields[3]
FieldType
Approval Object Typetext
Approval Object IDtext
Output fields[3]
FieldType
Successboolean
Messagetext
Recordobject
Approval statustext
Invoice IDtext
Company IDnumber
IDnumber
Subscription IDnumber
Start datetext
End datetext
Due datetext
Notestext
Created atdate
Update Approval ProcessAction
Input fields[3]
FieldType
Approval ProcessRequired
choice
NameRequired
text
Approval Object TypeRequired
text
Approval TypeRequired
text
StatusRequired
boolean
Descriptiontext
Entry Criteriatext
Approval Stepsarray
Output fields[3]
FieldType
Nametext
Descriptiontext
Approval object typetext
Statusboolean
Entry criteriatext
Approval typetext
IDtext
Created attext
4other output fields
Update Billing ScheduleAction
Input fields[3]
FieldType
Billing Schedule IDRequired
choice
Customer IDRequired
choice
Subscription IDRequired
choice
Product IDRequired
choice
Product NameRequired
text
Customer Nametext
Charge IDchoice
Charge Nametext
11other input fields
Output fields[3]
FieldType
IDtext
Customer IDtext
Customer nametext
Subscription IDtext
Product IDtext
Product nametext
Charge IDtext
Charge nametext
11other output fields
Update ChargeAction
Input fields[3]
FieldType
PlanRequired
choice
Product IDtext
Nametext
Descriptiontext
Typechoice
Prepayment Amountnumber
Pricing Modelchoice
List Pricetext
7other input fields
Output fields[3]
FieldType
IDtext
Product IDtext
Nametext
Descriptiontext
Typetext
Timingtext
Charge timingtext
Pricing modeltext
15other output fields
Update ContactAction
Input fields[3]
FieldType
CustomerRequired
choice
Output fields[3]
FieldType
IDtext
Customer IDtext
First nametext
Last nametext
Display nametext
Emailemail
Phonetext
Mobiletext
14other output fields
Update CouponAction
Input fields[3]
FieldType
Coupon IDRequired
choice
Codetext
Display Texttext
Statuschoice
Discount Typechoice
Discount Valuenumber
Duration Periodtext
Trial Typetext
2other input fields
Output fields[3]
FieldType
IDtext
Codetext
Display texttext
Statustext
Discount typetext
Discount valuenumber
Duration periodtext
Discount criteriatext
4other output fields
Update CreditAction
Input fields[3]
FieldType
CreditRequired
choice
Customer IDRequired
choice
Credit DateRequired
date
Credit AmountRequired
text
Credit IDtext
Notestext
Statuschoice
Applied Amounttext
9other input fields
Output fields[3]
FieldType
IDtext
Customer IDtext
Credit datedate
Notestext
Statustext
Credit amounttext
Applied amounttext
Unapplied amounttext
5other output fields
Update CurrencyAction
Input fields[3]
FieldType
CurrencyRequired
choice
Currency Nametext
Statuschoice
Rate Update Sourcechoice
Exchange Ratenumber
Effective Datedate
Rate Precisionnumber
Output fields[3]
FieldType
Currency codetext
Currency nametext
Statustext
Base currencyboolean
Exchange ratenumber
Effective datetext
Rate update sourcetext
Rate precisionnumber
4other output fields
Update CustomerAction
Input fields[3]
FieldType
Customer IDRequired
choice
Customer Nametext
Statuschoice
Descriptiontext
Parent Customertext
Websiteurl
Payment Termstext
Billing Cycle Daytext
17other input fields
Output fields[3]
FieldType
IDtext
Nametext
Descriptiontext
Parent customertext
Websitetext
Payment termstext
Billing cycle daytext
Billing contact IDtext
12other output fields
Update InvoiceAction
Input fields[3]
FieldType
InvoiceRequired
choice
Notestext
PO Numbertext
Due Datedate
Invoice Linesarray
Output fields[3]
FieldType
IDtext
Customer IDtext
Billing contactobject
Ziptext
Citytext
Emailtext
Phonetext
Statetext
Countytext
Mobiletext
Countrytext
Address 1text
Address 2text
Shipping contactobject
Ziptext
Citytext
Emailtext
Phonetext
Statetext
Countytext
Mobiletext
Countrytext
Address 1text
Address 2text
Customer nametext
Invoice datetext
Due datetext
Start datetext
26other output fields
Update OrderAction
Input fields[3]
FieldType
OrderRequired
choice
Order DateRequired
date
Customer IDRequired
choice
Line ItemsRequired
array
Currencytext
Statuschoice
Order Amountnumber
Separate Invoiceboolean
11other input fields
Output fields[3]
FieldType
IDtext
Order datedate
Customer IDtext
Currencytext
Statustext
Order amounttext
Bill contact IDtext
Shipping contact IDtext
8other output fields
Update PaymentAction
Input fields[3]
FieldType
PaymentRequired
choice
Customer IDRequired
choice
Payment DateRequired
date
Notestext
Statuschoice
Payment Amountnumber
Fee Amountnumber
Applied Amountnumber
14other input fields
Output fields[3]
FieldType
IDtext
Customer IDtext
Payment datedate
Notestext
Statustext
Payment amounttext
Applied amounttext
Unapplied amounttext
7other output fields
Update Payment MethodAction
Input fields[3]
FieldType
CustomerRequired
choice
Payment MethodRequired
choice
Is Defaultboolean
Gatewaytext
Gateway Tokentext
Update PlanAction
Input fields[3]
FieldType
PlanRequired
choice
Plan NameRequired
text
ChargesRequired
array
Descriptiontext
Created Byemail
Updated Byemail
Statuschoice
Public URLurl
Output fields[3]
FieldType
IDtext
Nametext
Descriptiontext
Created byemail
Updated byemail
Created datedate
Updated datedate
Custom fieldsobject
Custom field 1text
Custom field 2text
1other output field
Update ProductAction
Input fields[3]
FieldType
ProductRequired
choice
Product NameRequired
text
Transaction Posting Entriesarray
SKUtext
Statuschoice
Taxableboolean
Descriptiontext
Pricetext
8other input fields
Output fields[3]
FieldType
IDtext
Nametext
Skutext
Statustext
Descriptiontext
Taxableboolean
Plansarray
Created datedate
4other output fields
Update QuoteAction
Input fields[3]
FieldType
QuoteRequired
choice
Notestext
PO Numbertext
Expiration Datedate
Quote Linesarray
Output fields[3]
FieldType
IDtext
Customer IDtext
Customer nametext
Statustext
Billing start datetext
Service start datetext
Quote placed attext
Quote expiry attext
27other output fields
Update Revenue RuleAction
Input fields[3]
FieldType
Revenue RuleRequired
choice
NameRequired
text
Recognition MethodRequired
choice
Recognition Schedule PeriodRequired
text
Posting DayRequired
text
Posting MethodRequired
choice
StatusRequired
choice
Recognition TermRequired
text
4other input fields
Output fields[3]
FieldType
IDtext
Nametext
Recognition methodtext
Recognition schedule periodtext
Posting daytext
Posting methodtext
Statustext
Recognition termtext
4other output fields
Update Revenue ScheduleAction
Input fields[3]
FieldType
Revenue ScheduleRequired
choice
Schedule Linesarray
Output fields[3]
FieldType
IDtext
Customer IDtext
Source transactiontext
Product IDtext
Product nametext
Plan IDtext
Plan nametext
Charge IDtext
13other output fields
Update SubscriptionAction
Input fields[3]
FieldType
SubscriptionRequired
choice
CustomerRequired
choice
Statuschoice
Contract Effective DateRequired
date
Billing Start DateRequired
date
Service Start DateRequired
date
Order Placed Atdate
Cancellation Datedate
19other input fields
Output fields[3]
FieldType
IDtext
Customer IDtext
Statustext
Contract effective datetext
Billing start datetext
Service start datetext
Order placed attext
Cancellation datetext
13other output fields
Update TaxAction
Input fields[3]
FieldType
TaxRequired
choice
Labeltext
Tax Percentnumber
Enabledboolean
Product Tax Group IDtext
Countrytext
ZIPtext
Citytext
4other input fields
Output fields[3]
FieldType
IDtext
Labeltext
Tax percentnumber
Enabledboolean
Ziptext
Citytext
Statetext
Countrytext
8other output fields
Write-Off InvoiceAction
Input fields[3]
FieldType
InvoiceRequired
choice

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Last updated: Jul 21, 2026 15:23