About this integration
Subscription billing and revenue management platform for SaaS and recurring-revenue businesses. Use it from the workflow canvas with no custom glue script required.
This integration exposes 18 triggers, 54 search modules and 76 actions as workflow nodes. Authentication uses basic authentication. Webhook-based triggers fire instantly without polling.
How to connect
The credential form asks for Base URL, User Email, User Token, and User Company.
Prefer the interactive builder form? Open it on the app page.
Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.
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 | 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 it in workflow automation
Start with Watch Analytics Report, then add Activate Subscription.
The canvas below runs Watch Analytics Report into Activate Subscription — watch the video, then drop a node onto the canvas.
Select the Watch Payments trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Create Payment Method as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 94 ready-made modules for finance work — each run logs its inputs and outputs for debugging.
Ordway workflow on the canvas: Watch Payments then Create Payment Method
Triggers, searches and actions
Use the tables below to inspect Ordway's 18 triggers, 54 search modules, and 76 actions.
Triggers
18 triggers fire automatically when specified events occur — no polling or cron job needed.
- Watch Analytics Report
- Watch Approval Processes
- Watch Billing Schedule
- Watch Chart of Accounts
- Watch Coupons
13more triggers
Searches
Fetch data on demand using 54 search modules that query the app during a run.
- Analytics Report
- Bulk Update Payment
- Get Analytics Report
- Get Billing Run
- Get Billing Schedule
49more searches
Actions
76 action modules cover the full range of create, update, and delete operations.
- Activate Subscription
- Apply Payment to Invoices
- Approve Action
- Cancel Approval Process
- Cancel Subscription
71more actions
Explore the fields available for each Ordway trigger, search, and action.
Triggers
Output fields
| Field | Type |
|---|---|
Available filters | object |
Account balance period | text |
Account types account type | text |
Chart of accounts name | text |
Customers name | text |
Customers customer | text |
Customers customer ID | text |
Reporting currencies reporting currency | text |
Created at | text |
Created by | |
Default parameters | object |
Account balance period | text |
Account types account type | text |
Chart of accounts name | text |
Customers name | text |
Customers customer | text |
Customers customer ID | text |
Reporting currencies reporting currency | text |
Description | text |
Name | text |
Updated at | text |
Updated by |
2other output fields
No fields documented.
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Customer name | text |
Subscription ID | text |
Product ID | text |
Product name | text |
Charge ID | text |
Charge name | text |
11other output fields
Output fields
| Field | Type |
|---|---|
Code | text |
Name | text |
Account type | text |
Sub type | text |
Parent account | text |
Status | text |
Description | text |
Created by | text |
3other output fields
Output fields
| Field | Type |
|---|---|
ID | text |
Code | text |
Display text | text |
Status | text |
Discount type | text |
Discount value | number |
Duration period | number |
Trial type | text |
10other output fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Credit date | date |
Notes | text |
Status | text |
Credit amount | text |
Applied amount | text |
Unapplied amount | text |
9other output fields
Output fields
| Field | Type |
|---|---|
Currency code | text |
Currency name | text |
Status | text |
Base currency | boolean |
Exchange rate | number |
Effective date | text |
Rate update source | text |
Rate precision | number |
4other output fields
Output fields
| Field | Type |
|---|---|
Name | text |
Customer type | text |
Description | text |
Website | text |
Tax exempt | boolean |
Auto pay | boolean |
Edit auto pay | boolean |
Print preference | boolean |
32other output fields
Output fields
| Field | Type |
|---|---|
User ID | number |
Email address | |
Name | text |
Date created | date |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Billing contact | object |
Zip | text |
City | text |
Email | text |
Phone | text |
State | text |
County | text |
Mobile | text |
Country | text |
Address 1 | text |
Address 2 | text |
Shipping contact | object |
Zip | text |
City | text |
Email | text |
Phone | text |
State | text |
County | text |
Mobile | text |
Country | text |
Address 1 | text |
Address 2 | text |
Customer name | text |
Invoice date | text |
Due date | text |
Start date | text |
26other output fields
Output fields
| Field | Type |
|---|---|
ID | text |
Order date | date |
Customer ID | text |
Currency | text |
Status | text |
Order amount | text |
Bill contact ID | text |
Shipping contact ID | text |
8other output fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Payment date | date |
Notes | text |
Status | text |
Payment amount | text |
Applied amount | text |
Unapplied amount | text |
11other output fields
No fields documented.
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Sku | text |
Status | text |
Description | text |
Taxable | boolean |
Price | text |
Created date | date |
4other output fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Customer name | text |
Status | text |
Billing start date | text |
Service start date | text |
Quote placed at | text |
Quote expiry at | text |
27other output fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Refund date | text |
Refund amount | text |
Refund type | text |
Payment ID | text |
Notes | text |
Reference number | text |
4other output fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Status | text |
Contract effective date | text |
Billing start date | text |
Service start date | text |
Order placed at | text |
Cancellation date | text |
17other output fields
No fields documented.
Searches
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
Available filters | object |
Account balance period | text |
Account types account type | text |
Chart of accounts name | text |
Customers name | text |
Customers customer | text |
Customers customer ID | text |
Reporting currencies reporting currency | text |
Created at | text |
Created by | |
Default parameters | object |
Account balance period | text |
Account types account type | text |
Chart of accounts name | text |
Customers name | text |
Customers customer | text |
Customers customer ID | text |
Reporting currencies reporting currency | text |
Description | text |
Name | text |
Updated at | text |
Updated by |
2other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
Invalid payments | array |
Update failed payments | object |
Updated payments | array |
Input fields
| Field | Type |
|---|---|
ReportRequired | choice |
Input fields
| Field | Type |
|---|---|
Billing RunRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Status | text |
Target date | text |
Invoice date | text |
Invoices total | text |
Invoices count | text |
Currency | text |
Charge type | text |
8other output fields
Input fields
| Field | Type |
|---|---|
Billing ScheduleRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Customer name | text |
Subscription ID | text |
Product ID | text |
Product name | text |
Charge ID | text |
Charge name | text |
11other output fields
Input fields
| Field | Type |
|---|---|
PlanRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Product ID | text |
Name | text |
Description | text |
Type | text |
Timing | text |
Charge timing | text |
Pricing model | text |
15other output fields
Input fields
| Field | Type |
|---|---|
Chart of AccountRequired | choice |
Output fields
| Field | Type |
|---|---|
Code | text |
Name | text |
Account type | text |
Sub type | text |
Parent account | text |
Status | text |
Description | text |
Created by | text |
3other output fields
Input fields
| Field | Type |
|---|---|
CustomerRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
First name | text |
Last name | text |
Display name | text |
Email | |
Phone | text |
Mobile | text |
14other output fields
Input fields
| Field | Type |
|---|---|
CouponRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Code | text |
Display text | text |
Status | text |
Discount type | text |
Discount value | number |
Duration period | text |
Discount criteria | text |
4other output fields
Input fields
| Field | Type |
|---|---|
CreditRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Credit date | date |
Notes | text |
Status | text |
Credit amount | text |
Applied amount | text |
Unapplied amount | text |
9other output fields
Input fields
| Field | Type |
|---|---|
CurrencyRequired | choice |
Effective Date | date |
Start Date | date |
End Date | date |
Rate Only | boolean |
Output fields
| Field | Type |
|---|---|
Currency code | text |
Currency name | text |
Status | text |
Base currency | boolean |
Exchange rate | number |
Effective date | text |
Rate update source | text |
Rate precision | number |
4other output fields
Input fields
| Field | Type |
|---|---|
CustomerRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Description | text |
Parent customer | text |
Website | text |
Payment terms | text |
Billing cycle day | text |
Billing contact ID | text |
12other output fields
Input fields
| Field | Type |
|---|---|
InvoiceRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Billing contact | object |
Zip | text |
City | text |
Email | text |
Phone | text |
State | text |
County | text |
Mobile | text |
Country | text |
Address 1 | text |
Address 2 | text |
Shipping contact | object |
Zip | text |
City | text |
Email | text |
Phone | text |
State | text |
County | text |
Mobile | text |
Country | text |
Address 1 | text |
Address 2 | text |
Customer name | text |
Invoice date | text |
Due date | text |
Start date | text |
26other output fields
Input fields
| Field | Type |
|---|---|
InvoiceRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Billing contact | object |
Zip | text |
City | text |
Email | text |
Phone | text |
State | text |
County | text |
Mobile | text |
Country | text |
Address 1 | text |
Address 2 | text |
Shipping contact | object |
Zip | text |
City | text |
Email | text |
Phone | text |
State | text |
County | text |
Mobile | text |
Country | text |
Address 1 | text |
Address 2 | text |
Customer name | text |
Invoice date | text |
Due date | text |
Start date | text |
26other output fields
Input fields
| Field | Type |
|---|---|
OrderRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Order date | date |
Customer ID | text |
Currency | text |
Status | text |
Order amount | text |
Bill contact ID | text |
Shipping contact ID | text |
8other output fields
Input fields
| Field | Type |
|---|---|
PaymentRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Input fields
| Field | Type |
|---|---|
CustomerRequired | choice |
Output fields
| Field | Type |
|---|---|
Payment method ID | text |
Customer ID | text |
Customer payment gateway ID | text |
Payment type | text |
Type | text |
Account number | text |
Account holder name | text |
Country | text |
2other output fields
Input fields
| Field | Type |
|---|---|
Payment RunRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Status | text |
Filter options | object |
Target date | text |
Success count | number |
Failure count | number |
Currency | text |
Payments total value | text |
7other output fields
Input fields
| Field | Type |
|---|---|
PlanRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Description | text |
Created by | |
Updated by | |
Created date | date |
Updated date | date |
Custom fields | object |
Custom field 1 | text |
Custom field 2 | text |
1other output field
Input fields
| Field | Type |
|---|---|
ProductRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Sku | text |
Status | text |
Description | text |
Taxable | boolean |
Price | text |
Created date | date |
4other output fields
Input fields
| Field | Type |
|---|---|
QuoteRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Customer name | text |
Status | text |
Billing start date | text |
Service start date | text |
Quote placed at | text |
Quote expiry at | text |
27other output fields
Input fields
| Field | Type |
|---|---|
ReportRequired | choice |
Output fields
| Field | Type |
|---|---|
Data | object |
Created by | text |
Description | text |
Last modified | text |
Name | text |
Permitted filters | object |
UUID | text |
Input fields
| Field | Type |
|---|---|
Revenue RuleRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Recognition method | text |
Recognition schedule period | text |
Posting day | text |
Posting method | text |
Status | text |
Recognition term | text |
4other output fields
Input fields
| Field | Type |
|---|---|
Revenue ScheduleRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Source transaction | text |
Product ID | text |
Product name | text |
Total revenue | text |
Recognized revenue | text |
Unrecognized revenue | text |
7other output fields
Input fields
| Field | Type |
|---|---|
CustomerRequired | choice |
Input fields
| Field | Type |
|---|---|
SubscriptionRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Status | text |
Contract effective date | text |
Billing start date | text |
Service start date | text |
Order placed at | text |
Cancellation date | text |
17other output fields
Input fields
| Field | Type |
|---|---|
TaxRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Label | text |
Tax percent | number |
Enabled | boolean |
Zip | text |
City | text |
State | text |
Country | text |
8other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
Available filters | object |
Account balance period | text |
Account types account type | text |
Chart of accounts name | text |
Customers name | text |
Customers customer | text |
Customers customer ID | text |
Reporting currencies reporting currency | text |
Created at | text |
Created by | |
Default parameters | object |
Account balance period | text |
Account types account type | text |
Chart of accounts name | text |
Customers name | text |
Customers customer | text |
Customers customer ID | text |
Reporting currencies reporting currency | text |
Description | text |
Name | text |
Updated at | text |
Updated by |
2other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
Name | text |
Description | text |
Approval object type | text |
Status | boolean |
Entry criteria | text |
Approval type | text |
ID | text |
Created at | date |
4other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Status | text |
Target date | text |
Invoice date | text |
Invoices total | text |
Invoices count | text |
Currency | text |
Charge type | text |
7other output fields
Input fields
| Field | Type |
|---|---|
Product ID | choice |
Charge ID | choice |
Charge Ready Date | text |
Charge Type | text |
Currency | text |
Customer ID | choice |
Subscription ID | choice |
UID | text |
1other input field
Output fields
| Field | Type |
|---|---|
ID | number |
Uid | text |
Billing schedule ID | text |
Line type | text |
Charge ready date | text |
Start date | text |
End date | text |
Unit price | text |
27other output fields
Input fields
| Field | Type |
|---|---|
Header Only | boolean |
Sort | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Customer name | text |
Subscription ID | text |
Product ID | text |
Product name | text |
Charge ID | text |
Charge name | text |
11other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
Code | text |
Name | text |
Account type | text |
Sub type | text |
Parent account | text |
Status | text |
Description | text |
Created by | text |
3other output fields
Input fields
| Field | Type |
|---|---|
CustomerRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Display name | text |
First name | text |
Last name | text |
Email | |
Phone | text |
Mobile | text |
14other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Code | text |
Display text | text |
Status | text |
Discount type | text |
Discount value | number |
Duration period | number |
Trial type | text |
10other output fields
Input fields
| Field | Type |
|---|---|
Sort | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Credit date | date |
Notes | text |
Status | text |
Credit amount | text |
Applied amount | text |
Unapplied amount | text |
9other output fields
Input fields
| Field | Type |
|---|---|
Currency Code | text |
Effective Date | date |
Rate Only | boolean |
Sort | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
Currency code | text |
Currency name | text |
Status | text |
Base currency | boolean |
Exchange rate | number |
Effective date | text |
Rate update source | text |
Rate precision | number |
4other output fields
Input fields
| Field | Type |
|---|---|
Name | text |
Aggregate By | text |
Filter By | text |
Fuzzy | text |
Group By | text |
Header Only | boolean |
Sort | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
Name | text |
Customer type | text |
Description | text |
Website | text |
Tax exempt | boolean |
Auto pay | boolean |
Edit auto pay | boolean |
Print preference | boolean |
32other output fields
Input fields
| Field | Type |
|---|---|
Customer ID | choice |
Invoice Date | date |
Sort | text |
Status | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Billing contact | object |
Zip | text |
City | text |
Email | text |
Phone | text |
State | text |
County | text |
Mobile | text |
Country | text |
Address 1 | text |
Address 2 | text |
Shipping contact | object |
Zip | text |
City | text |
Email | text |
Phone | text |
State | text |
County | text |
Mobile | text |
Country | text |
Address 1 | text |
Address 2 | text |
Customer name | text |
Invoice date | text |
Due date | text |
Start date | text |
26other output fields
Input fields
| Field | Type |
|---|---|
Sort | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Order date | date |
Customer ID | text |
Currency | text |
Status | text |
Order amount | text |
Bill contact ID | text |
Shipping contact ID | text |
8other output fields
Input fields
| Field | Type |
|---|---|
CustomerRequired | choice |
Sort | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
Payment method ID | text |
Customer ID | text |
Customer payment gateway ID | text |
Payment type | text |
Type | text |
Account number | text |
Account holder name | text |
Country | text |
2other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Status | text |
Filter options | object |
Target date | text |
Success count | number |
Failure count | number |
Currency | text |
Payments total value | text |
7other output fields
Input fields
| Field | Type |
|---|---|
Sort | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Payment date | date |
Notes | text |
Status | text |
Payment amount | text |
Applied amount | text |
Unapplied amount | text |
11other output fields
Input fields
| Field | Type |
|---|---|
PlanRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Product ID | text |
Name | text |
Description | text |
Type | text |
Timing | text |
Charge timing | text |
Pricing model | text |
15other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Description | text |
Created by | |
Updated by | |
Created date | date |
Updated date | date |
Custom fields | object |
Custom field 1 | text |
Custom field 2 | text |
1other output field
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Sku | text |
Status | text |
Description | text |
Taxable | boolean |
Price | text |
Created date | date |
4other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Customer name | text |
Status | text |
Billing start date | text |
Service start date | text |
Quote placed at | text |
Quote expiry at | text |
27other output fields
Input fields
| Field | Type |
|---|---|
Sort | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Refund date | text |
Refund amount | text |
Refund type | text |
Payment ID | text |
Notes | text |
Reference number | text |
4other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Recognition method | text |
Recognition schedule period | text |
Posting day | text |
Posting method | text |
Status | text |
Recognition term | text |
4other output fields
Input fields
| Field | Type |
|---|---|
Charge ID | text |
Charge Type | text |
Created Date | text |
Customer | choice |
Product | choice |
Recognized Revenue | text |
Revenue Schedule ID | text |
Subscription | choice |
5other input fields
Output fields
| Field | Type |
|---|---|
Uid | text |
Financial period | text |
Posted | text |
Posting date | text |
Period revenue | text |
Amount | text |
Revenue schedule ID | text |
Subscription charge uid | text |
15other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Source transaction | text |
Product ID | text |
Product name | text |
Total revenue | text |
Recognized revenue | text |
Unrecognized revenue | text |
7other output fields
Input fields
| Field | Type |
|---|---|
Customer | choice |
Status | text |
Auto Renew | boolean |
Billing Start Date | date |
Contract Effective Date | date |
Current Term Start Date | date |
Service Start Date | date |
Sort | text |
2other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Status | text |
Contract effective date | text |
Billing start date | text |
Service start date | text |
Order placed at | text |
Cancellation date | text |
17other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Label | text |
Tax percent | number |
Enabled | boolean |
Zip | text |
City | text |
State | text |
Country | text |
8other output fields
Input fields
| Field | Type |
|---|---|
Limit | number |
Actions
Input fields
| Field | Type |
|---|---|
SubscriptionRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Status | text |
Contract effective date | text |
Billing start date | text |
Service start date | text |
Order placed at | text |
Cancellation date | text |
13other output fields
Input fields
| Field | Type |
|---|---|
Payment | choice |
Invoices | array |
Input fields
| Field | Type |
|---|---|
ApprovalRequired | choice |
Comment | text |
Output fields
| Field | Type |
|---|---|
Success | boolean |
Message | text |
Approval | object |
ID | number |
Step name | text |
Status | text |
Comment | text |
Description | text |
Created at | date |
Updated at | date |
Approval object type | text |
Approval object ID | text |
Approval process ID | text |
Input fields
| Field | Type |
|---|---|
Record IDRequired | choice |
Module TypeRequired | choice |
Output fields
| Field | Type |
|---|---|
Success | boolean |
Message | text |
Input fields
| Field | Type |
|---|---|
SubscriptionRequired | choice |
Cancellation Date | date |
Cancellation Reason | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Status | text |
Contract effective date | text |
Billing start date | text |
Service start date | text |
Order placed at | text |
Cancellation date | text |
11other output fields
Input fields
| Field | Type |
|---|---|
QuoteRequired | choice |
Output fields
| Field | Type |
|---|---|
Subscription ID | text |
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Approval Object TypeRequired | text |
Approval TypeRequired | text |
StatusRequired | boolean |
Description | text |
Entry Criteria | text |
Exit Actions | object |
On Approval | array |
Approval Steps | array |
Output fields
| Field | Type |
|---|---|
Name | text |
Description | text |
Approval object type | text |
Status | boolean |
Entry criteria | text |
Approval type | text |
ID | text |
Created at | text |
4other output fields
Input fields
| Field | Type |
|---|---|
Target DateRequired | date |
Invoice DateRequired | date |
Charge TypeRequired | choice |
Filter Options | object |
Order | array |
Customer | array |
Auto Post | boolean |
Send After Post | boolean |
Skip Zero Lines | boolean |
Do Not Email If Invoice Balance Zero | boolean |
2other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Status | text |
Target date | text |
Invoice date | text |
Invoices total | text |
Invoices count | text |
Currency | text |
Charge type | text |
7other output fields
Input fields
| Field | Type |
|---|---|
IDRequired | choice |
Product IDRequired | choice |
NameRequired | text |
TypeRequired | choice |
TimingRequired | choice |
Effective Date | text |
Billing Date | text |
Pricing Model | choice |
11other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Product ID | text |
Name | text |
Description | text |
Type | text |
List price | text |
Billing period | text |
Billing period start alignment | text |
4other output fields
Input fields
| Field | Type |
|---|---|
Code | text |
Name | text |
Account Type | choice |
Sub Type | text |
Parent Account | text |
Status | choice |
Description | text |
Created By |
3other input fields
Output fields
| Field | Type |
|---|---|
Code | text |
Name | text |
Account type | text |
Sub type | text |
Parent account | text |
Status | text |
Description | text |
Created by |
3other output fields
Input fields
| Field | Type |
|---|---|
Customer IDRequired | choice |
First Name | text |
Last Name | text |
Email | |
Phone | text |
Mobile | text |
Job Title | text |
Department | text |
11other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
First name | text |
Last name | text |
Display name | text |
Email | |
Phone | text |
Mobile | text |
14other output fields
Input fields
| Field | Type |
|---|---|
IDRequired | text |
CodeRequired | text |
Display TextRequired | text |
Discount ValueRequired | number |
Status | choice |
Discount Type | choice |
Duration Period | text |
Discount Criteria | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Code | text |
Display text | text |
Status | text |
Discount type | text |
Discount value | number |
Duration period | text |
Discount criteria | text |
4other output fields
Input fields
| Field | Type |
|---|---|
Customer IDRequired | choice |
Credit DateRequired | date |
Credit AmountRequired | text |
Credit ID | text |
Notes | text |
Status | choice |
Applied Amount | text |
Unapplied Amount | text |
8other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Credit date | date |
Notes | text |
Status | text |
Credit amount | text |
Applied amount | text |
Unapplied amount | text |
5other output fields
Input fields
| Field | Type |
|---|---|
Currency CodeRequired | text |
Currency NameRequired | text |
Status | choice |
Rate Update Source | choice |
Exchange Rate | number |
Effective Date | date |
Rate Precision | number |
Output fields
| Field | Type |
|---|---|
Currency code | text |
Currency name | text |
Status | text |
Base currency | boolean |
Exchange rate | number |
Effective date | text |
Rate update source | text |
Rate precision | number |
4other output fields
Input fields
| Field | Type |
|---|---|
Customer IDRequired | text |
Customer NameRequired | text |
Status | choice |
Description | text |
Parent Customer | text |
Website | url |
Payment Terms | text |
Billing Cycle Day | text |
17other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Description | text |
Parent customer | text |
Website | text |
Payment terms | text |
Billing cycle day | text |
Billing contact ID | text |
12other output fields
Input fields
| Field | Type |
|---|---|
Order IDRequired | text |
Order DateRequired | date |
Customer IDRequired | choice |
Line ItemsRequired | array |
Currency | text |
Status | choice |
Order Amount | number |
Separate Invoice | boolean |
11other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Order date | date |
Customer ID | text |
Currency | text |
Status | text |
Order amount | text |
Bill contact ID | text |
Shipping contact ID | text |
8other output fields
Input fields
| Field | Type |
|---|---|
Customer IDRequired | choice |
Payment AmountRequired | text |
Payment DateRequired | date |
Output fields
| Field | Type |
|---|---|
ID | text |
External ID | text |
Customer ID | text |
Customer name | text |
Payment date | text |
Notes | text |
Status | text |
Payment amount | text |
29other output fields
Input fields
| Field | Type |
|---|---|
Payment TypeRequired | choice |
Account NumberRequired | text |
ExpiryRequired | text |
Customer IDRequired | choice |
Customer Payment Gateway ID | text |
Card Type | text |
Account Holder Name | text |
Token | text |
5other input fields
Output fields
| Field | Type |
|---|---|
Payment method ID | text |
Customer ID | text |
Customer payment gateway ID | text |
Payment type | text |
Type | text |
Account number | text |
Account holder name | text |
Country | text |
2other output fields
Input fields
| Field | Type |
|---|---|
Target DateRequired | date |
Filter Options | object |
Customer | array |
Invoice | array |
Retry Failed Payment | boolean |
Payment Processing Surcharge | boolean |
Output fields
| Field | Type |
|---|---|
ID | text |
Status | text |
Filter options | object |
Customer | array |
Invoice | array |
Target date | text |
Success count | number |
Failure count | number |
Currency | text |
Payments total value | text |
7other output fields
Input fields
| Field | Type |
|---|---|
Plan NameRequired | text |
ChargesRequired | array |
Plan ID | text |
Description | text |
Created By | |
Updated By | |
Status | choice |
Public URL | url |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Description | text |
Created by | |
Updated by | |
Created date | date |
Updated date | date |
Custom fields | object |
Custom field 1 | text |
Custom field 2 | text |
1other output field
Input fields
| Field | Type |
|---|---|
Product NameRequired | text |
Transaction Posting Entries | array |
Product ID | text |
SKU | text |
Status | choice |
Taxable | boolean |
Description | text |
Price | text |
8other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Sku | text |
Status | text |
Description | text |
Taxable | boolean |
Price | text |
Created date | date |
4other output fields
Input fields
| Field | Type |
|---|---|
Customer IDRequired | choice |
Sender NameRequired | text |
Sender EmailRequired | |
Recipient NameRequired | text |
Recipient EmailRequired | |
Billing Start DateRequired | date |
Service Start DateRequired | date |
Quote Expiry DateRequired | date |
17other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Customer name | text |
Status | text |
Billing start date | text |
Service start date | text |
Quote placed at | text |
Quote expiry at | text |
27other output fields
Input fields
| Field | Type |
|---|---|
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
| Field | Type |
|---|---|
ID | text |
Name | text |
Recognition method | text |
Recognition schedule period | text |
Posting day | text |
Posting method | text |
Status | text |
Recognition term | text |
4other output fields
Input fields
| Field | Type |
|---|---|
Subscription ID | text |
CustomerRequired | choice |
Status | choice |
Contract Effective DateRequired | date |
Billing Start DateRequired | date |
Service Start DateRequired | date |
Order Placed At | date |
Cancellation Date | date |
19other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Status | text |
Contract effective date | text |
Billing start date | text |
Service start date | text |
Order placed at | text |
Cancellation date | text |
13other output fields
Input fields
| Field | Type |
|---|---|
Label | text |
Tax Percent | number |
Enabled | boolean |
Product Tax Group ID | text |
Country | text |
ZIP | text |
City | text |
State | text |
3other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Label | text |
Tax percent | number |
Enabled | boolean |
Zip | text |
City | text |
State | text |
Country | text |
8other output fields
Input fields
| Field | Type |
|---|---|
Billing RunRequired | choice |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
PlanRequired | choice |
Input fields
| Field | Type |
|---|---|
CustomerRequired | choice |
Input fields
| Field | Type |
|---|---|
CouponRequired | choice |
Input fields
| Field | Type |
|---|---|
CurrencyRequired | choice |
Output fields
| Field | Type |
|---|---|
Currency | text |
Success | boolean |
Input fields
| Field | Type |
|---|---|
CustomerRequired | choice |
Output fields
| Field | Type |
|---|---|
Customer | text |
Success | boolean |
Input fields
| Field | Type |
|---|---|
Custom ObjectRequired | choice |
Input fields
| Field | Type |
|---|---|
Custom ObjectRequired | choice |
Record IDRequired | text |
Input fields
| Field | Type |
|---|---|
InvoiceRequired | choice |
Input fields
| Field | Type |
|---|---|
OrderRequired | choice |
Input fields
| Field | Type |
|---|---|
PaymentRequired | choice |
Input fields
| Field | Type |
|---|---|
CustomerRequired | choice |
Input fields
| Field | Type |
|---|---|
Payment RunRequired | choice |
Input fields
| Field | Type |
|---|---|
PlanRequired | choice |
Input fields
| Field | Type |
|---|---|
QuoteRequired | choice |
Input fields
| Field | Type |
|---|---|
Revenue RuleRequired | choice |
Input fields
| Field | Type |
|---|---|
SubscriptionRequired | choice |
Input fields
| Field | Type |
|---|---|
TaxRequired | choice |
Output fields
| Field | Type |
|---|---|
Tax | text |
Success | boolean |
Input fields
| Field | Type |
|---|---|
ReportRequired | choice |
Mode | choice |
Format | choice |
Include Report Parameters | boolean |
Output fields
| Field | Type |
|---|---|
Data | object |
Job ID | text |
Status URL | url |
Input fields
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
Output fields
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
Input fields
| Field | Type |
|---|---|
SubscriptionRequired | choice |
Callback URL | url |
Output fields
| Field | Type |
|---|---|
Success | boolean |
Message | text |
Subscription | object |
ID | text |
Customer ID | text |
Customer name | text |
Bill contact ID | text |
Shipping contact ID | text |
Status | text |
Defer start date | boolean |
Billing start date | text |
Service start date | text |
Order placed at | text |
Input fields
| Field | Type |
|---|---|
ApprovalRequired | choice |
Comments | text |
Assignees | array |
Output fields
| Field | Type |
|---|---|
Success | boolean |
Message | text |
Approval | object |
ID | number |
Step name | text |
Status | text |
Comment | text |
Description | text |
Created at | date |
Updated at | date |
Approval object type | text |
Approval object ID | text |
Approval process ID | text |
Input fields
| Field | Type |
|---|---|
PaymentRequired | choice |
Customer | choice |
Refund Date | date |
Refund Amount | number |
Refund Type | text |
Invoices | array |
Output fields
| Field | Type |
|---|---|
ID | text |
External ID | text |
Customer ID | text |
Refund date | text |
Refund amount | text |
Refund type | text |
Payment ID | text |
Refund status | text |
13other output fields
Input fields
| Field | Type |
|---|---|
ApprovalRequired | choice |
Comment | text |
Output fields
| Field | Type |
|---|---|
Success | boolean |
Message | text |
Approval | object |
ID | number |
Step name | text |
Status | text |
Comment | text |
Description | text |
Created at | date |
Updated at | date |
Approval object type | text |
Approval object ID | text |
Approval process ID | text |
Input fields
| Field | Type |
|---|---|
SubscriptionRequired | choice |
CustomerRequired | choice |
Status | choice |
Contract Effective DateRequired | date |
Billing Start DateRequired | date |
Service Start DateRequired | date |
Order Placed At | date |
Cancellation Date | date |
19other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Status | text |
Contract effective date | text |
Billing start date | text |
Service start date | text |
Order placed at | text |
Cancellation date | text |
13other output fields
Input fields
| Field | Type |
|---|---|
CreditRequired | choice |
Input fields
| Field | Type |
|---|---|
PaymentRequired | choice |
Input fields
| Field | Type |
|---|---|
SubscriptionRequired | choice |
Version NumberRequired | number |
Callback URL | url |
Output fields
| Field | Type |
|---|---|
Success | boolean |
Message | text |
Subscription | object |
ID | text |
Customer ID | text |
Customer name | text |
Bill contact ID | text |
Shipping contact ID | text |
Status | text |
Defer start date | boolean |
Billing start date | text |
Service start date | text |
Order placed at | text |
Input fields
| Field | Type |
|---|---|
Context IDRequired | text |
Template NameRequired | text |
Attachments | array |
Field Names | array |
Output fields
| Field | Type |
|---|---|
Success | boolean |
Input fields
| Field | Type |
|---|---|
QuoteRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Customer name | text |
Status | text |
Billing start date | text |
Service start date | text |
Quote placed at | text |
Quote expiry at | text |
28other output fields
Input fields
| Field | Type |
|---|---|
Approval Object Type | text |
Approval Object ID | text |
Output fields
| Field | Type |
|---|---|
Success | boolean |
Message | text |
Record | object |
Approval status | text |
Invoice ID | text |
Company ID | number |
ID | number |
Subscription ID | number |
Start date | text |
End date | text |
Due date | text |
Notes | text |
Created at | date |
Input fields
| Field | Type |
|---|---|
Approval ProcessRequired | choice |
NameRequired | text |
Approval Object TypeRequired | text |
Approval TypeRequired | text |
StatusRequired | boolean |
Description | text |
Entry Criteria | text |
Approval Steps | array |
Output fields
| Field | Type |
|---|---|
Name | text |
Description | text |
Approval object type | text |
Status | boolean |
Entry criteria | text |
Approval type | text |
ID | text |
Created at | text |
4other output fields
Input fields
| Field | Type |
|---|---|
Billing Schedule IDRequired | choice |
Customer IDRequired | choice |
Subscription IDRequired | choice |
Product IDRequired | choice |
Product NameRequired | text |
Customer Name | text |
Charge ID | choice |
Charge Name | text |
11other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Customer name | text |
Subscription ID | text |
Product ID | text |
Product name | text |
Charge ID | text |
Charge name | text |
11other output fields
Input fields
| Field | Type |
|---|---|
PlanRequired | choice |
Product ID | text |
Name | text |
Description | text |
Type | choice |
Prepayment Amount | number |
Pricing Model | choice |
List Price | text |
7other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Product ID | text |
Name | text |
Description | text |
Type | text |
Timing | text |
Charge timing | text |
Pricing model | text |
15other output fields
Input fields
| Field | Type |
|---|---|
CustomerRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
First name | text |
Last name | text |
Display name | text |
Email | |
Phone | text |
Mobile | text |
14other output fields
Input fields
| Field | Type |
|---|---|
Coupon IDRequired | choice |
Code | text |
Display Text | text |
Status | choice |
Discount Type | choice |
Discount Value | number |
Duration Period | text |
Trial Type | text |
2other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Code | text |
Display text | text |
Status | text |
Discount type | text |
Discount value | number |
Duration period | text |
Discount criteria | text |
4other output fields
Input fields
| Field | Type |
|---|---|
CreditRequired | choice |
Customer IDRequired | choice |
Credit DateRequired | date |
Credit AmountRequired | text |
Credit ID | text |
Notes | text |
Status | choice |
Applied Amount | text |
9other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Credit date | date |
Notes | text |
Status | text |
Credit amount | text |
Applied amount | text |
Unapplied amount | text |
5other output fields
Input fields
| Field | Type |
|---|---|
CurrencyRequired | choice |
Currency Name | text |
Status | choice |
Rate Update Source | choice |
Exchange Rate | number |
Effective Date | date |
Rate Precision | number |
Output fields
| Field | Type |
|---|---|
Currency code | text |
Currency name | text |
Status | text |
Base currency | boolean |
Exchange rate | number |
Effective date | text |
Rate update source | text |
Rate precision | number |
4other output fields
Input fields
| Field | Type |
|---|---|
Customer IDRequired | choice |
Customer Name | text |
Status | choice |
Description | text |
Parent Customer | text |
Website | url |
Payment Terms | text |
Billing Cycle Day | text |
17other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Description | text |
Parent customer | text |
Website | text |
Payment terms | text |
Billing cycle day | text |
Billing contact ID | text |
12other output fields
Input fields
| Field | Type |
|---|---|
InvoiceRequired | choice |
Notes | text |
PO Number | text |
Due Date | date |
Invoice Lines | array |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Billing contact | object |
Zip | text |
City | text |
Email | text |
Phone | text |
State | text |
County | text |
Mobile | text |
Country | text |
Address 1 | text |
Address 2 | text |
Shipping contact | object |
Zip | text |
City | text |
Email | text |
Phone | text |
State | text |
County | text |
Mobile | text |
Country | text |
Address 1 | text |
Address 2 | text |
Customer name | text |
Invoice date | text |
Due date | text |
Start date | text |
26other output fields
Input fields
| Field | Type |
|---|---|
OrderRequired | choice |
Order DateRequired | date |
Customer IDRequired | choice |
Line ItemsRequired | array |
Currency | text |
Status | choice |
Order Amount | number |
Separate Invoice | boolean |
11other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Order date | date |
Customer ID | text |
Currency | text |
Status | text |
Order amount | text |
Bill contact ID | text |
Shipping contact ID | text |
8other output fields
Input fields
| Field | Type |
|---|---|
PaymentRequired | choice |
Customer IDRequired | choice |
Payment DateRequired | date |
Notes | text |
Status | choice |
Payment Amount | number |
Fee Amount | number |
Applied Amount | number |
14other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Payment date | date |
Notes | text |
Status | text |
Payment amount | text |
Applied amount | text |
Unapplied amount | text |
7other output fields
Input fields
| Field | Type |
|---|---|
CustomerRequired | choice |
Payment MethodRequired | choice |
Is Default | boolean |
Gateway | text |
Gateway Token | text |
Input fields
| Field | Type |
|---|---|
PlanRequired | choice |
Plan NameRequired | text |
ChargesRequired | array |
Description | text |
Created By | |
Updated By | |
Status | choice |
Public URL | url |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Description | text |
Created by | |
Updated by | |
Created date | date |
Updated date | date |
Custom fields | object |
Custom field 1 | text |
Custom field 2 | text |
1other output field
Input fields
| Field | Type |
|---|---|
ProductRequired | choice |
Product NameRequired | text |
Transaction Posting Entries | array |
SKU | text |
Status | choice |
Taxable | boolean |
Description | text |
Price | text |
8other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Sku | text |
Status | text |
Description | text |
Taxable | boolean |
Plans | array |
Created date | date |
4other output fields
Input fields
| Field | Type |
|---|---|
QuoteRequired | choice |
Notes | text |
PO Number | text |
Expiration Date | date |
Quote Lines | array |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Customer name | text |
Status | text |
Billing start date | text |
Service start date | text |
Quote placed at | text |
Quote expiry at | text |
27other output fields
Input fields
| Field | Type |
|---|---|
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
| Field | Type |
|---|---|
ID | text |
Name | text |
Recognition method | text |
Recognition schedule period | text |
Posting day | text |
Posting method | text |
Status | text |
Recognition term | text |
4other output fields
Input fields
| Field | Type |
|---|---|
Revenue ScheduleRequired | choice |
Schedule Lines | array |
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Source transaction | text |
Product ID | text |
Product name | text |
Plan ID | text |
Plan name | text |
Charge ID | text |
13other output fields
Input fields
| Field | Type |
|---|---|
SubscriptionRequired | choice |
CustomerRequired | choice |
Status | choice |
Contract Effective DateRequired | date |
Billing Start DateRequired | date |
Service Start DateRequired | date |
Order Placed At | date |
Cancellation Date | date |
19other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Status | text |
Contract effective date | text |
Billing start date | text |
Service start date | text |
Order placed at | text |
Cancellation date | text |
13other output fields
Input fields
| Field | Type |
|---|---|
TaxRequired | choice |
Label | text |
Tax Percent | number |
Enabled | boolean |
Product Tax Group ID | text |
Country | text |
ZIP | text |
City | text |
4other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Label | text |
Tax percent | number |
Enabled | boolean |
Zip | text |
City | text |
State | text |
Country | text |
8other output fields
Input fields
| Field | Type |
|---|---|
InvoiceRequired | choice |