PaySimple Integration

Payment collection and invoicing for service-based small businesses. Connect PaySimple financial events to workflows that update records and notify the right teams. Start from Watch Customer Payments, then automate actions such as Get a Credit Card and Get a Customer.

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Supported triggers and actions for PaySimple integration

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

Watch Customer PaymentsTriggers when a new payment is created for a customer.
Watch Customer Recurring PaymentsTriggers when a new recurring payment schedule is created for a customer.
Watch CustomersTriggers when a new customer is created.
Watch PaymentsTriggers when a new payment is created.
Watch Recurring PaymentsTriggers when a new recurring payment schedule is created.
Watch Scheduled PaymentsTriggers when a new payment is made under a recurring payment schedule.
Get a Credit CardRetrieves the details of a credit card account.
Get a CustomerRetrieves the details of a customer.
Get a Customer's Default ACH AccountRetrieves a customer's default ACH account.
Get a Default Credit CardRetrieves a customer's default credit card account.
Get an ACH AccountRetrieves the details of an ACH account.
Get a PaymentRetrieves the details of a payment.
Get a Recurring PaymentRetrieves the details of a recurring payment schedule.
Get Customer AccountsRetrieves a customer's credit card and ACH accounts.
Get Payment OptionsRetrieves the payment options available to the merchant account.
List Customer ACH AccountsRetrieves a list of a customer's ACH accounts.
List Customer Credit Card AccountsRetrieves a list of a customer's credit card accounts.
List Customer PaymentsRetrieves a list of payments for a customer.
List Customer Recurring PaymentsRetrieves a list of a customer's recurring payment schedules.
List CustomersRetrieves a list of all customers.
List PaymentsRetrieves a list of payments, optionally filtered by date range.
List Recurring PaymentsRetrieves a list of all recurring payment schedules.
List Recurring Schedule PaymentsRetrieves a list of payments made under a recurring payment schedule.
Create a Credit CardCreates a new credit card account for a customer.
Create a CustomerCreates a new customer.
Create an ACH AccountCreates a new ACH account for a customer.
Create a PaymentCreates a new payment.
Create a Recurring PaymentCreates a new recurring payment schedule.
Delete a Credit CardDeletes a credit card account.
Delete a CustomerDeletes a customer.
Delete an ACH AccountDeletes an ACH account.
Delete a Recurring PaymentDeletes a recurring payment schedule.
Make an API CallPerforms an arbitrary authorized API call.
Pause a Recurring PaymentPauses a recurring payment schedule, optionally until a specified date.
Resume a Recurring PaymentResumes a paused or suspended recurring payment schedule.
Reverse a PaymentReverses an existing payment.
Set a Default AccountSets a credit card or ACH account as a customer's default.
Suspend a Recurring PaymentSuspends a recurring payment schedule.
Update a Credit CardUpdates an existing credit card account.
Update a CustomerUpdates an existing customer.
Update an ACH AccountUpdates an existing ACH account.
Update a Recurring PaymentUpdates an existing recurring payment schedule.
Void a PaymentVoids an existing payment.

How to integrate PaySimple in automation workflow?

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

STEP 1

Select PaySimple in workflow

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

STEP 2

Connect PaySimple

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

WEXTL wants to integrate with your PaySimple account. Approve?

STEP 3

Build a workflow

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

PaySimple

How PaySimple connects and integrates with WEXTL

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

Full PaySimple API documentation

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

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

Field	Type	Help
API UsernameRequired	text	Your API username (e.g. APIUser1225). Delivered via encrypted email from PaySimple.
API KeyRequired	password	Your API key. Store this securely — never expose it in a browser or unencrypted email.
Account TypeRequired	select	—
Merchant ID (Reseller Only)	text	Only required if you are a reseller acting on behalf of a specific merchant. Pass their PaySimple Merchant ID here.

Connect PaySimple to popular apps on WEXTL

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

Example automation with PaySimple integration

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

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

PaySimple on WEXTL has 43 modules for building finance automations. Explore PaySimple documentation for more.

Video slide demonstrates how Watch Customer Payments and Create a Customer nodes are used in PaySimple workflow.

Video slide demonstrates how Watch Customer Payments and Create a Customer [6] nodes are used in PaySimple workflow.

Frequently asked questions

Common questions about automating PaySimple in your workflows.

PaySimple has 6 triggers, including "Watch Customer Payments", "Watch Customer Recurring Payments", and "Watch Customers", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 37 actions, including "Get a Credit Card", "Get a Customer", and "Get a Customer's Default ACH Account", and more. Refer to our PaySimple Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

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

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

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

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

References

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

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

PaySimple Integration

Supported triggers and actions for PaySimple integration