What actions can I run in PaySimple?

37 actions are available, including "Get a Credit Card", "Get a Customer", and "Get a Customer's Default ACH Account", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

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

PaySimple Integrations

Payment collection and invoicing for service-based small businesses. When PaySimple posts a transaction, update records or alert finance automatically.

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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.

When to use PaySimple

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

React to "Watch Customer Payments" in PaySimple in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Get a Customer" in PaySimple from any upstream event — map fields once and let the automation handle the rest.
Layer "Watch Customers" from PaySimple with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting PaySimple to WEXTL®

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.

Use in workflow automation

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

Add Create a Customer as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 43 ready-made steps for finance work, and every run records what went in and what came back.

PaySimple workflow on the canvas: Watch Customer Payments then Create a Customer

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

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.

Use in workflow automation

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

Add Create a Customer as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 43 ready-made steps for finance work, and every run records what went in and what came back.

PaySimple Integrations

When to use PaySimple

How to connect

Use in workflow automation

Frequently asked questions

PaySimple Integrations

When to use PaySimple

How to connect

Connect PaySimple to any app in workflows

Use in workflow automation

Frequently asked questions

Connect PaySimple to any app in workflows

Connect PaySimple to any app in workflows

Connect PaySimple to any app in workflows

PaySimple Integrations

PaySimple triggers and actions

When to use PaySimple

How to connect

Use in workflow automation

Frequently asked questions

What triggers does PaySimple support?

What actions can I run in PaySimple?

Do I need to write code to automate this?

Is the integration secure?

PaySimple Integrations

PaySimple triggers and actions

When to use PaySimple

How to connect

Connect PaySimple to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does PaySimple support?

What actions can I run in PaySimple?

Do I need to write code to automate this?

Is the integration secure?

Connect PaySimple to any app in workflows

Connect PaySimple to any app in workflows

Connect PaySimple to any app in workflows