Paytrace Integration

Payment gateway and merchant services for card processing. Sync Paytrace invoices, payments, and financial records with CRM, billing, and operations tools. When List Transactions by Date arrives, automatically continue with Adjust a Transaction or Capture a Transaction.

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Supported triggers and actions for Paytrace integration

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

List Transactions by DateRetrieves transactions for a specific date range.
Adjust a TransactionAdjusts an existing transaction amount.
Capture a TransactionCaptures a previously authorized transaction.
Create a Customer ProfileCreates a customer profile in the system.
Create a Keyed RefundProcesses a keyed refund.
Create a Keyed SaleProcesses a keyed sale transaction.
Create a Protected SaleProcesses a protected sale transaction.
Create a Protected Sale and a CustomerProcesses a protected sale and creates a customer profile.
Create a Recurring PaymentCreates a recurring payment for a specified account.
Create a Sale by Transaction IDProcesses a sale using an existing transaction ID.
Create a Swiped RefundProcesses a swiped card refund.
Create a Swiped SaleProcesses a swiped card sale.
Create a Vault RefundCreates a refund using a stored customer profile in a vault.
Create a Vault Sale by Customer IDProcesses a sale using a stored customer profile.
Delete a Customer ProfileDeletes a customer profile from the system.
Delete a Recurring PaymentDeletes a recurring payment for a specified user or account.
Export a BatchExports a single batch.
Export a Recurring PaymentExports a recurring payment.
Export a Settled TransactionExports a settled transaction from the system.
Export a TransactionExports a single transaction.
Export BatchesExports multiple batches from the service.
Export Customer ProfilesExports customer profile data from the system for external use.
Export Recurring PaymentsExports recurring payments from the system.
Export TransactionsExports multiple transactions.
Make an API CallPerforms an arbitrary authorized API request.
Refund a TransactionRefunds an existing transaction.
Send a ReceiptSends a transaction receipt via email.
Update a Customer ProfileUpdates customer profile details.
Update a Recurring PaymentUpdates a recurring payment with new details.
Void a TransactionVoids a transaction before settlement.

How to integrate Paytrace in automation workflow?

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

STEP 1

Select Paytrace in workflow

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

STEP 2

Connect Paytrace

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

WEXTL wants to integrate with your Paytrace account. Approve?

STEP 3

Build a workflow

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

Paytrace

How Paytrace connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Paytrace 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 Paytrace supports.

Full Paytrace API documentation

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

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

Field	Type	Help
EnvironmentRequired	select	—
UsernameRequired	text	—
PasswordRequired	password	—
Integrator IDRequired	text	A unique ID to correlate an API consumers calls to the system.

Connect Paytrace to popular apps on WEXTL

Enter a name of the other app you want to sync with Paytrace below. Click on selected app to explore integration options with Paytrace. 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 Paytrace integration

Select List Transactions by Date action from Paytrace - this will be a starting point in your automation. Whenever event happens in Paytrace, workflow will start [7] from List Transactions by Date node.

Search for Create a Sale by Transaction ID, connect it as the next step of integration sequence. You can use filters between List Transactions by Date and Create a Sale by Transaction ID, so only important data pass from List Transactions by Date to the next step. WEXTL gives you full control over the process of Paytrace automation. All parts of workflow are visible on the canvas [4].

Paytrace on WEXTL has 30 modules for building finance automations. Explore Paytrace documentation for more.

Video slide demonstrates how List Transactions by Date and Create a Sale by Transaction ID nodes are used in Paytrace workflow.

Video slide demonstrates how List Transactions by Date and Create a Sale by Transaction ID [6] nodes are used in Paytrace workflow.

Frequently asked questions

Common questions about automating Paytrace in your workflows.

Paytrace has no triggers, but it provides 30 actions including "List Transactions by Date", "Adjust a Transaction", and "Capture a Transaction". Pair them with triggers from other apps to automate Paytrace tasks.

Integration has 30 actions, including "List Transactions by Date", "Adjust a Transaction", and "Capture a Transaction", and more. Refer to our Paytrace 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 Paytrace integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Paytrace official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Paytrace 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 Paytrace 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 Paytrace 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 Paytrace 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 Paytrace integration.

Paytrace integration source code, module specs and credentials implementation.
Internal Paytrace integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Paytrace 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® Paytrace App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Paytrace Integration

Supported triggers and actions for Paytrace integration