What actions can I run in Paytrace?

30 actions are available, including "List Transactions by Date", "Adjust a Transaction", and "Capture a Transaction", 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.

Paytrace Integrations

Payment gateway and merchant services for card processing. Sync Paytrace invoices, payments, and ledgers with CRM, billing, and ops tools.

Explore Documentation

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Data Encryption
2FA
Local Data Region

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.

When to use Paytrace

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

Run "List Transactions by Date" in Paytrace from any upstream event — map fields once and let the automation handle the rest.
Automate "Adjust a Transaction" in Paytrace as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Layer "Capture a Transaction" from Paytrace with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting Paytrace to WEXTL®

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

Use in workflow automation

Start from Paytrace’s List Transactions by Date step and wire it straight into the run — one node on the canvas, no glue script.

Add Create a Sale by Transaction ID 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 30 ready-made steps for finance work, and every run records what went in and what came back.

Paytrace workflow on the canvas: List Transactions by Date then Create a Sale by Transaction ID

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.

Field

Type

Help

EnvironmentRequired

select

—

UsernameRequired

text

—

PasswordRequired

password

—

Integrator IDRequired

text

A unique ID to correlate an API consumers calls to the system.

Use in workflow automation

Start from Paytrace’s List Transactions by Date step and wire it straight into the run — one node on the canvas, no glue script.

Add Create a Sale by Transaction ID 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 30 ready-made steps for finance work, and every run records what went in and what came back.

Paytrace Integrations

When to use Paytrace

How to connect

Use in workflow automation

Frequently asked questions

Paytrace Integrations

When to use Paytrace

How to connect

Connect Paytrace to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Paytrace to any app in workflows

Connect Paytrace to any app in workflows

Connect Paytrace to any app in workflows

Paytrace Integrations

Paytrace triggers and actions

When to use Paytrace

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Paytrace support?

What actions can I run in Paytrace?

Do I need to write code to automate this?

Is the integration secure?

Paytrace Integrations

Paytrace triggers and actions

When to use Paytrace

How to connect

Connect Paytrace to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Paytrace support?

What actions can I run in Paytrace?

Do I need to write code to automate this?

Is the integration secure?

Connect Paytrace to any app in workflows

Connect Paytrace to any app in workflows

Connect Paytrace to any app in workflows