STEP 1
Select Plastiq in workflow
Pick Plastiq app in the workflow builder [4] - just one click to select the app.
Plastiq Integration
B2B card payments for invoices and supplier payouts. Sync Plastiq invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Payments arrives, automatically continue with Get a Payer or Get a Payment.
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Supported triggers and actions for Plastiq integration
Triggers can detect changes in Plastiq and run actions that can create, search or modify data inside Plastiq automatically [3] — exactly how you set them.
- Watch PaymentsTriggers when a new payment is received.
- Watch RecipientsTriggers when there is a new recipient to be monitored.
- Get a PayerRetrieves information about a payer from the service.
- Get a PaymentRetrieves a single payment from the service.
- Get a Payment IntentRetrieves a single payment intent by its ID.
- Get a Payment MethodRetrieves a payment method from the service.
- Get a RecipientRetrieves information for a specified recipient.
- Get Biller DetailsRetrieves details of a specific biller using their unique identifier.
- List CategoriesRetrieves a paginated list of categories by query parameters.
- List Payment MethodsRetrieves a paginated list of payment methods by query parameters.
- List PaymentsRetrieves a paginated list of payments based on query parameters.
- List RecipientsRetrieves a paginated list of recipients using query parameters.
- List Webhook NotificationsRetrieves a paginated list of webhook notifications by query parameters.
- Search BillersRetrieves a list of billers based on specified criteria.
- Create a Client SecretCreates a client secret for use with Connect Workflows.
- Create a PayerCreates a new payer in the system.
- Create a Payment from a Payment IntentCreates a payment based on a specified payment intent.
- Create a Payment IntentCreates a payment intent for a specified amount and currency.
- Create a Payment MethodCreates a payment method in the service.
- Create a RecipientCreates a new payment recipient.
How to integrate Plastiq in automation workflow?
3 simple steps to make your Plastiq connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Plastiq
When prompted, authorize access to Plastiq in WEXTL once. Plastiq credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Plastiq account. Approve?
STEP 3
Build a workflow
Build your workflow with Plastiq yourself or with WEXTL® AI Builder. Connect Plastiq to any available integrations [5], or use HTTP node to go beyond them.
Plastiq
How Plastiq connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Plastiq 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 Plastiq supports.
The following table illustrates what fields Plastiq integration require during authorization flow inside our workflow builder [4].
Connect Plastiq
Connect - Environment*Text
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Connect - API Key*Text
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Demonstration of Plastiq connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Connect - EnvironmentRequired | select | Select the Connect environment. Sandbox and Production use separate API Keys and are not interchangeable. |
Connect - API KeyRequired | password | Enter your Connect API Key. Found in the Partner Portal under API Keys. Make sure to use the correct key for your selected environment. |
Connect Plastiq to popular apps on WEXTL
Enter a name of the other app you want to sync with Plastiq below. Click on selected app to explore integration options with Plastiq. 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 Plastiq integration
Select Watch Payments trigger from Plastiq - this will be a starting point in your automation. Whenever event happens in Plastiq, workflow will start [7] from Watch Payments node.
Search for Create a Payment from a Payment Intent, connect it as the next step of integration sequence. You can use filters between Watch Payments and Create a Payment from a Payment Intent, so only important data pass from Watch Payments to the next step. WEXTL gives you full control over the process of Plastiq automation. All parts of workflow are visible on the canvas [4].
Plastiq on WEXTL has 28 modules for building finance automations. Explore Plastiq documentation for more.
Video slide demonstrates how Watch Payments and Create a Payment from a Payment Intent [6] nodes are used in Plastiq workflow.
Frequently asked questions
Common questions about automating Plastiq in your workflows.
Plastiq has 2 triggers, including "Watch Payments" and "Watch Recipients". Triggers are start points of the workflow, and automations may start from them.
Integration has 26 actions, including "Get a Payer", "Get a Payment", and "Get a Payment Intent", and more. Refer to our Plastiq 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 Plastiq integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Plastiq official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Plastiq 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 Plastiq 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 Plastiq 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 Plastiq 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 Plastiq integration.
- Plastiq integration source code, module specs and credentials implementation.
- Internal Plastiq integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Plastiq 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® Plastiq App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation