Requirements
Before you set up the credential, make sure you have an active Razorsync account and an API access token from your account settings ready.[3]
Get your Razorsync credentials
- RazorSync - Server NametextRequired
Your portal name. You can find this in your browser's address bar when logged into your account — it is the subdomain part of the URL: https://
[1]server-name.0.razorsync.com. Pasteserver-nameonly. - RazorSync - TokenpasswordRequired
Your unique API token. To obtain it, log into your portal and navigate to your API settings.
[1]
Connect Razorsync in WEXTL
- Log in to your WEXTL account, add the Razorsync node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Razorsync account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Razorsync node modules
The list below is a reference of every Razorsync node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Razorsync node module below opens to reveal its input parameters, outputs, and connection requirements.
Watch AddressesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Avs checked | boolean |
| Address line 1 | text |
| Address line 2 | text |
| Address name | text |
| Address type ID | text |
| Appartment number | text |
| Customer ID | number |
| Description | text |
3other output fields
Watch AttachmentsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Content type | text |
| File name | text |
| ID | number |
| Title | text |
| Customer ID | number |
Watch ContactsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Carrier ID | number |
| Contact type ID | number |
| Customer ID | number |
| Fax | text |
| First name | text |
| ID | number |
| Last name | text |
| Mobile phone | text |
4other output fields
Watch CustomersTrigger
Output fields[3]
| Field | Type |
|---|---|
| Addresses | array |
| Company name | text |
| Contacts | array |
| Create date | date |
| Custom ID | text |
| Customer type ID | number |
| Display name | text |
| ID | number |
| Is taxable | boolean |
9other output fields
Watch InvoicesTrigger
Output fields[3]
| Field | Type |
|---|---|
| Address ID | number |
| Bill to | text |
| Create date | text |
| Custom ID | text |
| Customer ID | number |
| Due date | text |
| Excel PDF tax rate | number |
| ID | number |
| Is hide on customer | boolean |
8other output fields
Watch PaymentsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Amount | number |
| Check number | text |
| Create date | date |
| Custom ID | text |
| ID | number |
| Invoice ID | number |
| Payment status | text |
| Payment type | text |
| User payee ID | text |
Watch QuotesTrigger
Output fields[3]
| Field | Type |
|---|---|
| Address ID | number |
| Create date | date |
| Custom ID | text |
| Customer ID | number |
| Description | boolean |
| End date time | date |
| Expiration date | date |
| ID | number |
| Is end time set | boolean |
9other output fields
Watch Service FormsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Description | text |
| Form fields | array |
| ID | number |
| Is default | boolean |
| Name | text |
Watch Service ItemsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Category | text |
| Category ID | number |
| Description | text |
| ID | number |
| Is default | boolean |
| Is taxable | boolean |
| Last change date | date |
| Name | text |
| Price per unit | text |
9other output fields
Watch Service RequestsTrigger
Output fields[3]
| Field | Type |
|---|---|
| Address ID | number |
| Create date | date |
| Custom ID | text |
| Customer ID | number |
| Description | text |
| Due date | date |
| End date | date |
| ID | number |
| Is time set | boolean |
4other output fields
Watch Work OrdersTrigger
Output fields[3]
| Field | Type |
|---|---|
| Actor ID | number |
| Create date | date |
| Custom ID | text |
| Description | text |
| End date | date |
| Field worker ID | number |
| ID | number |
| ID in context | number |
| Invoicing memo | text |
5other output fields
Create a ContactSearch
Input fields[3]
| Field | Type |
|---|---|
ContactsRequired | array |
CustomerRequired | choice |
First NameRequired | text |
Last NameRequired | text |
| Phone | text |
| Mobile Phone | text |
| Fax | text |
Notify Via EmailRequired | boolean |
Notify Via SMSRequired | boolean |
| Contact Type | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Carrier ID | number |
| Contact type ID | number |
| Customer ID | number |
| Fax | text |
| First name | text |
| ID | number |
| Last name | text |
| Mobile phone | text |
4other output fields
Create a Contact AddressSearch
Input fields[3]
| Field | Type |
|---|---|
ContactRequired | choice |
AddressRequired | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Address ID | number |
| Contact API model | object |
| Carrier ID | number |
| Contact type ID | number |
| Customer ID | number |
| text | |
| Fax | text |
| First name | text |
| ID | number |
| Last change date | text |
| Last name | text |
| Mobile phone | text |
| Contact ID | number |
| ID | number |
| Master ID | text |
| Position | number |
Create AddressSearch
Input fields[3]
| Field | Type |
|---|---|
AddressesRequired | array |
CustomerRequired | choice |
| Address Line 1 | text |
| Address Line 2 | text |
| Address Name | text |
| Address Type | choice |
| Apartment Number | text |
| Description | text |
| AVS Checked | boolean |
| Salesperson | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Avs checked | boolean |
| Address line 1 | text |
| Address line 2 | text |
| Address name | text |
| Address type ID | text |
| Appartment number | text |
| Customer ID | number |
| Description | text |
| ID | number |
2other output fields
Create Service ItemsSearch
Input fields[3]
| Field | Type |
|---|---|
NameRequired | text |
| Category | choice |
| Unit Type | choice |
| Tax Code | choice |
| Price Per Unit | text |
| Tier 2 Price | text |
| Tier 3 Price | text |
| Description | text |
| Is Active | boolean |
5other input fields
Output fields[3]
| Field | Type |
|---|---|
| Category | text |
| Category ID | number |
| Description | text |
| ID | number |
| Is default | boolean |
| Is taxable | boolean |
| Last change date | date |
| Name | text |
| Price per unit | text |
9other output fields
Get a ContactAction
Get a Customer by Customer IDAction
Get a Customer by Customer NumberAction
Get a Customer by Display NameAction
Get a List of Contact AddressesSearch
Input fields[3]
| Field | Type |
|---|---|
AddressRequired | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Address ID | number |
| Contact API model | object |
| Carrier ID | text |
| Contact type ID | number |
| Customer ID | number |
| text | |
| Fax | text |
| First name | text |
| ID | number |
| Last change date | text |
| Last name | text |
| Mobile phone | text |
| Contact ID | number |
| ID | number |
| Master ID | text |
| Position | number |
Get a QuoteAction
Get a Service ItemAction
Get a Service RequestAction
Get a Work OrderAction
Get a WorkOrder Service Items ListSearch
Get AddressesSearch
Get an Address by IDAction
Get an InvoiceAction
Get ContactsSearch
Get Customer AttachmentsAction
Get CustomersSearch
Get Field Values of a Customer Service FormSearch
Get Field Values of a Work Order Service FormSearch
Get Invoice Service ItemsSearch
Get InvoicesSearch
Get InvoicesAction
Input fields[3]
| Field | Type |
|---|---|
| Start Date | date |
| End Date | date |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Address quick books list ID | boolean |
| Bill to | object |
| Address lines | array |
| Customer display name | text |
| Full name | text |
| ID | number |
| Quick books desktop list ID | text |
| Quick books number | number |
| Customer list ID | number |
| Customer name | text |
| Customer quick books desktop list ID | text |
| Date | date |
| Dispatch ID | text |
| ID | number |
| Invoice service items | array |
9other output fields
Get Invoicing SettingsAction
Output fields[3]
| Field | Type |
|---|---|
| Destinations | array |
| Selected destination | text |
| Global tax rate | text |
| To be emailed | boolean |
| To be printed | boolean |
| Work order number as invoice number | boolean |
| Export payment number to quick books | boolean |
| Payment method | text |
| Global tax name ID | text |
11other output fields
Get Payments InfoAction
Get Quote AttachmentsSearch
Get QuotesSearch
Get Quotes Associated with a Work OrderAction
Get Service FormsSearch
Get Service FormsSearch
Get Service Forms for All CustomersSearch
Get Service ItemsSearch
Get Service Items Quote ListSearch
Get Service RequestsSearch
Get SettingsAction
Output fields[3]
| Field | Type |
|---|---|
| Address type models | array |
| Advanced features | object |
| Is attachments feature enabled | boolean |
| Is customer specific feature enabled | boolean |
| Is expanded customer records feature enabled | boolean |
| Is google calendar integration enabled | boolean |
| Is merge invoice enabled | boolean |
| Is mobile invoicing enabled | boolean |
| Is notes customer feature enabled | boolean |
| Is notes service request feature enabled | boolean |
| Is notes task feature enabled | boolean |
| Is notifications feature enabled | boolean |
| Attachment types | array |
| Carriers | array |
| Contact type models | array |
| Current time zone | text |
| Current time zone offset | text |
| Customer type models | array |
| Default duration of work order | text |
16other output fields
Get TaxCodesSearch
Get TaxNamesSearch
Get Work OrdersSearch
Get Work Orders for Creating InvoicesAction
Get WorkOrder AttachmentsAction
List AddressesAction
List PaymentsSearch
List Service RequestsSearch
Search CustomersSearch
Search CustomersSearch
Search Customers by Multiple FieldsSearch
Search Service RequestsSearch
Search Service RequestsSearch
Search Service Requests with PaginationSearch
Update AddressSearch
Input fields[3]
| Field | Type |
|---|---|
AddressRequired | choice |
| Customer | choice |
| Address Line 1 | text |
| Address Line 2 | text |
| Address Name | text |
| Address Type | choice |
| Apartment Number | text |
| Description | text |
| AVS Checked | boolean |
1other input field
Output fields[3]
| Field | Type |
|---|---|
| Avs checked | boolean |
| Address line 1 | text |
| Address line 2 | text |
| Address name | text |
| Address type ID | text |
| Appartment number | text |
| Customer ID | number |
| Description | text |
| ID | number |
2other output fields
Update QuickBooks IDs and NumbersSearch
Update QuickBooks Service Item IDsSearch
Attach a Service Form to a CustomerAction
Attach a Service Form to a TaskAction
Create a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Display NameRequired | text |
| Company Name | text |
| Custom ID | text |
| Description | text |
Customer TypeRequired | choice |
Tier NumberRequired | number |
| Source Type | choice |
| QuickBooks Number | number |
| QuickBooks Desktop List ID | text |
5other input fields
Output fields[3]
| Field | Type |
|---|---|
| Addresses | array |
| Company name | text |
| Contacts | array |
| Create date | date |
| Custom ID | text |
| Customer type ID | boolean |
| Display name | text |
| ID | number |
| Is taxable | boolean |
9other output fields
Create a Customer AttachmentAction
Create a QuoteAction
Input fields[3]
| Field | Type |
|---|---|
CustomerRequired | choice |
| Address | choice |
| Send To Contact | choice |
| Salesperson | choice |
| Status | choice |
| Start Date Time | date |
| End Date Time | date |
| Custom ID | text |
| Description | text |
5other input fields
Output fields[3]
| Field | Type |
|---|---|
| Address ID | number |
| Create date | date |
| Custom ID | text |
| Customer ID | number |
| Description | text |
| End date time | date |
| Expiration date | date |
| ID | number |
| Is end time set | boolean |
9other output fields
Create a Quote AttachmentAction
Create a Quote Service ItemAction
Create a Service FormAction
Create a Service RequestAction
Input fields[3]
| Field | Type |
|---|---|
CustomerRequired | choice |
AddressRequired | choice |
| Summary | text |
| Description | text |
| Custom ID | text |
| Is Time Set | boolean |
| Salesperson | choice |
| Create Date | date |
| Start Date | date |
1other input field
Output fields[3]
| Field | Type |
|---|---|
| Address ID | number |
| Create date | text |
| Custom ID | text |
| Customer ID | number |
| Description | text |
| Due date | date |
| End date | date |
| ID | number |
| Is time set | boolean |
4other output fields
Create a Tax CodeAction
Create a Tax NameAction
Create a Work OrderAction
Input fields[3]
| Field | Type |
|---|---|
Service RequestRequired | choice |
StatusRequired | choice |
| Actor | choice |
| Field Worker | choice |
| Location | choice |
| Custom ID | text |
| Description | text |
| Invoicing Memo | text |
| ID In Context | number |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
| Actor ID | number |
| Create date | date |
| Custom ID | text |
| Description | text |
| End date | date |
| Field worker ID | number |
| ID | number |
| ID in context | number |
| Invoicing memo | text |
5other output fields
Create a Work Order AttachmentAction
Create a WorkOrder Service ItemAction
Input fields[3]
| Field | Type |
|---|---|
ItemsRequired | array |
Work OrderRequired | choice |
Service ItemRequired | choice |
| Count | number |
| Custom Price Per Unit | number |
| Calculated Price | number |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Count | number |
| Custom price per unit | number |
| ID | number |
| Service item ID | number |
| Work order ID | number |
| Calculated price | number |
| Tax code ID | text |
Create an Invoice Service ItemAction
Create InvoiceAction
Input fields[3]
| Field | Type |
|---|---|
| Customer | choice |
| Address | choice |
| Send To Contact | choice |
| Bill To | text |
| Service To | text |
| Zip Code | text |
| Create Date | date |
| Due Date | date |
| Last Change Date | date |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
| Address ID | number |
| Bill to | text |
| Create date | date |
| Custom ID | text |
| Customer ID | number |
| Due date | date |
| Excel PDF tax rate | number |
| ID | number |
| Is hide on customer | boolean |
8other output fields
Create PaymentAction
Input fields[3]
| Field | Type |
|---|---|
CustomerRequired | choice |
| Address | choice |
| Send To Contact | choice |
| Salesperson | choice |
| Status | choice |
| Start Date Time | date |
| End Date Time | date |
| Custom ID | text |
| Description | text |
6other input fields
Output fields[3]
| Field | Type |
|---|---|
| Amount | number |
| Check number | text |
| Create date | date |
| Custom ID | text |
| ID | number |
| Invoice ID | number |
| Payment status | text |
| Payment type | text |
| User payee ID | number |
Create Service Form FieldsAction
Delete a ContactAction
Input fields[3]
| Field | Type |
|---|---|
CustomerRequired | choice |
Delete a Contact AddressAction
Input fields[3]
| Field | Type |
|---|---|
| Address | choice |
Delete a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
CustomerRequired | choice |
Delete a QuoteAction
Input fields[3]
| Field | Type |
|---|---|
QuoteRequired | choice |
Delete a Service ItemAction
Input fields[3]
| Field | Type |
|---|---|
Service ItemRequired | choice |
Delete a Service RequestAction
Input fields[3]
| Field | Type |
|---|---|
Service RequestRequired | choice |
Delete a Tax CodeAction
Input fields[3]
| Field | Type |
|---|---|
Tax CodeRequired | choice |
Delete a Tax NameAction
Input fields[3]
| Field | Type |
|---|---|
Tax NameRequired | choice |
Delete a Work OrderAction
Input fields[3]
| Field | Type |
|---|---|
Work OrderRequired | choice |
Delete a Work Order AttachmentAction
Delete AddressAction
Input fields[3]
| Field | Type |
|---|---|
AddressRequired | choice |
Delete Customer AttachmentAction
Delete PaymentAction
Input fields[3]
| Field | Type |
|---|---|
InvoiceRequired | choice |
Delete Quote AttachmentAction
Delete Quote Service ItemsAction
Input fields[3]
| Field | Type |
|---|---|
QuoteRequired | choice |
Delete WorkOrder Service ItemsAction
Input fields[3]
| Field | Type |
|---|---|
Work OrderRequired | choice |
Download a WorkOrder AttachmentAction
Download an AttachmentAction
Download Customer AttachmentAction
Download Quote AttachmentAction
Fill a Customer Service FormAction
Fill a Value for a Work Order Service FormAction
Generate Invoice EntitiesAction
Make an API Calluniversal
Update a ContactAction
Input fields[3]
| Field | Type |
|---|---|
CustomerRequired | choice |
| First Name | text |
| Last Name | text |
| Phone | text |
| Mobile Phone | text |
| Fax | text |
| Notify Via Email | boolean |
| Notify Via SMS | boolean |
2other input fields
Output fields[3]
| Field | Type |
|---|---|
| Carrier ID | number |
| Contact type ID | number |
| Customer ID | number |
| Fax | text |
| First name | text |
| ID | number |
| Last name | text |
| Mobile phone | text |
4other output fields
Update a Customer AttachmentAction
Update a QuoteAction
Input fields[3]
| Field | Type |
|---|---|
QuoteRequired | choice |
CustomerRequired | choice |
| Address | choice |
| Send To Contact | choice |
| Salesperson | choice |
| Status | choice |
| Start Date Time | date |
| End Date Time | date |
| Custom ID | text |
6other input fields
Output fields[3]
| Field | Type |
|---|---|
| Address ID | number |
| Create date | date |
| Custom ID | text |
| Customer ID | number |
| Description | text |
| End date time | date |
| Expiration date | boolean |
| ID | number |
| Is end time set | boolean |
9other output fields
Update a Quote AttachmentAction
Update a Quote Service ItemAction
Update a Service ItemAction
Input fields[3]
| Field | Type |
|---|---|
Service ItemRequired | choice |
NameRequired | text |
| Category | choice |
| Unit Type | choice |
| Tax Code | choice |
| Price Per Unit | text |
| Tier 2 Price | text |
| Tier 3 Price | text |
| Description | text |
4other input fields
Output fields[3]
| Field | Type |
|---|---|
| Category | text |
| Category ID | number |
| Description | text |
| ID | number |
| Is default | boolean |
| Is taxable | boolean |
| Last change date | date |
| Name | text |
| Price per unit | text |
9other output fields
Update a Service RequestAction
Input fields[3]
| Field | Type |
|---|---|
Service RequestRequired | choice |
| Customer | choice |
| Address | choice |
| Summary | text |
| Description | text |
| Custom ID | text |
| Is Time Set | boolean |
| Salesperson | choice |
| Create Date | date |
2other input fields
Output fields[3]
| Field | Type |
|---|---|
| Address ID | number |
| Create date | date |
| Custom ID | text |
| Customer ID | number |
| Description | text |
| Due date | date |
| End date | date |
| ID | number |
| Is time set | boolean |
4other output fields
Update a Tax CodeAction
Update a Tax NameAction
Update a Work OrderAction
Input fields[3]
| Field | Type |
|---|---|
Work OrderRequired | choice |
| Service Request | choice |
| Status | choice |
| Actor | choice |
| Field Worker | choice |
| Location | choice |
| Custom ID | text |
| Description | text |
| Invoicing Memo | text |
4other input fields
Output fields[3]
| Field | Type |
|---|---|
| Actor ID | number |
| Create date | date |
| Custom ID | text |
| Description | text |
| End date | date |
| Field worker ID | number |
| ID | number |
| ID in context | number |
| Invoicing memo | text |
5other output fields
Update a Work Order Service ItemAction
Update a WorkOrder AttachmentAction
Update CustomerAction
Input fields[3]
| Field | Type |
|---|---|
CustomerRequired | choice |
| Display Name | text |
| Company Name | text |
| Custom ID | text |
| Description | text |
| Customer Type | choice |
| Tier Number | number |
| Is Taxable | boolean |
| Source Type | choice |
5other input fields
Output fields[3]
| Field | Type |
|---|---|
| Addresses | array |
| Company name | text |
| Contacts | array |
| Create date | date |
| Custom ID | text |
| Customer type ID | number |
| Display name | text |
| ID | number |
| Is taxable | boolean |
9other output fields
Update PaymentAction
Input fields[3]
| Field | Type |
|---|---|
InvoiceRequired | choice |
| Payee User | choice |
AmountRequired | number |
Payment TypeRequired | choice |
| Check Number | text |
| Custom ID | text |
| Create Date | date |
Output fields[3]
| Field | Type |
|---|---|
| Amount | number |
| Check number | text |
| Create date | date |
| Custom ID | text |
| ID | number |
| Invoice ID | number |
| Payment status | text |
| Payment type | text |
| User payee ID | number |
Update QuickBooks Desktop Identifiers for InvoicesAction
Update QuickBooks IDsAction
Update QuickBooks IDs and NumbersAction
Update QuickBooks IDs for an AddressAction
Update QuickBooks Payment IDsAction
Input fields[3]
| Field | Type |
|---|---|
QuickBooks IDsRequired | array |
| Payment ID | number |
| QuickBooks ID | text |
| QuickBooks Number | number |
| Name | text |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| Applied to txn add txn ID | text |
| Customer name | text |
| Customer quick books desktop list ID | text |
| Date | date |
| Export payment number to quick books | boolean |
| Invoice server ID | number |
| Memo | text |
| Payment method ref full name | text |
| Ref number | text |
2other output fields
Upload a Customer AttachmentAction
Upload a WorkOrder AttachmentAction
Upload an AttachmentAction
Input fields[3]
| Field | Type |
|---|---|
File Name InternalRequired | text |
FileRequired | text |
Templates
Look for Razorsync templates in the WEXTL template library.
Browse templates →Explore alternative apps
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References
- WEXTL® Razorsync Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Razorsync.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12