STEP 1
Select Refrens in workflow
Pick Refrens app in the workflow builder [4] - just one click to select the app.
Refrens Integration
Invoicing and business documents for quotes, invoices, and client billing. Sync Refrens invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Invoice Payments arrives, automatically continue with Get an Invoice or List Invoice Payments.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Refrens integration
Triggers can detect changes in Refrens and run actions that can create, search or modify data inside Refrens automatically [3] — exactly how you set them.
- Watch Invoice PaymentsTriggers when an invoice payment is made.
- Watch InvoicesTriggers when a new invoice is created.
- Get an InvoiceRetrieves a specific invoice by its ID.
- List Invoice PaymentsRetrieves payments on an invoice.
- List InvoicesRetrieves a list of invoices.
- Add a Payment to an InvoiceAdds a payment to a specified invoice.
- Cancel an InvoiceCancels an invoice payment in the system.
- Create a BusinessCreates a new business.
- Create an ExpenditureCreates an expenditure for a business.
- Create an InvoiceCreates a new invoice.
- Generate an E-Invoice IRNGenerates an e-invoice IRN for an Indian business invoice.
- Make an API CallPerforms an authorized API call.
How to integrate Refrens in automation workflow?
3 simple steps to make your Refrens connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Refrens
When prompted, authorize access to Refrens in WEXTL once. Refrens credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Refrens account. Approve?
STEP 3
Build a workflow
Build your workflow with Refrens yourself or with WEXTL® AI Builder. Connect Refrens to any available integrations [5], or use HTTP node to go beyond them.
Refrens
How Refrens connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Refrens 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 Refrens supports.
The following table illustrates what fields Refrens integration require during authorization flow inside our workflow builder [4].
Connect Refrens
App ID*Text
••••••••
App Secret*Text
••••••••
Demonstration of Refrens connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
App IDRequired | text | The App ID provided by Refrens for your business account. Please contact support ([email protected]) to enable API for you. |
App Secret | password | This is the secret provided by Refrens. |
Business URL KeyRequired | text | The business URL key used in API paths (for example: /businesses/{urlKey}/invoices). |
Connect Refrens to popular apps on WEXTL
Enter a name of the other app you want to sync with Refrens below. Click on selected app to explore integration options with Refrens. 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 Refrens integration
Select Watch Invoice Payments trigger from Refrens - this will be a starting point in your automation. Whenever event happens in Refrens, workflow will start [7] from Watch Invoice Payments node.
Search for Create an Invoice, connect it as the next step of integration sequence. You can use filters between Watch Invoice Payments and Create an Invoice, so only important data pass from Watch Invoice Payments to the next step. WEXTL gives you full control over the process of Refrens automation. All parts of workflow are visible on the canvas [4].
Refrens on WEXTL has 12 modules for building finance automations. Explore Refrens documentation for more.
Video slide demonstrates how Watch Invoice Payments and Create an Invoice [6] nodes are used in Refrens workflow.
Frequently asked questions
Common questions about automating Refrens in your workflows.
Refrens has 2 triggers, including "Watch Invoice Payments" and "Watch Invoices". Triggers are start points of the workflow, and automations may start from them.
Integration has 10 actions, including "Get an Invoice", "List Invoice Payments", and "List Invoices", and more. Refer to our Refrens 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 Refrens integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Refrens official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Refrens 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 Refrens 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 Refrens 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 Refrens 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 Refrens integration.
- Refrens integration source code, module specs and credentials implementation.
- Internal Refrens integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Refrens 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® Refrens App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation