Select Tipalti in workflow
Pick Tipalti app in the workflow builder [4] - just one click to select the app.
Triggers can detect changes in Tipalti and run actions that can create, search or modify data inside Tipalti automatically [3] — exactly how you set them.
3 simple steps to make your Tipalti connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
Pick Tipalti app in the workflow builder [4] - just one click to select the app.
When prompted, authorize access to Tipalti in WEXTL once. Tipalti credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Tipalti account. Approve?
Build your workflow with Tipalti yourself or with WEXTL® AI Builder. Connect Tipalti to any available integrations [5], or use HTTP node to go beyond them.
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Tipalti 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 Tipalti supports.
The following table illustrates what fields Tipalti integration require during authorization flow inside our workflow builder [4].
You can generate client credentials via Tipalti’s Quick Start guide.
Demonstration of Tipalti connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Client IDRequired | text | — |
Client SecretRequired | password | — |
Enter a name of the other app you want to sync with Tipalti below. Click on selected app to explore integration options with Tipalti. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Select Watch Events trigger from Tipalti - this will be a starting point in your automation. Whenever event happens in Tipalti, workflow will start [7] from Watch Events node.
Search for Create an Invitation to a Payee, connect it as the next step of integration sequence. You can use filters between Watch Events and Create an Invitation to a Payee, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of Tipalti automation. All parts of workflow are visible on the canvas [4].
Tipalti on WEXTL has 26 modules for building finance automations. Explore Tipalti documentation for more.

Video slide demonstrates how Watch Events and Create an Invitation to a Payee [6] nodes are used in Tipalti workflow.
Common questions about automating Tipalti in your workflows.
List of sources used to gather information about the Tipalti integration.