Versapay Integration

Accounts receivable and payment portal for B2B invoicing and cash application. Connect Versapay financial events to workflows that update records and notify the right teams. Start from Watch Daily Batch Deposits, then automate actions such as Find an Application Token and Get a Gift Card Balance.

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Supported triggers and actions for Versapay integration

Triggers can detect changes in Versapay and run actions that can create, search or modify data inside Versapay automatically [3] — exactly how you set them.

Watch Daily Batch DepositsTriggers when a daily batch deposit is recorded.
Watch Daily Transaction ExpectationsTriggers when daily transaction expectations are set or updated.
Watch DisputesTriggers when a dispute occurs in the system.
Watch Monthly StatementsTriggers when a new monthly statement is available.
Watch Open InvoicesTriggers when an open invoice is detected.
Watch OrdersTriggers when a new order is placed.
Watch Payment AllocationsTriggers when a new payment allocation is recorded.
Watch PaymentsTriggers when a payment is received.
Watch Published OrdersTriggers when published orders are created or updated.
Watch Recent InvoicesTriggers when a recent invoice is created or updated.
Find an Application TokenFinds the application token of an existing application.
Get a Gift Card BalanceRetrieves a gift card balance.
Get a Monthly Statement PDFRetrieves a monthly statement PDF from the service.
Get a PaymentRetrieves a payment.
Get a TransactionRetrieves a transaction from the service.
Get an InvoiceRetrieves an invoice.
Get an OrderRetrieves an order.
Get Application StatusRetrieves the status of an application.
List CommentsRetrieves customer and invoice comments.
List Daily Batch DepositsRetrieves daily batch deposits.
List Daily Transaction ExceptionsRetrieves daily transaction exceptions.
List DisputesRetrieves open and closed disputes.
List Monthly StatementsRetrieves monthly statements.
List Open InvoicesRetrieves a list of open invoices.
List OrdersRetrieves data for all orders from the service and allows fetching multiple results.
List Payment AllocationsRetrieves payment allocations from the system.
List PaymentsRetrieves a list of payments.
List Published OrdersRetrieves a list of published orders from the system.
List Recently Updated InvoicesRetrieves invoices that were recently updated.
List Recently Updated PaymentsRetrieves payments that were recently updated.
Retrieve Rates and TermsRetrieves rates and terms for merchant services.
Activate or Load a Gift CardActivates and/or loads a gift card balance.
Add an Invoice AttachmentAdds an attachment to an invoice.
Capture a TransactionCaptures an authorized transaction.
Create a PaymentCreates a payment within the specified account.
Create a Return Credit TransactionProcesses an unlinked return or refund.
Create a Return Refund TransactionProcesses a linked return or refund.
Create a Sale TransactionProcesses a sale or purchase transaction.
Create an ApplicationCreates a new merchant application.
Create an Authorization TransactionCreates an authorization transaction for a payment.
Create an OrderCreates an order in the system.
Create or Update an InvoiceCreates a new invoice or updates an existing one in the system.
Make an API CallPerforms an arbitrary authorized API call.
Record a Completed Application StepRecords a completed step of a merchant application.
Update an OrderUpdates an order with new information.
Verify a TransactionVerifies a transaction to ensure its authenticity.
Void a TransactionVoids a linked return or refund.

How to integrate Versapay in automation workflow?

3 simple steps to make your Versapay connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Versapay in workflow

Pick Versapay app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Versapay

When prompted, authorize access to Versapay in WEXTL once. Versapay credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Versapay account. Approve?

STEP 3

Build a workflow

Build your workflow with Versapay yourself or with WEXTL® AI Builder. Connect Versapay to any available integrations [5], or use HTTP node to go beyond them.

Versapay

How Versapay connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Versapay 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 Versapay supports.

Full Versapay API documentation

The following table illustrates what fields Versapay integration require during authorization flow inside our workflow builder [4].

You can setup and access your API Token and Key from your account settings in UAT (https://uat.versapay.com/account) or Production (https://secure.versapay.com/account)

Demonstration of Versapay connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Environment	select	—
API TokenRequired	text	—
KeyRequired	password	—

Connect Versapay to popular apps on WEXTL

Enter a name of the other app you want to sync with Versapay below. Click on selected app to explore integration options with Versapay. 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 Versapay integration

Select Watch Daily Transaction Expectations trigger from Versapay - this will be a starting point in your automation. Whenever event happens in Versapay, workflow will start [7] from Watch Daily Transaction Expectations node.

Search for Create a Return Credit Transaction, connect it as the next step of integration sequence. You can use filters between Watch Daily Transaction Expectations and Create a Return Credit Transaction, so only important data pass from Watch Daily Transaction Expectations to the next step. WEXTL gives you full control over the process of Versapay automation. All parts of workflow are visible on the canvas [4].

Versapay on WEXTL has 47 modules for building finance automations. Explore Versapay documentation for more.

Video slide demonstrates how Watch Daily Transaction Expectations and Create a Return Credit Transaction nodes are used in Versapay workflow.

Video slide demonstrates how Watch Daily Transaction Expectations and Create a Return Credit Transaction [6] nodes are used in Versapay workflow.

Frequently asked questions

Common questions about automating Versapay in your workflows.

Versapay has 10 triggers, including "Watch Daily Batch Deposits", "Watch Daily Transaction Expectations", and "Watch Disputes", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 37 actions, including "Find an Application Token", "Get a Gift Card Balance", and "Get a Monthly Statement PDF", and more. Refer to our Versapay 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 Versapay integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Versapay official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Versapay 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 Versapay 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 Versapay 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 Versapay 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 Versapay integration.

Versapay integration source code, module specs and credentials implementation.
Internal Versapay integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Versapay 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® Versapay App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Versapay Integration

Supported triggers and actions for Versapay integration