Integrations · Payments

Connect Melio to Well

Name: Melio entities in Well
Creator: Well

Forward extracted bill PDFs to your Melio Pay Bills address and Smart Bill Capture drops a bill into your Bills Inbox with vendor, amount, and due date pre-filled. You schedule the payment in Melio; Well delivers the bill ready to pay.

Connect MelioSee what Well does

What Well writes to Melio

Well writes reconciled bill, vendor, attachment to Melio after they clear your review queue, with the source-record link preserved. Use Melio as the destination for entries enriched across your other connected tools.

In Well	To Melio	Relation
Payable	Bill	Writes as
Supplier	Vendor	Resolves to
Source PDF	Attachment	Attaches as

Sync mode: incremental polling
Refresh: scheduled
Direction: Well → Melio

4 actions in Melio.

Create a bill in your Melio inbox
Well forwards the PDF to your @invoicesmelio.com address; Melio's Smart Bill Capture lifts the vendor, amount, and due date into a Bills Inbox entry that waits for you to schedule a payment date and funding method.
Action·Invoice
Attach the bill PDF to the Melio record
The forwarded PDF is stored on the bill in your Melio inbox.
Action·Document
Resolve a Melio vendor from the bill
Melio's OCR resolves the vendor name from the PDF; banking details for the payment route are set up separately.
Action·Company
Park the Melio bill in the Bills Inbox for payment scheduling
The created bill waits in your Melio Bills Inbox until you pick a pay date, choose a funding source (bank transfer or card), and set how the vendor gets paid (ACH deposit or mailed check). Well never sets a pay date, chooses funding, or sends the payment.
Action·Invoice

What Well does with your Melio connection

Connect

Connect Melio over OAuth 2.0: you approve on Melio's authorize screen, so the password never reaches Well; Well holds only a scoped token it can refresh.

Sync

Melio is a delivery target, not a source, so Well pulls nothing in. Once a record clears review, Well's pipeline can create a bill in your Melio inbox.

Enrich

Before delivery Well reconciles and enriches each document, resolving the bill, attachment, and vendor so what reaches Melio arrives matched and carries its full audit trail.

Available

Well forwards each reconciled document to your Melio email-in address; Melio drafts the record from it and you review and post. Well holds no write credential to Melio.

Questions Melio unlocks

Ask in plain language. Well answers from your connected Melio connection, resolved against the rest of your stack.

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Ask anything about your Melio connection

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Connect Melio in three steps

01
Set your Melio Pay Bills address
Grab your @invoicesmelio.com Pay Bills email address from Melio and add it as the Melio delivery target in Well's Connections panel. The address is the connection; there is no OAuth step.
- Delivery@invoicesmelio.com (Pay Bills)
- CaptureMelio Smart Bill Capture
- PaymentScheduled in Melio by you
02
Map your entities
Once set, Well forwards each extracted bill PDF to the Pay Bills address. Melio's Smart Bill Capture reads it and places a bill in your Bills Inbox with vendor, amount, and due date pre-filled.
- Mappingpreconfigured by Well
03
Use the data
You schedule the payment in Melio when it suits you, while Well keeps the bill linked to its vendor and source document for workspace queries. Melio stays the system of record for the payment itself.
- First syncstarts as soon as connect completes

There is no secret to rotate on an email-in link. Removing the address in Well stops delivery; bills already in Melio are unaffected.

How Melio stays secure with Well

Melio takes documents through its @invoicesmelio.com Pay Bills inbox, so Well's credential is simply the delivery address, not an API token into Melio. Well emails extracted PDFs there and Melio's Smart Bill Capture builds the bill; Well cannot schedule a payment or read Melio's payment status. The split is intentional: Well delivers the bill, you pay it in Melio.

OAuth 2.0Encrypted at restGDPR compliant

Read the full privacy and security policy

Scopes Well requests

Read Melio records
Endpoints the Melio API token grants, scoped by your consent.
granted
Resolve bill payment, vendor, and invoice across your stack
Match identifiers in Melio against the same entities your other connected tools expose, so each record carries cross-tool context.
granted
Deliver documents to your Melio inbox
Well forwards approved documents to your Melio email-in address; Melio drafts the record and you post it. No write credential to Melio is requested.
granted
Store Melio passwords or session cookies
Authentication runs through OAuth 2.0 tokens we never see.
refused

Disconnect any time from Well settings or Melio’s admin panel.

Frequently asked questions about Melio and Well

Well forwards the extracted bill PDF to your @invoicesmelio.com Pay Bills email address. Melio's Smart Bill Capture reads the attachment and drops a bill into your Bills Inbox with the vendor, amount, and due date pre-filled, with the source PDF attached. From there you schedule the payment in Melio; Well's job ends at delivering a clean, pre-read bill.

No. Well delivers the bill to Melio's Pay Bills inbox; you choose when and how to pay inside Melio. The connector has no API that creates or releases a Melio payment, and Well never moves money. Scheduling and sending stay entirely in your hands on the Melio side, which is where the payment authority belongs.

Email-in to @invoicesmelio.com is the document-capture surface Melio exposes, and Smart Bill Capture is built around it. Well forwards the PDF and Melio reads it. A direct OAuth write that creates the Melio bill without the inbox is not part of the connector, so the path you see is the path that runs.

Yes. The bill Well forwarded keeps its link to the matching vendor and the original document inside Well, so the payable sits with its supplier context independently of Melio. In Melio, the Smart Bill Capture record carries the vendor, amount, and due date Well extracted; Melio owns the payment status from the moment you schedule it.

Well forwards each extracted PDF to the @invoicesmelio.com address in the background once the document clears extraction, so the bill appears in your Melio Bills Inbox shortly after. Smart Bill Capture then pre-fills it on Melio's side. Well does not poll Melio for status; it captures and delivers.

Removing the Melio delivery target in Well stops forwarding immediately. There is no write credential into Melio to revoke, because Well only ever emailed PDFs to the Pay Bills inbox. Bills already captured in Melio stay in your Bills Inbox, and the records Well extracted remain in your workspace.