STEP 1
Connect Bill and Daftra
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Bill and Daftra Integration
Keep Bill and Daftra in sync by integrating their events and actions. When finance events happen in Bill, update the Daftra automatically - without any line of code in visual workflow builder.
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Learn about Bill and Daftra
Detailed info you need to know about Bill and Daftra integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Bill to Daftra
Set up your Bill and Daftra integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bill and Daftra nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Bill and Daftra. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bill and Daftra work in WEXTL?
WEXTL exposes actions and triggers for Bill and Daftra that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Bill triggersDaftra actions
Bill modules
- Cancel a PaymentCancels a payment using its unique ID.
- Create a BillCreates a new bill for a vendor.
- Create a CustomerCreates a new customer in the system.
- Create an InvoiceCreates an invoice for a customer.
- Create a PaymentCreates a payment in the system.
- Create a VendorCreates a new vendor.
- Get a BillRetrieves a bill by its ID.
- Get a CustomerRetrieves a customer's details from the service.
- Get an InvoiceRetrieves an invoice from the system.
- Get a PaymentRetrieves a payment from the service.
- Get a VendorRetrieves a vendor's details.
- List Bill DocumentsRetrieves all bill documents from the service.
- List BillsRetrieves a list of all bills.
- List CustomersLists all customers.
- List InvoicesLists all invoices.
- List PaymentsLists all payments.
- List UsersLists all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CustomerUpdates a customer's information in the system.
- Update an InvoiceUpdates an invoice with new information.
- Update a VendorUpdates a vendor's information in the system.
- Upload a Bill DocumentUploads a bill document to the specified location.
- Watch BillsTriggers when a new bill is created.
- Watch CustomersTriggers when a new customer is created.
- Watch InvoicesTriggers when a new invoice is created.
- Watch PaymentsTriggers when a new payment is made.
Daftra modules
- Create a ClientCreates a client in the system.
- Create a Client AppointmentCreates a new appointment for a client in the system.
- Create a Client PaymentCreates a client payment in the system.
- Create a Journal AccountCreates a journal account in the financial system.
- Create an EstimateCreates an estimate using provided details.
- Create an Estimate AppointmentCreates an estimate appointment in the system.
- Create an InvoiceCreates an invoice in the system.
- Create an Invoice AppointmentCreates an invoice appointment.
- Create an Invoice PaymentCreates an invoice payment in the system.
- Create a NoteCreates a note in the specified service.
- Create a ProductCreates a new product.
- Create a Stock TransactionCreates a stock transaction in the system.
- Create a Time Tracking RecordCreates a time tracking record for a specified user or project.
- Create a Work OrderCreates a work order in the system.
- Create a Work Order AppointmentCreates a work order appointment in the system.
- Delete a ClientDeletes a client from the database.
- Delete a Client AppointmentDeletes a client appointment from the system.
- Delete a Client PaymentDeletes a client payment from the system.
- Delete a Journal AccountDeletes a journal account from the ledger.
- Delete an EstimateDeletes an estimate from the system.
- Delete an Estimate AppointmentDeletes an estimate appointment from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Delete an Invoice AppointmentDeletes an invoice appointment from the service.
- Delete an Invoice PaymentDeletes an invoice payment from the system.
- Delete a NoteDeletes a note specified by the user.
- Delete a ProductDeletes an existing product.
- Delete a Stock TransactionDeletes a stock transaction from the specified account.
- Delete a Time Tracking RecordDeletes a time tracking record from the service.
- Delete a Work OrderDeletes a work order from the system.
- Delete a Work Order AppointmentDeletes a work order appointment from the system.
- Get a ClientRetrieves details of a specific client by ID.
- Get a Client AppointmentRetrieves the details of a client's appointment.
- Get a Client PaymentRetrieves details of a client payment.
- Get a Journal AccountRetrieves a journal account based on specified criteria.
- Get an EstimateRetrieves an estimate for a given service or project.
- Get an Estimate AppointmentRetrieves information about a specific appointment for an estimate.
- Get an InvoiceRetrieves a specific invoice by ID.
- Get an Invoice AppointmentRetrieves the details of a specific invoice appointment by ID.
- Get an Invoice PaymentRetrieves details of an invoice payment.
- Get a NoteRetrieves a specific note from the service.
- Get a ProductRetrieves a single product's details.
- Get a Staff MemberRetrieves the details of a specific staff member by their ID.
- Get a Stock TransactionRetrieves details of a specific stock transaction by its ID.
- Get a Time Tracking RecordRetrieves a time tracking record by the specified ID.
- Get a Work OrderRetrieves a specific work order by ID.
- Get a Work Order AppointmentRetrieves a work order appointment from the service.
- Get Client AppointmentsRetrieves a list of appointments for a specific client.
- Get Client PaymentsRetrieves client payments details from the service.
- Get ClientsRetrieves a list of clients from the service.
- Get Estimate AppointmentsRetrieves estimate appointments from the service.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Bill and Daftra integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Bill and Daftra.
Connect your Bill and Daftra accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Bill's "Watch Bills" fires, WEXTL can "Create a Client" in Daftra. Bill has 4 triggers (including Watch Bills, Watch Customers, and Watch Invoices); Daftra has 78 actions (including Create a Client, Create a Client Appointment, and Create a Client Payment). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Bill-to-Daftra automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Bill (or Daftra) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Bill + Daftra automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Bill and Daftra integration.
- Bill and Daftra integration source code, module specs and credentials implementation.
- Our Bill and Daftra integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bill and Daftra — 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.
- Bill integration information
- Daftra integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library