STEP 1
Connect Billtrust 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.
Billtrust and Daftra Integration
Build finance workflows between Billtrust and Daftra on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Billtrust and Daftra
Detailed info you need to know about Billtrust and Daftra integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Billtrust to Daftra
Set up your Billtrust and Daftra integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billtrust 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 Billtrust and Daftra. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billtrust and Daftra work in WEXTL?
WEXTL exposes actions and triggers for Billtrust 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.
Billtrust triggersDaftra actions
Billtrust modules
- Create a CategoryCreates a new category in the specified service.
- Create a DepartmentCreates a new department in the system.
- Create a DisputeCreates a dispute for a transaction or charge in the system.
- Create a Dispute NoteCreates a dispute note in the system.
- Create a ReasonCreates a new reason entry in the system.
- Create a ResolutionCreates a resolution based on the provided parameters.
- Create an AssigneeCreates an assignee for a task or project.
- Delete a Buyer Account CardDeletes a buyer's account card from the system.
- Delete a CategoryDeletes a category from the service.
- Delete a DepartmentDeletes a department from the database.
- Delete a Department by CodeDeletes a department using its unique code identifier.
- Delete a DisputeDeletes a dispute from the system.
- Delete a Dispute NoteDeletes a specified dispute note in the system.
- Delete a ReasonDeletes a specific reason from the system.
- Delete a ResolutionDeletes a resolution from the system.
- Delete a Resolution by CodeDeletes a resolution using a specific code as the identifier.
- Delete a Surcharging Buyer AccountDeletes a surcharging buyer account from the system.
- Delete an AssigneeRemoves an assignee from a task or project.
- Delete an Assignee by EmailDeletes an assignee using their email address.
- Delete an AttachmentDeletes a specified attachment from the system.
- Generate a Presigned Upload URLGenerates a presigned URL for uploading a file to the server.
- Get a Category by CodeRetrieves a category using the specified code.
- Get a Company ScoreRetrieves the score for a specific company.
- Get a Credit ApplicationRetrieves a credit application using a specific ID.
- Get a DepartmentRetrieves a department by its code.
- Get a DisputeRetrieves information about a specific dispute by its ID.
- Get a Dispute Note by IDRetrieves a dispute note using the specified ID.
- Get a ReasonRetrieves a specific reason from the database or service.
- Get a ResolutionRetrieves a resolution using a specific code.
- Get a Signed Credit ApplicationRetrieves a signed credit application from the service.
- Get a Subcharging Buyer AccountRetrieves a subcharging buyer account.
- Get an Assignee by EmailRetrieves an assignee using their email address.
- Get an AttachmentRetrieves an attachment by ID.
- Get Business UnitsRetrieves business units from a service.
- Get Buyer Account CardRetrieves information about a buyer's account card.
- Get Dispute Audit LogRetrieves the dispute audit log from the system.
- Get Dispute by IDsRetrieves disputes using specific IDs.
- Get Notification SettingsRetrieves the notification settings for a user or service.
- List All Notes for Credit ApplicationRetrieves all notes associated with a credit application.
- List AssigneesRetrieves a list of assignees.
- List AttachmentsRetrieves all attachments from a specific service.
- List CategoriesRetrieves a list of categories from the service.
- List Credit ApplicationsRetrieves a list of credit applications.
- List DepartmentsRetrieves a list of departments.
- List DisputesRetrieves a list of disputes from the service.
- List Documents for Credit ApplicationFetches all documents related to a credit application.
- List NotesRetrieves all notes for a dispute.
- List ReasonsRetrieves a list of reasons.
- List Reasons by CategoryRetrieves reasons by category.
- List ResolutionsRetrieves a list of resolutions.
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 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.
- 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.
- 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 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.
- 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.
- 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 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 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 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 Billtrust 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 Billtrust and Daftra.
Connect your Billtrust 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 Billtrust's "Watch Assignees" fires, WEXTL can "Create a Client" in Daftra. Billtrust has 9 triggers (including Watch Assignees, Watch Attachments, and Watch Categories); 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. Billtrust-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 Billtrust (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 Billtrust + 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 Billtrust and Daftra integration.
- Billtrust and Daftra integration source code, module specs and credentials implementation.
- Our Billtrust and Daftra integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billtrust 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.
- Billtrust integration information
- Daftra integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library