STEP 1
Connect Chargebee 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.
Chargebee and Daftra Integration
Keep Chargebee and Daftra in sync by integrating their events and actions. When finance events happen in Chargebee, update the Daftra automatically - without any line of code in visual workflow builder.
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Learn about Chargebee and Daftra
Detailed info you need to know about Chargebee and Daftra integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Chargebee to Daftra
Set up your Chargebee and Daftra integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Chargebee 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 Chargebee and Daftra. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Chargebee and Daftra work in WEXTL?
WEXTL exposes actions and triggers for Chargebee 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.
Chargebee triggersDaftra actions
Chargebee modules
- Accept A QuoteCreates a hosted page to accept a quote.
- Acknowledge A Hosted PageAcknowledges a completed hosted page.
- Activate A Portal SessionActivates a portal session.
- Add a Charge-Item to a Pending InvoiceAdds a charge item to a pending invoice.
- Add Contacts to a CustomerAdds one or more contacts to a customer.
- Add One-Time Charge to a Pending InvoiceAdds a one-time charge to a pending invoice.
- Apply Credits for an InvoiceApplies account credits to an invoice.
- Apply Payments for an InvoiceApplies existing payments to an invoice.
- Cancel a SubscriptionCancels an active subscription.
- Cancel an OrderCancels an order.
- Change Term EndChanges the subscription's term end date.
- Charge Future RenewalsCharges future subscription renewals in advance.
- Checkout Charge-Items And One-Time ChargesCreates a checkout page for one-time charges.
- Checkout Gift Subscription For ItemsCreates a checkout page for a gift subscription.
- Close a Pending InvoiceCloses a pending invoice.
- Collect NowCreates a hosted page to collect payment now.
- Collect Payment for an InvoiceCollects payment for an invoice.
- Collect Payment for CustomerCollects a payment from a customer.
- Convert a QuoteConverts a quote into a subscription.
- Copy CardCopies a card to another customer.
- Create a Bank Account Payment SourceCreates a bank account payment source.
- Create a Card Payment SourceCreates a card payment source.
- Create a Coupon for ItemsCreates a new coupon for items.
- Create a CustomerCreates a new customer.
- Create a FeatureCreates a new entitlement feature.
- Create a Payment Schedule EstimateEstimates a payment schedule.
- Create A Portal SessionCreates a self-serve portal session.
- Create a ProductCreates a new product.
- Create a Quote for Subscription UpdateCreates a quote for a subscription update.
- Create a Refundable Credit NoteCreates a refundable credit note from an order.
- Create a UsageCreates a metered usage record.
- Create an Authorization PaymentCreates an authorization payment.
- Create an Invoice for Unbilled ChargesCreates an invoice from unbilled charges.
- Create an ItemCreates a new catalog item.
- Create an Item FamilyCreates a new item family.
- Create an Item PriceCreates a new item price.
- Create an OrderCreates a new order.
- Create Checkout For A New SubscriptionCreates a checkout page for a new subscription.
- Create Checkout To Update A SubscriptionCreates a checkout page to update a subscription.
- Create Credit NoteCreates a new credit note.
- Create Invoice for Items and One-Time ChargesCreates an invoice for items and one-time charges.
- Create Invoice for Items EstimateEstimates an invoice for items.
- Create Unbilled Charges for Item SubscriptionCreates unbilled charges for a subscription.
- Create Using Permanent TokenCreates a payment source from a permanent token.
- Delete a CouponDeletes a coupon.
- Delete a CustomerDeletes a customer record.
- Delete a FeatureDeletes an entitlement feature.
- Delete a Payment SourceDeletes a payment source.
- Delete a QuoteDeletes a quote record.
- Delete a SubscriptionDeletes a subscription record.
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 Chargebee 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 Chargebee and Daftra.
Connect your Chargebee 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 Chargebee's "Watch Events" fires, WEXTL can "Create a Client" in Daftra. Chargebee has 2 triggers (including Watch Events and Watch Events (Polling)); 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. Chargebee-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 Chargebee (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 Chargebee + 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 Chargebee and Daftra integration.
- Chargebee and Daftra integration source code, module specs and credentials implementation.
- Our Chargebee and Daftra integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Chargebee 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.
- Chargebee integration information
- Daftra integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library