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Comanage and Daftra Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Keep Comanage and Daftra in sync by integrating their events and actions. When finance events happen in Comanage, update the Daftra automatically - without any line of code in visual workflow builder.

Integration guide
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Learn about Comanage and Daftra

Detailed info you need to know about Comanage and Daftra integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Comanage

    • Finance
    • 6 searches
    • 36 actions

    Online invoicing and accounting software for managing contacts, offers, invoices and payments. [5]

  • Daftra

    • Finance
    • 15 triggers
    • 32 searches
    • 46 actions

    Cloud accounting and ERP suite for invoices, clients, inventory, and business operations. [6]

How to connect Comanage to Daftra

Set up your Comanage and Daftra integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect Comanage 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.

  2. STEP 2

    Build a workflow

    Paste selected Comanage and Daftra nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between Comanage and Daftra. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between Comanage and Daftra work in WEXTL?

WEXTL exposes actions and triggers for Comanage 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.

Daftra triggersComanage actions

Daftra modules

  • Create a Client Creates a client in the system.
  • Create a Client Appointment Creates a new appointment for a client in the system.
  • Create a Client Payment Creates a client payment in the system.
  • Create a Journal Account Creates a journal account in the financial system.
  • Create a Note Creates a note in the specified service.
  • Create a Product Creates a new product.
  • Create a Stock Transaction Creates a stock transaction in the system.
  • Create a Time Tracking Record Creates a time tracking record for a specified user or project.
  • Create a Work Order Creates a work order in the system.
  • Create a Work Order Appointment Creates a work order appointment in the system.
  • Create an Estimate Creates an estimate using provided details.
  • Create an Estimate Appointment Creates an estimate appointment in the system.
  • Create an Invoice Creates an invoice in the system.
  • Create an Invoice Appointment Creates an invoice appointment.
  • Create an Invoice Payment Creates an invoice payment in the system.
  • Delete a Client Deletes a client from the database.
  • Delete a Client Appointment Deletes a client appointment from the system.
  • Delete a Client Payment Deletes a client payment from the system.
  • Delete a Journal Account Deletes a journal account from the ledger.
  • Delete a Note Deletes a note specified by the user.
  • Delete a Product Deletes an existing product.
  • Delete a Stock Transaction Deletes a stock transaction from the specified account.
  • Delete a Time Tracking Record Deletes a time tracking record from the service.
  • Delete a Work Order Deletes a work order from the system.
  • Delete a Work Order Appointment Deletes a work order appointment from the system.
  • Delete an Estimate Deletes an estimate from the system.
  • Delete an Estimate Appointment Deletes an estimate appointment from the system.
  • Delete an Invoice Deletes an invoice from the system.
  • Delete an Invoice Appointment Deletes an invoice appointment from the service.
  • Delete an Invoice Payment Deletes an invoice payment from the system.
  • Get a Client Retrieves details of a specific client by ID.
  • Get a Client Appointment Retrieves the details of a client's appointment.
  • Get a Client Payment Retrieves details of a client payment.
  • Get a Journal Account Retrieves a journal account based on specified criteria.
  • Get a Note Retrieves a specific note from the service.
  • Get a Product Retrieves a single product's details.
  • Get a Staff Member Retrieves the details of a specific staff member by their ID.
  • Get a Stock Transaction Retrieves details of a specific stock transaction by its ID.
  • Get a Time Tracking Record Retrieves a time tracking record by the specified ID.
  • Get a Work Order Retrieves a specific work order by ID.
  • Get a Work Order Appointment Retrieves a work order appointment from the service.
  • Get an Estimate Retrieves an estimate for a given service or project.
  • Get an Estimate Appointment Retrieves information about a specific appointment for an estimate.
  • Get an Invoice Retrieves a specific invoice by ID.
  • Get an Invoice Appointment Retrieves the details of a specific invoice appointment by ID.
  • Get an Invoice Payment Retrieves details of an invoice payment.
  • Get Client Appointments Retrieves a list of appointments for a specific client.
  • Get Client Payments Retrieves client payments details from the service.
  • Get Clients Retrieves a list of clients from the service.
  • Get Estimate Appointments Retrieves estimate appointments from the service.

Comanage modules

  • Create a Contact Creates a new contact.
  • Create a Customer Creates a new customer.
  • Create a Group Creates a new contact group.
  • Create a Person Creates a new person for a business.
  • Create a Product Creates a new product.
  • Create a Service Creates a new service.
  • Create a Supplier Creates a new supplier.
  • Create an Invoice Creates a new invoice.
  • Create an Invoice Payment Creates a new invoice payment.
  • Create an Offer Creates a new offer.
  • Delete a Contact Deletes a contact.
  • Delete a Product Deletes a product.
  • Delete a Service Deletes a service.
  • Delete an Invoice Deletes an invoice.
  • Delete an Invoice Payment Deletes an invoice payment.
  • Get a Contact Retrieves a contact.
  • Get a Product Retrieves a product by its number.
  • Get a Service Retrieves a service by its number.
  • Get an Invoice Retrieves an invoice by its number.
  • Get an Invoice Payment Retrieves an existing invoice payment by id.
  • Get an Offer Retrieves an offer by its number.
  • Invoice an Offer Creates an invoice from an approved offer.
  • Make an API Call Sends a custom authorized request to the Comanage API.
  • Mark an Offer Approved Marks a finalized offer as approved by the recipient.
  • Mark an Offer Canceled Marks a finalized offer as canceled.
  • Mark an Offer Expired Marks a finalized offer as expired/lost.
  • Mark an Offer Rejected Marks a finalized offer as rejected by the recipient.
  • Pay an Invoice Pays an invoice.
  • Restore a Contact Restores a contact from the trash.
  • Restore a Service Restores a service from the trash.
  • Restore an Invoice Restores an invoice from the trash.
  • Send an Invoice Sends an invoice by email.
  • Send an Offer Sends an offer by email.
  • Trash a Contact Trashes a contact.
  • Trash a Service Trashes a service.
  • Trash an Invoice Trashes an invoice.
  • Update a Contact Updates an existing contact.
  • Update a Product Updates an existing product.
  • Update a Service Updates an existing service.
  • Update an Invoice Updates an existing invoice.
  • Update an Invoice Payment Updates an existing invoice payment.
  • Update an Offer Updates an existing offer.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Comanage and Daftra integrations. Pick any from the list below if the current combination isn't the one you need.

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Frequently asked questions

Common questions about connecting Comanage and Daftra.

How do I connect Comanage and Daftra?

Connect your Comanage 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]

What can I automate between Comanage and Daftra?

Example: when Daftra's "Watch Client Appointments" fires, WEXTL can "Create a Contact" in Comanage. Comanage has 42 actions (including Create a Contact, Create a Customer, and Create a Group); 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]

Can Comanage trigger actions in Daftra, and Daftra in Comanage?

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]

Do I need to write code to integrate Comanage and Daftra?

No. Comanage-to-Daftra automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Comanage integrate with Daftra in real time?

Yes. Trigger-based automations start the moment Comanage (or Daftra) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Comanage + Daftra integration?

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.

Do I need a paid plan to connect Comanage with Daftra?

You can build your Comanage + 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 Comanage and Daftra integration.

  1. Comanage and Daftra integration source code, module specs and credentials implementation.
  2. Our Comanage and Daftra integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Comanage and Daftra — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Comanage integration information
  6. Daftra integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Comanage and Daftra integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore Comanage and Daftra, or get started