What actions can I run in Daftra?

78 actions are available, including "Get a Client", "Get a Client Appointment", and "Get a Client Payment", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Daftra Integrations

Cloud accounting and ERP suite for invoices, clients, inventory, and business operations. Sync Daftra invoices, payments, and ledgers with CRM, billing, and ops tools.

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Watch Client AppointmentsTriggers when a new client appointment is scheduled.
Watch Client PaymentsTriggers when a new client payment is recorded.
Watch ClientsTriggers when a new client is added or an existing client is updated.
Watch Estimate AppointmentsTriggers when a new estimate appointment is scheduled.
Watch EstimatesTriggers when a new estimate is created.
Watch Invoice AppointmentsTriggers when invoice appointments are created or updated.
Watch Invoice PaymentsTriggers when a new invoice payment is recorded.
Watch InvoicesTriggers when a new invoice is created.
Watch Journal AccountsTriggers when a journal account is updated or created.
Watch NotesTriggers when a new note is created or modified.
Watch ProductsTriggers when a new product is added or an existing product is updated.
Watch Stock TransactionsTriggers when a new stock transaction occurs.
Watch Time TrackingTriggers when time tracking information is updated or created.
Watch Work Order AppointmentsTriggers when new work order appointments are scheduled.
Watch Work OrdersTriggers when a work order is created or updated.
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.
Get EstimatesRetrieves estimates from the service.
Get Invoice AppointmentsRetrieves invoice appointment details for a specific invoice or customer.
Get Invoice PaymentsRetrieves invoice payments from the service.
Get InvoicesRetrieves a list of invoices from the service.
Get Journal AccountsRetrieves journal accounts available in the system.
Get NotesRetrieves notes from a specified source.
Get ProductsRetrieves a list of products from the service.
Get StaffRetrieves information about a specific staff member from the system.
Get Stock TransactionsRetrieves stock transactions for a specified account.
Get Time Tracking RecordsRetrieves time tracking records from the service.
Get Work Order AppointmentsRetrieves work order appointments from the service.
Get Work OrdersRetrieves work orders from the service.
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.
Make an API CallMakes a custom API call to a specified endpoint.
Update a ClientUpdates an existing client.
Update a Client AppointmentUpdates a client appointment with new details.
Update a Client PaymentUpdates a client payment in the system.
Update a Journal AccountUpdates a journal account with new information or changes existing information.
Update an EstimateUpdates an estimate with new details or modifications.
Update an Estimate AppointmentUpdates an estimate appointment with new information.
Update an InvoiceUpdates an invoice with new information.
Update an Invoice AppointmentUpdates an invoice appointment in the system.
Update an Invoice PaymentUpdates an invoice payment with new details.
Update a NoteUpdates an existing note.
Update a ProductUpdates an existing product.
Update a Stock TransactionUpdates a stock transaction in the system with new details.
Update a Time Tracking RecordUpdates a time tracking record with new information or changes existing details.
Update a Work OrderUpdates a work order with new information or changes.
Update a Work Order AppointmentUpdates a work order appointment with new details.

When to use Daftra

Common scenarios where Daftra automation saves time and reduces manual work.

React to "Watch Client Appointments" in Daftra in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get a Client Appointment" as an automated action in Daftra so records stay consistent whenever something changes elsewhere in your stack.
Include "Watch Clients" from Daftra in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Daftra to WEXTL®

Field	Type	Help
Draftra - SubdomainRequired	text	Your subdomain e.g `azmart` in https://`azmart`.daftra.com. Paste only `azmart` value.
Draftra - API KeyRequired	password	Log in Daftra, go to Settings → API, generate your key.

Use in workflow automation

Start from Daftra’s Watch Client Appointments trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Client as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 93 ready-made steps for finance work, and every run records what went in and what came back.

Daftra workflow on the canvas: Watch Client Appointments then Create a Client

Frequently asked questions

Common questions about automating Daftra in your workflows.

Daftra has 15 triggers, including "Watch Client Appointments", "Watch Client Payments", and "Watch Clients", and more. Use them to start workflows the moment Daftra events fire — no polling required.

Field

Type

Help

Draftra - SubdomainRequired

text

Your subdomain e.g azmart in https://azmart.daftra.com. Paste only azmart value.

Draftra - API KeyRequired

password

Use in workflow automation

Start from Daftra’s Watch Client Appointments trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Client as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 93 ready-made steps for finance work, and every run records what went in and what came back.

Daftra Integrations

When to use Daftra

How to connect

Use in workflow automation

Frequently asked questions

Daftra Integrations

When to use Daftra

How to connect

Connect Daftra to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Daftra to any app in workflows

Connect Daftra to any app in workflows

Connect Daftra to any app in workflows

Daftra Integrations

Daftra triggers and actions

When to use Daftra

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Daftra support?

What actions can I run in Daftra?

Do I need to write code to automate this?

Is the integration secure?

Daftra Integrations

Daftra triggers and actions

When to use Daftra

How to connect

Connect Daftra to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Daftra support?

What actions can I run in Daftra?

Do I need to write code to automate this?

Is the integration secure?

Connect Daftra to any app in workflows

Connect Daftra to any app in workflows

Connect Daftra to any app in workflows