Daftra Integration

Cloud accounting and ERP suite for invoices, clients, inventory, and business operations. Sync Daftra invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Client Appointments arrives, automatically continue with Get a Client or Get a Client Appointment.

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Supported triggers and actions for Daftra integration

Triggers can detect changes in Daftra and run actions that can create, search or modify data inside Daftra automatically [3] — exactly how you set them.

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 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.
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 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.
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 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.
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.

How to integrate Daftra in automation workflow?

3 simple steps to make your Daftra connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Daftra in workflow

Pick Daftra app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Daftra

When prompted, authorize access to Daftra in WEXTL once. Daftra credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Daftra account. Approve?

STEP 3

Build a workflow

Build your workflow with Daftra yourself or with WEXTL® AI Builder. Connect Daftra to any available integrations [5], or use HTTP node to go beyond them.

Daftra

How Daftra connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Daftra app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Daftra supports.

Full Daftra API documentation

The following table illustrates what fields Daftra integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Daftra is connected in WEXTL builder [4].

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.

Connect Daftra to popular apps on WEXTL

Enter a name of the other app you want to sync with Daftra below. Click on selected app to explore integration options with Daftra. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Daftra integration

Select Watch Client Appointments trigger from Daftra - this will be a starting point in your automation. Whenever event happens in Daftra, workflow will start [7] from Watch Client Appointments node.

Search for Create a Client, connect it as the next step of integration sequence. You can use filters between Watch Client Appointments and Create a Client, so only important data pass from Watch Client Appointments to the next step. WEXTL gives you full control over the process of Daftra automation. All parts of workflow are visible on the canvas [4].

Daftra on WEXTL has 93 modules for building finance automations. Explore Daftra documentation for more.

Video slide demonstrates how Watch Client Appointments and Create a Client nodes are used in Daftra workflow.

Video slide demonstrates how Watch Client Appointments and Create a Client [6] nodes are used in Daftra workflow.

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. Triggers are start points of the workflow, and automations may start from them.

Integration has 78 actions, including "Get a Client", "Get a Client Appointment", and "Get a Client Payment", and more. Refer to our Daftra Documentation for detailed inputs and outputs.

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 our customers do that in rare cases [4].

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

The Daftra integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Daftra official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Daftra provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Daftra or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Daftra inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Daftra modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Daftra integration.

Daftra integration source code, module specs and credentials implementation.
Internal Daftra integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Daftra vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Daftra App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Daftra Integration

Supported triggers and actions for Daftra integration