Requirements
Daftra requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]
Get your Daftra credentials
Connect Daftra in WEXTL
- Log in to your WEXTL account, add the Daftra node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Daftra account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Daftra node modules
The list below is a reference of every Daftra node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Browse every Daftra node module below — each one opens to show its input parameters, outputs, and connection requirements.
Watch Client AppointmentsTrigger
| Field | Type |
|---|---|
| ID | number |
| Item type | text |
| Item ID | number |
| Staff ID | text |
| Date | date |
| End date | date |
| Body | text |
| Action ID | number |
| Status | number |
| Status date | text |
| Post ID | number |
| Recurring appointment ID | number |
| Created | date |
Watch Client PaymentsTrigger
| Field | Type |
|---|---|
| ID | number |
| Invoice ID | number |
| Payment method | text |
| Amount | number |
| Transaction ID | text |
| Treasury ID | number |
| Date | date |
| text | |
| Status | number |
| Notes | text |
| Response code | text |
| Response message | text |
| Created | date |
Watch ClientsTrigger
| Field | Type |
|---|---|
| ID | number |
| Is offline | boolean |
| Client number | text |
| Staff ID | number |
| Business name | text |
| First name | text |
| Last name | text |
| text | |
| Address 1 | text |
| Address 2 | text |
| City | text |
| State | text |
| Postal code | text |
Watch Estimate AppointmentsTrigger
| Field | Type |
|---|---|
| ID | number |
| Item type | text |
| Item ID | number |
| Staff ID | text |
| Date | date |
| End date | date |
| Body | text |
| Action ID | number |
| Status | number |
| Status date | date |
| Post ID | number |
| Recurring appointment ID | number |
| Created | date |
Watch EstimatesTrigger
| Field | Type |
|---|---|
| ID | number |
| Staff ID | number |
| Subscription ID | number |
| Store ID | number |
| Type | number |
| No | text |
| Po number | number |
| Name | text |
| Client ID | number |
| Is offline | boolean |
| Currency code | text |
| Client business name | text |
| Client first name | text |
Watch Invoice AppointmentsTrigger
| Field | Type |
|---|---|
| ID | number |
| Item type | text |
| Item ID | number |
| Staff ID | text |
| Date | date |
| End date | date |
| Body | text |
| Action ID | number |
| Status | number |
| Status date | text |
| Post ID | number |
| Recurring appointment ID | number |
| Created | date |
Watch Invoice PaymentsTrigger
| Field | Type |
|---|---|
| ID | number |
| Invoice ID | number |
| Payment method | text |
| Amount | number |
| Transaction ID | text |
| Treasury ID | number |
| Date | date |
| text | |
| Status | number |
| Notes | text |
| Response code | text |
| Response message | text |
| Created | date |
Watch InvoicesTrigger
| Field | Type |
|---|---|
| ID | number |
| Staff ID | number |
| Subscription ID | number |
| Store ID | number |
| Type | number |
| No | text |
| Po number | number |
| Name | text |
| Client ID | number |
| Is offline | boolean |
| Currency code | text |
| Client business name | text |
| Client first name | text |
Watch Journal AccountsTrigger
| Field | Type |
|---|---|
| ID | number |
| Journal cat ID | text |
| Code | text |
| Type | text |
| Staff ID | number |
| Total debit | number |
| Total credit | number |
| Entity type | text |
| Entity ID | text |
| Name | text |
| Is recalculated | boolean |
| Last transaction update | date |
| Parent cat ids | text |
Watch NotesTrigger
| Field | Type |
|---|---|
| ID | number |
| Item type | number |
| Item ID | number |
| Date | date |
| Staff ID | number |
| Body | text |
| Action ID | number |
| Status ID | number |
Watch ProductsTrigger
| Field | Type |
|---|---|
| ID | number |
| Staff ID | number |
| Name | text |
| Description | text |
| Unit price | number |
| Tax 1 | number |
| Tax 2 | number |
| Supplier ID | number |
| Brand | text |
| Category | text |
| Tags | text |
| Buy price | number |
| Product code | text |
Watch Stock TransactionsTrigger
| Field | Type |
|---|---|
| ID | number |
| Product ID | number |
| Transaction type | number |
| Transaction category ID | text |
| Source type | number |
| Date | date |
| Order ID | number |
| Ref ID | number |
| Status | number |
| Received date | date |
| Quantity | number |
| Currency code | text |
| Price | number |
Watch Time TrackingTrigger
| Field | Type |
|---|---|
| ID | number |
| User ID | number |
| Staff ID | number |
| Project ID | number |
| Activity ID | number |
| Date | date |
| Time | text |
| Notes | text |
| Created | date |
| Modified | date |
| Cost | number |
| Currency | text |
| Work order ID | text |
Watch Work Order AppointmentsTrigger
| Field | Type |
|---|---|
| ID | number |
| Item type | text |
| Item ID | number |
| Staff ID | text |
| Date | date |
| End date | date |
| Body | text |
| Action ID | number |
| Status | number |
| Status date | date |
| Post ID | number |
| Recurring appointment ID | number |
| Created | date |
Watch Work OrdersTrigger
| Field | Type |
|---|---|
| ID | number |
| Client ID | number |
| Number | text |
| Title | text |
| Start date | date |
| Description | text |
| Delivery date | date |
| Delivery appointment ID | number |
| Follow up status ID | text |
| Budget | number |
| Budget currency | text |
| Status | text |
| Created | date |
Get a ClientAction
Get a Client AppointmentAction
Get a Client PaymentAction
Get a Journal AccountAction
Get a NoteAction
Get a ProductAction
Get a Staff MemberAction
Get a Stock TransactionAction
Get a Time Tracking RecordAction
Get a Work OrderAction
Get a Work Order AppointmentAction
Get an EstimateAction
Get an Estimate AppointmentAction
Get an InvoiceAction
Get an Invoice AppointmentAction
Get an Invoice PaymentAction
Get Client AppointmentsSearch
Get Client PaymentsSearch
Get ClientsSearch
Get Estimate AppointmentsSearch
Get EstimatesSearch
Get Invoice AppointmentsSearch
Get Invoice PaymentsSearch
Get InvoicesSearch
Get Journal AccountsSearch
Get NotesSearch
Get ProductsSearch
Get StaffSearch
Get Stock TransactionsSearch
Get Time Tracking RecordsSearch
Get Work Order AppointmentsSearch
Get Work OrdersSearch
Create a ClientAction
| Field | Type |
|---|---|
Business NameRequired | text |
First NameRequired | text |
Last NameRequired | text |
EmailRequired | |
PasswordRequired | text |
TypeRequired | choice |
| Is Offline | boolean |
| Client Number | text |
| Staff ID | choice |
| Address 1 | text |
| Address 2 | text |
| City | text |
| State | text |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
| ID | text |
Create a Client AppointmentAction
Create a Client PaymentAction
Create a Journal AccountAction
Create a NoteAction
Create a ProductAction
| Field | Type |
|---|---|
Product NameRequired | text |
| Staff ID | choice |
| Description | text |
| Unit Price | number |
| First Tax ID | choice |
| Second Tax ID | number |
| Supplier ID | number |
| Brand | text |
| Tags | text |
| Buy Price | number |
| Product Code | text |
| Track Stock | boolean |
| Stock Balance | number |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
| ID | text |
Create a Stock TransactionAction
| Field | Type |
|---|---|
Product IDRequired | choice |
Transaction TypeRequired | choice |
Store IDRequired | choice |
| Date | date |
| Quantity | number |
| Currency Code | text |
| Price | number |
| Price Without Tax | number |
| Added By | choice |
| Ignored | boolean |
| Notes | text |
| Stock Transfer ID | number |
| Description | text |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
| ID | text |
Create a Time Tracking RecordAction
Create a Work OrderAction
Create a Work Order AppointmentAction
Create an EstimateAction
| Field | Type |
|---|---|
| Estimate | object |
Store IDRequired | choice |
Client IDRequired | choice |
| Staff ID | choice |
| Subscription ID | number |
| Invoice Number | text |
| Purchase Order Number | text |
| Name | text |
| Is Offline | boolean |
| Currency Code | text |
| Client Business Name | text |
| Invoice Item | array |
| Invoice Payment | array |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
| ID | text |
Create an Estimate AppointmentAction
Create an InvoiceAction
| Field | Type |
|---|---|
| Invoice | object |
Store IDRequired | choice |
Client IDRequired | choice |
| Staff ID | choice |
| Subscription ID | choice |
| Invoice Number | text |
| Purchase Order Number | text |
| Name | text |
| Is Offline | boolean |
| Currency Code | text |
| Client Business Name | text |
| Invoice Item | array |
| Payment | array |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
| ID | text |
Create an Invoice AppointmentAction
Create an Invoice PaymentAction
Delete a ClientAction
| Field | Type |
|---|---|
Client IDRequired | choice |
Delete a Client AppointmentAction
| Field | Type |
|---|---|
Client Appointment IDRequired | choice |
Delete a Client PaymentAction
| Field | Type |
|---|---|
Client Payment IDRequired | choice |
Delete a Journal AccountAction
| Field | Type |
|---|---|
Journal Account IDRequired | choice |
Delete a NoteAction
| Field | Type |
|---|---|
Note IDRequired | choice |
Delete a ProductAction
Delete a Stock TransactionAction
| Field | Type |
|---|---|
Stock Transaction IDRequired | choice |
Delete a Time Tracking RecordAction
| Field | Type |
|---|---|
Time Tracking Record IDRequired | choice |
Delete a Work OrderAction
| Field | Type |
|---|---|
Work Order IDRequired | choice |
Delete a Work Order AppointmentAction
| Field | Type |
|---|---|
Work Order Appointments IDRequired | choice |
Delete an EstimateAction
| Field | Type |
|---|---|
Estimate IDRequired | choice |
Delete an Estimate AppointmentAction
| Field | Type |
|---|---|
Estimate Appointment IDRequired | choice |
Delete an InvoiceAction
| Field | Type |
|---|---|
Item IDRequired | choice |
Delete an Invoice AppointmentAction
| Field | Type |
|---|---|
Invoice Appointment IDRequired | choice |
Delete an Invoice PaymentAction
| Field | Type |
|---|---|
Invoice Payment IDRequired | choice |
Make an API Calluniversal
Update a ClientAction
| Field | Type |
|---|---|
Client IDRequired | choice |
Business NameRequired | text |
First NameRequired | text |
Last NameRequired | text |
EmailRequired | |
PasswordRequired | text |
TypeRequired | choice |
| Is Offline | boolean |
| Client Number | text |
| Staff ID | number |
| Address 1 | text |
| Address 2 | text |
| City | text |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
Update a Client AppointmentAction
| Field | Type |
|---|---|
Client Appointment IDRequired | choice |
Client IDRequired | number |
Partner TypeRequired | choice |
Partner IDRequired | choice |
DateRequired | date |
| Staff ID | choice |
| End Date | date |
| Body | text |
| Action ID | number |
| Status | choice |
| Status Date | date |
| Post ID | choice |
| Recurring | boolean |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
Update a Client PaymentAction
Update a Journal AccountAction
| Field | Type |
|---|---|
Journal Account IDRequired | choice |
TypeRequired | choice |
NameRequired | text |
| Journal Category ID | choice |
| Code | text |
| Staff ID | choice |
| Total Debit | number |
| Total Credit | number |
| Entity Type | choice |
| Entity ID | text |
| Is Recalculated | boolean |
| Parent Category IDs | choice |
| Disabled | boolean |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
Update a NoteAction
Update a ProductAction
Update a Stock TransactionAction
| Field | Type |
|---|---|
Stock Transaction IDRequired | choice |
Product IDRequired | choice |
Transaction TypeRequired | choice |
Store IDRequired | choice |
| Date | date |
| Quantity | number |
| Currency Code | text |
| Price | number |
| Price Without Tax | number |
| Added By | choice |
| Ignored | boolean |
| Notes | text |
| Stock Transfer ID | number |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
Update a Time Tracking RecordAction
Update a Work OrderAction
| Field | Type |
|---|---|
Work Order IDRequired | choice |
TitleRequired | text |
Start DateRequired | date |
| Client ID | choice |
| Work Order Number | text |
| Description | text |
| Delivery Date | date |
| Delivery Appointment ID | choice |
| Follow Up Status ID | number |
| Budget | number |
| Budget Currency | text |
| Status | choice |
| Staff ID | choice |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
| ID | text |
Update a Work Order AppointmentAction
| Field | Type |
|---|---|
Work Order Appointments IDRequired | choice |
Client IDRequired | choice |
Partner TypeRequired | number |
Partner IDRequired | choice |
DateRequired | date |
| Staff ID | choice |
| End Date | date |
| Body | text |
| Action ID | choice |
| Status | choice |
| Status Date | date |
| Post ID | choice |
| Recurring | boolean |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
Update an EstimateAction
| Field | Type |
|---|---|
Estimate IDRequired | choice |
| Estimate | object |
Store IDRequired | choice |
Client IDRequired | choice |
| Staff ID | choice |
| Subscription ID | number |
| Invoice Number | text |
| Purchase Order Number | text |
| Name | text |
| Is Offline | boolean |
| Currency Code | text |
| Client Business Name | text |
| Invoice Item | array |
| Invoice Payment | array |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
Update an Estimate AppointmentAction
| Field | Type |
|---|---|
Estimate Appointment IDRequired | choice |
Item IDRequired | choice |
Partner IDRequired | choice |
Partner TypeRequired | number |
DateRequired | date |
| Staff ID | choice |
| End Date | date |
| Body | text |
| Action ID | choice |
| Status | choice |
| Status Date | date |
| Post ID | number |
| Recurring | boolean |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
Update an InvoiceAction
| Field | Type |
|---|---|
Item IDRequired | choice |
| Invoice | object |
Store IDRequired | choice |
Client IDRequired | choice |
| Staff ID | choice |
| Subscription ID | choice |
| Invoice Number | text |
| Purchase Order Number | text |
| Name | text |
| Is Offline | boolean |
| Currency Code | text |
| Client Business Name | text |
| Invoice Item | array |
| Payment | array |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
Update an Invoice AppointmentAction
Update an Invoice PaymentAction
| Field | Type |
|---|---|
Invoice Appointment IDRequired | choice |
Invoice IDRequired | choice |
Payment MethodRequired | text |
AmountRequired | number |
| Transaction ID | text |
| Treasury ID | choice |
| Date | date |
| Status | choice |
| Notes | text |
| Response Code | text |
| Response Message | text |
| Created | date |
| Field | Type |
|---|---|
| Code | number |
| Result | text |
Templates
Look for Daftra templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Capium[2]Cloud accounting and practice management platform for accountants, covering invoicing, expenses, payments, and client communications.
- BilltrustB2B accounts receivable and payment automation platform for invoices, collections, and cash application.
- BillingoHungarian online invoicing and billing platform for creating invoices, tracking payments, and managing customers.
- BillogramDigital invoicing and billing platform that sends invoices and collects payments from customers.
- BlueSnapGlobal payment gateway for accepting cards, local payment methods, and managing subscriptions.
References
- WEXTL® Daftra Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Daftra.
- WEXTL® visual workflow builder data.
Last updated: Jul 23, 2026 22:39
