STEP 1
Connect Daftra and ERPNext
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Daftra and ERPNext Integration
Connect Daftra and ERPNext to automate finance workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Daftra and ERPNext
Detailed info you need to know about Daftra and ERPNext integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Daftra to ERPNext
Set up your Daftra and ERPNext integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daftra and ERPNext 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 Daftra and ERPNext. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daftra and ERPNext work in WEXTL?
WEXTL exposes actions and triggers for Daftra and ERPNext 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 triggersERPNext actions
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.
ERPNext modules
- Create AddressCreates a new address.
- Create AssetCreates a new asset.
- Create BOMCreates a new bom.
- Create ContactCreates a new contact.
- Create CustomerCreates a new customer.
- Create Delivery NoteCreates a new delivery note.
- Create EmployeeCreates a new employee.
- Create Expense ClaimCreates a new expense claim.
- Create IssueCreates a new issue.
- Create ItemCreates a new item.
- Create Journal EntryCreates a new journal entry.
- Create LeadCreates a new lead.
- Create Leave ApplicationCreates a new leave application.
- Create Material RequestCreates a new material request.
- Create OpportunityCreates a new opportunity.
- Create Payment EntryCreates a new payment entry.
- Create ProjectCreates a new project.
- Create Purchase InvoiceCreates a new purchase invoice.
- Create Purchase OrderCreates a new purchase order.
- Create Purchase ReceiptCreates a new purchase receipt.
- Create Quality InspectionCreates a new quality inspection.
- Create QuotationCreates a new quotation.
- Create Sales InvoiceCreates a new sales invoice.
- Create Sales OrderCreates a new sales order.
- Create Stock EntryCreates a new stock entry.
- Create SupplierCreates a new supplier.
- Create TaskCreates a new task.
- Create WarehouseCreates a new warehouse.
- Create Work OrderCreates a new work order.
- Delete AddressDeletes a address.
- Delete AssetDeletes a asset.
- Delete BOMDeletes a bom.
- Delete ContactDeletes a contact.
- Delete CustomerDeletes a customer.
- Delete Delivery NoteDeletes a delivery note.
- Delete EmployeeDeletes a employee.
- Delete Expense ClaimDeletes a expense claim.
- Delete IssueDeletes a issue.
- Delete ItemDeletes a item.
- Delete Journal EntryDeletes a journal entry.
- Delete LeadDeletes a lead.
- Delete Leave ApplicationDeletes a leave application.
- Delete Material RequestDeletes a material request.
- Delete OpportunityDeletes a opportunity.
- Delete Payment EntryDeletes a payment entry.
- Delete ProjectDeletes a project.
- Delete Purchase InvoiceDeletes a purchase invoice.
- Delete Purchase OrderDeletes a purchase order.
- Delete Purchase ReceiptDeletes a purchase receipt.
- Delete Quality InspectionDeletes a quality inspection.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daftra and ERPNext integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Daftra and ERPNext.
Connect your Daftra and ERPNext 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 Daftra's "Watch Client Appointments" fires, WEXTL can "Create Address" in ERPNext. Daftra has 15 triggers (including Watch Client Appointments, Watch Client Payments, and Watch Clients); ERPNext has 146 actions (including Create Address, Create Asset, and Create BOM). 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. Daftra-to-ERPNext 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 Daftra (or ERPNext) 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 Daftra + ERPNext 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 Daftra and ERPNext integration.
- Daftra and ERPNext integration source code, module specs and credentials implementation.
- Our Daftra and ERPNext integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daftra and ERPNext — 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.
- Daftra integration information
- ERPNext integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library