Daftra and Finale Inventory Integration

Daftra icon
Finale Inventory icon
Daftra
Finale Inventory

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

Build finance workflows between Daftra and Finale Inventory on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.

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Learn about Daftra and Finale Inventory

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

Daftra

Daftra icon

Finance15 triggers32 searches46 actionsCloud accounting and ERP suite for invoices, clients, inventory, and business operations. [5]

Finale Inventory

Finale Inventory icon

Finance2 searches7 actionsCloud inventory management for multi-channel stock, orders, products, and warehouses. [6]

How to connect Daftra to Finale Inventory

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

How does the integration between Daftra and Finale Inventory work in WEXTL?

WEXTL exposes actions and triggers for Daftra and Finale Inventory 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 triggersFinale Inventory actions

Daftra modules
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    Create a ClientCreates a client in the system.
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    Create a Client AppointmentCreates a new appointment for a client in the system.
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    Create a Client PaymentCreates a client payment in the system.
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    Create a Journal AccountCreates a journal account in the financial system.
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    Create a NoteCreates a note in the specified service.
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    Create a ProductCreates a new product.
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    Create a Stock TransactionCreates a stock transaction in the system.
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    Create a Time Tracking RecordCreates a time tracking record for a specified user or project.
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    Create a Work OrderCreates a work order in the system.
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    Create a Work Order AppointmentCreates a work order appointment in the system.
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    Create an EstimateCreates an estimate using provided details.
  • Daftra icon
    Create an Estimate AppointmentCreates an estimate appointment in the system.
  • Daftra icon
    Create an InvoiceCreates an invoice in the system.
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    Create an Invoice AppointmentCreates an invoice appointment.
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    Create an Invoice PaymentCreates an invoice payment in the system.
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    Delete a ClientDeletes a client from the database.
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    Delete a Client AppointmentDeletes a client appointment from the system.
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    Delete a Client PaymentDeletes a client payment from the system.
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    Delete a Journal AccountDeletes a journal account from the ledger.
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    Delete a NoteDeletes a note specified by the user.
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    Delete a ProductDeletes an existing product.
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    Delete a Stock TransactionDeletes a stock transaction from the specified account.
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    Delete a Time Tracking RecordDeletes a time tracking record from the service.
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    Delete a Work OrderDeletes a work order from the system.
  • Daftra icon
    Delete a Work Order AppointmentDeletes a work order appointment from the system.
  • Daftra icon
    Delete an EstimateDeletes an estimate from the system.
  • Daftra icon
    Delete an Estimate AppointmentDeletes an estimate appointment from the system.
  • Daftra icon
    Delete an InvoiceDeletes an invoice from the system.
  • Daftra icon
    Delete an Invoice AppointmentDeletes an invoice appointment from the service.
  • Daftra icon
    Delete an Invoice PaymentDeletes an invoice payment from the system.
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    Get a ClientRetrieves details of a specific client by ID.
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    Get a Client AppointmentRetrieves the details of a client's appointment.
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    Get a Client PaymentRetrieves details of a client payment.
  • Daftra icon
    Get a Journal AccountRetrieves a journal account based on specified criteria.
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    Get a NoteRetrieves a specific note from the service.
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    Get a ProductRetrieves a single product's details.
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    Get a Staff MemberRetrieves the details of a specific staff member by their ID.
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    Get a Stock TransactionRetrieves details of a specific stock transaction by its ID.
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    Get a Time Tracking RecordRetrieves a time tracking record by the specified ID.
  • Daftra icon
    Get a Work OrderRetrieves a specific work order by ID.
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    Get a Work Order AppointmentRetrieves a work order appointment from the service.
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    Get an EstimateRetrieves an estimate for a given service or project.
  • Daftra icon
    Get an Estimate AppointmentRetrieves information about a specific appointment for an estimate.
  • Daftra icon
    Get an InvoiceRetrieves a specific invoice by ID.
  • Daftra icon
    Get an Invoice AppointmentRetrieves the details of a specific invoice appointment by ID.
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    Get an Invoice PaymentRetrieves details of an invoice payment.
  • Daftra icon
    Get Client AppointmentsRetrieves a list of appointments for a specific client.
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    Get Client PaymentsRetrieves client payments details from the service.
  • Daftra icon
    Get ClientsRetrieves a list of clients from the service.
  • Daftra icon
    Get Estimate AppointmentsRetrieves estimate appointments from the service.
Finale Inventory modules
  • Finale Inventory icon
    Complete an OrderCompletes an order.
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    Create a ProductCreates a single product.
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    Create an OrderCreates a new order.
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    Deactivate a ProductDeactivates a single product.
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    Get a CollectionRetrieves a collection of products, inventories, orders, invoices, or shipments.
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    List ProductsRetrieves a list of products.
  • Finale Inventory icon
    Make an API CallPerforms an arbitrary authorized API call.
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    Update a ProductUpdates a single product.
  • Finale Inventory icon
    Update an Inventory StockUpdates stock values for specified inventory.

Explore alternative integrations

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

Alternative integrations to Daftra [5]

Alternative integrations to Finale Inventory [6]

Try Daftra and Finale Inventory on WEXTL®

Claim your 3-day trial to build Daftra with Finale Inventory integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Daftra and Finale Inventory.

References

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

  1. Daftra and Finale Inventory integration source code, module specs and credentials implementation.
  2. Our Daftra and Finale Inventory integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Daftra and Finale Inventory — 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. Daftra integration information
  6. Finale Inventory integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Daftra and Finale Inventory, or get started