STEP 1
Connect Daftra and Galileo
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 Galileo Integration
Build finance workflows between Daftra and Galileo 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 Galileo
Detailed info you need to know about Daftra and Galileo integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Daftra to Galileo
Set up your Daftra and Galileo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daftra and Galileo 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 Galileo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daftra and Galileo work in WEXTL?
WEXTL exposes actions and triggers for Daftra and Galileo 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 triggersGalileo 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 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.
- 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.
Galileo modules
- Add a User to a GroupAdds a user to a group.
- Bulk Delete DatasetsDeletes multiple datasets at once.
- Create a DatasetCreates a standalone dataset.
- Create a GroupCreates a new group.
- Create a Log StreamCreates a new log stream for a project.
- Create an Annotation RatingCreates or updates the rating of a trace for an annotation template.
- Create an Annotation TemplateCreates a new annotation template for a project.
- Create an API KeyCreates a new API key.
- Create an ExperimentCreates a new experiment for a project.
- Create a ProjectCreates a new project.
- Create a SectionCreates a new section on a trends dashboard.
- Create a WidgetCreates a new widget on a trends dashboard.
- Create Group Dataset CollaboratorsShares a dataset with one or more groups.
- Create Group Integration CollaboratorsShares an integration with one or more groups.
- Create Group Project CollaboratorsShares a project with one or more groups.
- Create or Update a Custom IntegrationCreates or updates a custom integration.
- Create or Update a Databricks IntegrationCreates or updates a Databricks integration.
- Create or Update a Mistral IntegrationCreates or updates a Mistral integration.
- Create or Update an Anthropic IntegrationCreates or updates an Anthropic integration.
- Create or Update an AWS Bedrock IntegrationCreates or updates an AWS Bedrock integration.
- Create or Update an AWS SageMaker IntegrationCreates or updates an AWS SageMaker integration.
- Create or Update an Azure IntegrationCreates or updates an Azure integration.
- Create or Update an Integration SelectionCreates or updates the current user's integration selection.
- Create or Update an NVIDIA IntegrationCreates or updates an NVIDIA integration.
- Create or Update an OpenAI IntegrationCreates or updates an OpenAI integration.
- Create or Update a Vegas Gateway IntegrationCreates or updates a Vegas Gateway integration.
- Create or Update a Vertex AI IntegrationCreates or updates a Google Vertex AI integration.
- Create or Update a Writer IntegrationCreates or updates a Writer integration.
- Create or Verify a UserCreates or verifies a user with an email and password.
- Create or Verify a User via Social LoginCreates or verifies a user using a social login provider.
- Create User Dataset CollaboratorsShares a dataset with one or more users.
- Create User Integration CollaboratorsShares an integration with one or more users.
- Create User Project CollaboratorsShares a project with one or more users.
- Delete a DashboardDeletes a trends dashboard from a log stream.
- Delete a DatasetDeletes a standalone dataset.
- Delete a GroupDeletes a group.
- Delete a Group Dataset CollaboratorRemoves a group's access to a dataset.
- Delete a Group Integration CollaboratorRemoves a group's access to an integration.
- Delete a Group MemberRemoves a member from a group.
- Delete a Group Project CollaboratorRemoves a group's access to a project.
- Delete a Log StreamDeletes a specific log stream.
- Delete an Annotation RatingDeletes the rating of a trace for an annotation template.
- Delete an Annotation TemplateDeletes an annotation template.
- Delete an API KeyDeletes an API key.
- Delete an ExperimentDeletes a specific experiment.
- Delete a ProjectDeletes a project and all associated runs and objects.
- Delete a ScorerDeletes a scorer.
- Delete a SectionDeletes a section from a trends dashboard.
- Delete a UserDeletes a user account.
- Delete a User Dataset CollaboratorRemoves a user's access to a dataset.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daftra and Galileo 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 Galileo.
Connect your Daftra and Galileo 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 "Add a User to a Group" in Galileo. Daftra has 15 triggers (including Watch Client Appointments, Watch Client Payments, and Watch Clients); Galileo has 131 actions (including Add a User to a Group, Bulk Delete Datasets, and Create a Dataset). 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-Galileo 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 Galileo) 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 + Galileo 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 Galileo integration.
- Daftra and Galileo integration source code, module specs and credentials implementation.
- Our Daftra and Galileo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daftra and Galileo — 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
- Galileo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library