STEP 1
Connect Daftra and GoCardless
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 GoCardless Integration
Build finance workflows between Daftra and GoCardless 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 GoCardless
Detailed info you need to know about Daftra and GoCardless integrations in WEXTL. Explore which modules apps support and how you connect them.
GoCardless
Bank debit payments for customers, mandates, subscriptions, and payouts. [6]
How to connect Daftra to GoCardless
Set up your Daftra and GoCardless integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daftra and GoCardless 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 GoCardless. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daftra and GoCardless work in WEXTL?
WEXTL exposes actions and triggers for Daftra and GoCardless 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 triggersGoCardless 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.
GoCardless modules
- Approve an Outbound PaymentApproves an outbound payment.
- Cancel a Billing RequestCancels a billing request.
- Cancel an Instalment ScheduleCancels an instalment schedule.
- Cancel an Outbound PaymentCancels an outbound payment.
- Cancel a PaymentCancels a payment.
- Cancel a SubscriptionCancels a subscription.
- Change CurrencyChanges currency.
- Collect Bank Account DetailsCollects bank account details.
- Collect Customer DetailsCollects customer details.
- Confirm the Payer DetailsConfirms the payer details.
- Create a Bank Account Holder VerificationCreates a bank account holder verification.
- Create a Billing RequestCreates a billing request.
- Create a Billing Request FlowCreates a billing request flow.
- Create a Billing Request TemplateCreates a billing request template.
- Create a Billing Request with ActionsCreates a billing request with actions.
- Create a CreditorCreates a creditor.
- Create a Creditor Bank AccountCreates a creditor bank account.
- Create a CustomerCreates a customer.
- Create a Customer Bank AccountCreates a customer bank account.
- Create an Outbound PaymentCreates an outbound payment.
- Create an Outbound Payment ImportCreates an outbound payment import.
- Create a PaymentCreates a payment.
- Create a RefundCreates a refund.
- Create a SubscriptionCreates a subscription.
- Create a Verification DetailCreates a verification detail.
- Create a Withdrawal Outbound PaymentCreates a withdrawal outbound payment.
- Create Instalment Schedule (with Dates)Creates an instalment schedule (with dates).
- Create Instalment Schedule (with Schedule)Creates an instalment schedule (with schedule).
- Disable a Creditor Bank AccountDisables a creditor bank account.
- Disable a Customer Bank AccountDisables a customer bank account.
- Fulfil a Billing RequestFulfils a billing request.
- Funds AvailabilityGets funds availability.
- Get a Bank Account Holder VerificationGets a bank account holder verification.
- Get All Payout Items in a Single PayoutGets all payout items in a single payout.
- Get an Outbound PaymentGets an outbound payment.
- Get an Outbound Payment ImportGets an outbound payment import.
- Get a Single Billing RequestGets a single billing request.
- Get a Single Billing Request TemplateGets a single billing request template.
- Get a Single CreditorGets a single creditor.
- Get a Single Creditor Bank AccountGets a single creditor bank account.
- Get a Single CustomerGets a single customer.
- Get a Single Customer Bank AccountGets a single customer bank account.
- Get a Single EventGets a single event.
- Get a Single Instalment ScheduleGets a single instalment schedule.
- Get a Single PaymentGets a single payment.
- Get a Single Payment Account DetailsGets a single payment account details.
- Get a Single Payment Account TransactionGets a single payment account transaction.
- Get a Single PayoutGets a single payout.
- Get a Single RefundGets a single refund.
- Get a Single SubscriptionGets a single subscription.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daftra and GoCardless 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 GoCardless.
Connect your Daftra and GoCardless 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 "Approve an Outbound Payment" in GoCardless. Daftra has 15 triggers (including Watch Client Appointments, Watch Client Payments, and Watch Clients); GoCardless has 96 actions (including Approve an Outbound Payment, Cancel a Billing Request, and Cancel an Instalment Schedule). 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-GoCardless 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 GoCardless) 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 + GoCardless 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 GoCardless integration.
- Daftra and GoCardless integration source code, module specs and credentials implementation.
- Our Daftra and GoCardless integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daftra and GoCardless — 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
- GoCardless integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library