STEP 1
Connect Daftra and Holded
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 Holded Integration
Build finance workflows between Daftra and Holded 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 Holded
Detailed info you need to know about Daftra and Holded integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Daftra to Holded
Set up your Daftra and Holded integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daftra and Holded 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 Holded. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daftra and Holded work in WEXTL?
WEXTL exposes actions and triggers for Daftra and Holded 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 triggersHolded 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.
Holded modules
- Accept an EstimateMarks an estimate as accepted.
- Approve a Credit NoteApproves a credit note.
- Approve an EstimateApproves an estimate.
- Approve an InvoiceApproves an invoice.
- Approve a PayslipApproves a payslip.
- Approve a ProformaApproves a proforma.
- Approve a PurchaseApproves a purchase.
- Approve a Purchase OrderApproves a purchase order.
- Approve a Purchase ShipmentApproves a purchase shipment.
- Approve a Receipt NoteApproves a receipt note.
- Approve a Sales OrderApproves a sales order.
- Approve a Sales ReceiptApproves a sales receipt.
- Approve a WaybillApproves a waybill.
- Archive a Banking AccountArchives a banking account.
- Attach a File to a ContactAttaches a file to a contact.
- Attach a File to a Credit NoteAttaches a file to a credit note.
- Attach a File to an EstimateAttaches a file to an estimate.
- Attach a File to an InvoiceAttaches a file to an invoice.
- Attach a File to a ProformaAttaches a file to a proforma.
- Attach a File to a PurchaseAttaches a file to a purchase.
- Attach a File to a Purchase OrderAttaches a file to a purchase order.
- Attach a File to a Receipt NoteAttaches a file to a receipt note.
- Attach a File to a Sales OrderAttaches a file to a sales order.
- Attach a File to a Sales ReceiptAttaches a file to a sales receipt.
- Attach a File to a WaybillAttaches a file to a waybill.
- Attach Incoming Document to a DocumentAttaches an incoming document to a document.
- Bulk Approve InvoicesApproves invoices in bulk.
- Bulk Archive ContactsArchives contacts in bulk.
- Bulk Cancel InvoicesCancels invoices in bulk.
- Bulk Delete ContactsDeletes contacts in bulk.
- Bulk Delete InvoicesDeletes invoices in bulk.
- Cancel a BookingCancels a booking.
- Cancel an InvoiceCancels an invoice.
- Clock in an EmployeeClocks in an employee.
- Clock Out an EmployeeClocks out an employee.
- Convert a Document to Another TypeConverts a document to another type.
- Convert Incoming Document into a Purchase DocumentConverts an incoming document into a purchase document.
- Create a Banking AccountCreates a banking account.
- Create a BookingCreates a booking.
- Create a ContactCreates a contact.
- Create a Contact GroupCreates a contact group.
- Create a Credit NoteCreates a credit note.
- Create a FunnelCreates a funnel.
- Create a LeadCreates a lead.
- Create a Lead NoteCreates a lead note.
- Create a Lead TaskCreates a lead task.
- Create a Ledger EntryCreates a ledger entry.
- Create an Accounting AccountCreates an accounting account.
- Create an EmployeeCreates an employee.
- Create an EstimateCreates an estimate.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daftra and Holded 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 Holded.
Connect your Daftra and Holded 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 "Accept an Estimate" in Holded. Daftra has 15 triggers (including Watch Client Appointments, Watch Client Payments, and Watch Clients); Holded has 360 actions (including Accept an Estimate, Approve a Credit Note, and Approve an Estimate). 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-Holded 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 Holded) 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 + Holded 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 Holded integration.
- Daftra and Holded integration source code, module specs and credentials implementation.
- Our Daftra and Holded integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daftra and Holded — 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
- Holded integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library