STEP 1
Connect Daftra and iCompleat
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 iCompleat Integration
Connect Daftra and iCompleat 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 iCompleat
Detailed info you need to know about Daftra and iCompleat integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Daftra to iCompleat
Set up your Daftra and iCompleat integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daftra and iCompleat 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 iCompleat. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daftra and iCompleat work in WEXTL?
WEXTL exposes actions and triggers for Daftra and iCompleat 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 triggersiCompleat 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.
iCompleat modules
- Approve InvoiceApproves a pending invoice, moving it to an approved state in the workflow.
- Approve OrderApproves a pending purchase order, advancing it through the approval workflow.
- Cancel OrderCancels an existing purchase order, preventing further processing.
- Clone CompanyCreates a copy of an existing company configuration for use as a new company.
- Create Cost CentreCreates a new cost centre for budget tracking and expense allocation.
- Create Custom FieldAdds a new custom field definition to extend entity data in the system.
- Create Delivery SiteCreates a new delivery site address for use on orders and shipments.
- Create Funding SourceCreates a new funding source to associate with orders or payment runs.
- Create InvoiceCreates a new supplier invoice in the accounts payable system.
- Create Invoice PaymentRecords a payment against an existing invoice.
- Create LocationCreates a new physical location record for organisational use.
- Create OrderCreates a new purchase order with line items and supplier details.
- Create Payment RunCreates a new payment run to batch and process invoice payments.
- Create ProjectCreates a new project for cost-coding and budget tracking purposes.
- Create SupplierCreates a new supplier record in the procurement system.
- Delete All Cost CentresPermanently deletes all cost centres from the company.
- Delete All Delivery SitesPermanently deletes all delivery site records from the company.
- Delete All LocationsPermanently deletes all location records from the company.
- Delete All ProjectsPermanently deletes all project records from the company.
- Delete All SuppliersPermanently deletes all supplier records from the company.
- Delete Cost CentrePermanently deletes a specific cost centre by its ID.
- Delete Custom FieldPermanently removes a custom field definition from the system.
- Delete Custom Field ValueRemoves a specific value from a custom field's allowed values list.
- Delete Delivery SitePermanently deletes a specific delivery site record by its ID.
- Delete Funding SourcePermanently deletes a funding source record by its ID.
- Delete InvoicePermanently deletes an invoice record from the system.
- Delete LocationPermanently deletes a specific location record by its ID.
- Delete OrderPermanently deletes a purchase order record from the system.
- Delete Payment RunPermanently deletes a payment run and its associated data.
- Delete ProjectPermanently deletes a specific project record by its ID.
- Delete SupplierPermanently deletes a supplier record from the procurement system.
- Deny InvoiceRejects a pending invoice, returning it to the submitter with a denial.
- Deny OrderRejects a pending purchase order, returning it to the submitter with a denial.
- Download Payment RunDownloads the payment run file for submission to a bank or payment processor.
- Duplicate UserCreates a new user by copying the settings and permissions of an existing user.
- Export Payment RunExports a payment run in a specified format for external processing.
- Get CompanyRetrieves a single company record by its ID.
- Get Cost CentreRetrieves a single cost centre record by its ID.
- Get Custom FieldRetrieves the definition of a single custom field by its ID.
- Get Delivery SiteRetrieves a single delivery site record by its ID.
- Get Funding SourceRetrieves a single funding source record by its ID.
- Get InvoiceRetrieves a single invoice record by its ID.
- Get LocationRetrieves a single location record by its ID.
- Get OrderRetrieves a single purchase order record by its ID.
- Get Order Budget ImpactRetrieves the projected budget impact of a purchase order.
- Get Payment RunRetrieves a single payment run record by its ID.
- Get Payment Run ExportRetrieves the export file data for a completed payment run.
- Get ProjectRetrieves a single project record by its ID.
- Get SupplierRetrieves a single supplier record by its ID.
- Get TenantRetrieves the current tenant configuration and settings.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daftra and iCompleat 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 iCompleat.
Connect your Daftra and iCompleat 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 Invoice" in iCompleat. Daftra has 15 triggers (including Watch Client Appointments, Watch Client Payments, and Watch Clients); iCompleat has 98 actions (including Approve Invoice, Approve Order, and Cancel Order). 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-iCompleat 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 iCompleat) 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 + iCompleat 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 iCompleat integration.
- Daftra and iCompleat integration source code, module specs and credentials implementation.
- Our Daftra and iCompleat integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daftra and iCompleat — 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
- iCompleat integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library