STEP 1
Connect Daftra and Incwo
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 Incwo Integration
Keep Daftra and Incwo in sync by integrating their events and actions. When finance events happen in Daftra, update the Incwo automatically - without any line of code in visual workflow builder.
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Learn about Daftra and Incwo
Detailed info you need to know about Daftra and Incwo integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Daftra to Incwo
Set up your Daftra and Incwo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daftra and Incwo 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 Incwo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daftra and Incwo work in WEXTL?
WEXTL exposes actions and triggers for Daftra and Incwo 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 triggersIncwo 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.
Incwo modules
- Create a ContactCreates a new individual contact in the CRM.
- Create a Contact ItemCreates a new item (custom field entry) linked to an existing contact.
- Create a ContractCreates a new customer or supplier contract record.
- Create a FileUploads and creates a new file attachment in Incwo.
- Create a FirmCreates a new company (firm) record in the CRM.
- Create a LeadCreates a new sales lead in the CRM pipeline.
- Create a Lot NumberCreates a new lot number for batch inventory tracking.
- Create a NoteCreates a new note and attaches it to a record.
- Create a ProductCreates a new product or service in the product catalog.
- Create a ProjectCreates a new project for tracking tasks, time, and billing.
- Create a ProposalCreates a new sales proposal (quote) to send to a prospect or customer.
- Create a SalaryCreates a monthly salary record for a staff member.
- Create a StaffCreates a new staff member (employee) record in HR.
- Create a TaskCreates a new task and optionally assigns it to a project or staff member.
- Create a TimesheetCreates a new timesheet record for tracking employee working hours.
- Create an ExpenseCreates a new expense report entry for reimbursement tracking.
- Create an InterviewCreates a new HR interview record for a staff member or candidate.
- Create Customer PricingCreates a customer-specific price rule for a product or service.
- Create Serial NumberCreates a new serial number entry for individual product unit tracking.
- Create Stock MovementRecords a new stock movement (receipt, shipment, or adjustment) in inventory.
- Create Timesheet LineAdds a new line entry (time log) to an existing timesheet.
- Create Vacation RequestSubmits a new vacation (leave) request for a staff member.
- Create Vendor PricingCreates a supplier-specific purchase price rule for a product.
- Delete a ContactPermanently deletes the contact identified by its ID.
- Delete a Contact ItemPermanently deletes a contact item identified by its ID.
- Delete a ContractPermanently deletes the contract identified by its ID.
- Delete a FilePermanently deletes the file attachment identified by its ID.
- Delete a FirmPermanently deletes the company (firm) record identified by its ID.
- Delete a LeadPermanently deletes the lead identified by its ID.
- Delete a Lot NumberPermanently deletes the lot number entry identified by its ID.
- Delete a NotePermanently deletes the note identified by its ID.
- Delete a ProductPermanently deletes the product identified by its ID.
- Delete a ProjectPermanently deletes the project identified by its ID.
- Delete a ProposalPermanently deletes the proposal identified by its ID.
- Delete a SalaryPermanently deletes the monthly salary record identified by its ID.
- Delete a StaffPermanently deletes the staff member record identified by its ID.
- Delete a TaskPermanently deletes the task identified by its ID.
- Delete a TimesheetPermanently deletes the timesheet identified by its ID.
- Delete an Expense SheetPermanently deletes the expense sheet identified by its ID.
- Delete an InterviewPermanently deletes the interview record identified by its ID.
- Delete Customer PricingPermanently deletes the customer pricing rule identified by its ID.
- Delete Serial NumberPermanently deletes the serial number entry identified by its ID.
- Delete Stock MovementPermanently deletes the stock movement record identified by its ID.
- Delete Timesheet LinePermanently deletes the timesheet line entry identified by its ID.
- Delete Vacation RequestPermanently deletes the vacation request identified by its ID.
- Delete Vendor PricingPermanently deletes the vendor pricing rule identified by its ID.
- Get a ContactRetrieves the full details of a single contact by its ID.
- Get a Contact AddressRetrieves the address details of a single contact by its ID.
- Get a Contact ItemRetrieves a single contact item (custom field entry) by its ID.
- Get a ContractRetrieves the full details of a single contract by its ID.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daftra and Incwo 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 Incwo.
Connect your Daftra and Incwo 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 "Create a Contact" in Incwo. Daftra has 15 triggers (including Watch Client Appointments, Watch Client Payments, and Watch Clients); Incwo has 119 actions (including Create a Contact, Create a Contact Item, and Create a Contract). 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-Incwo 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 Incwo) 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 + Incwo 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 Incwo integration.
- Daftra and Incwo integration source code, module specs and credentials implementation.
- Our Daftra and Incwo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daftra and Incwo — 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
- Incwo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library