STEP 1
Connect Daftra and MILKEE
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 MILKEE Integration
Connect Daftra and MILKEE 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 MILKEE
Detailed info you need to know about Daftra and MILKEE integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Daftra to MILKEE
Set up your Daftra and MILKEE integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daftra and MILKEE 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 MILKEE. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daftra and MILKEE work in WEXTL?
WEXTL exposes actions and triggers for Daftra and MILKEE 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 triggersMILKEE 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.
MILKEE modules
- Attach a File to a ProposalAttaches a file to an existing proposal.
- Count ProductsReturns the total number of products for the company.
- Create a CustomerCreates a new customer and can add a primary contact.
- Create a ProductCreates a new reusable product for invoices and proposals.
- Create a ProjectCreates a new project for a customer.
- Create a ProposalCreates a new proposal for a customer.
- Create a Proposal PositionAdds a line item to an existing proposal.
- Create a ServiceCreates a new service for time tracking.
- Create a Service CategoryCreates a new service category.
- Create a TagCreates a new tag for categorizing bookkeeping entries.
- Create a TaskCreates a new task on a project.
- Create a Tax RateCreates a new tax rate for bookkeeping and documents.
- Create a Time EntryCreates a new time tracking entry for a project.
- Create an AccountCreates a new bookkeeping account.
- Create an EntryCreates a new bookkeeping entry from the chosen accounts.
- Create an InvoiceCreates a new invoice for a customer.
- Create an Invoice PositionAdds a line item to an invoice.
- Delete a ContactPermanently removes a contact that has no invoices or proposals.
- Delete a CustomerPermanently removes a customer that has no projects or invoices.
- Delete a ProductDeletes an existing product permanently.
- Delete a ProjectDeletes an existing project permanently.
- Delete a ProposalDeletes an existing proposal permanently.
- Delete a Proposal PositionRemoves a line item from an existing proposal.
- Delete a ServicePermanently removes a service that has no time entries.
- Delete a Service CategoryPermanently removes a service category and clears it from services.
- Delete a TagPermanently removes a tag from the company.
- Delete a TaskDeletes an existing project task permanently.
- Delete a Tax RatePermanently removes a tax rate that is unused.
- Delete a Time EntryDeletes a time tracking entry that is still open.
- Delete an AccountPermanently removes an account that has no entries.
- Delete an EntryDeletes a bookkeeping entry when the year is still open.
- Delete an Import Entry ReceiptRemoves the receipt file from an imported bank transaction.
- Delete an InvoiceDeletes an invoice and reopens its linked time entries.
- Delete an Invoice PositionRemoves a line item from an invoice.
- Delete Import EntriesDeletes imported bank transactions, or every import row at once.
- Delete Multiple ContactsPermanently removes several contacts, skipping any that are still linked.
- Delete Multiple CustomersPermanently removes several customers in one request.
- Delete Multiple EntriesDeletes several bookkeeping entries in one request.
- Delete Multiple InvoicesDeletes several invoices in one request.
- Delete Multiple ProjectsDeletes several projects in one request.
- Delete Multiple ProposalsDeletes several proposals in one request.
- Delete Multiple ServicesDeletes several services and reports how many were skipped.
- Delete Multiple Time EntriesDeletes several time tracking entries at once.
- Delete the Active TimerDiscards the active timer without saving a time entry.
- Detach a File from a ProposalRemoves an attached file from an existing proposal.
- Get a ContactReturns a single contact by its identifier.
- Get a CustomerReturns a single customer by its identifier.
- Get a ProductReturns a single product by ID.
- Get a ProjectReturns a single project by ID.
- Get a ProposalReturns a single proposal with its related records.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daftra and MILKEE 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 MILKEE.
Connect your Daftra and MILKEE 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 "Attach a File to a Proposal" in MILKEE. Daftra has 15 triggers (including Watch Client Appointments, Watch Client Payments, and Watch Clients); MILKEE has 129 actions (including Attach a File to a Proposal, Count Products, and Create a Customer). 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-MILKEE 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 MILKEE) 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 + MILKEE 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 MILKEE integration.
- Daftra and MILKEE integration source code, module specs and credentials implementation.
- Our Daftra and MILKEE integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daftra and MILKEE — 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
- MILKEE integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library