STEP 1
Connect Daftra and Sankhya
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 Sankhya Integration
Keep Daftra and Sankhya in sync by integrating their events and actions. When finance events happen in Daftra, update the Sankhya automatically - without any line of code in visual workflow builder.
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Learn about Daftra and Sankhya
Detailed info you need to know about Daftra and Sankhya integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Daftra to Sankhya
Set up your Daftra and Sankhya integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daftra and Sankhya 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 Sankhya. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daftra and Sankhya work in WEXTL?
WEXTL exposes actions and triggers for Daftra and Sankhya 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 triggersSankhya 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.
Sankhya modules
- Add a Contact for a CustomerAdds a contact for an already registered customer.
- Calculate Sales TaxesCalculates sales taxes based on given parameters and returns the total amount including taxes.
- Cancel a Sales OrderCancels an available sales order.
- Cancel an Electronic Consumer InvoiceCancels an electronic consumer invoice.
- Cancel an Electronic Tax ReceiptCancels an electronic tax receipt from the service.
- Check for Integration InconsistenciesReturns the list of inconsistencies identified in the HCM integration routines.
- Create a Contextualized Product PriceCreates a new contextualized product price.
- Create a CustomerCreates a new customer.
- Create a Financial Expense RecordCreates a new financial expense record.
- Create a Financial Record of RevenueCreates a new financial record of revenue.
- Create an API CallPerforms an arbitrary authorized API request.
- Get a CompanyReturns a specific company details based on the parameter sent in the request.
- Get a DepartmentReturns a specific department based on the parameter sent in the request.
- Get a FunctionReturns a specific function based on the parameter sent in the request.
- Get a POS CashierReturns the `codigoCaixa` that is open for the criteria sent for querying.
- Get a PositionReturns a specific job title based on the parameter sent in the request.
- Get a ProductReturns a specific product based on the parameter sent in the request.
- Get a Product GroupReturns a specific product group based on the parameter sent in the request.
- Get a Product LocationReturns a specific stock location based on the parameter sent in the request.
- Get a Product VolumeReturns a specific volume based on the parameter sent in the request.
- Get a Trade UnionReturns a specific union based on the parameter sent in the request.
- Get a WorkplaceReturns a specific workplace based on the parameter sent in the request.
- Get an EmployeeReturns the data of an employee.
- Get an OccurrenceReturns a specific occurrence history based on the parameter sent in the request.
- Import a Service InvoiceImports a service invoice into the system.
- Include a Sales OrderAdds a sales order to the selected sales order group.
- Include an Electronic Customer InvoiceIncludes an electronic consumer invoice, model 65, issued at an external POS terminal.
- Include an Electronic Tax ReceiptIncludes an electronic tax receipt, model 59, issued at an external POS terminal.
- Invalidate Electronic Consumer Invoice NumberingInvalidates the electronic Consumer Invoice Numbering, model 65, issued at an external POS terminal.
- Invalidate Electronic Tax Coupon NumberingInvalidates the electronic tax coupon numbering system (model 59) issued by an external POS terminal.
- List AbsencesReturns a paginated list of absence records.
- List Alternative ProductsReturns a list of alternative products for a given product.
- List CompaniesReturns a paginated list of companies.
- List Customer RecordsRetrieves a list of customer records for a specific employee and company.
- List CustomersRetrieves a list of customers.
- List DelaysReturns a paginated list of delays.
- List DepartmentsReturns a paginated list of departments.
- List Employee Incident ReportsLists incident reports for a specific employee and company.
- List Employee Lateness RecordsLists lateness records for a specific employee and company.
- List Employee MovementsLists movement records for a specific employee and company.
- List Employee VacationsRetrieves a list of vacation records for a specific employee and company.
- List Employee Work HoursLists historical work hour records for a specific employee and company.
- List EmployeesReturns a paginated list of employees.
- List ExpensesProvides access to financial expense data entered.
- List FunctionsReturns a paginated list of functions registered in SankhyaOM.
- List HCM CustomersReturns a paginated list of customers.
- List Incident HistoryReturns a paginated list of historical occurrences.
- List InventoryRetrieves a list of stock inventory.
- List Linked Product PricesRetrieves prices linked to a product independently of the price list.
- List MovementsReturns all transaction records.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daftra and Sankhya 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 Sankhya.
Connect your Daftra and Sankhya 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 "Add a Contact for a Customer" in Sankhya. Daftra has 15 triggers (including Watch Client Appointments, Watch Client Payments, and Watch Clients); Sankhya has 80 actions (including Add a Contact for a Customer, Calculate Sales Taxes, and Cancel a Sales 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-Sankhya 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 Sankhya) 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 + Sankhya 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 Sankhya integration.
- Daftra and Sankhya integration source code, module specs and credentials implementation.
- Our Daftra and Sankhya integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daftra and Sankhya — 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
- Sankhya integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library