Daftra and Tridens Integration

Daftra icon
Tridens icon
Daftra
Tridens

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Connect Daftra and Tridens 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.

3-day trialCancel anytimeUp to 10 minutes quick set up
  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Learn about Daftra and Tridens

Detailed info you need to know about Daftra and Tridens integrations in WEXTL. Explore which modules apps support and how you connect them.

Daftra

Daftra icon

Finance15 triggers32 searches46 actionsCloud accounting and ERP suite for invoices, clients, inventory, and business operations. [5]

Tridens

Tridens icon

Finance8 triggers26 searches41 actionsSubscription billing and monetization for utilities and SaaS. [6]

How to connect Daftra to Tridens

Set up your Daftra and Tridens integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Daftra and Tridens work in WEXTL?

WEXTL exposes actions and triggers for Daftra and Tridens 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 triggersTridens actions

Daftra modules
  • Daftra icon
    Create a ClientCreates a client in the system.
  • Daftra icon
    Create a Client AppointmentCreates a new appointment for a client in the system.
  • Daftra icon
    Create a Client PaymentCreates a client payment in the system.
  • Daftra icon
    Create a Journal AccountCreates a journal account in the financial system.
  • Daftra icon
    Create a NoteCreates a note in the specified service.
  • Daftra icon
    Create a ProductCreates a new product.
  • Daftra icon
    Create a Stock TransactionCreates a stock transaction in the system.
  • Daftra icon
    Create a Time Tracking RecordCreates a time tracking record for a specified user or project.
  • Daftra icon
    Create a Work OrderCreates a work order in the system.
  • Daftra icon
    Create a Work Order AppointmentCreates a work order appointment in the system.
  • Daftra icon
    Create an EstimateCreates an estimate using provided details.
  • Daftra icon
    Create an Estimate AppointmentCreates an estimate appointment in the system.
  • Daftra icon
    Create an InvoiceCreates an invoice in the system.
  • Daftra icon
    Create an Invoice AppointmentCreates an invoice appointment.
  • Daftra icon
    Create an Invoice PaymentCreates an invoice payment in the system.
  • Daftra icon
    Delete a ClientDeletes a client from the database.
  • Daftra icon
    Delete a Client AppointmentDeletes a client appointment from the system.
  • Daftra icon
    Delete a Client PaymentDeletes a client payment from the system.
  • Daftra icon
    Delete a Journal AccountDeletes a journal account from the ledger.
  • Daftra icon
    Delete a NoteDeletes a note specified by the user.
  • Daftra icon
    Delete a ProductDeletes an existing product.
  • Daftra icon
    Delete a Stock TransactionDeletes a stock transaction from the specified account.
  • Daftra icon
    Delete a Time Tracking RecordDeletes a time tracking record from the service.
  • Daftra icon
    Delete a Work OrderDeletes a work order from the system.
  • Daftra icon
    Delete a Work Order AppointmentDeletes a work order appointment from the system.
  • Daftra icon
    Delete an EstimateDeletes an estimate from the system.
  • Daftra icon
    Delete an Estimate AppointmentDeletes an estimate appointment from the system.
  • Daftra icon
    Delete an InvoiceDeletes an invoice from the system.
  • Daftra icon
    Delete an Invoice AppointmentDeletes an invoice appointment from the service.
  • Daftra icon
    Delete an Invoice PaymentDeletes an invoice payment from the system.
  • Daftra icon
    Get a ClientRetrieves details of a specific client by ID.
  • Daftra icon
    Get a Client AppointmentRetrieves the details of a client's appointment.
  • Daftra icon
    Get a Client PaymentRetrieves details of a client payment.
  • Daftra icon
    Get a Journal AccountRetrieves a journal account based on specified criteria.
  • Daftra icon
    Get a NoteRetrieves a specific note from the service.
  • Daftra icon
    Get a ProductRetrieves a single product's details.
  • Daftra icon
    Get a Staff MemberRetrieves the details of a specific staff member by their ID.
  • Daftra icon
    Get a Stock TransactionRetrieves details of a specific stock transaction by its ID.
  • Daftra icon
    Get a Time Tracking RecordRetrieves a time tracking record by the specified ID.
  • Daftra icon
    Get a Work OrderRetrieves a specific work order by ID.
  • Daftra icon
    Get a Work Order AppointmentRetrieves a work order appointment from the service.
  • Daftra icon
    Get an EstimateRetrieves an estimate for a given service or project.
  • Daftra icon
    Get an Estimate AppointmentRetrieves information about a specific appointment for an estimate.
  • Daftra icon
    Get an InvoiceRetrieves a specific invoice by ID.
  • Daftra icon
    Get an Invoice AppointmentRetrieves the details of a specific invoice appointment by ID.
  • Daftra icon
    Get an Invoice PaymentRetrieves details of an invoice payment.
  • Daftra icon
    Get Client AppointmentsRetrieves a list of appointments for a specific client.
  • Daftra icon
    Get Client PaymentsRetrieves client payments details from the service.
  • Daftra icon
    Get ClientsRetrieves a list of clients from the service.
  • Daftra icon
    Get Estimate AppointmentsRetrieves estimate appointments from the service.
Tridens modules
  • Tridens icon
    Activate Deferred PurchasesActivates deferred purchases in the system.
  • Tridens icon
    Authorize a PaymentAuthorizes a payment for processing.
  • Tridens icon
    Calculate a Customer QuoteCalculates a customer quote by processing the relevant data.
  • Tridens icon
    Calculate a QuoteCalculates a global quote based on provided parameters.
  • Tridens icon
    Calculate an Addon QuoteCalculates an addon quote.
  • Tridens icon
    Capture a PaymentCaptures a payment in the specified account.
  • Tridens icon
    Change a User's StateChanges the state of a user in the system.
  • Tridens icon
    Create a CustomerCreates a new customer in the system.
  • Tridens icon
    Create a LeadCreates a new lead in the system.
  • Tridens icon
    Create a Plan TransitionCreates a transition plan for moving from one phase to another.
  • Tridens icon
    Create a ProductCreates a new product in the system.
  • Tridens icon
    Create a QuoteCreates a new quote for a customer or project.
  • Tridens icon
    Create a TagCreates a tag in the service.
  • Tridens icon
    Create a UserCreates a user in the system.
  • Tridens icon
    Create an EventCreates a new event with specified details.
  • Tridens icon
    Create an OpportunityCreates a new opportunity in the system.
  • Tridens icon
    Create Customer SubscriptionCreates a customer subscription.
  • Tridens icon
    Delete a CustomerDeletes a customer from the database.
  • Tridens icon
    Delete a LeadDeletes a lead from the system.
  • Tridens icon
    Delete a ProductDeletes a product from the system.
  • Tridens icon
    Delete a QuoteDeletes a quote from the service.
  • Tridens icon
    Delete an OpportunityDeletes an opportunity from the system.
  • Tridens icon
    Delete ProrationDeletes a proration from a specified billing account.
  • Tridens icon
    Delete TagDeletes a tag from the service.
  • Tridens icon
    Evaluate TerminationEvaluates termination conditions or criteria within a process or system.
  • Tridens icon
    Execute an ActionExecutes a specified action within the system.
  • Tridens icon
    Get a CustomerRetrieves details of a specific customer.
  • Tridens icon
    Get a Customer BillRetrieves the bill information for a specified customer.
  • Tridens icon
    Get a LeadRetrieves a lead by its ID.
  • Tridens icon
    Get a ProductRetrieves details of a specific product by ID.
  • Tridens icon
    Get a QuoteRetrieves a quote based on specified criteria.
  • Tridens icon
    Get a Rate QuoteRetrieves a rate quote for a specific service or item.
  • Tridens icon
    Get a Raw InvoiceRetrieves a raw invoice from the service.
  • Tridens icon
    Get a SubscriptionRetrieves details of a specific subscription.
  • Tridens icon
    Get a TagRetrieves a tag from the system.
  • Tridens icon
    Get a UserRetrieves detailed information about a specific user by their ID.
  • Tridens icon
    Get an Invoice by Billing ProfileRetrieves an invoice associated with a specific billing profile.
  • Tridens icon
    Get Current UserRetrieves information about the current user.
  • Tridens icon
    Get OpportunityRetrieves an opportunity by its ID from the service.
  • Tridens icon
    Get Rated EventsRetrieves the rated events for a specific entity.
  • Tridens icon
    List BillsRetrieves a list of all bills.
  • Tridens icon
    List Customer BillsRetrieves a list of customer bills from the service.
  • Tridens icon
    List Customer SubscriptionsRetrieves a list of customer subscriptions.
  • Tridens icon
    List CustomersRetrieves a list of customers from the service.
  • Tridens icon
    List InvoicesRetrieves a list of invoices from the service.
  • Tridens icon
    List LeadsRetrieves a list of leads from the service.
  • Tridens icon
    List OpportunitiesRetrieves a list of opportunities from the service.
  • Tridens icon
    List PaymentsRetrieves a list of payments from the service.
  • Tridens icon
    List ProductsRetrieves a list of products from the service.
  • Tridens icon
    List QuotesRetrieves a list of quotes from the service.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Daftra and Tridens integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Daftra [5]

Alternative integrations to Tridens [6]

Try Daftra and Tridens on WEXTL®

Claim your 3-day trial to build Daftra with Tridens integration and access every WEXTL® feature.

Cancel anytime.

Frequently asked questions

Common questions about connecting Daftra and Tridens.

References

List of sources used to gather information about the Daftra and Tridens integration.

  1. Daftra and Tridens integration source code, module specs and credentials implementation.
  2. Our Daftra and Tridens integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Daftra and Tridens — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Daftra integration information
  6. Tridens integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Daftra and Tridens, or get started