STEP 1
Connect Daftra and Wafeq
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 Wafeq Integration
Build finance workflows between Daftra and Wafeq on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Daftra and Wafeq
Detailed info you need to know about Daftra and Wafeq integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Daftra to Wafeq
Set up your Daftra and Wafeq integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daftra and Wafeq 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 Wafeq. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daftra and Wafeq work in WEXTL?
WEXTL exposes actions and triggers for Daftra and Wafeq 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 triggersWafeq 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.
Wafeq modules
- Create a Bank Ledger TransactionCreates a new bank ledger transaction.
- Create a Bank Statement TransactionCreates a new bank statement transaction.
- Create a BeneficiaryCreates a new beneficiary.
- Create a BillCreates a new bill.
- Create a ContactCreates a new contact.
- Create a Credit NoteCreates a new credit note.
- Create a Debit NoteCreates a new debit note.
- Create a PaymentCreates a new payment.
- Create a ProjectCreates a new project.
- Create an EmployeeCreates a new employee.
- Create an ExpenseCreates a new expense.
- Create an InvoiceCreates an invoice in the system with the specified details.
- Create an ItemCreates a new item.
- Delete a Bank Ledger TransactionDeletes a bank ledger transaction to remove it from the system.
- Delete a Bank Statement TransactionDeletes a bank statement transaction.
- Delete a BeneficiaryDeletes a beneficiary.
- Delete a BillDeletes a bill from the system.
- Delete a ContactDeletes an existing contact.
- Delete a Credit NoteDeletes an existing credit note.
- Delete a Debit NoteDeletes an existing debit note.
- Delete a PaymentDeletes a payment.
- Delete a ProjectDeletes a project.
- Delete an EmployeeDeletes an existing employee from the system.
- Delete an ExpenseDeletes an expense from the system.
- Delete an InvoiceDeletes an existing invoice.
- Delete an ItemDeletes an item.
- Download a Credit Note PDFDownloads a credit note PDF.
- Download a Debit Note PDFDownloads a debit note as a PDF.
- Download a Payment PDFDownloads a payment as a PDF.
- Download an Invoice PDFDownloads an invoice as a PDF file.
- Download Bill PDFDownloads a bill as a PDF.
- Get a Balance Sheet ReportRetrieves the balance sheet.
- Get a Bank Ledger TransactionRetrieves a single bank ledger transaction.
- Get a Bank Statement TransactionRetrieves a single bank statement transaction.
- Get a BeneficiaryRetrieves a single beneficiary.
- Get a BillRetrieves a single bill.
- Get a Cash Flow ReportRetrieves the cash flow report.
- Get a ContactRetrieves a single contact.
- Get a Credit NoteRetrieves a single credit note.
- Get a Debit NoteRetrieves a single debit note.
- Get a PaymentRetrieves a single payment.
- Get a Profit and Loss ReportRetrieves the profit and loss report.
- Get a ProjectRetrieves a single project.
- Get a Trial Balance ReportRetrieves the trial balance report.
- Get an EmployeeRetrieves a single employee.
- Get an ExpenseRetrieves a single expense.
- Get an InvoiceRetrieves a single invoice.
- Get an ItemRetrieves a single item.
- List Bank Ledger TransactionsRetrieves all bank ledger transactions.
- List Bank Statement TransactionsRetrieves all bank statement transactions.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daftra and Wafeq 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 Wafeq.
Connect your Daftra and Wafeq 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 Bank Ledger Transaction" in Wafeq. Daftra has 15 triggers (including Watch Client Appointments, Watch Client Payments, and Watch Clients); Wafeq has 77 actions (including Create a Bank Ledger Transaction, Create a Bank Statement Transaction, and Create a Beneficiary). 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-Wafeq 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 Wafeq) 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 + Wafeq 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 Wafeq integration.
- Daftra and Wafeq integration source code, module specs and credentials implementation.
- Our Daftra and Wafeq integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daftra and Wafeq — 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
- Wafeq integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library