STEP 1
Connect Daftra and Zoho Books
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 Zoho Books Integration
Keep Daftra and Zoho Books in sync by integrating their events and actions. When finance events happen in Daftra, update the Zoho Books automatically - without any line of code in visual workflow builder.
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Learn about Daftra and Zoho Books
Detailed info you need to know about Daftra and Zoho Books integrations in WEXTL. Explore which modules apps support and how you connect them.
Zoho Books
Accounting for invoices, bills, contacts, and payments. [6]
How to connect Daftra to Zoho Books
Set up your Daftra and Zoho Books integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daftra and Zoho Books 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 Zoho Books. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daftra and Zoho Books work in WEXTL?
WEXTL exposes actions and triggers for Daftra and Zoho Books 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 triggersZoho Books 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 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.
- 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.
- 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 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.
- 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.
- 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 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 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 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.
Zoho Books modules
- Activate AccountActivates account.
- Activate ProjectActivates project.
- Add Additional AddressAdds additional Address.
- Add a Project TaskAdds a Project Task.
- Add a TaskAdds a Task.
- Apply a Price Book to an InvoicePerforms the a Price Book to an Invoice operation.
- Apply CreditsPerforms the credits operation.
- Apply CreditsPerforms the credits operation.
- Apply Credits to a BillPerforms the credits to a Bill operation.
- Apply Journal Credits to BillsPerforms the journal Credits to Bills operation.
- Apply Journal Credits to InvoicesPerforms the journal Credits to Invoices operation.
- Apply Retainer Invoice Payments to InvoicesPerforms the retainer Invoice Payments to Invoices operation.
- Approve a BillApproves a Bill.
- Approve a Credit Note.Approves a Credit Note..
- Approve a JournalApproves a Journal.
- Approve an Estimate.Approves an Estimate..
- Approve an Invoice.Approves an Invoice..
- Approve a Purchase OrderApproves a Purchase Order.
- Approve a Retainer Invoice.Approves a Retainer Invoice..
- Approve a Sales Order.Approves a Sales Order..
- Approve a Vendor CreditApproves a Vendor Credit.
- Assign UsersAssigns users.
- Associate Invoices with Sales OrderPerforms the invoices with Sales Order operation.
- Bulk Fetch Item DetailsPerforms the fetch Item Details operation.
- Cancel an InvoiceCancels an Invoice.
- Cancel a Purchase OrderCancels a Purchase Order.
- Cancel Write OffCancels write Off.
- Categorize an Uncategorized TransactionPerforms the an Uncategorized Transaction operation.
- Categorize as Credit Note RefundsPerforms the as Credit Note Refunds operation.
- Categorize as Customer PaymentPerforms the as Customer Payment operation.
- Categorize as ExpensePerforms the as Expense operation.
- Categorize as Vendor Credit RefundsPerforms the as Vendor Credit Refunds operation.
- Categorize a Vendor PaymentPerforms the a Vendor Payment operation.
- Clone ProjectPerforms the project operation.
- Close a Purchase ReturnCloses a Purchase Return.
- Confirm a Purchase ReturnPerforms the a Purchase Return operation.
- Convert Credit Note to Draft.Performs the credit Note to Draft. operation.
- Convert PO to BillPerforms the pO to Bill operation.
- Convert to OpenPerforms the to Open operation.
- Convert to OpenPerforms the to Open operation.
- Create a Bank AccountCreates a Bank Account.
- Create a BillCreates a Bill.
- Create a CategoryCreates a Category.
- Create a ContactCreates a Contact.
- Create a Contact PersonCreates a Contact Person.
- Create a Credit NoteCreates a Credit Note.
- Create a CurrencyCreates a Currency.
- Create a Customer Debit NoteCreates a Customer Debit Note.
- Create a Delivery ChallanCreates a Delivery Challan.
- Create a JournalCreates a Journal.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daftra and Zoho Books 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 Zoho Books.
Connect your Daftra and Zoho Books 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 "Activate Account" in Zoho Books. Daftra has 15 triggers (including Watch Client Appointments, Watch Client Payments, and Watch Clients); Zoho Books has 394 actions (including Activate Account, Activate Project, and Add Additional Address). 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-Zoho Books 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 Zoho Books) 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 + Zoho Books 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 Zoho Books integration.
- Daftra and Zoho Books integration source code, module specs and credentials implementation.
- Our Daftra and Zoho Books integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daftra and Zoho Books — 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
- Zoho Books integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library