Integrations Daftra Microsoft Teams
Daftra + Microsoft Teams
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Supported Triggers & Actions

Everything you can automate between Daftra and Microsoft Teams.

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice Created

New Invoice Created

Runs when a new invoice is created in Daftra

New Product Added

New Product Added

Runs when a new product is added to your Daftra account.

Product Updated

Product Updated

Runs when a product is updated during the scheduled time window, excluding items that were only newly created.

Invoice Is Updated

Invoice Is Updated

Runs when an invoice is updated since the last check, excluding newly created invoices.

New Channel Message

New Channel Message

Triggers when a new message is posted in a channel.

New Channel

New Channel

Trigger when new cchannel is created

Do thisActions

Action is the task that follows automatically within your Daftra integrations.

Update Invoice

Update Invoice

Updates an existing invoice with new details.

Delete Supplier

Delete Supplier

Deletes a supplier.

Record Invoice Payment

Record Invoice Payment

Record a payment for an invoice.

Delete Estimate

Delete Estimate

Deletes an estimate.

Add Expense

Add Expense

Record a new expense with amount, date, payment method and optional details (client, vendor, taxes, attachments).

Delete Invoice

Delete Invoice

Deletes an invoice by ID.

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  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Learn how to automate Daftra and Microsoft Teams workflows.

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Learn how to automate Daftra and Microsoft Teams workflows.

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Integrations Daftra
Daftra + Microsoft Teams
Daftra logo

About Daftra

Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.

Learn more
Integrations Microsoft Teams
Microsoft Teams + Daftra
Microsoft Teams logo

About Microsoft Teams

Microsoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve productivity.

Learn more

Frequently Asked Questions

How do I connect Daftra and Microsoft Teams?

Sign up for a free viaSocket account, then authorize both your Daftra and Microsoft Teams accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Daftra and Microsoft Teams as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Daftra to Microsoft Teams?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Teams. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Daftra triggers actions in Microsoft Teams, and a separate workflow where Microsoft Teams triggers actions in Daftra. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Daftra and Microsoft Teams. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Daftra and Microsoft Teams integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.