Connect Contextual AI and Daftra
Integrate Contextual AI with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Document from Contextual AI when Invoice Is Updated in Daftra
Get Document Metadata in Contexualai when Invoice Is Updated in Daftra
List Agents in Contexualai when Product Updated in Daftra
List Agents in Contexualai when New Product Added in Daftra
Reset Datastore in Contexualai when Product Updated in Daftra
Popular Contextual AI + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Contextual AI
When this happens...
- Request a new Trigger for Contextual AI
Choose an action
Daftra
Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Update Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
List All Invoices
List All Clients
List All Products
List All Staff
Delete Document from Contextual AI when Invoice Is Updated in Daftra
Use this flowGet Document Metadata in Contexualai when Invoice Is Updated in Daftra
Use this flowList Agents in Contexualai when Product Updated in Daftra
Use this flowList Agents in Contexualai when New Product Added in Daftra
Use this flowReset Datastore in Contexualai when Product Updated in Daftra
Use this flowCreate Agent in Contexualai when New Product Added in Daftra
Use this flowList Documents in Contexualai when Invoice Is Updated in Daftra
Use this flowCreate Agent in Contexualai when Invoice Is Updated in Daftra
Use this flowList Documents in Contexualai when Product Updated in Daftra
Use this flowGet Document Metadata in Contexualai when Product Updated in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Contextual AI and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice Created
Runs when a new invoice is created in Daftra
New Product Added
Runs when a new product is added to your Daftra account.
Product Updated
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Invoice Is Updated
Runs when an invoice is updated since the last check, excluding newly created invoices.
Do thisActions
Action is the task that follows automatically within your Contextual AI integrations.
Create Datastore
Create a new Datastore.
List Datastores
Retrieve a list of Datastores.
Get Datastore Metadata
Get the details of a given Datastore, including its name, create time, and the list of Agents which are currently configured to use the Datastore.
Reset Datastore
Reset the give Datastore. This operation is irreversible and it deletes all the documents associated with the datastore.
Delete Datastore
Delete a given Datastore, including all the documents ingested into it. This operation is irreversible.
List Documents
Get list of documents in a given Datastore, including document id, name, and ingestion job status.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Contextual AI
Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.
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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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Contextual AI and Daftra 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.
Yes. viaSocket uses instant triggers where available, so data moves between Contextual AI and Daftra as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Daftra. No coding required.
Yes. You can set up a workflow where Contextual AI triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Contextual AI. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Contextual AI and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Contextual AI and Daftra integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
