Connect Crisp and Daftra
Integrate Crisp with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Note Message via Crisp when New Invoice Created in Daftra
Create Conversation in Crisp when New Invoice Created in Daftra
Change Conversation State in Crisp when New Invoice Created in Daftra
Search for a Profile in Crisp when New Invoice Created in Daftra
Add Segments to Conversation in Crisp when New Invoice Created in Daftra
Popular Crisp + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Crisp
When this happens...
- Request a new Trigger for Crisp
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
Send Note Message via Crisp when New Invoice Created in Daftra
Use this flowCreate Conversation in Crisp when New Invoice Created in Daftra
Use this flowChange Conversation State in Crisp when New Invoice Created in Daftra
Use this flowSearch for a Profile in Crisp when New Invoice Created in Daftra
Use this flowAdd Segments to Conversation in Crisp when New Invoice Created in Daftra
Use this flowSend Text Message through Crisp when New Invoice Created in Daftra
Use this flowSearch for Conversation in Crisp when New Invoice Created in Daftra
Use this flowSend Note Message via Crisp when New Product Added in Daftra
Use this flowCreate Conversation in Crisp when New Product Added in Daftra
Use this flowChange Conversation State in Crisp when New Product Added in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Crisp 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 Crisp integrations.
Send Note Message
Send a note message in a conversation.
Create Conversation
Creates a conversation.
Change Conversation State
Update the state of a conversation.
Search for a Profile
Search Crisp people profile using an email address.
Add Segments to Conversation
Add segments to a conversation.
Send Text Message
Send a text message to a user.
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 Crisp
Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
Learn moreSimilar apps
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 Crisp 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 Crisp 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 Crisp triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Crisp. 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 Crisp and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Crisp 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.
