Connect Daftra and Bland.ai
Integrate Daftra with Bland.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Invoice in Daftra when Web Agent Created in Bland-ai
Delete Supplier in Daftra when Web Agent Created in Bland-ai
Record Invoice Payment in Daftra when Web Agent Created in Bland-ai
Delete Estimate in Daftra when Web Agent Created in Bland-ai
Add Expense to Daftra when Web Agent Created in Bland-ai
Popular Daftra + Bland.ai flows
Start from a real workflow other teams are already running.
Choose a trigger
Daftra
When this happens...
New Invoice Created
New Product Added
Product Updated
Invoice Is Updated
Choose an action
Bland.ai
Automatically do this!
Create Prompt
Create Pathway
Get All Pathways Information
Get Single Pathway Information
Update Pathway
Delete Pathway
Send Call using Pathways
Send Call With Task
Send Call
List Calls
Call Details
Create Pathway Chat
Create Folder
Get All Folders
Update Folder
Delete Folder
Move Pathway
Create a Knowledge Base
Create a Custom Tool
Update Custom Tool
Custom Tool Details
Create a Web Agent
Update Web Agent Settings
Delete Web Agent
List Web Agents
Update Invoice in Daftra when Web Agent Created in Bland-ai
Use this flowDelete Supplier in Daftra when Web Agent Created in Bland-ai
Use this flowRecord Invoice Payment in Daftra when Web Agent Created in Bland-ai
Use this flowDelete Estimate in Daftra when Web Agent Created in Bland-ai
Use this flowAdd Expense to Daftra when Web Agent Created in Bland-ai
Use this flowDelete Invoice in Daftra when Web Agent Created in Bland-ai
Use this flowDelete Invoice Payment in Daftra when Web Agent Created in Bland-ai
Use this flowUpdate Product in Daftra when Web Agent Created in Bland-ai
Use this flowAdd Supplier to Daftra when Web Agent Created in Bland-ai
Use this flowDelete Client from Daftra when Web Agent Created in Bland-ai
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Bland.ai.
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.
Web Agent Created
Get web agent created within schedule time
Do thisActions
Action is the task that follows automatically within your Daftra integrations.
Update Invoice
Updates an existing invoice with new details.
Delete Supplier
Deletes a supplier.
Record Invoice Payment
Record a payment for an invoice.
Delete Estimate
Deletes an estimate.
Add Expense
Record a new expense with amount, date, payment method and optional details (client, vendor, taxes, attachments).
Delete Invoice
Deletes an invoice by ID.
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 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
About Bland.ai
Bland.ai is a cutting-edge platform in the field of artificial intelligence, offering innovative tools and solutions to enhance business operations and decision-making processes. It provides AI-driven insights and automation capabilities to streamline workflows and improve efficiency.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Bland.ai 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 Daftra and Bland.ai 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 Bland.ai. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Bland.ai, and a separate workflow where Bland.ai triggers actions in Daftra. 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 Daftra and Bland.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Bland.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
