Connect Daftra and Bigin
Integrate Daftra with Bigin to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Bigin when New Invoice Created in Daftra
Update Contact in Bigin when New Invoice Created in Daftra
Update Company in Bigin when New Invoice Created in Daftra
Get Organization Details from Bigin when New Invoice Created in Daftra
Create Or Update Pipeline in Bigin when New Invoice Created in Daftra
Popular Daftra + Bigin 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
Bigin
Automatically do this!
Create Contact
Update Contact
Update Company
Get Organization Details
Create Or Update Pipeline
Create Or Update Contact
Create Pipeline
Create Contact in Bigin when New Invoice Created in Daftra
Use this flowUpdate Contact in Bigin when New Invoice Created in Daftra
Use this flowUpdate Company in Bigin when New Invoice Created in Daftra
Use this flowGet Organization Details from Bigin when New Invoice Created in Daftra
Use this flowCreate Or Update Pipeline in Bigin when New Invoice Created in Daftra
Use this flowCreate Or Update Contact in Bigin when New Invoice Created in Daftra
Use this flowCreate Pipeline in Bigin when New Invoice Created in Daftra
Use this flowCreate Contact in Bigin when New Product Added in Daftra
Use this flowUpdate Contact in Bigin when New Product Added in Daftra
Use this flowUpdate Company in Bigin when New Product Added in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Bigin.
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.
New Contact Created
Runs when a new contact is created in Zoho Bigin.
New Deal Is Created
Runs when a new deal is created in Zoho Bigin.
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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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 Bigin
Bigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Bigin 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 Bigin 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 Bigin. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Bigin, and a separate workflow where Bigin 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 Bigin. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Bigin integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
