Full list

Supported Triggers & Actions

Everything you can automate between Daftra and Chatlease.

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 AI Agent Crawled URLs

New AI Agent Crawled URLs

Triggered when a new AI agent crawled URLs is added.

New Conversations of AI Agent

New Conversations of AI Agent

Triggered when a new conversations of AI agent is created.

Request a new Trigger for Daftra

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.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  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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Integrations Daftra
Daftra + Chatlease
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 Chatlease
Chatlease + Daftra
Chatlease logo

About Chatlease

Chatlease is an AI-powered platform designed to enhance communication and customer interaction through intelligent chat solutions. It leverages artificial intelligence to provide seamless and efficient chat experiences, making it ideal for businesses looking to improve customer support and engagement.

Learn more

Frequently Asked Questions

How do I connect Daftra and Chatlease?

Sign up for a free viaSocket account, then authorize both your Daftra and Chatlease 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 Chatlease 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 Chatlease?

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

Can the integration run in both directions?

Yes. You can set up a workflow where Daftra triggers actions in Chatlease, and a separate workflow where Chatlease 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 Chatlease. 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 Chatlease integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.