Connect Daftra and Connecteam
Integrate Daftra with Connecteam to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create User in Connecteam when New Invoice Created in Daftra
Create user note in Connecteam when New Invoice Created in Daftra
Archive users in Connecteam when New Invoice Created in Daftra
Create jobs in Connecteam when New Invoice Created in Daftra
Clock IN in Connecteam when New Invoice Created in Daftra
Popular Daftra + Connecteam 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
Connecteam
Automatically do this!
Create User
Create user note
Archive users
Create jobs
Clock IN
Clock Out
Create Task
Get schedulers
Get custom fields
Get smart groups
Get indicators
Get task boards
Get publishers
Get conversations
Get jobs
Get time clocks
Get policy types
Get forms
Create User in Connecteam when New Invoice Created in Daftra
Use this flowCreate user note in Connecteam when New Invoice Created in Daftra
Use this flowArchive users in Connecteam when New Invoice Created in Daftra
Use this flowCreate jobs in Connecteam when New Invoice Created in Daftra
Use this flowClock IN in Connecteam when New Invoice Created in Daftra
Use this flowClock Out in Connecteam when New Invoice Created in Daftra
Use this flowCreate Task in Connecteam when New Invoice Created in Daftra
Use this flowGet schedulers from Connecteam when New Invoice Created in Daftra
Use this flowGet custom fields in Connecteam when New Invoice Created in Daftra
Use this flowGet smart groups in Connecteam when New Invoice Created in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Connecteam.
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 User
Triggers when a new user is created.
User Updated
Triggers when an existing user updated.
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 Connecteam
Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Connecteam 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 Connecteam 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 Connecteam. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Connecteam, and a separate workflow where Connecteam 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 Connecteam. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Connecteam integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
