Everything you can automate between Daftra and CraftMyPDF.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new invoice is created in Daftra
Runs when a new product is added to your Daftra account.
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Runs when an invoice is updated since the last check, excluding newly created invoices.
Action is the task that follows automatically within your Daftra integrations.
Updates an existing invoice with new details.
Deletes a supplier.
Record a payment for an invoice.
Deletes an estimate.
Record a new expense with amount, date, payment method and optional details (client, vendor, taxes, attachments).
Deletes an invoice by ID.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
No credit card required. Set up your first workflow in minutes.
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 moreCraftMyPDF is a document automation platform to design and generate pixel‑perfect PDFs and images from reusable templates. It features a drag‑and‑drop template editor, powerful expressions and custom JavaScript, fillable PDF components, charts, barcodes/QR codes, and HTML‑to‑PDF. Automate via REST API or no‑code integrations (Zapier, Make, Bubble, n8n, Coda, FlutterFlow). Supports regional endpoints and is SOC 2 Type II audited. Common use cases include invoices, contracts, reports, labels, certificates, and more.
Learn moreSign up for a free viaSocket account, then authorize both your Daftra and CraftMyPDF 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 CraftMyPDF 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 CraftMyPDF. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in CraftMyPDF, and a separate workflow where CraftMyPDF 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 CraftMyPDF. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and CraftMyPDF integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.