Connect Daftra and Envoy for Visitors
Integrate Daftra with Envoy for Visitors to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Daftra + Envoy for Visitors 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
Envoy for Visitors
Automatically do this!
- Request a new Action for Envoy for Visitors
Update Invoice in Daftra when Visitor Invited in Envoy
Use this flowDelete Supplier in Daftra when Visitor Invited in Envoy
Use this flowRecord Invoice Payment in Daftra when Visitor Invited in Envoy
Use this flowDelete Estimate in Daftra when Visitor Invited in Envoy
Use this flowAdd Expense to Daftra when Visitor Invited in Envoy
Use this flowDelete Invoice in Daftra when Visitor Invited in Envoy
Use this flowDelete Invoice Payment in Daftra when Visitor Invited in Envoy
Use this flowUpdate Product in Daftra when Visitor Invited in Envoy
Use this flowAdd Supplier to Daftra when Visitor Invited in Envoy
Use this flowDelete Client from Daftra when Visitor Invited in Envoy
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Envoy for Visitors.
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.
Visitor Invited
Triggers when a visitor invite is created in Envoy.
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 Envoy for Visitors
Envoy is a leading platform for workplace management, offering solutions for visitor management, room booking, and employee sign-in. It helps businesses streamline their operations and enhance security.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Envoy for Visitors 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 Envoy for Visitors 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 Envoy for Visitors. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Envoy for Visitors, and a separate workflow where Envoy for Visitors 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 Envoy for Visitors. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Envoy for Visitors integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
