Connect Daftra and Evoliz
Integrate Daftra with Evoliz to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Evoliz when New Invoice Created in Daftra
Create Article in Evoliz when New Invoice Created in Daftra
Create Client in Evoliz when New Invoice Created in Daftra
Create Contact Client in Evoliz when New Invoice Created in Daftra
Create Prospect Contact in Evoliz when New Invoice Created in Daftra
Popular Daftra + Evoliz 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
Evoliz
Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
Create Account in Evoliz when New Invoice Created in Daftra
Use this flowCreate Article in Evoliz when New Invoice Created in Daftra
Use this flowCreate Client in Evoliz when New Invoice Created in Daftra
Use this flowCreate Contact Client in Evoliz when New Invoice Created in Daftra
Use this flowCreate Prospect Contact in Evoliz when New Invoice Created in Daftra
Use this flowCreate Prospect in Evoliz when New Invoice Created in Daftra
Use this flowUpdate Article in Evoliz when New Invoice Created in Daftra
Use this flowFind Article in Evoliz when New Invoice Created in Daftra
Use this flowSend Invoice in Evoliz when New Invoice Created in Daftra
Use this flowCreate Account in Evoliz when New Product Added in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Evoliz.
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 Client
Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).
New Invoice
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
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 Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Evoliz 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 Evoliz 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 Evoliz. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Evoliz, and a separate workflow where Evoliz 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 Evoliz. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Evoliz integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
