Connect Daftra and EyeLevel AI
Integrate Daftra with EyeLevel AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Bucket in Eyelevel-ai when New Invoice Created in Daftra
Update Bucket in Eyelevel-ai when New Invoice Created in Daftra
Delete Bucket in Eyelevel-ai when New Invoice Created in Daftra
Create Group in Eyelevel-ai when New Invoice Created in Daftra
Update Group in Eyelevel-ai when New Invoice Created in Daftra
Popular Daftra + EyeLevel AI 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
EyeLevel AI
Automatically do this!
Create Bucket
Update Bucket
Delete Bucket
Create Group
Update Group
Delete Group
Add Bucket
Remove Bucket
Crawl Website
Ingest Remote Document
Delete Ingest Document
Find Group by Name
Create Bucket in Eyelevel-ai when New Invoice Created in Daftra
Use this flowUpdate Bucket in Eyelevel-ai when New Invoice Created in Daftra
Use this flowDelete Bucket in Eyelevel-ai when New Invoice Created in Daftra
Use this flowCreate Group in Eyelevel-ai when New Invoice Created in Daftra
Use this flowUpdate Group in Eyelevel-ai when New Invoice Created in Daftra
Use this flowDelete Group in Eyelevel-ai when New Invoice Created in Daftra
Use this flowAdd Bucket in Eyelevel-ai when New Invoice Created in Daftra
Use this flowRemove Bucket in Eyelevel-ai when New Invoice Created in Daftra
Use this flowCrawl Website in Eyelevel-ai when New Invoice Created in Daftra
Use this flowIngest Remote Document in Eyelevel-ai when New Invoice Created in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and EyeLevel AI.
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.
Update Documet
Trigger when an existing Ingest document is updated.
New Ingest Document
Trigger when new Ingest document is created.
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 EyeLevel AI
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and EyeLevel AI 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 EyeLevel AI 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 EyeLevel AI. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in EyeLevel AI, and a separate workflow where EyeLevel AI 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 EyeLevel AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and EyeLevel AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
