
When this happens...
New Invoice Created
New Product Added
Product Updated
Invoice Updated

Automatically do this!
Get all Tasks
List all Users
List all Product Items
List Products
List Commitments
List Invoice Items
List Invoices
List Organizations
List Contacts
List Leads
List Accounts
Get Tasks List
Create Account
Delete Account
Delete Workflow Tasks
Delete Unit
Delete Product Manufacturer
Delete Price ITem List
Delete CRM Relation
Delete Task List
Delete Estimate Contact
Delete Estimate
Delete Invoice Contact
Delete Organization
Delete Portfolio
Delete CRM Source
Delete Contact
Delete CRM Industry
Delete CRM Lead
Delete Transaction
Delete Custom Field
Delete Invoice Item
Delete Bank Account
Delete Calendar
Delete Loss Reason
Delete Customer Payment
Delete Custom Field Option
Delete Task
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Returns invoices created in Daftra since the last scheduled check (using IST), including invoice and client details.
Triggers when a new product is added to your Daftra account.
Return products that were modified during the scheduled time window, excluding items that were only newly created.
Fetches invoices modified since the last check, excluding newly created invoices.
Triggers when a new task is created.
Action is the task that follows automatically within your Daftra integrations.
Edits an Invoice
Deletes a Supplier
Creates a new Invoice Payment
Edits an Invoice Payment
Deletes an Estimate
Creates a new Expense

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Daftra and Flowlu accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in Flowlu (or vice versa).
Absolutely. You can customize how Daftra data is recorded in Flowlu. This includes choosing which data fields go into which fields of Flowlu, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and Flowlu typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Daftra and Flowlu. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreFlowlu is a comprehensive business management software that offers a suite of tools for project management, CRM, invoicing, and team collaboration. It is designed to streamline business processes and enhance productivity.
Learn More