Connect Daftra and FreeAgent
Integrate Daftra with FreeAgent to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in FreeAgent when New Invoice Created in Daftra
Create Contact in FreeAgent when New Invoice Created in Daftra
Create User in FreeAgent when New Invoice Created in Daftra
Create a Project in FreeAgent when New Invoice Created in Daftra
Update a Task in FreeAgent when New Invoice Created in Daftra
Popular Daftra + FreeAgent 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
FreeAgent
Automatically do this!
Create Task
Create Contact
Create User
Create a Project
Update a Task
Delete a Task
Update a Contact
Delete a Contact
Get a Contact
Update an User
Delete a User
Get a User
Update a Project
Delete a Project
Get a Project
Create Task in FreeAgent when New Invoice Created in Daftra
Use this flowCreate Contact in FreeAgent when New Invoice Created in Daftra
Use this flowCreate User in FreeAgent when New Invoice Created in Daftra
Use this flowCreate a Project in FreeAgent when New Invoice Created in Daftra
Use this flowUpdate a Task in FreeAgent when New Invoice Created in Daftra
Use this flowDelete a Task in FreeAgent when New Invoice Created in Daftra
Use this flowUpdate a Contact in FreeAgent when New Invoice Created in Daftra
Use this flowDelete a Contact from FreeAgent when New Invoice Created in Daftra
Use this flowGet a Contact from FreeAgent when New Invoice Created in Daftra
Use this flowUpdate an User in FreeAgent when New Invoice Created in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and FreeAgent.
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 Contact
Triggers when you add a new contact.
New Invoice
Triggers when a new invoice is added or meets criterion.
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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AI will build it for you
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.
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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 FreeAgent
FreeAgent is a comprehensive accounting software designed to simplify financial management for small businesses and freelancers. It offers features such as invoicing, expense tracking, project management, and tax forecasting, making it an ideal solution for managing business finances efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and FreeAgent 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 FreeAgent 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 FreeAgent. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in FreeAgent, and a separate workflow where FreeAgent 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 FreeAgent. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and FreeAgent integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
