Connect Daftra and Grist
Integrate Daftra with Grist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Daftra + Grist 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
Grist
Automatically do this!
Create Record
Update Record
Delete Record/s
Create Table
List Team's
Update an Team
Delete Team
Find or Create Record
Create or Update Record
Update Invoice in Daftra when New Record in Grist
Use this flowDelete Supplier in Daftra when New Record in Grist
Use this flowRecord Invoice Payment in Daftra when New Record in Grist
Use this flowDelete Estimate in Daftra when New Record in Grist
Use this flowAdd Expense to Daftra when New Record in Grist
Use this flowDelete Invoice in Daftra when New Record in Grist
Use this flowDelete Invoice Payment in Daftra when New Record in Grist
Use this flowUpdate Product in Daftra when New Record in Grist
Use this flowAdd Supplier to Daftra when New Record in Grist
Use this flowDelete Client from Daftra when New Record in Grist
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Grist.
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 Record
Triggers when a new Record is created.
Updated Record
Triggers when a Record is updated.
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 Grist
Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Grist 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 Grist 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 Grist. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Grist, and a separate workflow where Grist 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 Grist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Grist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
