Connect Daftra and M91
Integrate Daftra with M91 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Channel Alert by ID from M91 when New Invoice Created in Daftra
Invite Direct Recipient via M91 when New Invoice Created in Daftra
Get Direct Alert by ID from M91 when New Invoice Created in Daftra
Invite Channel Members to a channel in M91 when New Invoice Created in Daftra
Create Channel in M91 when New Invoice Created in Daftra
Popular Daftra + M91 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
M91
Automatically do this!
Get Channel Alert by ID
Invite Direct Recipient
Get Direct Alert by ID
Invite Channel Members
Create Channel
Send Direct Alert
Send Channel Alert
Close Channel Alert
Delete Direct Recipient
Delete Channel Member
Close Direct Alert
Get Channel Alert by ID from M91 when New Invoice Created in Daftra
Use this flowInvite Direct Recipient via M91 when New Invoice Created in Daftra
Use this flowGet Direct Alert by ID from M91 when New Invoice Created in Daftra
Use this flowInvite Channel Members to a channel in M91 when New Invoice Created in Daftra
Use this flowCreate Channel in M91 when New Invoice Created in Daftra
Use this flowSend Direct Alert via M91 when New Invoice Created in Daftra
Use this flowSend Channel Alert via M91 when New Invoice Created in Daftra
Use this flowClose Channel Alert in M91 when New Invoice Created in Daftra
Use this flowDelete Direct Recipient from M91 when New Invoice Created in Daftra
Use this flowDelete Channel Member from M91 when New Invoice Created in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and M91.
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.
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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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 M91
M91 is an alert escalation platform that routes critical notifications to the right people through push, SMS, and voice calls until an alert is acknowledged. It supports actionable alerts and sends responders’ actions back to the originating system.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and M91 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 M91 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 M91. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in M91, and a separate workflow where M91 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 M91. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and M91 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
