Connect Daftra and Nimble
Integrate Daftra with Nimble to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Nimble when New Invoice Created in Daftra
List Users from Nimble when New Invoice Created in Daftra
List Contact in Nimble when New Invoice Created in Daftra
List contacts proceeding providers in Nimble when New Invoice Created in Daftra
List all available metadata for company fields in Nimble when New Invoice Created in Daftra
Popular Daftra + Nimble 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
Nimble
Automatically do this!
Create Task
List Users
List Contact
List contacts proceeding providers
List all available metadata for company fields
List contacts pipelines
List column catalogue
List deal standard and pipelines fields
Create Task in Nimble when New Invoice Created in Daftra
Use this flowList Users from Nimble when New Invoice Created in Daftra
Use this flowList Contact in Nimble when New Invoice Created in Daftra
Use this flowList contacts proceeding providers in Nimble when New Invoice Created in Daftra
Use this flowList all available metadata for company fields in Nimble when New Invoice Created in Daftra
Use this flowList contacts pipelines in Nimble when New Invoice Created in Daftra
Use this flowList column catalogue in Nimble when New Invoice Created in Daftra
Use this flowList deal standard and pipelines fields in Nimble when New Invoice Created in Daftra
Use this flowCreate Task in Nimble when New Product Added in Daftra
Use this flowList Users from Nimble when New Product Added in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Nimble.
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 a new contact is added to Nimble.
New Task
Triggers when a new task is added to Nimble.
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 Nimble
Nimble is a comprehensive CRM platform designed to help businesses manage their customer relationships, streamline communication, and enhance productivity. It integrates with various social media channels and email services to provide a unified view of customer interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Nimble 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 Nimble 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 Nimble. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Nimble, and a separate workflow where Nimble 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 Nimble. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Nimble integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
