Daftra automation for accounting, CRM, and invoicing workflows
Sync new leads, send invoices, and update inventory in Daftra to keep sales, billing, and stock records aligned.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Daftra.
Update records in Daftra automatically when data changes in the apps your team already uses.
Log Daftra activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Daftra
Ready-made flows built with Daftra — preview one, then make it yours.
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Ready to use Daftra automations
Triggers and Actions in Daftra Automations
viaSocket makes it simple to connect Daftra and automate repetitive tasks.
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.
Real-world use cases of Daftra integrations
See how Daftra integrates with popular apps to automate tasks and streamline your workflow.
Create Salesforce leads from new Daftra contacts and keep account owners aligned.
Send Gmail payment reminders when Daftra invoices remain unpaid after seven days.
Add confirmed Daftra purchases to Google Sheets for weekly revenue reporting.
Create Slack alerts when Daftra stock drops below reorder levels.
Update your CRM when Daftra deals move from proposal to invoice.
Route refund requests from your email into Daftra for accounting review.
How to get started with Daftra automations
Automate when something happens in Daftra
Login -> Create new flow -> Select trigger -> Search Daftra -> Choose the trigger from the list
Take action in Daftra when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Daftra -> Choose the action from the list
Trigger
Action
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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.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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