Connect Daftra and Personio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Daftra
Choose an Action
Automatically do this!
Create Person
Search Person
Delete Person
Create Compensation
Create Compensation Types
Search Legal Entities
Create Absence Period
Create Attendance Period
Search Document metadata
Update person
Search Job Categories
Search Candidates
List Employee Absences Balances
Ready to use Daftra and Personio automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Person Created
Triggers when Person created
Person Updated
Triggers when Person updated.
Person Deleted
Triggers when Person deleted
Employment Created
Triggers when Employment created
Employment Updated
Triggers when Employment updated.
Employment Deleted
Triggers when Employment deleted
Do thisActions
Action is the task that follows automatically within your Daftra integrations.
Edit Invoice
Edits an Invoice
Delete Supplier
Deletes a Supplier
Add Invoice Payment
Creates a new Invoice Payment
Edit Invoice Payment
Edits an Invoice Payment
Delete Estimate
Deletes an Estimate
Add Expense
Creates a new Expense
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Frequently Asked Questions
To start, connect both your Daftra and Personio accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in Personio (or vice versa).
Absolutely. You can customize how Daftra data is recorded in Personio. This includes choosing which data fields go into which fields of Personio, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and Personio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Daftra and Personio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Personio
Personio is a comprehensive HR software solution designed to streamline and automate various human resources processes for small and medium-sized businesses. It offers features such as recruitment, employee onboarding, payroll management, and performance tracking, making it an essential tool for efficient HR management.
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