Connect Daftra and Podio
Integrate Daftra with Podio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Daftra + Podio 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
Podio
Automatically do this!
Create Status
Create Item
Find Item
Get all Files
Get all Tasks
Create Task
List Categories
List Top Shares
List own shares
List apps
List Global Exports
List Calendar Summary
Get calendar summary for personal
List Contacts
List Contact Totals
List Conversations
List Files
Delete Item
Update Item
Add Comment to Item
Update Task
Mark Task as Complete
Update Status
Create Status in Podio when New Invoice Created in Daftra
Use this flowCreate Item in Podio when New Invoice Created in Daftra
Use this flowFind Item in Podio when New Invoice Created in Daftra
Use this flowGet all Files in Podio when New Invoice Created in Daftra
Use this flowGet all Tasks in Podio when New Invoice Created in Daftra
Use this flowCreate Task in Podio when New Invoice Created in Daftra
Use this flowList Categories in Podio when New Invoice Created in Daftra
Use this flowList Top Shares in Podio when New Invoice Created in Daftra
Use this flowList own shares in Podio when New Invoice Created in Daftra
Use this flowList apps in Podio when New Invoice Created in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Podio.
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 Item Created
Runs when a new item is added to your Podio app.
New Workspace Created
Runs when a new workspace is created in Podio.
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 Podio
Podio is a customizable work management solution that allows you to streamline and sync your team’s projects and workflow. It offers features like task management, collaboration tools, and integrated chat functionality.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Podio 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 Podio 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 Podio. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Podio, and a separate workflow where Podio 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 Podio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Podio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
