
When this happens...
New Invoice Created
New Product Added
Product Updated
Invoice Is Updated

Automatically do this!
Create Customer
Create a Plan
Create a Subscription
Create an invoice
Create an item
Create Payment Link
Create Razorpay Order
Pause a Subscription
Cancel a Subscription
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new invoice is created in Daftra
Runs when a new product is added to your Daftra account.
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Runs when an invoice is updated since the last check, excluding newly created invoices.
Runs when a payment is successfully captured.
Runs when a new refund is created in Razorpay.
Action is the task that follows automatically within your Daftra integrations.
Updates an existing invoice with new details.
Deletes a supplier.
Record a payment for an invoice.
Deletes an estimate.
Record a new expense with amount, date, payment method and optional details (client, vendor, taxes, attachments).
Deletes an invoice by ID.

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To start, connect both your Daftra and Razorpay accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in Razorpay (or vice versa).
Absolutely. You can customize how Daftra data is recorded in Razorpay. This includes choosing which data fields go into which fields of Razorpay, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and Razorpay 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 Razorpay. 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.
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 MoreRazorpay is a comprehensive payment solutions provider, enabling businesses in India to accept, process, and disburse payments with its product suite. It offers a fast, affordable, and secure way for merchants, schools, ecommerce and other companies to accept and process payments online.
Learn More