Connect Daftra and Salesflare
Integrate Daftra with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Call in Salesflare when New Product Added in Daftra
Create Contact in Salesflare when New Product Added in Daftra
Create Internal Note in Salesflare when New Product Added in Daftra
Create Meeting in Salesflare when New Product Added in Daftra
List Accounts from Salesflare when New Product Added in Daftra
Popular Daftra + Salesflare 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
Salesflare
Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
Create Call in Salesflare when New Product Added in Daftra
Use this flowCreate Contact in Salesflare when New Product Added in Daftra
Use this flowCreate Internal Note in Salesflare when New Product Added in Daftra
Use this flowCreate Meeting in Salesflare when New Product Added in Daftra
Use this flowList Accounts from Salesflare when New Product Added in Daftra
Use this flowCreate Task in Salesflare when Product Updated in Daftra
Use this flowFind User in Salesflare when Invoice Is Updated in Daftra
Use this flowList Contacts from Salesflare when Invoice Is Updated in Daftra
Use this flowList Contacts from Salesflare when New Product Added in Daftra
Use this flowAdd Contact to Account in Salesflare when Invoice Is Updated in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Salesflare.
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 Account
Trigger When a new Account is created
New Contact
Trigger when New Contact Created
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 Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Salesflare 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 Salesflare 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 Salesflare. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Salesflare, and a separate workflow where Salesflare 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 Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
