Connect Daftra and Microsoft Sharepoint
Integrate Daftra with Microsoft Sharepoint to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a list in Sharepoint when New Invoice Created in Daftra
Create a List Item in Sharepoint when New Invoice Created in Daftra
Update List Item in Sharepoint when New Invoice Created in Daftra
Delete List Item from Microsoft SharePoint when New Invoice Created in Daftra
Find List Item in Microsoft SharePoint when New Invoice Created in Daftra
Popular Daftra + Microsoft Sharepoint 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
Microsoft Sharepoint
Automatically do this!
Create a list
Create a List Item
Update List Item
Delete List Item
Find List Item
Create a list in Sharepoint when New Invoice Created in Daftra
Use this flowCreate a List Item in Sharepoint when New Invoice Created in Daftra
Use this flowUpdate List Item in Sharepoint when New Invoice Created in Daftra
Use this flowDelete List Item from Microsoft SharePoint when New Invoice Created in Daftra
Use this flowFind List Item in Microsoft SharePoint when New Invoice Created in Daftra
Use this flowCreate a list in Sharepoint when New Product Added in Daftra
Use this flowCreate a List Item in Sharepoint when New Product Added in Daftra
Use this flowUpdate List Item in Sharepoint when New Product Added in Daftra
Use this flowDelete List Item from Microsoft SharePoint when New Product Added in Daftra
Use this flowFind List Item in Microsoft SharePoint when New Product Added in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Microsoft Sharepoint.
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 List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is 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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Learn how to automate Daftra and Microsoft Sharepoint workflows.
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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 Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Microsoft Sharepoint 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 Microsoft Sharepoint 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 Microsoft Sharepoint. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Microsoft Sharepoint, and a separate workflow where Microsoft Sharepoint 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 Microsoft Sharepoint. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Microsoft Sharepoint integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
