Connect Daftra and Simplicate
Integrate Daftra with Simplicate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Project in Simplicate when New Invoice Created in Daftra
List All Organization in Simplicate when New Invoice Created in Daftra
List All Expenses from Simplicate when New Invoice Created in Daftra
List All Contact Person from Simplicate when New Invoice Created in Daftra
List All Person from Simplicate when New Invoice Created in Daftra
Popular Daftra + Simplicate 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
Simplicate
Automatically do this!
Update Project
List All Organization
List All Expenses
List All Contact Person
List All Person
List All Hours
List All Employee
List All Employee Custom Field Groups
List All Employee Custom Field
List All Leave
List All Timetable
List All Invoices
List All Invoices Status
List All Projects
List All Project Status
List All Sales Quote
List All Sales Custom Field
List All Sales Status
Create Timeline Note
Update Contact
Find Or List Organizations
Find or List Persons
Find or List Projects
Update Organization
Create Organization
Create Contact
Create Project
Update Project in Simplicate when New Invoice Created in Daftra
Use this flowList All Organization in Simplicate when New Invoice Created in Daftra
Use this flowList All Expenses from Simplicate when New Invoice Created in Daftra
Use this flowList All Contact Person from Simplicate when New Invoice Created in Daftra
Use this flowList All Person from Simplicate when New Invoice Created in Daftra
Use this flowList All Hours from Simplicate when New Invoice Created in Daftra
Use this flowList All Employee from Simplicate when New Invoice Created in Daftra
Use this flowList All Employee Custom Field Groups from Simplicate when New Invoice Created in Daftra
Use this flowList All Employee Custom Field from Simplicate when New Invoice Created in Daftra
Use this flowList All Leave from Simplicate when New Invoice Created in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Simplicate.
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 Project Created
Triggers when a new project is created.
Project Updated
Triggers when an existing project is updated.
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 Simplicate
Simplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Simplicate 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 Simplicate 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 Simplicate. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Simplicate, and a separate workflow where Simplicate 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 Simplicate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Simplicate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
