Connect Daftra and Teamleader Focus
Integrate Daftra with Teamleader Focus to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Expense in Daftra when Invoice Paid in Teamleader-focus
List All Invoices from Daftra when Invoice Paid in Teamleader-focus
Update Estimate in Daftra when Deal Accepted in Teamleader Focus
Delete Invoice in Daftra when New Company in Teamleader Focus
List All Staff from Daftra when Invoice Paid in Teamleader-focus
Popular Daftra + Teamleader Focus 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
Teamleader Focus
Automatically do this!
Get User Info
Find Contact
Find Company
Create Deal
Link Contact To Company
Create Company
Search Company
List Company
List Contact
List Meetings
List Calls
List Call Outcomes
List Events
List Activity Types
List Orders
List Deals
List Deal Pipelines
List Deal Phases
List Deal Sources
List Quotations
List Invoices
List Credit Notes
List Subscriptions
List Tax Rates
List Payment Terms
List Payment Methods
List Products
List Projects
List Milestones
List Tasks
List Time Tracking
List Tickets
List Ticket Status
List Users
List Teams
List Work Types
Create Contact
Search Contact By Email
Update Contact
Update Expense in Daftra when Invoice Paid in Teamleader-focus
Use this flowList All Invoices from Daftra when Invoice Paid in Teamleader-focus
Use this flowUpdate Estimate in Daftra when Deal Accepted in Teamleader Focus
Use this flowDelete Invoice in Daftra when New Company in Teamleader Focus
Use this flowList All Staff from Daftra when Invoice Paid in Teamleader-focus
Use this flowAdd Expense to Daftra when New Company in Teamleader Focus
Use this flowUpdate Invoice in Daftra when Deal Accepted in Teamleader Focus
Use this flowUpdate Expense in Daftra when Deal Accepted in Teamleader Focus
Use this flowDelete Expense in Daftra when New Company in Teamleader Focus
Use this flowList All Invoices from Daftra when New Company in Teamleader Focus
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Teamleader Focus.
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 Deal
Trigger when a deal is created.
New Contact
Trigger when a new Contact 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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AI will build it for you
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 Teamleader Focus
Teamleader is a comprehensive project management and CRM tool designed to streamline your business operations. It offers features such as task management, time tracking, invoicing, and customer relationship management to help you manage your projects and clients efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Teamleader Focus 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 Teamleader Focus 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 Teamleader Focus. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Teamleader Focus, and a separate workflow where Teamleader Focus 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 Teamleader Focus. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Teamleader Focus integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
