Connect Daftra and Whautomate
Integrate Daftra with Whautomate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Assign Tags to Client in Whautomate when New Invoice Created in Daftra
Create Client in Whautomate when New Invoice Created in Daftra
Search Contact in Whautomate when New Invoice Created in Daftra
Create Appointment using Whautomate when New Invoice Created in Daftra
Assign Tags to Contact in Whautomate when New Invoice Created in Daftra
Popular Daftra + Whautomate 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
Whautomate
Automatically do this!
Assign Tags to Client
Create Client
Search Contact
Create Appointment
Assign Tags to Contact
Search Client
Create Contact
Assign Tags to Client in Whautomate when New Invoice Created in Daftra
Use this flowCreate Client in Whautomate when New Invoice Created in Daftra
Use this flowSearch Contact in Whautomate when New Invoice Created in Daftra
Use this flowCreate Appointment using Whautomate when New Invoice Created in Daftra
Use this flowAssign Tags to Contact in Whautomate when New Invoice Created in Daftra
Use this flowSearch Client in Whautomate when New Invoice Created in Daftra
Use this flowCreate Contact in Whautomate when New Invoice Created in Daftra
Use this flowAssign Tags to Client in Whautomate when New Product Added in Daftra
Use this flowCreate Client in Whautomate when New Product Added in Daftra
Use this flowSearch Contact in Whautomate when New Product Added in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Whautomate.
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 Client
Triggers when a new client is created in whautomate
New Contact
Triggers 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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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 Whautomate
Whautomate is a powerful automation tool designed to streamline communication processes through WhatsApp. It enables businesses to automate their messaging workflows, manage customer interactions, and enhance engagement with personalized responses. With Whautomate, users can efficiently handle customer queries, send bulk messages, and integrate with other business tools for a seamless communication experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Whautomate 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 Whautomate 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 Whautomate. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Whautomate, and a separate workflow where Whautomate 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 Whautomate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Whautomate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
