Connect Daftra and Zoho Sheet to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Product Added
Product Updated
Invoice Updated
Choose an Action
Automatically do this!
Create Worksheet
Get all Workbooks
Copy worksheet - same workbook
Rename worksheet
Create Workbook
Create Row
Insert Column
Delete Row
List all Worksheets
Get worksheet range
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice Created
Returns invoices created in Daftra since the last scheduled check (using IST), including invoice and client details.
New Product Added
Triggers when a new product is added to your Daftra account.
Product Updated
Return products that were modified during the scheduled time window, excluding items that were only newly created.
Invoice Updated
Fetches invoices modified since the last check, excluding newly created invoices.
New or Updated Row
Runs when row is created or updated in a selected worksheet.
Worksheet Updated
Set up notifications to trigger when rows are added or changed in a Zoho Sheet worksheet.
Do thisActions
Action is the task that follows automatically within your Daftra integrations.
Edit Invoice
Edits an Invoice
Delete Supplier
Deletes a Supplier
Add Invoice Payment
Creates a new Invoice Payment
Edit Invoice Payment
Edits an Invoice Payment
Delete Estimate
Deletes an Estimate
Add Expense
Creates a new Expense
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Frequently Asked Questions
To start, connect both your Daftra and Zoho Sheet accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in Zoho Sheet (or vice versa).
Absolutely. You can customize how Daftra data is recorded in Zoho Sheet. This includes choosing which data fields go into which fields of Zoho Sheet, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and Zoho Sheet typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Daftra and Zoho Sheet. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Zoho Sheet
Zoho Sheet is a cloud-based spreadsheet application that allows users to create, edit, and share spreadsheets in real time.
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