Connect Daftra and Zoho CRM
Integrate Daftra with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a lead in Zoho CRM when New Invoice Created in Daftra
Create a Note in Zoho-crm when New Invoice Created in Daftra
Create a lead in Zoho CRM when New Invoice Created in Daftra
Search Lead in Zoho CRM when New Invoice Created in Daftra
Update Note in Lead in Zoho CRM when New Invoice Created in Daftra
Popular Daftra + Zoho CRM 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
Zoho CRM
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tags to Leads
Search Contact
Attach File to Record
Find Module
Create Record
Update a lead in Zoho CRM when New Invoice Created in Daftra
Use this flowCreate a Note in Zoho-crm when New Invoice Created in Daftra
Use this flowCreate a lead in Zoho CRM when New Invoice Created in Daftra
Use this flowSearch Lead in Zoho CRM when New Invoice Created in Daftra
Use this flowUpdate Note in Lead in Zoho CRM when New Invoice Created in Daftra
Use this flowAdd Tags to Leads in Zoho CRM when New Invoice Created in Daftra
Use this flowSearch Contact in Zoho CRM when New Invoice Created in Daftra
Use this flowAttach File to Record in Zoho CRM when New Invoice Created in Daftra
Use this flowFind Module in Zoho CRM when New Invoice Created in Daftra
Use this flowCreate Record in Zoho CRM when New Invoice Created in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Daftra and Zoho CRM.
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 Lead
Apply the approved sample-code-only update. Preserve the existing action description, all other code blocks, input fields, scopes, metadata, and component mappings.
New Contact
Update approved perform, sample, and transfer blocks to Zoho CRM v8 with required fields and safe response reads; preserve inputs, scopes, metadata, fallback sample, and existing error mappings.
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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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 Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Daftra and Zoho CRM 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 Zoho CRM 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 Zoho CRM. No coding required.
Yes. You can set up a workflow where Daftra triggers actions in Zoho CRM, and a separate workflow where Zoho CRM 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 Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Daftra and Zoho CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
