Connect DevRev and Daftra
Integrate DevRev with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular DevRev + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
DevRev
When this happens...
Account Created
Timeline Entry Created
Tag Updated
Tag Deleted
Tag Created
Rev Org Created
Part Updated
Part Deleted
Part Created
Group Updated
Group Member Added
Group Created
Dev User Updated
Dev User Created
Conversation Updated
Conversation Deleted
Conversation Created
AI Agent Response
Account Updated
Account Deleted
Webhook Created
Work Created
Work Updated
Work deleted
Choose an action
Daftra
Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Update Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
List All Invoices
List All Clients
List All Products
List All Staff
Update Invoice in Daftra when Account Created in Devrev
Use this flowDelete Supplier in Daftra when Account Created in Devrev
Use this flowRecord Invoice Payment in Daftra when Account Created in Devrev
Use this flowDelete Estimate in Daftra when Account Created in Devrev
Use this flowAdd Expense to Daftra when Account Created in Devrev
Use this flowDelete Invoice in Daftra when Account Created in Devrev
Use this flowDelete Invoice Payment in Daftra when Account Created in Devrev
Use this flowUpdate Product in Daftra when Account Created in Devrev
Use this flowAdd Supplier to Daftra when Account Created in Devrev
Use this flowDelete Client from Daftra when Account Created in Devrev
Use this flowSupported Triggers & Actions
Everything you can automate between DevRev and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
Account Created
Trigger when a new Account is created.
Timeline Entry Created
Trigger when a new Timeline Entry Created.
Tag Updated
Trigger when a new Tag Updated.
Tag Deleted
Trigger when a Tag Deleted.
Tag Created
Trigger when a new Tag Created.
Rev Org Created
Trigger when a new Rev Org Created.
Do thisActions
Action is the task that follows automatically within your DevRev integrations.
Update Dev User
Updates the user corresponding to the input ID.
List Dev Users
Lists users within your organization.
List Parts
Lists a collection of parts
Get specific Part
Gets a part’s information.
Search Parts by Type
Lists a collection of parts by Type.
Update Part
Updates a part’s information.
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 DevRev
DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your DevRev and Daftra 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 DevRev and Daftra 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 Daftra. No coding required.
Yes. You can set up a workflow where DevRev triggers actions in Daftra, and a separate workflow where Daftra triggers actions in DevRev. 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 DevRev and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire DevRev and Daftra integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
