Connect Docstar and Daftra
Integrate Docstar with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Invoice in Daftra when Document Is Created in Docstar
Delete Supplier in Daftra when Document Is Created in Docstar
Record Invoice Payment in Daftra when Document Is Created in Docstar
Delete Estimate in Daftra when Document Is Created in Docstar
Add Expense to Daftra when Document Is Created in Docstar
Popular Docstar + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Docstar
When this happens...
Document Is Created
New Pages/Documents
Document Is Updated
Document Is Deleted
Document Title Changes
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 Document Is Created in Docstar
Use this flowDelete Supplier in Daftra when Document Is Created in Docstar
Use this flowRecord Invoice Payment in Daftra when Document Is Created in Docstar
Use this flowDelete Estimate in Daftra when Document Is Created in Docstar
Use this flowAdd Expense to Daftra when Document Is Created in Docstar
Use this flowDelete Invoice in Daftra when Document Is Created in Docstar
Use this flowDelete Invoice Payment in Daftra when Document Is Created in Docstar
Use this flowUpdate Product in Daftra when Document Is Created in Docstar
Use this flowAdd Supplier to Daftra when Document Is Created in Docstar
Use this flowDelete Client from Daftra when Document Is Created in Docstar
Use this flowSupported Triggers & Actions
Everything you can automate between Docstar and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Created
Runs when document is created
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
Document Is Updated
Runs when document is updated
Document Is Deleted
Runs when document is deleted
Document Title Changes
Runs when title changes
New Invoice Created
Runs when a new invoice is created in Daftra
Do thisActions
Action is the task that follows automatically within your Docstar integrations.
Find Documents
Find documents in a collection by plain-language query, page name, or page ID. Optionally include document titles and direct links.
Create Page
Add a new page under a selected parent. Set the title, optional URL slug and content, and choose publish and editing options.
List All Pages
Retrieve pages in a collection; optionally filter by page name or page ID.
View Page Text and Metadata
Display a page's readable text and basic metadata (title, page number, timestamp). If the page has no text, show 'This page has no content.'
Create Page Endpoint
Create an endpoint to retrieve a page's text and basic details.
Create FAQ Entries
Convert provided text into pending FAQ entries in a selected collection; optionally send the results to a webhook URL.
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 Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
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 Docstar 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 Docstar 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 Docstar triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Docstar. 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 Docstar and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docstar 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.
