
When this happens...
New Task Created

Automatically do this!
Edit Invoice
Delete Supplier
Add Invoice Payment
Edit Invoice Payment
Delete Estimate
Add Expense
Delete an Invoice
Delete Invoice Payment
Edit Product
Add Supplier
Delete Client
Edit Expense
Edit Estimate
Delete Expense
Add Client
Edit Supplier
Add product
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new task is created.
Returns invoices created in Daftra since the last scheduled check (using IST), including invoice and client details.
Triggers when a new product is added to your Daftra account.
Return products that were modified during the scheduled time window, excluding items that were only newly created.
Fetches invoices modified since the last check, excluding newly created invoices.
Action is the task that follows automatically within your Flowlu integrations.
Get all existing tasks
List all existing users.
List all product items.
List all an existing products.
List all an existing commitments.
List all an existing invoice items.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Flowlu and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in Flowlu triggers actions in Daftra (or vice versa).
Absolutely. You can customize how Flowlu data is recorded in Daftra. This includes choosing which data fields go into which fields of Daftra, setting up custom formats, and filtering out unwanted information.
The data sync between Flowlu and Daftra 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 Flowlu and Daftra. 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.
Flowlu is a comprehensive business management software that offers a suite of tools for project management, CRM, invoicing, and team collaboration. It is designed to streamline business processes and enhance productivity.
Learn MoreDaftra 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.
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