Connect Folderit and Daftra
Integrate Folderit with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Account in Folderit when New Invoice Created in Daftra
Update Account Information in Folderit when New Invoice Created in Daftra
Delete an Account in Folderit when New Invoice Created in Daftra
Create a Group in Folderit when New Invoice Created in Daftra
Update Group Name in Folderit when New Invoice Created in Daftra
Popular Folderit + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Folderit
When this happens...
- Request a new Trigger for Folderit
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
Create an Account in Folderit when New Invoice Created in Daftra
Use this flowUpdate Account Information in Folderit when New Invoice Created in Daftra
Use this flowDelete an Account in Folderit when New Invoice Created in Daftra
Use this flowCreate a Group in Folderit when New Invoice Created in Daftra
Use this flowUpdate Group Name in Folderit when New Invoice Created in Daftra
Use this flowDelete a Group from Folderit when New Invoice Created in Daftra
Use this flowUpdate User Profile in Folderit when New Invoice Created in Daftra
Use this flowAdd a Person to Folderit when New Invoice Created in Daftra
Use this flowUpdate a Person in Folderit when New Invoice Created in Daftra
Use this flowDelete a Person from Folderit when New Invoice Created in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Folderit and Daftra.
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.
Do thisActions
Action is the task that follows automatically within your Folderit integrations.
Create an Account
Create a new account.
Update Account Information
Update the details of an existing account.
Delete an Account
Delete a specific account.
Create a Group
Create a new group under the account.
Update Group Name
Update the name of a group under the account.
Delete a Group
Delete a group from the account.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Folderit and Daftra free
No credit card required. Set up your first workflow in minutes.
About Folderit
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
Learn moreAbout 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 Folderit 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 Folderit 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 Folderit triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Folderit. 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 Folderit and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Folderit 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.
