Integrations funil de vendas Daftra
funil de vendas + Daftra

Integrate funil de vendas and Daftra with viaSocket

Daftra already connects with hundreds of apps. funil de vendas's automation is still on its way. Want to speed that up?

Full list

Supported Triggers & Actions

Everything you can automate between funil de vendas and Daftra.

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice Created

New Invoice Created

Runs when a new invoice is created in Daftra

New Product Added

New Product Added

Runs when a new product is added to your Daftra account.

Product Updated

Product Updated

Runs when a product is updated during the scheduled time window, excluding items that were only newly created.

Invoice Is Updated

Invoice Is Updated

Runs when an invoice is updated since the last check, excluding newly created invoices.

Request a new Trigger for funil de vendas

Do thisActions

Action is the task that follows automatically within your funil de vendas integrations.

Update Invoice

Update Invoice

Updates an existing invoice with new details.

Delete Supplier

Delete Supplier

Deletes a supplier.

Record Invoice Payment

Record Invoice Payment

Record a payment for an invoice.

Delete Estimate

Delete Estimate

Deletes an estimate.

Add Expense

Add Expense

Record a new expense with amount, date, payment method and optional details (client, vendor, taxes, attachments).

Delete Invoice

Delete Invoice

Deletes an invoice by ID.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations funil de vendas
funil de vendas + Daftra
funil de vendas logo

About funil de vendas

Funil de Vendas helps to manage the whole sales process, from the search for opportunities to the closing of the deals.

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Integrations Daftra
Daftra + funil de vendas
Daftra logo

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.

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Frequently Asked Questions

How do I connect funil de vendas and Daftra?

Sign up for a free viaSocket account, then authorize both your funil de vendas 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between funil de vendas and Daftra as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from funil de vendas to Daftra?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where funil de vendas triggers actions in Daftra, and a separate workflow where Daftra triggers actions in funil de vendas. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between funil de vendas and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire funil de vendas 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.