Connect Gmail and Daftra
Integrate Gmail with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Gmail + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Gmail
When this happens...
New Attachment
New Email Received
New Email Sent
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 New Attachment in Gmail
Use this flowDelete Supplier in Daftra when New Attachment in Gmail
Use this flowRecord Invoice Payment in Daftra when New Attachment in Gmail
Use this flowDelete Estimate in Daftra when New Attachment in Gmail
Use this flowAdd Expense to Daftra when New Attachment in Gmail
Use this flowDelete Invoice in Daftra when New Attachment in Gmail
Use this flowDelete Invoice Payment in Daftra when New Attachment in Gmail
Use this flowUpdate Product in Daftra when New Attachment in Gmail
Use this flowAdd Supplier to Daftra when New Attachment in Gmail
Use this flowDelete Client from Daftra when New Attachment in Gmail
Use this flowSupported Triggers & Actions
Everything you can automate between Gmail and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Received
Runs when new email arrives
New Email Sent
Runs the workflow automatically whenever a new email appears in the Sent mailbox or in a specified label.
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.
Do thisActions
Action is the task that follows automatically within your Gmail integrations.
Send Email
send a new email message.
Add or Remove Labels on Emails
Add or remove labels on a specific email or on emails matching sender, subject, or thread ID.
Reply To Thread
Reply to an existing email thread — choose recipients (sender/all/specific), send text or HTML, add attachments, and apply labels.
Get Thread Replies
Retrieve all messages in a thread excluding those sent from the specified email address.
Search_Email_Messages
Search emails (manual or AI), resolve custom labels by name or ID, and return message details, attachments, and a next-page token.
Get Email Attachment
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.
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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Learn how to automate Gmail and Daftra workflows.
Learn how to automate Gmail and Daftra workflows.
Learn how to automate Gmail and Daftra workflows.
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About Gmail
Gmail is Google's email service that helps users send, receive, organize, search, and manage email messages with powerful spam filtering and integration across Google Workspace.
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 Gmail 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 Gmail 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 Gmail triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Gmail. 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 Gmail and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Gmail 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.
