Connect Harvestr and Daftra
Integrate Harvestr with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Invoice in Daftra when New User Is Created in Harvestr
Delete Supplier in Daftra when New User Is Created in Harvestr
Record Invoice Payment in Daftra when New User Is Created in Harvestr
Delete Estimate in Daftra when New User Is Created in Harvestr
Add Expense to Daftra when New User Is Created in Harvestr
Popular Harvestr + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Harvestr
When this happens...
New User Is Created
Company Is Created
New Discovery Created
New Message Created
New Submitter
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 User Is Created in Harvestr
Use this flowDelete Supplier in Daftra when New User Is Created in Harvestr
Use this flowRecord Invoice Payment in Daftra when New User Is Created in Harvestr
Use this flowDelete Estimate in Daftra when New User Is Created in Harvestr
Use this flowAdd Expense to Daftra when New User Is Created in Harvestr
Use this flowDelete Invoice in Daftra when New User Is Created in Harvestr
Use this flowDelete Invoice Payment in Daftra when New User Is Created in Harvestr
Use this flowUpdate Product in Daftra when New User Is Created in Harvestr
Use this flowAdd Supplier to Daftra when New User Is Created in Harvestr
Use this flowDelete Client from Daftra when New User Is Created in Harvestr
Use this flowSupported Triggers & Actions
Everything you can automate between Harvestr and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
New Invoice Created
Runs when a new invoice is created in Daftra
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
List Company Attributes
Show all company attributes
List User Attributes
Show all user attributes
Create New User
Add a new user
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 Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn moreSimilar apps
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 Harvestr 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 Harvestr 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 Harvestr triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Harvestr. 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 Harvestr and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvestr 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.
