Connect Membrain and Daftra
Integrate Membrain with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Invoice in Daftra when New Activity Created in Membrain
Delete Supplier in Daftra when New Activity Created in Membrain
Record Invoice Payment in Daftra when New Activity Created in Membrain
Delete Estimate in Daftra when New Activity Created in Membrain
Add Expense to Daftra when New Activity Created in Membrain
Popular Membrain + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Membrain
When this happens...
New Activity Created
New Sales Project Created
Contact Is Updated
Company Is Updated
Opportunity Is Updated
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 Activity Created in Membrain
Use this flowDelete Supplier in Daftra when New Activity Created in Membrain
Use this flowRecord Invoice Payment in Daftra when New Activity Created in Membrain
Use this flowDelete Estimate in Daftra when New Activity Created in Membrain
Use this flowAdd Expense to Daftra when New Activity Created in Membrain
Use this flowDelete Invoice in Daftra when New Activity Created in Membrain
Use this flowDelete Invoice Payment in Daftra when New Activity Created in Membrain
Use this flowUpdate Product in Daftra when New Activity Created in Membrain
Use this flowAdd Supplier to Daftra when New Activity Created in Membrain
Use this flowDelete Client from Daftra when New Activity Created in Membrain
Use this flowSupported Triggers & Actions
Everything you can automate between Membrain and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
New Sales Project Created
Runs when a new sales project is created.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
Opportunity Is Updated
Runs when Opportunity Is Updated
New Invoice Created
Runs when a new invoice is created in Daftra
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company in Membrain.
Create Contact
Add a new contact in Membrain with the details you provide.
Create Prospect
Creates a new prospect in Membrain.
Create Activity
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Create Sales Opportunity
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.
Update Invoice
Updates an existing invoice with new details.
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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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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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 Membrain 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 Membrain 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 Membrain triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Membrain. 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 Membrain and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Membrain 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.
