Connect Microsoft Outlook and Daftra
Integrate Microsoft Outlook with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Invoice in Daftra when When a new contact is created in Microsoft Outlook
Delete Supplier in Daftra when When a new contact is created in Microsoft Outlook
Record Invoice Payment in Daftra when When a new contact is created in Microsoft Outlook
Delete Estimate in Daftra when When a new contact is created in Microsoft Outlook
Add Expense to Daftra when When a new contact is created in Microsoft Outlook
Popular Microsoft Outlook + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Outlook
When this happens...
When a new contact is created
When a new email is received
New Calendar Event Created
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 When a new contact is created in Microsoft Outlook
Use this flowDelete Supplier in Daftra when When a new contact is created in Microsoft Outlook
Use this flowRecord Invoice Payment in Daftra when When a new contact is created in Microsoft Outlook
Use this flowDelete Estimate in Daftra when When a new contact is created in Microsoft Outlook
Use this flowAdd Expense to Daftra when When a new contact is created in Microsoft Outlook
Use this flowDelete Invoice in Daftra when When a new contact is created in Microsoft Outlook
Use this flowDelete Invoice Payment in Daftra when When a new contact is created in Microsoft Outlook
Use this flowUpdate Product in Daftra when When a new contact is created in Microsoft Outlook
Use this flowAdd Supplier to Daftra when When a new contact is created in Microsoft Outlook
Use this flowDelete Client from Daftra when When a new contact is created in Microsoft Outlook
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Outlook and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account or in the selected contact folder.
When a new email is received
Runs the workflow automatically whenever a new email is received in the account.
New Calendar Event Created
Runs the workflow automatically whenever a new calendar event is created in the connected account.
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 Microsoft Outlook integrations.
Create Contact
Fix folder dropdown pagination/search globals, tighten email validation, remove whereClause, update help text
Create Draft Email
Create a draft email with subject, body, and recipients (To, CC, BCC); auto-detect HTML or plain-text body and accept comma- or semicolon-separated recipient lists.
Create Calendar Event
Create a calendar event with title, date/time (or all-day), timezone, attendees, location, description, and optional reminders.
Cancel Calendar Event
Remove an event from your Outlook calendar.
Send Email
Send an email from your Outlook account, including importance level and optional custom headers.
Update Contact
Apply review fixes to Update Contact: add record selector label, update fields placeholder, conditionally show additional details group, and refactor folder/contact dropdowns to reusable components.
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 Microsoft Outlook and Daftra workflows.
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About Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
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 Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Microsoft Outlook. 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 Microsoft Outlook and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Outlook 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.
