Connect Microsoft Word and Daftra
Integrate Microsoft Word with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Invoice in Daftra when New Document Created1 in Microsoft Word
Delete Supplier in Daftra when New Document Created1 in Microsoft Word
Record Invoice Payment in Daftra when New Document Created1 in Microsoft Word
Delete Estimate in Daftra when New Document Created1 in Microsoft Word
Add Expense to Daftra when New Document Created1 in Microsoft Word
Popular Microsoft Word + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Word
When this happens...
New Document Created1
New Document 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 New Document Created1 in Microsoft Word
Use this flowDelete Supplier in Daftra when New Document Created1 in Microsoft Word
Use this flowRecord Invoice Payment in Daftra when New Document Created1 in Microsoft Word
Use this flowDelete Estimate in Daftra when New Document Created1 in Microsoft Word
Use this flowAdd Expense to Daftra when New Document Created1 in Microsoft Word
Use this flowDelete Invoice in Daftra when New Document Created1 in Microsoft Word
Use this flowDelete Invoice Payment in Daftra when New Document Created1 in Microsoft Word
Use this flowUpdate Product in Daftra when New Document Created1 in Microsoft Word
Use this flowAdd Supplier to Daftra when New Document Created1 in Microsoft Word
Use this flowDelete Client from Daftra when New Document Created1 in Microsoft Word
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Word and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created1
Triggers when a new Microsoft Word document is created.
New Document Created
Triggers when new document is created.
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.
Invoice Is Updated
Runs when an invoice is updated since the last check, excluding newly created invoices.
Do thisActions
Action is the task that follows automatically within your Microsoft Word integrations.
Create Word Document
Creates a new Microsoft Word document from a template or blank.
List All Word Documents
Shows all Word documents stored in your OneDrive.
Update Invoice
Updates an existing invoice with new details.
Delete Supplier
Deletes a supplier.
Record Invoice Payment
Record a payment for an invoice.
Delete Estimate
Deletes an estimate.
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 Microsoft Word
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
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 Word 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 Word 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 Word triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Microsoft Word. 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 Word and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Word 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.
