Connect Pipl.ai and Daftra
Integrate Pipl.ai with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a new workspace in Piplai when New Invoice Created in Daftra
Create a new campaign in Piplai when New Invoice Created in Daftra
List all campaigns in Piplai when New Invoice Created in Daftra
Get campaign status in Piplai when New Invoice Created in Daftra
Get campaign email accounts in Piplai when New Invoice Created in Daftra
Popular Pipl.ai + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Pipl.ai
When this happens...
- Request a new Trigger for Pipl.ai
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
Add a new workspace in Piplai when New Invoice Created in Daftra
Use this flowCreate a new campaign in Piplai when New Invoice Created in Daftra
Use this flowList all campaigns in Piplai when New Invoice Created in Daftra
Use this flowGet campaign status in Piplai when New Invoice Created in Daftra
Use this flowGet campaign email accounts in Piplai when New Invoice Created in Daftra
Use this flowSet campaign name in Piplai when New Invoice Created in Daftra
Use this flowPause campaign in Piplai when New Invoice Created in Daftra
Use this flowAdd leads to a campaign in Piplai when New Invoice Created in Daftra
Use this flowDelete leads from a campaign in Piplai when New Invoice Created in Daftra
Use this flowLead Update in Pipl.ai when New Invoice Created in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Pipl.ai and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
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 Pipl.ai integrations.
Add a new workspace
Adds a new workspace to Pipl.ai using an existing workspace ID for reference.
Create a new campaign
Creates a new campaign under a specified workspace.
List all campaigns
Retrieve a list of campaigns for a specific workspace.
Get campaign status
Get campaign status
Get campaign email accounts
Get a list of email accounts associated to the campaign
Set campaign name
This action allows users to set a new name for their campaign.
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 Pipl.ai
Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.
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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 Pipl.ai 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 Pipl.ai 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 Pipl.ai triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Pipl.ai. 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 Pipl.ai and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pipl.ai 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.
