Connect PocketSmith and Daftra
Integrate PocketSmith with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Transaction in Pocketsmith when New Invoice Created in Daftra
Create Category in Pocketsmith when New Invoice Created in Daftra
Update Transaction in Pocketsmith when New Invoice Created in Daftra
Delete Transaction in Pocketsmith when New Invoice Created in Daftra
Create Budget Event in Pocketsmith when New Invoice Created in Daftra
Popular PocketSmith + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
PocketSmith
When this happens...
- Request a new Trigger for PocketSmith
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 Estimates
List All Credit Notes
List All Refund Receipts
List All Clients
List All Suppliers
List All Work Orders
List Client Appointments
List Invoice Appointments
List Estimate Appointments
List Work Order Appointments
List All Notes
List Time Tracking Entries
List Invoice Payments
List Client Payments
List All Products
List Journal Accounts
List All Journal Categories
List Expenses
List Incomes
List Taxes
List Purchase Invoices
List Purchase Refunds
List All Stores
List Treasuries
List Product Categories
List All Staff
Get Site Info
Create Transaction in Pocketsmith when New Invoice Created in Daftra
Use this flowCreate Category in Pocketsmith when New Invoice Created in Daftra
Use this flowUpdate Transaction in Pocketsmith when New Invoice Created in Daftra
Use this flowDelete Transaction in Pocketsmith when New Invoice Created in Daftra
Use this flowCreate Budget Event in Pocketsmith when New Invoice Created in Daftra
Use this flowCreate Transaction in Pocketsmith when New Product Added in Daftra
Use this flowCreate Category in Pocketsmith when New Product Added in Daftra
Use this flowUpdate Transaction in Pocketsmith when New Product Added in Daftra
Use this flowDelete Transaction in Pocketsmith when New Product Added in Daftra
Use this flowCreate Budget Event in Pocketsmith when New Product Added in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between PocketSmith 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 PocketSmith integrations.
Create Transaction
Add a transaction to a bank, card or cash account with payee, amount, date and category.
Create Category
Create a spending or income category, optionally under a parent category.
Update Transaction
Update the payee, amount, date, category, labels or notes of a transaction, or split it.
Delete Transaction
Permanently delete a transaction by its ID.
Create Budget Event
Add a one-off or repeating budget amount for a category in a scenario.
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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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 PocketSmith
PocketSmith is a personal finance software that helps users manage their budgets, track their spending, and plan for the future. With features like cash flow forecasting, budget tracking, and financial goal setting, PocketSmith provides a comprehensive solution for individuals looking to take control of their financial health.
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 PocketSmith 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 PocketSmith 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 PocketSmith triggers actions in Daftra, and a separate workflow where Daftra triggers actions in PocketSmith. 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 PocketSmith and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PocketSmith 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.
