Connect Productlane and Daftra
Integrate Productlane with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Productlane when New Invoice Created in Daftra
Delete Company from Productlane when New Invoice Created in Daftra
Create Segment in Productlane when New Invoice Created in Daftra
Delete Contact from Productlane when New Invoice Created in Daftra
Create Contact in Productlane when New Product Added in Daftra
Popular Productlane + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Productlane
When this happens...
New Company
New Contact
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
Create Contact in Productlane when New Invoice Created in Daftra
Use this flowDelete Company from Productlane when New Invoice Created in Daftra
Use this flowCreate Segment in Productlane when New Invoice Created in Daftra
Use this flowDelete Contact from Productlane when New Invoice Created in Daftra
Use this flowCreate Contact in Productlane when New Product Added in Daftra
Use this flowDelete Company from Productlane when New Product Added in Daftra
Use this flowCreate Segment in Productlane when New Product Added in Daftra
Use this flowDelete Contact from Productlane when New Product Added in Daftra
Use this flowCreate Contact in Productlane when Product Updated in Daftra
Use this flowDelete Company from Productlane when Product Updated in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Productlane and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Trigger when new company is add in your account.
New Contact
Triggers when a new contact 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 Productlane integrations.
Create Note
Creates a new Note on Productlane.
Create Contact
Creates a new contact.
Create Company
Create's a new company in your account.
Delete Company
Delete a specific company by its id.
Create Segment
Creates a new segment.
Delete Contact
Deletes a specific contact by ID from the contact list.
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 Productlane
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
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 Productlane 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 Productlane 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 Productlane triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Productlane. 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 Productlane and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Productlane 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.
