Connect Relvato and Daftra
Integrate Relvato with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Relvato + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Relvato
When this happens...
New Run
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
Update Invoice in Daftra when New Run in Relvato
Use this flowDelete Supplier in Daftra when New Run in Relvato
Use this flowRecord Invoice Payment in Daftra when New Run in Relvato
Use this flowDelete Estimate in Daftra when New Run in Relvato
Use this flowAdd Expense to Daftra when New Run in Relvato
Use this flowDelete Invoice in Daftra when New Run in Relvato
Use this flowDelete Invoice Payment in Daftra when New Run in Relvato
Use this flowUpdate Product in Daftra when New Run in Relvato
Use this flowAdd Supplier to Daftra when New Run in Relvato
Use this flowDelete Client from Daftra when New Run in Relvato
Use this flowSupported Triggers & Actions
Everything you can automate between Relvato and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
New Run
Runs when a monitor run finishes on your sites, optionally only failed runs or runs with warnings.
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 Relvato integrations.
Get Site Overview
Get a site's health verdict: what needs attention, each monitor's latest run and plan usage.
List Sites
List every website Relvato monitors in your account.
Get Site Health
Get a site's health now and over time, group briefings and probe uptime.
Get Site Performance
Get lab and real-user Web Vitals for a site, what slows it down and the top fixes.
Find Runs
Find recent monitor runs, newest first, by site, monitor or status.
Get Run
Get one run in detail: steps, warnings, findings and metrics.
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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From idea to automation.
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.
Learn More About Automation
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What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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About Relvato
Relvato monitors websites and WordPress/WooCommerce stores (uptime, checkout, security, speed, SEO and more), explains failures with AI and suggests safe fixes.
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 Relvato 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 Relvato 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 Relvato triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Relvato. 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 Relvato and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Relvato 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.
