Connect Saleshandy and Daftra
Integrate Saleshandy with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Invoice Created in Daftra
Assign Prospect Tag in Saleshandy when New Invoice Created in Daftra
Mark Prospect Status in Saleshandy when New Invoice Created in Daftra
Update Prospect Status in Saleshandy when New Invoice Created in Daftra
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Product Added in Daftra
Popular Saleshandy + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Saleshandy
When this happens...
- Request a new Trigger for Saleshandy
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 Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Invoice Created in Daftra
Use this flowAssign Prospect Tag in Saleshandy when New Invoice Created in Daftra
Use this flowMark Prospect Status in Saleshandy when New Invoice Created in Daftra
Use this flowUpdate Prospect Status in Saleshandy when New Invoice Created in Daftra
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Product Added in Daftra
Use this flowAssign Prospect Tag in Saleshandy when New Product Added in Daftra
Use this flowMark Prospect Status in Saleshandy when New Product Added in Daftra
Use this flowUpdate Prospect Status in Saleshandy when New Product Added in Daftra
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when Product Updated in Daftra
Use this flowAssign Prospect Tag in Saleshandy when Product Updated in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Saleshandy 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 Saleshandy integrations.
Create Prospect/Add Prospect to Sequence OH HOLD
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
Update Prospect Status
Change a prospect's status.
Update Invoice
Updates an existing invoice with new details.
Delete Supplier
Deletes a supplier.
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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About Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
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 Saleshandy 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 Saleshandy 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 Saleshandy triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Saleshandy. 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 Saleshandy and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Saleshandy 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.
