Connect Signwell and Daftra
Integrate Signwell with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document From Template in Signwell when New Invoice Created in Daftra
Create Document From Template in Signwell when New Product Added in Daftra
Create Document From Template in Signwell when Product Updated in Daftra
Create Document From Template in Signwell when Invoice Is Updated in Daftra
Update Invoice in Daftra when Document Completed in Signwell
Popular Signwell + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Signwell
When this happens...
Document Completed
Document Sent
Document Viewed
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 Document From Template in Signwell when New Invoice Created in Daftra
Use this flowCreate Document From Template in Signwell when New Product Added in Daftra
Use this flowCreate Document From Template in Signwell when Product Updated in Daftra
Use this flowCreate Document From Template in Signwell when Invoice Is Updated in Daftra
Use this flowUpdate Invoice in Daftra when Document Completed in Signwell
Use this flowDelete Supplier in Daftra when Document Completed in Signwell
Use this flowRecord Invoice Payment in Daftra when Document Completed in Signwell
Use this flowDelete Estimate in Daftra when Document Completed in Signwell
Use this flowAdd Expense to Daftra when Document Completed in Signwell
Use this flowDelete Invoice in Daftra when Document Completed in Signwell
Use this flowSupported Triggers & Actions
Everything you can automate between Signwell and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
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.
Do thisActions
Action is the task that follows automatically within your Signwell integrations.
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Update Invoice
Updates an existing invoice with new details.
Delete Supplier
Deletes a supplier.
Record Invoice Payment
Record a payment for an invoice.
Delete Estimate
Deletes an estimate.
Add Expense
Record a new expense with amount, date, payment method and optional details (client, vendor, taxes, attachments).
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 Signwell
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
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 Signwell 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 Signwell 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 Signwell triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Signwell. 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 Signwell and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Signwell 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.
