Connect Smartsheet and Daftra
Integrate Smartsheet with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Smartsheet + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Smartsheet
When this happens...
New Row
Updated Row
New Attachment
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
Update Invoice in Daftra when New Row in Smartsheet
Use this flowDelete Supplier in Daftra when New Row in Smartsheet
Use this flowRecord Invoice Payment in Daftra when New Row in Smartsheet
Use this flowDelete Estimate in Daftra when New Row in Smartsheet
Use this flowAdd Expense to Daftra when New Row in Smartsheet
Use this flowDelete Invoice in Daftra when New Row in Smartsheet
Use this flowDelete Invoice Payment in Daftra when New Row in Smartsheet
Use this flowUpdate Product in Daftra when New Row in Smartsheet
Use this flowAdd Supplier to Daftra when New Row in Smartsheet
Use this flowDelete Client from Daftra when New Row in Smartsheet
Use this flowSupported Triggers & Actions
Everything you can automate between Smartsheet and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
New Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
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 Smartsheet integrations.
Add Attachment to Row
Attaches a file to an existing row.
Copy Row
Copies a row from one sheet to another.
Move Row
Moves a row from one sheet to another.
Add Discussion to Row
Adds discussion to a row.
Create Workspace
Creates a Workspace.
Send Row
Sends a row via email.
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 Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
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 Smartsheet 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 Smartsheet 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 Smartsheet triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Smartsheet. 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 Smartsheet and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartsheet 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.
