Connect Sukam Apps CRM and Daftra
Integrate Sukam Apps CRM with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Product in Daftra when New Lead Is Added in Sukam Apps CRM
Update Product in Daftra when Lead Updated in Sukam Apps CRM
List All Clients from Daftra when Lead Updated in Sukam Apps CRM
List All Staff from Daftra when Lead Updated in Sukam Apps CRM
Delete Estimate in Daftra when New Lead Is Added in Sukam Apps CRM
Popular Sukam Apps CRM + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Sukam Apps CRM
When this happens...
New Lead Is Added
Lead Updated
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 Product in Daftra when New Lead Is Added in Sukam Apps CRM
Use this flowUpdate Product in Daftra when Lead Updated in Sukam Apps CRM
Use this flowList All Clients from Daftra when Lead Updated in Sukam Apps CRM
Use this flowList All Staff from Daftra when Lead Updated in Sukam Apps CRM
Use this flowDelete Estimate in Daftra when New Lead Is Added in Sukam Apps CRM
Use this flowAdd Supplier to Daftra when New Lead Is Added in Sukam Apps CRM
Use this flowList All Invoices from Daftra when New Lead Is Added in Sukam Apps CRM
Use this flowList All Products from Daftra when New Lead Is Added in Sukam Apps CRM
Use this flowAdd Client to Daftra when Lead Updated in Sukam Apps CRM
Use this flowList All Invoices from Daftra when Lead Updated in Sukam Apps CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Sukam Apps CRM and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Added
Runs when new lead is added
Lead Updated
Triggers when a lead updates
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 Sukam Apps CRM integrations.
Create a Lead
Add a new lead to your CRM
Create Contact
Add contact/lead with fields
Create Account
Create account/lead record
Create Ticket
Create a new support ticket
Create Opportunity
Create opportunity record
Update Invoice
Updates an existing invoice with new details.
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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Learn how to automate Sukam Apps CRM and Daftra workflows.
Learn how to automate Sukam Apps CRM and Daftra workflows.
Learn how to automate Sukam Apps CRM and Daftra workflows.
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About Sukam Apps CRM
Sukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.
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 Sukam Apps CRM 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 Sukam Apps CRM 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 Sukam Apps CRM triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Sukam Apps CRM. 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 Sukam Apps CRM and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sukam Apps CRM 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.
