Connect Zoho Invoice and Daftra
Integrate Zoho Invoice with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Zoho-invoice when New Invoice Created in Daftra
Create Contact in Zoho Invoice when New Invoice Created in Daftra
Create Item in Zoho Invoice when New Invoice Created in Daftra
Create Estimate in Zoho Invoice when New Invoice Created in Daftra
Create Contact Person in Zoho-invoice when New Invoice Created in Daftra
Popular Zoho Invoice + Daftra flows
Start from a real workflow other teams are already running.
Create Invoice in Zoho-invoice when New Invoice Created in Daftra
Use this flowCreate Contact in Zoho Invoice when New Invoice Created in Daftra
Use this flowCreate Item in Zoho Invoice when New Invoice Created in Daftra
Use this flowCreate Estimate in Zoho Invoice when New Invoice Created in Daftra
Use this flowCreate Contact Person in Zoho-invoice when New Invoice Created in Daftra
Use this flowFind Contact in Zoho Invoice when New Invoice Created in Daftra
Use this flowRecord Payment in Zoho Invoice when New Invoice Created in Daftra
Use this flowFind Invoice in Zoho-invoice when New Invoice Created in Daftra
Use this flowUpdate Contact in Zoho-invoice when New Invoice Created in Daftra
Use this flowFind contact in Zoho-invoice when New Invoice Created in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Invoice 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 Zoho Invoice integrations.
Create Invoice
Creates a New Invoice.
Create Contact
Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.
Create Item
Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.
Create Estimate
Creates a new estimate.
Create Contact Person
Create a new contact person.
Find Contact
Get a specific contact by contact id.
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 Zoho Invoice
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Invoice 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 Zoho Invoice 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 Zoho Invoice triggers actions in Daftra, and a separate workflow where Daftra triggers actions in Zoho Invoice. 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 Zoho Invoice and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Invoice 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.
