Connect Zoho Mail and Daftra to Build Intelligent Automations
Choose a Trigger
When this happens...
New Email
New Email Matching Search
New Tagged Email
Choose an Action
Automatically do this!
Edit Invoice
Delete Supplier
Add Invoice Payment
Edit Invoice Payment
Delete Estimate
Add Expense
Delete an Invoice
Delete Invoice Payment
Edit Product
Add Supplier
Delete Client
Edit Expense
Edit Estimate
Delete Expense
Add Client
Edit Supplier
Add product
Ready to use Zoho Mail and Daftra automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Email
Triggers when you recieve a new email.
New Email Matching Search
Triggers when you recieve a new email that matches the given condition.
New Tagged Email
Triggers when a new email is received and you tag it within two days.
New Invoice Created
Returns invoices created in Daftra since the last scheduled check (using IST), including invoice and client details.
New Product Added
Triggers when a new product is added to your Daftra account.
Product Updated
Return products that were modified during the scheduled time window, excluding items that were only newly created.
Do thisActions
Action is the task that follows automatically within your Zoho Mail integrations.
Create Draft
Create a new draft mail.
Create Folder
Creates a new folder.
Create Label
Creates a new label in zoho mail.
Send Email
Send an email from a Zoho Mail account to one or more recipients, with optional CC/BCC, subject, HTML or plain-text body, and attachments.
Create New Task
Creates a new task
Get all User Signature
Get a list of all user signature.
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Frequently Asked Questions
To start, connect both your Zoho Mail and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Mail triggers actions in Daftra (or vice versa).
Absolutely. You can customize how Zoho Mail data is recorded in Daftra. This includes choosing which data fields go into which fields of Daftra, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Mail and Daftra typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Mail and Daftra. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Mail
Zoho Mail provides encrypted, ad-free email hosting with custom domains, IMAP/POP/SMTP support, robust admin controls, and enterprise-grade security for business communication.
Learn MoreAbout 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.
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