Connect Zoho Vault and Daftra to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Vault
Choose an Action
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
Ready to use Zoho Vault and Daftra automations
Actions and Triggers
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 Vault integrations.
Create Chamber
Create a chamber to store and share passwords and secrets.
Create User Group
Create a new user group and add members.
Get User Group Details
Retrieve details for a specific user group.
Update User group
Update a user group's name, description, and members.
Get Folder Details
Get details for a specific Vault folder by its folder ID
Update Folder
Update a folder's name and description in Zoho Vault
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Frequently Asked Questions
To start, connect both your Zoho Vault and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Vault triggers actions in Daftra (or vice versa).
Absolutely. You can customize how Zoho Vault 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 Vault 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 Vault 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 Vault
Zoho Vault is a secure online password manager for teams and individuals, designed to store, share, and manage passwords and sensitive information safely. It offers robust encryption and seamless integration with other Zoho applications, ensuring your data is protected and easily accessible.
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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