Daftra and Salesflare
How to connect Daftra
- Via Zapier — 62 operations available. Set it up ↗
- Via Make — 0 modules available. Set it up ↗
What you can automate
- When credit Note Created in Daftra, create internal note in Salesflare.
- When purchase Order Created in Daftra, create opportunity, then find or create contact in Salesflare.
- When client Updated in Daftra, find or create account, then find or create contact, then add contact to account in Salesflare.
- When credit Note Updated in Daftra, create internal note in Salesflare.
- When invoice Updated in Daftra, create opportunity, then find or create contact in Salesflare.
- When invoice Payment Updated in Daftra, create opportunity, then find or create contact in Salesflare.
About Daftra
Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their teams. Send invoices, track expenses, manage your accounting, and collaborate on projects.
Daftra operations on Zapier
Triggers (33)
Start a workflow when this happens
- Client Created — Triggers when a new client is created.
- Client Deleted — Triggers when a Client is deleted.
- Client Updated — Triggers when a Client is updated
- Credit Note Created — Triggers when a new Credit Note is created.
- Credit Note Deleted — Triggers when a Credit Note is Deleted.
Show 28 more triggers
- Credit Note Updated — Triggers when a Credit Note is Updated.
- Delete Invoice — Triggers when an Invoice is deleted.
- Estimate Created — Triggers when a new Estimate is created
- Estimate Deleted — Triggers when an Estimate is deleted
- Estimate Updated — Triggers when an Estimate is updated
- Expense Deleted — Triggers when an Expense is deleted.
- Expense Updated — Triggers when an Expense is updated.
- Invoice Created — Triggers when there's a new Invoice.
- Invoice Payment Created — Triggers when a new Invoice Payment is created.
- Invoice Payment Deleted — Triggers when an invoice Payment is deleted.
- Invoice Payment Updated — Triggers when an Invoice Payment is updated.
- Invoice Updated — Triggers when a Invoice is updated.
- Journal Created — Triggers when a new Journal is created.
- Journal Deleted — Triggers when a Journal is deleted.
- Journal Updated — Triggers when a Journal is updated.
- New Expense Created — Triggers when a new Expense is created.
- Product Created — Triggers when there's a new product.
- Product Deleted — Triggers when a Product is deleted
- Product Updated — Triggers when a Product is updated
- Purchase Order Created — Trigger When New Purchase Order is created
- Purchase Order Deleted — Triggers when Purchase Order Deleted
- Purchase Order Updated — Triggers when Purchase Order was updated.
- Refund Receipt Created — Triggers when a new Refund Receipt is created
- Refund Receipt Deleted — Triggers when a Refund Receipt is deleted.
- Refund Receipt Updated — Triggers when a Refund Receipt was updated
- Supplier Created — Triggers when a new supplier is created.
- Supplier Deleted — Triggers when supplier is deleted.
- Supplier Updated — Triggers when Supplier is updated.
Actions (29)
Things Salesflare can make it do
- Add Client — Creates a new client
- Add Estimate — Creates a new Estimate
- Add Expense — Creates a new Expense
- Add Invoice — Creates a new Invoice
- Add Invoice Payment — Creates a new Invoice Payment
Show 24 more actions
- Add Journal — Creates a new Journal
- Add Product — Creates a new Product
- Add Purchase Order — Creates a new Purchase Order
- Add Refund Receipt — Creates a new Refund Receipt
- Add Supplier — Creates a new supplier
- Delete Client — Deletes a Client
- Delete Estimate — Deletes an Estimate
- Delete Expense — Deletes an Expense
- Delete Invoice — Deletes an Invoice
- Delete Invoice Payment — Deletes an Invoice Payment
- Delete Product — Deletes a Product
- Delete Purchase Order — Deletes a Purchase Order
- Delete Refund Receipt — Deletes an Refund Receipt
- Delete Supplier — Deletes a Supplier
- Edit Client — Edits a Client
- Edit Estimate — Edits an Estimate
- Edit Expense — Edits an Expense
- Edit Invoice — Edits an Invoice
- Edit Invoice Payment — Edits an Invoice Payment
- Edit Journal — Edits a Journal
- Edit Product — Edits a Product
- Edit Purchase Order — Edits a Purchase Order
- Edit Refund Receipt — Edits a Refund Receipt
- Edit Supplier — Edits a Supplier
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