Daftra + Formstack

Create clients in Daftra from new Formstack submissions

Save time and streamline your client onboarding process with this automation. Whenever there's a new submission in Formstack, this workflow instantly adds the client information to Daftra, ensuring your records stay updated and organized without manual intervention. Keep your client database in sync and never miss important details again.

When this happens...
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
TriggerInstant
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Add Client
Creates a new client
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new Form is created.
Trigger
Scheduled
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- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
Credit Note Created
Triggers when a new Credit Note is created.
Trigger
Instant
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Purchase Order Created
Trigger When New Purchase Order is created
Trigger
Instant
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Credit Note Deleted
Triggers when a Credit Note is Deleted.
Trigger
Instant
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Delete Invoice
Triggers when an Invoice is deleted.
Trigger
Instant
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Journal Deleted
Triggers when a Journal is deleted.
Trigger
Instant
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Refund Receipt Deleted
Triggers when a Refund Receipt is deleted.
Trigger
Instant
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Credit Note Updated
Triggers when a Credit Note is Updated.
Trigger
Instant
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Invoice Updated
Triggers when a Invoice is updated.
Trigger
Instant
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Journal Updated
Triggers when a Journal is updated.
Trigger
Instant
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Refund Receipt Updated
Triggers when a Refund Receipt was updated
Trigger
Instant
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Estimate Deleted
Triggers when an Estimate is deleted
Trigger
Instant
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Invoice Created
Triggers when there's a new Invoice.
Trigger
Instant
Try It
New Expense Created
Triggers when a new Expense is created.
Trigger
Instant
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Journal Created
Triggers when a new Journal is created.
Trigger
Instant
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Product Deleted
Triggers when a Product is deleted
Trigger
Instant
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Supplier Created
Triggers when a new supplier is created.
Trigger
Instant
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Supplier Updated
Triggers when Supplier is updated.
Trigger
Instant
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Add Invoice
Creates a new Invoice
Action
Write
Add Product
Creates a new Product
Action
Write
Add Refund Receipt
Creates a new Refund Receipt
Action
Write
Add Expense
Creates a new Expense
Action
Write
Add Supplier
Creates a new supplier
Action
Write
- Estimate IDRequired
Action
Write
- Invoice IDRequired
Action
Write
- IDRequired
Action
Write
- Refund Receipt IDRequired
Action
Write
Edit Client
Edits a Client
Action
Write
Edit Expense
Edits an Expense
Action
Write
Edit Invoice Payment
Edits an Invoice Payment
Action
Write
Edit Product
Edits a Product
Action
Write
Edit Refund Receipt
Edits a Refund Receipt
Action
Write

- FormRequired
- Field identification
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Refund Receipt Created
Triggers when a new Refund Receipt is created
Trigger
Instant
Try It
Client Deleted
Triggers when a Client is deleted.
Trigger
Instant
Try It
Expense Deleted
Triggers when an Expense is deleted.
Trigger
Instant
Try It
Invoice Payment Deleted
Triggers when an invoice Payment is deleted.
Trigger
Instant
Try It
Purchase Order Deleted
Triggers when Purchase Order Deleted
Trigger
Instant
Try It
Client Updated
Triggers when a Client is updated
Trigger
Instant
Try It
Expense Updated
Triggers when an Expense is updated.
Trigger
Instant
Try It
Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Trigger
Instant
Try It
Purchase Order Updated
Triggers when Purchase Order was updated.
Trigger
Instant
Try It
Estimate Created
Triggers when a new Estimate is created
Trigger
Instant
Try It
Estimate Updated
Triggers when an Estimate is updated
Trigger
Instant
Try It
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
Invoice Payment Created
Triggers when a new Invoice Payment is created.
Trigger
Instant
Try It
Product Created
Triggers when there's a new product.
Trigger
Instant
Try It
Product Updated
Triggers when a Product is updated
Trigger
Instant
Try It
Supplier Deleted
Triggers when supplier is deleted.
Trigger
Instant
Try It
Add Estimate
Creates a new Estimate
Action
Write
Add Invoice Payment
Creates a new Invoice Payment
Action
Write
Add Purchase Order
Creates a new Purchase Order
Action
Write
Add Client
Creates a new client
Action
Write
Add Journal
Creates a new Journal
Action
Write
- IDRequired
Action
Write
- IDRequired
Action
Write
- IDRequired
Action
Write
- IDRequired
Action
Write
- IDRequired
Action
Write
Edit Estimate
Edits an Estimate
Action
Write
Edit Invoice
Edits an Invoice
Action
Write
Edit Journal
Edits a Journal
Action
Write
Edit Purchase Order
Edits a Purchase Order
Action
Write
Edit Supplier
Edits a Supplier
Action
Write

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.

Related categories

Accounting

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Learn more Help

Related categories

Forms & Surveys

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PRODUCTS

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By team

Daftra + Formstack

Create clients in Daftra from new Formstack submissions

New Form

Create Form Submission

User Agent

Remote Address

Mark Submission as "read"?

Credit Note Created

Purchase Order Created

Credit Note Deleted

Delete Invoice

Journal Deleted

Refund Receipt Deleted

Credit Note Updated

Invoice Updated

Journal Updated

Refund Receipt Updated

Estimate Deleted

Invoice Created

New Expense Created

Journal Created

Product Deleted

Supplier Created

Supplier Updated

Add Invoice

Add Product

Add Refund Receipt

Add Expense

Add Supplier

Delete Estimate

Estimate IDRequired

Delete Invoice

Invoice IDRequired

Delete Product

IDRequired

Delete Refund Receipt

Refund Receipt IDRequired

Edit Client

Edit Expense

Edit Invoice Payment

Edit Product

Edit Refund Receipt

New Form Submission

FormRequired

Field identification

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Refund Receipt Created

Client Deleted

Expense Deleted

Invoice Payment Deleted

Purchase Order Deleted

Client Updated

Expense Updated

Invoice Payment Updated

Purchase Order Updated

Estimate Created

Estimate Updated

Client Created

Invoice Payment Created

Product Created

Product Updated

Supplier Deleted

Add Estimate

Add Invoice Payment

Add Purchase Order

Add Client

Add Journal

Delete Client

IDRequired

Delete Expense