Daftra + involve.me

Daftra + involve.me integrations

Add new involve.me completed submissions as clients in Daftra

Streamline your client onboarding process with this efficient workflow. When a new completed submission occurs in involve.me, it directly adds a new client to your Daftra app, eliminating manual data entry. Stay organized and up-to-date while focusing on growing your business.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Add ClientCreates a new client
ActionWrite

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More things you can do with involve.me and Daftra

Discover other triggers and actions you can use with involve.me and Daftra

- involve.me Funnel
  Required
Trigger
Instant
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- Organization
  Required
- Email
  Required
- Tag
  Required
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
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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 ID
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- ID
  Required
Action
Write
- Refund Receipt ID
  Required
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

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
Refund Receipt Created
Triggers when a new Refund Receipt is created
Trigger
Instant
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Client Deleted
Triggers when a Client is deleted.
Trigger
Instant
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Expense Deleted
Triggers when an Expense is deleted.
Trigger
Instant
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Invoice Payment Deleted
Triggers when an invoice Payment is deleted.
Trigger
Instant
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Purchase Order Deleted
Triggers when Purchase Order Deleted
Trigger
Instant
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Client Updated
Triggers when a Client is updated
Trigger
Instant
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Expense Updated
Triggers when an Expense is updated.
Trigger
Instant
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Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Trigger
Instant
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Purchase Order Updated
Triggers when Purchase Order was updated.
Trigger
Instant
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Estimate Created
Triggers when a new Estimate is created
Trigger
Instant
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Estimate Updated
Triggers when an Estimate is updated
Trigger
Instant
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Client Created
Triggers when a new client is created.
Trigger
Instant
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Invoice Payment Created
Triggers when a new Invoice Payment is created.
Trigger
Instant
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Product Created
Triggers when there's a new product.
Trigger
Instant
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Product Updated
Triggers when a Product is updated
Trigger
Instant
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Supplier Deleted
Triggers when supplier is deleted.
Trigger
Instant
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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
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- ID
  Required
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.

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Related categories

Accounting

About involve.me

involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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