Daftra Integrations

Name: Zapier
Availability: InStock

Put Daftra to work with AI and enterprise-grade automation

Automate smarter with Daftra and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Salla

eCommerce

Shopify

eCommerce

Amazon Seller Central

Amazon, eCommerce

Asana

Project Management

ClickUp

Project Management

WordPress

Website Builders, WordPress

WhatsApp Business

Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Badger Maps

CRM (Customer Relationship Management)

Salla

eCommerce

Shopify

eCommerce

Amazon Seller Central

Amazon, eCommerce

Asana

Project Management

ClickUp

Project Management

WordPress

Website Builders, WordPress

Salla

eCommerce

Shopify

eCommerce

Amazon Seller Central

Amazon, eCommerce

Asana

Project Management

ClickUp

Project Management

WordPress

Website Builders, WordPress

WhatsApp Business

Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Badger Maps

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new Daftra clients from HubSpot contacts
Details
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HubSpot + Daftra
Create Daftra invoices for new Salla orders placed
Details
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Salla + Daftra
Create new Daftra clients from 123FormBuilder form entries
Details
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123FormBuilder + Daftra
Add new Squarespace Forms form submissions as clients in Daftra
Details
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Squarespace Forms + Daftra
Create Daftra clients from new VideoAsk responses
Details
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VideoAsk + Daftra
Add clients in Daftra for new Qualtrics survey responses
Details
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Qualtrics + Daftra

Create new Daftra clients from HubSpot contacts

Details

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HubSpot + Daftra

Create Daftra invoices for new Salla orders placed

Details

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Salla + Daftra

Create new Daftra clients from 123FormBuilder form entries

Details

Try it

123FormBuilder + Daftra

Add new Squarespace Forms form submissions as clients in Daftra

Details

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Squarespace Forms + Daftra

Create Daftra clients from new VideoAsk responses

Details

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VideoAsk + Daftra

Add clients in Daftra for new Qualtrics survey responses

Details

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Qualtrics + Daftra

Add new involve.me completed submissions as clients in Daftra

Details

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involve.me + Daftra

Create or update Daftra clients when new HubSpot companies are added or updated

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HubSpot + Daftra

Create Daftra clients from new HubSpot companies

Details

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HubSpot + Daftra

Update Daftra clients when ActiveCampaign contacts are modified

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ActiveCampaign + Daftra

Create new Daftra clients from Pipedrive leads for seamless lead management

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Pipedrive + Daftra

Add new or updated Zoho CRM contacts as clients in Daftra

Details

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Zoho CRM + Daftra

Add new involve.me completed submissions as clients in Daftra
Details
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involve.me + Daftra
Create or update Daftra clients when new HubSpot companies are added or updated
Details
Try it
HubSpot + Daftra
Create Daftra clients from new HubSpot companies
Details
Try it
HubSpot + Daftra
Update Daftra clients when ActiveCampaign contacts are modified
Details
Try it
ActiveCampaign + Daftra
Create new Daftra clients from Pipedrive leads for seamless lead management
Details
Try it
Pipedrive + Daftra
Add new or updated Zoho CRM contacts as clients in Daftra
Premium
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Zoho CRM + Daftra

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
Try It
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
Try It
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

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
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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
- 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

For builders

Let your AI safely access Daftra

Go beyond Zap workflows. Install Zapier in your AI to call Daftra actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Daftra from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Add Estimate
Add Invoice

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Daftra actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Daftra connection @ https://zapier.com/fr/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "daftra", owner: "me" });

await zapier.runAction({
  app: 'daftra',
  action: 'add_estimate',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Daftra Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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.

HelpHelp

Related categories

Accounting

Daftra Integrations

Put Daftra to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create new Daftra clients from HubSpot contacts

Create Daftra invoices for new Salla orders placed

Create new Daftra clients from 123FormBuilder form entries

Add new Squarespace Forms form submissions as clients in Daftra

Create Daftra clients from new VideoAsk responses

Add clients in Daftra for new Qualtrics survey responses

Create new Daftra clients from HubSpot contacts

Create Daftra invoices for new Salla orders placed

Create new Daftra clients from 123FormBuilder form entries

Add new Squarespace Forms form submissions as clients in Daftra

Create Daftra clients from new VideoAsk responses

Add clients in Daftra for new Qualtrics survey responses

Add new involve.me completed submissions as clients in Daftra

Create or update Daftra clients when new HubSpot companies are added or updated

Create Daftra clients from new HubSpot companies

Update Daftra clients when ActiveCampaign contacts are modified

Create new Daftra clients from Pipedrive leads for seamless lead management

Add new or updated Zoho CRM contacts as clients in Daftra

Add new involve.me completed submissions as clients in Daftra

Create or update Daftra clients when new HubSpot companies are added or updated

Create Daftra clients from new HubSpot companies

Update Daftra clients when ActiveCampaign contacts are modified

Create new Daftra clients from Pipedrive leads for seamless lead management

Add new or updated Zoho CRM contacts as clients in Daftra

Let your AI safely access Daftra

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Daftra Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Daftra Integrations

Popular Daftra Integrations

Connect Your App Accounts to Zapier