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Quickly connect 17hats to Daftra with a Zapier template.

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Create new Daftra clients from 17hats contacts
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17hats + Daftra

Create new Daftra clients from 17hats contacts

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17hats + Daftra

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from 17hats.

Add your action

An action happens after the trigger—such as "Add Estimate" in Daftra.

You’re connected!

Zapier seamlessly connects 17hats and Daftra, automating your workflow.

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.

New Contact
Triggers when a new contact is created.
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- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Write
- Name
  Required
- Company_name
- Email
- Phone_number
Action
Search
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
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- 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

Updated Contact
Triggers when an already existing contact is updated.
Trigger
Instant
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- Contact
  Required
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Write
- Name
  Required
- Company_name
- Email
- Phone_number
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Search or 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

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Connect 17hats and Daftra to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your 17hats to Daftra integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About 17hats

17hats is a premiere business platform that provides you with a suite of business solutions to help organize, systemize, and grow your business.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Connect 17hats and Daftra to unlock the power of automation

Set up your first integration

Create new Daftra clients from 17hats contacts

Create new Daftra clients from 17hats contacts

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect 17hats and Daftra to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect 17hats to Daftra on the world's largest no-code automation platform