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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 Record" from Accompa.

Add your action

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

You’re connected!

Zapier seamlessly connects Accompa 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.

- Accompa Object
  Required
Trigger
Instant
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- Accompa Object
  Required
Action
Write
- Accompa Object
  Required
- Field to Search By
  Required
- Search Value
  Required
Action
Search
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
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

- Accompa Object
  Required
Trigger
Instant
Try It
- Accompa Object
  Required
- Record ID
  Required
Action
Write
Credit Note Created
Triggers when a new Credit Note is created.
Trigger
Instant
Try It
Purchase Order Created
Trigger When New Purchase Order is created
Trigger
Instant
Try It
Credit Note Deleted
Triggers when a Credit Note is Deleted.
Trigger
Instant
Try It
Delete Invoice
Triggers when an Invoice is deleted.
Trigger
Instant
Try It
Journal Deleted
Triggers when a Journal is deleted.
Trigger
Instant
Try It
Refund Receipt Deleted
Triggers when a Refund Receipt is deleted.
Trigger
Instant
Try It
Credit Note Updated
Triggers when a Credit Note is Updated.
Trigger
Instant
Try It
Invoice Updated
Triggers when a Invoice is updated.
Trigger
Instant
Try It
Journal Updated
Triggers when a Journal is updated.
Trigger
Instant
Try It
Refund Receipt Updated
Triggers when a Refund Receipt was updated
Trigger
Instant
Try It
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
Try It
Journal Created
Triggers when a new Journal is created.
Trigger
Instant
Try It
Product Deleted
Triggers when a Product is deleted
Trigger
Instant
Try It
Supplier Created
Triggers when a new supplier is created.
Trigger
Instant
Try It
Supplier Updated
Triggers when Supplier is updated.
Trigger
Instant
Try It
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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Accompa 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.

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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 Accompa 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 Accompa

Accompa is a leading cloud-based Requirements Management tool used by hundreds of companies.

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Related categories

Product Management

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.