Cloud accounting and ERP suite for invoices, clients, inventory, and business operations. Connect Daftra to AI agents, automate workflows, and scale with confidence.
Start from Daftra’s Watch Client Appointments trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.
Add Create a Client as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.
Daftra brings 93 ready-made steps for finance work, and every run records what went in and what came back.
Daftra workflow on the canvas: Watch Client Appointments then Create a Client
Everything you need to know about connecting Daftra to your workflows.
