WordPress Daftra

Generate invoices from website submissions

When a client submits a form in WordPress, automatically create an invoice in Daftra for the requested products or services.

Try:

See all WordPress + Daftra integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

WordPress Explore WordPress →

Triggers
Page published

Fires when a new page or post is published on WordPress.

Form submitted

Fires when a form on WordPress is submitted.

CMS item updated

Fires when a CMS item is updated on WordPress.

Actions
Publish page

Publishes or updates a page on WordPress.

Create CMS item

Creates a new CMS item on WordPress.

Update content

Updates existing content on WordPress.

Daftra Explore Daftra →

Triggers
New invoice created

Fires when a new invoice is created in Daftra.

Payment received

Fires when a payment is recorded in Daftra.

Invoice overdue

Fires when an invoice in Daftra passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Daftra.

Actions
Create invoice

Creates a new invoice in Daftra.

Record payment

Records a payment against an invoice in Daftra.

Create expense

Creates a new expense entry in Daftra.

Sync customer record

Syncs a customer's billing record in Daftra.

Publish client listings upon payment receipt When a payment is received in Daftra, automatically publish a page in WordPress to make the client's listing live. See details
Update website content when pricing or expenses change When an expense is recorded in Daftra, automatically update a CMS item in WordPress to keep public cost catalog listings accurate. See details

See all WordPress + Daftra integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate invoices from website submissions” between WordPress and Daftra?

Yes — describe it in the box above and Knit's Integrations Agent researches WordPress and Daftra's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Daftra and WordPress automate client onboarding?

Submitting a form on your website in WordPress can automatically generate a customer record and initial invoice in Daftra without manual data entry.

Can website form submissions generate invoices?

Yes, whenever a client submits an order or inquiry form in WordPress, an invoice can automatically be created in Daftra.

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