Connect CallHub and Daftra to Build Intelligent Automations
Choose a Trigger
When this happens...
Agent Activates Account
New Note Added
New Text Message Received
Transfer Digit Pressed
Choose an Action
Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Update Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
List All Invoices
List All Clients
List All Products
List All Staff
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Agent Activates Account
Runs when Agent Activates Account.
New Note Added
Triggers when a new note is added by an agent for any call center campaign in your CallHub account.
New Text Message Received
Triggers when you receive a text message for any SMS campaign in your CallHub account.
Transfer Digit Pressed
Triggers when the transfer digit is pressed in a voice broadcast campaign
New Invoice Created
Runs when a new invoice is created in Daftra
New Product Added
Runs when a new product is added to your Daftra account.
Do thisActions
Action is the task that follows automatically within your CallHub integrations.
Create Contact
Add a new contact to CallHub.
Invite an agent
Create a new agent account and send them an invitation email.
Update a contact
Update a contact in CallHub using their phone number or contact ID.
Update Invoice
Updates an existing invoice with new details.
Delete Supplier
Deletes a supplier.
Record Invoice Payment
Record a payment for an invoice.
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Frequently Asked Questions
To start, connect both your CallHub and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHub triggers actions in Daftra (or vice versa).
Absolutely. You can customize how CallHub data is recorded in Daftra. This includes choosing which data fields go into which fields of Daftra, setting up custom formats, and filtering out unwanted information.
The data sync between CallHub and Daftra typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CallHub and Daftra. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CallHub
CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.
Learn MoreAbout Daftra
Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
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