Connect Cloudconvert and Daftra to Build Intelligent Automations
Choose a Trigger
When this happens...
New Job
Job Failed
Job Finished
Choose an Action
Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Create Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Edit Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Job
Triggers when a new job is created.
Job Failed
Triggers when a job failed.
Job Finished
Triggers when a job finished.
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.
Product Updated
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Do thisActions
Action is the task that follows automatically within your Cloudconvert integrations.
Convert a File
Converts a file from one format to another using CloudConvert's conversion options.
Update Invoice
Updates an existing invoice with new details.
Delete Supplier
Deletes a supplier.
Record Invoice Payment
Record a payment for an invoice.
Create Invoice Payment
Creates a new payment for an invoice.
Delete Estimate
Deletes an estimate.
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Frequently Asked Questions
To start, connect both your Cloudconvert and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloudconvert triggers actions in Daftra (or vice versa).
Absolutely. You can customize how Cloudconvert 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 Cloudconvert 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 Cloudconvert 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 Cloudconvert
Cloudconvert is a versatile online file conversion tool that supports a wide range of file formats. It allows users to convert files from one format to another seamlessly, making it an essential tool for anyone needing quick and reliable file conversions.
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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