Connect Conversion and Daftra to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Conversion
Choose an Action
Automatically do this!
Edit Invoice
Delete Supplier
Add Invoice Payment
Edit Invoice Payment
Delete Estimate
Add Expense
Delete an Invoice
Delete Invoice Payment
Edit Product
Add Supplier
Delete Client
Edit Expense
Edit Estimate
Delete Expense
Add Client
Edit Supplier
Add product
Ready to use Conversion and Daftra automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice Created
Returns invoices created in Daftra since the last scheduled check (using IST), including invoice and client details.
New Product Added
Triggers when a new product is added to your Daftra account.
Product Updated
Return products that were modified during the scheduled time window, excluding items that were only newly created.
Invoice Updated
Fetches invoices modified since the last check, excluding newly created invoices.
Do thisActions
Action is the task that follows automatically within your Conversion integrations.
Extract and Text from Document/Image URL
Extracts and converts text from PDF, DOC, or image URLs into readable text content.
Generate Image from text prompt
Generates Image from given text prompt.
Edit Invoice
Edits an Invoice
Delete Supplier
Deletes a Supplier
Add Invoice Payment
Creates a new Invoice Payment
Edit Invoice Payment
Edits an Invoice Payment
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Frequently Asked Questions
To start, connect both your Conversion and Daftra accounts to viaSocket. Once connected, you can set up a workflow where an event in Conversion triggers actions in Daftra (or vice versa).
Absolutely. You can customize how Conversion 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 Conversion 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 Conversion 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 Conversion
Conversion enables seamless conversion of various document formats (PDF, DOC) and images into text. Simply provide a URL for your PDF, DOC, or image file, and the plug will extract and convert the content into readable text. Ideal for users looking to quickly transform content from documents and images into an editable format for further processing or analysis.
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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