Connect Daftra and Agent AI to Build Intelligent Automations

Choose a Trigger

Daftra

When this happens...

Choose an Action

Agent AI

Automatically do this!

Enable Integrations or automations with these events of Daftra and Agent AI

Enable Integrations or automations with these events of Daftra and Agent AI

Actions

Edit Invoice

Edit Invoice

Edits an Invoice

Delete Supplier

Delete Supplier

Deletes a Supplier

Add Invoice Payment

Add Invoice Payment

Creates a new Invoice Payment

Edit Invoice Payment

Edit Invoice Payment

Edits an Invoice Payment

Delete Estimate

Delete Estimate

Deletes an Estimate

Add Expense

Add Expense

Creates a new Expense

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Frequently Asked Questions

How do I start an integration between Daftra and Agent AI?

To start, connect both your Daftra and Agent AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in Agent AI (or vice versa).

Can we customize how data from Daftra is recorded in Agent AI?

Absolutely. You can customize how Daftra data is recorded in Agent AI. This includes choosing which data fields go into which fields of Agent AI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Daftra and Agent AI?

The data sync between Daftra and Agent AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Daftra to Agent AI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Daftra and Agent AI?

Yes, you can set conditional logic to control the flow of data between Daftra and Agent AI. 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.

Daftra

About 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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Agent AI

About Agent AI

Agent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.

Learn More