Connect Daftra and CallRail to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Product Added
Product Updated
Invoice Updated
Choose an Action
Automatically do this!
Send Text Message
Create Outbound Call
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Invoice Updated
Runs when an invoice is updated since the last check, excluding newly created invoices.
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Do thisActions
Action is the task that follows automatically within your Daftra integrations.
Update Invoice
Updates an existing invoice with new details.
Delete Supplier
Deletes a supplier.
Add Invoice Payment
Creates a new invoice payment.
Create Invoice Payment
Creates a new payment for an invoice.
Delete Estimate
Deletes an estimate.
Add Expense
Creates a new Expense
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Frequently Asked Questions
To start, connect both your Daftra and CallRail accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in CallRail (or vice versa).
Absolutely. You can customize how Daftra data is recorded in CallRail. This includes choosing which data fields go into which fields of CallRail, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and CallRail 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 Daftra and CallRail. 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 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.
Learn MoreAbout CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
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