
When this happens...
New Invoice Created
New Product Added
Product Updated
Invoice Is Updated

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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new invoice is created in Daftra
Runs when a new product is added to your Daftra account.
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Runs when an invoice is updated since the last check, excluding newly created invoices.
Action is the task that follows automatically within your Daftra integrations.
Updates an existing invoice with new details.
Deletes a supplier.
Record a payment for an invoice.
Deletes an estimate.
Record a new expense with amount, date, payment method and optional details (client, vendor, taxes, attachments).
Deletes an invoice by ID.

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To start, connect both your Daftra and Dumpling AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in Dumpling AI (or vice versa).
Absolutely. You can customize how Daftra data is recorded in Dumpling AI. This includes choosing which data fields go into which fields of Dumpling AI, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and Dumpling AI 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 Dumpling 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 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 MoreDumpling AI is an innovative platform that leverages artificial intelligence to provide advanced solutions for various industries. It offers tools and services that enhance productivity, streamline processes, and deliver intelligent insights to help businesses make data-driven decisions.
Learn More