IntegrationsDaftraEveryDollar
Daftra + EveryDollar

Connect Daftra and EveryDollar to Build Intelligent Automations

Choose a Trigger

Daftra

When this happens...

Choose an Action

EveryDollar

Automatically do this!

Enable Integrations or automations with these events of Daftra and EveryDollar

Enable Integrations or automations with these events of Daftra and EveryDollar

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 EveryDollar?

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

Can we customize how data from Daftra is recorded in EveryDollar?

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

How often does the data sync between Daftra and EveryDollar?

The data sync between Daftra and EveryDollar 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 EveryDollar?

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 EveryDollar?

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

About EveryDollar

EveryDollar is a budgeting tool designed to help individuals and families manage their finances effectively. It provides users with a simple and intuitive platform to create budgets, track expenses, and achieve financial goals.

Learn More