Create integrations between Daftra and Insightly
Edit Invoice in Daftra when New or Updated Contact in Insightly
Delete Supplier from Daftra when New or Updated Contact in Insightly
Add Invoice Payment to Daftra when New or Updated Contact in Insightly
Edit Invoice Payment in Daftra when New or Updated Contact in Insightly
Delete Estimate from Daftra when New or Updated Contact in Insightly
Add Expense to Daftra when New or Updated Contact in Insightly
Delete an Invoice in Daftra when New or Updated Contact in Insightly
Delete Invoice Payment from Daftra when New or Updated Contact in Insightly
Edit Product in Daftra when New or Updated Contact in Insightly
Add Supplier to Daftra when New or Updated Contact in Insightly
Actions and Triggers
When this happensTriggers
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
New or Updated Lead
Triggers when new lead is created or updated.
New or Updated Opportunities
Triggers when new opportunity is created or updated.
Do thisActions
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
Delete Estimate
Deletes an Estimate
Add Expense
Creates a new Expense
Frequently Asked Questions
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 Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn More
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