IntegrationsDaftraK12 Insight Engage
Daftra + K12 Insight Engage

Connect Daftra and K12 Insight Engage to Build Intelligent Automations

Choose a Trigger

Daftra

When this happens...

Choose an Action

K12 Insight Engage

Automatically do this!

Enable Integrations or automations with these events of Daftra and K12 Insight Engage

Enable Integrations or automations with these events of Daftra and K12 Insight Engage

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 K12 Insight Engage?

To start, connect both your Daftra and K12 Insight Engage accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in K12 Insight Engage (or vice versa).

Can we customize how data from Daftra is recorded in K12 Insight Engage?

Absolutely. You can customize how Daftra data is recorded in K12 Insight Engage. This includes choosing which data fields go into which fields of K12 Insight Engage, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Daftra and K12 Insight Engage?

The data sync between Daftra and K12 Insight Engage 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 K12 Insight Engage?

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 K12 Insight Engage?

Yes, you can set conditional logic to control the flow of data between Daftra and K12 Insight Engage. 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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K12 Insight Engage

About K12 Insight Engage

K12 Insight Engage allows users to create, distribute, and analyze professional surveys, polls, and assessments.

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