Connect Daftra and KIXIE to Build Intelligent Automations

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Daftra

When this happens...

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KIXIE

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice Created

New Invoice Created

Returns invoices created in Daftra since the last scheduled check (using IST), including invoice and client details.

New Product Added

New Product Added

Triggers when a new product is added to your Daftra account.

Product Updated

Product Updated

Return products that were modified during the scheduled time window, excluding items that were only newly created.

Invoice Updated

Invoice Updated

Fetches invoices modified since the last check, excluding newly created invoices.

Call Ended

Call Ended

Triggers your workflow when a Kixie voice call ends.

Call Started

Call Started

Notifies the configured webhook when a call begins, delivering key call details.

Request a new Trigger for Daftra

Do thisActions

Action is the task that follows automatically within your Daftra integrations.

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 KIXIE?

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

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

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

How often does the data sync between Daftra and KIXIE?

The data sync between Daftra and KIXIE 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 KIXIE?

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 KIXIE?

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

About KIXIE

Seamlessly integrated voice and powerful automation tools designed for high-performing sales and customer support teams.

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