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

Automatically do this!
Create or Update User
Add or Remove User From Cohort
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 MoEngage accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in MoEngage (or vice versa).
Absolutely. You can customize how Daftra data is recorded in MoEngage. This includes choosing which data fields go into which fields of MoEngage, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and MoEngage 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 MoEngage. 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 MoreMoEngage is a comprehensive customer engagement platform that helps businesses understand their users and engage them with personalized communication across various channels. It offers features like analytics, push notifications, email marketing, and in-app messaging to enhance user experience and drive growth.
Learn More