Create integrations between Daftra and MyDocSafe
Edit Invoice in Daftra when Document is Signed in Mydocsafe
Delete Supplier from Daftra when Document is Signed in Mydocsafe
Add Invoice Payment to Daftra when Document is Signed in Mydocsafe
Edit Invoice Payment in Daftra when Document is Signed in Mydocsafe
Delete Estimate from Daftra when Document is Signed in Mydocsafe
Add Expense to Daftra when Document is Signed in Mydocsafe
Delete an Invoice in Daftra when Document is Signed in Mydocsafe
Delete Invoice Payment from Daftra when Document is Signed in Mydocsafe
Edit Product in Daftra when Document is Signed in Mydocsafe
Add Supplier to Daftra when Document is Signed in Mydocsafe
Actions and Triggers
When this happensTriggers
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
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