Connect Daftra and Opportunity to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice Created
New Product Added
Product Updated
Invoice Updated
Choose an Action
Automatically do this!
- Request a new Action for Opportunity
Enable Integrations or automations with these events of Daftra and Opportunity
Enable Integrations or automations with these events of Daftra and Opportunity
Triggers
New Invoice Created
Runs when a new invoice is created in Daftra
New Product Added
Runs when a new product is added to your Daftra account.
Product Updated
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Invoice Updated
Runs when an invoice is updated since the last check, excluding newly created invoices.
Actions
Update Invoice
Updates an existing invoice with new details.
Delete Supplier
Deletes a supplier.
Add Invoice Payment
Creates a new invoice payment.
Create Invoice Payment
Creates a new payment for an invoice.
Delete Estimate
Deletes an estimate.
Add Expense
Creates a new Expense
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Frequently Asked Questions
To start, connect both your Daftra and Opportunity accounts to viaSocket. Once connected, you can set up a workflow where an event in Daftra triggers actions in Opportunity (or vice versa).
Absolutely. You can customize how Daftra data is recorded in Opportunity. This includes choosing which data fields go into which fields of Opportunity, setting up custom formats, and filtering out unwanted information.
The data sync between Daftra and Opportunity 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 Opportunity. 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.
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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